Civic Intelligence

Brett Garrett D.M.D. Inc.

Plan context: Garrett Orthodontics 401(K) Plan

EIN 26-2064566 • San Luis Obispo, CA • 13 filings • 1 plans

1312 Garden StreetSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$2,581,658

2025 Contributions

$164,505

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,581,658$1,290,829$0201320192025YearValue
$2,581,658Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

20100201320192025YearValue
19Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025119$2,581,658$164,505$8,658iApproximate average salary by contribution assumption: employee only about $216,454 at 4% or $144,303 at 6%; with 50% employer match about $144,303 at 4% or $96,202 at 6%; with 100% employer match about $108,227 at 4% or $72,151 at 6%.
Garrett Orthodontics 401(K) Plan-19$2,581,658$164,505$8,658iApproximate average salary by contribution assumption: employee only about $216,454 at 4% or $144,303 at 6%; with 50% employer match about $144,303 at 4% or $96,202 at 6%; with 100% employer match about $108,227 at 4% or $72,151 at 6%.
2024120$2,045,904$149,244$7,462iApproximate average salary by contribution assumption: employee only about $186,555 at 4% or $124,370 at 6%; with 50% employer match about $124,370 at 4% or $82,913 at 6%; with 100% employer match about $93,278 at 4% or $62,185 at 6%.
Garrett Orthodontics 401(K) Plan-20$2,045,904$149,244$7,462iApproximate average salary by contribution assumption: employee only about $186,555 at 4% or $124,370 at 6%; with 50% employer match about $124,370 at 4% or $82,913 at 6%; with 100% employer match about $93,278 at 4% or $62,185 at 6%.
2023120$1,657,458$126,096$6,305iApproximate average salary by contribution assumption: employee only about $157,620 at 4% or $105,080 at 6%; with 50% employer match about $105,080 at 4% or $70,053 at 6%; with 100% employer match about $78,810 at 4% or $52,540 at 6%.
Garrett Orthodontics 401(K) Plan-20$1,657,458$126,096$6,305iApproximate average salary by contribution assumption: employee only about $157,620 at 4% or $105,080 at 6%; with 50% employer match about $105,080 at 4% or $70,053 at 6%; with 100% employer match about $78,810 at 4% or $52,540 at 6%.
2022120$1,267,838$125,134$6,257iApproximate average salary by contribution assumption: employee only about $156,418 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
Garrett Orthodontics 401(K) Plan-20$1,267,838$125,134$6,257iApproximate average salary by contribution assumption: employee only about $156,418 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
2021119$1,436,184$114,219$6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,795 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%.
Garrett Orthodontics 401(K) Plan-19$1,436,184$114,219$6,012iApproximate average salary by contribution assumption: employee only about $150,288 at 4% or $100,192 at 6%; with 50% employer match about $100,192 at 4% or $66,795 at 6%; with 100% employer match about $75,144 at 4% or $50,096 at 6%.
2020115$1,102,215$116,788$7,786iApproximate average salary by contribution assumption: employee only about $194,647 at 4% or $129,764 at 6%; with 50% employer match about $129,764 at 4% or $86,510 at 6%; with 100% employer match about $97,323 at 4% or $64,882 at 6%.
Garrett Orthodontics 401(K) Plan-15$1,102,215$116,788$7,786iApproximate average salary by contribution assumption: employee only about $194,647 at 4% or $129,764 at 6%; with 50% employer match about $129,764 at 4% or $86,510 at 6%; with 100% employer match about $97,323 at 4% or $64,882 at 6%.
2019115$824,369$112,782$7,519iApproximate average salary by contribution assumption: employee only about $187,970 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,985 at 4% or $62,657 at 6%.
Garrett Orthodontics 401(K) Plan-15$824,369$112,782$7,519iApproximate average salary by contribution assumption: employee only about $187,970 at 4% or $125,313 at 6%; with 50% employer match about $125,313 at 4% or $83,542 at 6%; with 100% employer match about $93,985 at 4% or $62,657 at 6%.
2018114$590,753$104,498$7,464iApproximate average salary by contribution assumption: employee only about $186,604 at 4% or $124,402 at 6%; with 50% employer match about $124,402 at 4% or $82,935 at 6%; with 100% employer match about $93,302 at 4% or $62,201 at 6%.
Garrett Orthodontics 401(K) Plan-14$590,753$104,498$7,464iApproximate average salary by contribution assumption: employee only about $186,604 at 4% or $124,402 at 6%; with 50% employer match about $124,402 at 4% or $82,935 at 6%; with 100% employer match about $93,302 at 4% or $62,201 at 6%.
2017113$641,690$101,804$7,831iApproximate average salary by contribution assumption: employee only about $195,777 at 4% or $130,518 at 6%; with 50% employer match about $130,518 at 4% or $87,012 at 6%; with 100% employer match about $97,888 at 4% or $65,259 at 6%.
Garrett Orthodontics 401(K) Plan-13$641,690$101,804$7,831iApproximate average salary by contribution assumption: employee only about $195,777 at 4% or $130,518 at 6%; with 50% employer match about $130,518 at 4% or $87,012 at 6%; with 100% employer match about $97,888 at 4% or $65,259 at 6%.
2016112$436,864$104,860$8,738iApproximate average salary by contribution assumption: employee only about $218,458 at 4% or $145,639 at 6%; with 50% employer match about $145,639 at 4% or $97,093 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
Garrett Orthodontics 401(K) Plan-12$436,864$104,860$8,738iApproximate average salary by contribution assumption: employee only about $218,458 at 4% or $145,639 at 6%; with 50% employer match about $145,639 at 4% or $97,093 at 6%; with 100% employer match about $109,229 at 4% or $72,819 at 6%.
2015111$298,966$108,450$9,859iApproximate average salary by contribution assumption: employee only about $246,477 at 4% or $164,318 at 6%; with 50% employer match about $164,318 at 4% or $109,545 at 6%; with 100% employer match about $123,239 at 4% or $82,159 at 6%.
Garrett Orthodontics 401(K) Plan-11$298,966$108,450$9,859iApproximate average salary by contribution assumption: employee only about $246,477 at 4% or $164,318 at 6%; with 50% employer match about $164,318 at 4% or $109,545 at 6%; with 100% employer match about $123,239 at 4% or $82,159 at 6%.
2014110$194,973$107,750$10,775iApproximate average salary by contribution assumption: employee only about $269,375 at 4% or $179,583 at 6%; with 50% employer match about $179,583 at 4% or $119,722 at 6%; with 100% employer match about $134,688 at 4% or $89,792 at 6%.
Garrett Orthodontics 401(K) Plan-10$194,973$107,750$10,775iApproximate average salary by contribution assumption: employee only about $269,375 at 4% or $179,583 at 6%; with 50% employer match about $179,583 at 4% or $119,722 at 6%; with 100% employer match about $134,688 at 4% or $89,792 at 6%.
2013110$77,469$70,478$7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,463 at 6%; with 50% employer match about $117,463 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%.
Garrett Orthodontics 401(K) Plan-10$77,469$70,478$7,048iApproximate average salary by contribution assumption: employee only about $176,195 at 4% or $117,463 at 6%; with 50% employer match about $117,463 at 4% or $78,309 at 6%; with 100% employer match about $88,098 at 4% or $58,732 at 6%.