Civic Intelligence

Jeffrey R. Garvin, P.A.

Plan context: Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust

EIN 26-2848496 • Fort Myers, FL • 16 filings • 4 plans

4280 Cleveland AvenueFort Myers, FL 33901
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$3,179,910

2019 Contributions

$69,672

Historical Graphs

Total Assets Over Time

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

$3,191,921$1,595,961$0200920142018YearValue
$3,179,910Latest year 2018

Participants Over Time

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

630200920142018YearValue
3Latest year 2018

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
201910$0$0-
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-0$0$0-
201813$3,179,910$69,672$23,224iApproximate average salary by contribution assumption: employee only about $580,600 at 4% or $387,067 at 6%; with 50% employer match about $387,067 at 4% or $258,044 at 6%; with 100% employer match about $290,300 at 4% or $193,533 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$3,179,910$69,672$23,224iApproximate average salary by contribution assumption: employee only about $580,600 at 4% or $387,067 at 6%; with 50% employer match about $387,067 at 4% or $258,044 at 6%; with 100% employer match about $290,300 at 4% or $193,533 at 6%.
201713$3,191,921$69,201$23,067iApproximate average salary by contribution assumption: employee only about $576,675 at 4% or $384,450 at 6%; with 50% employer match about $384,450 at 4% or $256,300 at 6%; with 100% employer match about $288,338 at 4% or $192,225 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$3,191,921$69,201$23,067iApproximate average salary by contribution assumption: employee only about $576,675 at 4% or $384,450 at 6%; with 50% employer match about $384,450 at 4% or $256,300 at 6%; with 100% employer match about $288,338 at 4% or $192,225 at 6%.
201613$2,867,749$30,835$10,278iApproximate average salary by contribution assumption: employee only about $256,958 at 4% or $171,306 at 6%; with 50% employer match about $171,306 at 4% or $114,204 at 6%; with 100% employer match about $128,479 at 4% or $85,653 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$2,867,749$30,835$10,278iApproximate average salary by contribution assumption: employee only about $256,958 at 4% or $171,306 at 6%; with 50% employer match about $171,306 at 4% or $114,204 at 6%; with 100% employer match about $128,479 at 4% or $85,653 at 6%.
201513$2,824,450$71,730$23,910iApproximate average salary by contribution assumption: employee only about $597,750 at 4% or $398,500 at 6%; with 50% employer match about $398,500 at 4% or $265,667 at 6%; with 100% employer match about $298,875 at 4% or $199,250 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$2,824,450$71,730$23,910iApproximate average salary by contribution assumption: employee only about $597,750 at 4% or $398,500 at 6%; with 50% employer match about $398,500 at 4% or $265,667 at 6%; with 100% employer match about $298,875 at 4% or $199,250 at 6%.
201423$2,793,845$971,545$323,848iApproximate average salary by contribution assumption: employee only about $8,096,208 at 4% or $5,397,472 at 6%; with 50% employer match about $5,397,472 at 4% or $3,598,315 at 6%; with 100% employer match about $4,048,104 at 4% or $2,698,736 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$2,793,845$971,545$323,848iApproximate average salary by contribution assumption: employee only about $8,096,208 at 4% or $5,397,472 at 6%; with 50% employer match about $5,397,472 at 4% or $3,598,315 at 6%; with 100% employer match about $4,048,104 at 4% or $2,698,736 at 6%.
JEFFREY R. GARVIN, P. A. CASH BALANCE PENSION PLAN AND TRUST-0$0$0-
201323$2,610,931$114,036$38,012iApproximate average salary by contribution assumption: employee only about $950,300 at 4% or $633,533 at 6%; with 50% employer match about $633,533 at 4% or $422,356 at 6%; with 100% employer match about $475,150 at 4% or $316,767 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$1,738,719$14,036$4,679iApproximate average salary by contribution assumption: employee only about $116,967 at 4% or $77,978 at 6%; with 50% employer match about $77,978 at 4% or $51,985 at 6%; with 100% employer match about $58,483 at 4% or $38,989 at 6%.
JEFFREY R. GARVIN, P.A. CASH BALANCE PENSION PLAN AND TRUST-3$872,212$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201223$2,297,935$262,144$87,381iApproximate average salary by contribution assumption: employee only about $2,184,533 at 4% or $1,456,356 at 6%; with 50% employer match about $1,456,356 at 4% or $970,904 at 6%; with 100% employer match about $1,092,267 at 4% or $728,178 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-3$1,570,893$36,363$12,121iApproximate average salary by contribution assumption: employee only about $303,025 at 4% or $202,017 at 6%; with 50% employer match about $202,017 at 4% or $134,678 at 6%; with 100% employer match about $151,513 at 4% or $101,008 at 6%.
JEFFREY R. GARVIN, P.A. CASH BALANCE PENSION PLAN AND TRUST-3$727,042$225,781$75,260iApproximate average salary by contribution assumption: employee only about $1,881,508 at 4% or $1,254,339 at 6%; with 50% employer match about $1,254,339 at 4% or $836,226 at 6%; with 100% employer match about $940,754 at 4% or $627,169 at 6%.
201126$2,038,531$258,728$43,121iApproximate average salary by contribution assumption: employee only about $1,078,033 at 4% or $718,689 at 6%; with 50% employer match about $718,689 at 4% or $479,126 at 6%; with 100% employer match about $539,017 at 4% or $359,344 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-6$1,542,823$41,900$6,983iApproximate average salary by contribution assumption: employee only about $174,583 at 4% or $116,389 at 6%; with 50% employer match about $116,389 at 4% or $77,593 at 6%; with 100% employer match about $87,292 at 4% or $58,194 at 6%.
JEFFREY R. GARVIN, P.A. CASH BALANCE PENSION PLAN AND TRUST-3$495,708$216,828$72,276iApproximate average salary by contribution assumption: employee only about $1,806,900 at 4% or $1,204,600 at 6%; with 50% employer match about $1,204,600 at 4% or $803,067 at 6%; with 100% employer match about $903,450 at 4% or $602,300 at 6%.
201026$1,768,584$330,406$55,068iApproximate average salary by contribution assumption: employee only about $1,376,692 at 4% or $917,794 at 6%; with 50% employer match about $917,794 at 4% or $611,863 at 6%; with 100% employer match about $688,346 at 4% or $458,897 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-6$1,481,888$43,710$7,285iApproximate average salary by contribution assumption: employee only about $182,125 at 4% or $121,417 at 6%; with 50% employer match about $121,417 at 4% or $80,944 at 6%; with 100% employer match about $91,063 at 4% or $60,708 at 6%.
JEFFREY R. GARVIN, P.A. CASH BALANCE PENSION PLAN AND TRUST-3$286,696$286,696$95,565iApproximate average salary by contribution assumption: employee only about $2,389,133 at 4% or $1,592,756 at 6%; with 50% employer match about $1,592,756 at 4% or $1,061,837 at 6%; with 100% employer match about $1,194,567 at 4% or $796,378 at 6%.
200916$1,374,861$60,018$10,003iApproximate average salary by contribution assumption: employee only about $250,075 at 4% or $166,717 at 6%; with 50% employer match about $166,717 at 4% or $111,144 at 6%; with 100% employer match about $125,038 at 4% or $83,358 at 6%.
Jeffrey R. Garvin, P.A. 401(K) Profit Sharing Plan & Trust-6$1,374,861$60,018$10,003iApproximate average salary by contribution assumption: employee only about $250,075 at 4% or $166,717 at 6%; with 50% employer match about $166,717 at 4% or $111,144 at 6%; with 100% employer match about $125,038 at 4% or $83,358 at 6%.