THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN
Plan context: GARFIELD FOUNDATION 403(B) DC & TDA PLAN
EIN 22-2285358 • Marion, MA • 17 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
8
2022 Assets
$2,269,545
2022 Contributions
$5,894
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $5,894 | - |
| GARFIELD FOUNDATION 403(B) DC & TDA PLAN | - | 0 | $0 | $5,894 | - |
| 2021 | 1 | 8 | $2,269,545 | $193,419 | $24,177iApproximate average salary by contribution assumption: employee only about $604,434 at 4% or $402,956 at 6%; with 50% employer match about $402,956 at 4% or $268,638 at 6%; with 100% employer match about $302,217 at 4% or $201,478 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 8 | $2,269,545 | $193,419 | $24,177iApproximate average salary by contribution assumption: employee only about $604,434 at 4% or $402,956 at 6%; with 50% employer match about $402,956 at 4% or $268,638 at 6%; with 100% employer match about $302,217 at 4% or $201,478 at 6%. |
| 2020 | 1 | 2 | $2,228,838 | $285,869 | $142,935iApproximate average salary by contribution assumption: employee only about $3,573,363 at 4% or $2,382,242 at 6%; with 50% employer match about $2,382,242 at 4% or $1,588,161 at 6%; with 100% employer match about $1,786,681 at 4% or $1,191,121 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $2,228,838 | $285,869 | $142,935iApproximate average salary by contribution assumption: employee only about $3,573,363 at 4% or $2,382,242 at 6%; with 50% employer match about $2,382,242 at 4% or $1,588,161 at 6%; with 100% employer match about $1,786,681 at 4% or $1,191,121 at 6%. |
| 2019 | 1 | 8 | $1,609,847 | $293,570 | $36,696iApproximate average salary by contribution assumption: employee only about $917,406 at 4% or $611,604 at 6%; with 50% employer match about $611,604 at 4% or $407,736 at 6%; with 100% employer match about $458,703 at 4% or $305,802 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 8 | $1,609,847 | $293,570 | $36,696iApproximate average salary by contribution assumption: employee only about $917,406 at 4% or $611,604 at 6%; with 50% employer match about $611,604 at 4% or $407,736 at 6%; with 100% employer match about $458,703 at 4% or $305,802 at 6%. |
| 2018 | 1 | 7 | $1,273,063 | $234,724 | $33,532iApproximate average salary by contribution assumption: employee only about $838,300 at 4% or $558,867 at 6%; with 50% employer match about $558,867 at 4% or $372,578 at 6%; with 100% employer match about $419,150 at 4% or $279,433 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 7 | $1,273,063 | $234,724 | $33,532iApproximate average salary by contribution assumption: employee only about $838,300 at 4% or $558,867 at 6%; with 50% employer match about $558,867 at 4% or $372,578 at 6%; with 100% employer match about $419,150 at 4% or $279,433 at 6%. |
| 2017 | 1 | 6 | $1,050,414 | $217,709 | $36,285iApproximate average salary by contribution assumption: employee only about $907,121 at 4% or $604,747 at 6%; with 50% employer match about $604,747 at 4% or $403,165 at 6%; with 100% employer match about $453,560 at 4% or $302,374 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 6 | $1,050,414 | $217,709 | $36,285iApproximate average salary by contribution assumption: employee only about $907,121 at 4% or $604,747 at 6%; with 50% employer match about $604,747 at 4% or $403,165 at 6%; with 100% employer match about $453,560 at 4% or $302,374 at 6%. |
| 2016 | 1 | 7 | $913,753 | $249,762 | $35,680iApproximate average salary by contribution assumption: employee only about $892,007 at 4% or $594,671 at 6%; with 50% employer match about $594,671 at 4% or $396,448 at 6%; with 100% employer match about $446,004 at 4% or $297,336 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 7 | $913,753 | $249,762 | $35,680iApproximate average salary by contribution assumption: employee only about $892,007 at 4% or $594,671 at 6%; with 50% employer match about $594,671 at 4% or $396,448 at 6%; with 100% employer match about $446,004 at 4% or $297,336 at 6%. |
| 2015 | 1 | 7 | $663,163 | $228,860 | $32,694iApproximate average salary by contribution assumption: employee only about $817,357 at 4% or $544,905 at 6%; with 50% employer match about $544,905 at 4% or $363,270 at 6%; with 100% employer match about $408,679 at 4% or $272,452 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 7 | $663,163 | $228,860 | $32,694iApproximate average salary by contribution assumption: employee only about $817,357 at 4% or $544,905 at 6%; with 50% employer match about $544,905 at 4% or $363,270 at 6%; with 100% employer match about $408,679 at 4% or $272,452 at 6%. |
| 2014 | 1 | 7 | $488,322 | $127,856 | $18,265iApproximate average salary by contribution assumption: employee only about $456,629 at 4% or $304,419 at 6%; with 50% employer match about $304,419 at 4% or $202,946 at 6%; with 100% employer match about $228,314 at 4% or $152,210 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 7 | $488,322 | $127,856 | $18,265iApproximate average salary by contribution assumption: employee only about $456,629 at 4% or $304,419 at 6%; with 50% employer match about $304,419 at 4% or $202,946 at 6%; with 100% employer match about $228,314 at 4% or $152,210 at 6%. |
| 2013 | 1 | 2 | $381,782 | $67,078 | $33,539iApproximate average salary by contribution assumption: employee only about $838,475 at 4% or $558,983 at 6%; with 50% employer match about $558,983 at 4% or $372,656 at 6%; with 100% employer match about $419,238 at 4% or $279,492 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $381,782 | $67,078 | $33,539iApproximate average salary by contribution assumption: employee only about $838,475 at 4% or $558,983 at 6%; with 50% employer match about $558,983 at 4% or $372,656 at 6%; with 100% employer match about $419,238 at 4% or $279,492 at 6%. |
| 2012 | 1 | 2 | $302,975 | $63,450 | $31,725iApproximate average salary by contribution assumption: employee only about $793,125 at 4% or $528,750 at 6%; with 50% employer match about $528,750 at 4% or $352,500 at 6%; with 100% employer match about $396,563 at 4% or $264,375 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $302,975 | $63,450 | $31,725iApproximate average salary by contribution assumption: employee only about $793,125 at 4% or $528,750 at 6%; with 50% employer match about $528,750 at 4% or $352,500 at 6%; with 100% employer match about $396,563 at 4% or $264,375 at 6%. |
| 2011 | 1 | 2 | $233,942 | $58,436 | $29,218iApproximate average salary by contribution assumption: employee only about $730,450 at 4% or $486,967 at 6%; with 50% employer match about $486,967 at 4% or $324,644 at 6%; with 100% employer match about $365,225 at 4% or $243,483 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $233,942 | $58,436 | $29,218iApproximate average salary by contribution assumption: employee only about $730,450 at 4% or $486,967 at 6%; with 50% employer match about $486,967 at 4% or $324,644 at 6%; with 100% employer match about $365,225 at 4% or $243,483 at 6%. |
| 2010 | 1 | 2 | $192,024 | $56,298 | $28,149iApproximate average salary by contribution assumption: employee only about $703,725 at 4% or $469,150 at 6%; with 50% employer match about $469,150 at 4% or $312,767 at 6%; with 100% employer match about $351,863 at 4% or $234,575 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $192,024 | $56,298 | $28,149iApproximate average salary by contribution assumption: employee only about $703,725 at 4% or $469,150 at 6%; with 50% employer match about $469,150 at 4% or $312,767 at 6%; with 100% employer match about $351,863 at 4% or $234,575 at 6%. |
| 2009 | 1 | 2 | $142,878 | $49,610 | $24,805iApproximate average salary by contribution assumption: employee only about $620,125 at 4% or $413,417 at 6%; with 50% employer match about $413,417 at 4% or $275,611 at 6%; with 100% employer match about $310,063 at 4% or $206,708 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $142,878 | $49,610 | $24,805iApproximate average salary by contribution assumption: employee only about $620,125 at 4% or $413,417 at 6%; with 50% employer match about $413,417 at 4% or $275,611 at 6%; with 100% employer match about $310,063 at 4% or $206,708 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN C/OBEHAN LING & RUTA CPA 475 PARK AVE SO. 31ST F NEW YORK, NY 10016 | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $53,862 | $28,919 | $14,460iApproximate average salary by contribution assumption: employee only about $361,488 at 4% or $240,992 at 6%; with 50% employer match about $240,992 at 4% or $160,661 at 6%; with 100% employer match about $180,744 at 4% or $120,496 at 6%. |
| THE GARFIELD FOUNDATION TAX-DEFERRED ANNUITY PLAN | - | 2 | $53,862 | $28,919 | $14,460iApproximate average salary by contribution assumption: employee only about $361,488 at 4% or $240,992 at 6%; with 50% employer match about $240,992 at 4% or $160,661 at 6%; with 100% employer match about $180,744 at 4% or $120,496 at 6%. |