Civic Intelligence

T.R. GARVIN, L.L.C.

Plan context: Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan

EIN 26-3121982 • Traverse City, MI • 11 filings • 2 plans

13818 S West Bay Shore Dr.Suite 1ATraverse City, MI 49684
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$1,190,152

2025 Contributions

$112,842

Historical Graphs

Total Assets Over Time

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

$1,190,152$595,076$0201520202025YearValue
$1,190,152Latest year 2025

Participants Over Time

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

1260201520202025YearValue
9Latest 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
202519$1,190,152$112,842$12,538iApproximate average salary by contribution assumption: employee only about $313,450 at 4% or $208,967 at 6%; with 50% employer match about $208,967 at 4% or $139,311 at 6%; with 100% employer match about $156,725 at 4% or $104,483 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-9$1,190,152$112,842$12,538iApproximate average salary by contribution assumption: employee only about $313,450 at 4% or $208,967 at 6%; with 50% employer match about $208,967 at 4% or $139,311 at 6%; with 100% employer match about $156,725 at 4% or $104,483 at 6%.
2024110$1,093,964$122,767$12,277iApproximate average salary by contribution assumption: employee only about $306,918 at 4% or $204,612 at 6%; with 50% employer match about $204,612 at 4% or $136,408 at 6%; with 100% employer match about $153,459 at 4% or $102,306 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-10$1,093,964$122,767$12,277iApproximate average salary by contribution assumption: employee only about $306,918 at 4% or $204,612 at 6%; with 50% employer match about $204,612 at 4% or $136,408 at 6%; with 100% employer match about $153,459 at 4% or $102,306 at 6%.
2023112$936,475$110,515$9,210iApproximate average salary by contribution assumption: employee only about $230,240 at 4% or $153,493 at 6%; with 50% employer match about $153,493 at 4% or $102,329 at 6%; with 100% employer match about $115,120 at 4% or $76,747 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-12$936,475$110,515$9,210iApproximate average salary by contribution assumption: employee only about $230,240 at 4% or $153,493 at 6%; with 50% employer match about $153,493 at 4% or $102,329 at 6%; with 100% employer match about $115,120 at 4% or $76,747 at 6%.
2022111$690,533$102,344$9,304iApproximate average salary by contribution assumption: employee only about $232,600 at 4% or $155,067 at 6%; with 50% employer match about $155,067 at 4% or $103,378 at 6%; with 100% employer match about $116,300 at 4% or $77,533 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-11$690,533$102,344$9,304iApproximate average salary by contribution assumption: employee only about $232,600 at 4% or $155,067 at 6%; with 50% employer match about $155,067 at 4% or $103,378 at 6%; with 100% employer match about $116,300 at 4% or $77,533 at 6%.
2021112$804,251$99,628$8,302iApproximate average salary by contribution assumption: employee only about $207,558 at 4% or $138,372 at 6%; with 50% employer match about $138,372 at 4% or $92,248 at 6%; with 100% employer match about $103,779 at 4% or $69,186 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-12$804,251$99,628$8,302iApproximate average salary by contribution assumption: employee only about $207,558 at 4% or $138,372 at 6%; with 50% employer match about $138,372 at 4% or $92,248 at 6%; with 100% employer match about $103,779 at 4% or $69,186 at 6%.
2020110$589,733$91,963$9,196iApproximate average salary by contribution assumption: employee only about $229,907 at 4% or $153,272 at 6%; with 50% employer match about $153,272 at 4% or $102,181 at 6%; with 100% employer match about $114,954 at 4% or $76,636 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-10$589,733$91,963$9,196iApproximate average salary by contribution assumption: employee only about $229,907 at 4% or $153,272 at 6%; with 50% employer match about $153,272 at 4% or $102,181 at 6%; with 100% employer match about $114,954 at 4% or $76,636 at 6%.
2019110$444,989$78,898$7,890iApproximate average salary by contribution assumption: employee only about $197,245 at 4% or $131,497 at 6%; with 50% employer match about $131,497 at 4% or $87,664 at 6%; with 100% employer match about $98,623 at 4% or $65,748 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-10$444,989$78,898$7,890iApproximate average salary by contribution assumption: employee only about $197,245 at 4% or $131,497 at 6%; with 50% employer match about $131,497 at 4% or $87,664 at 6%; with 100% employer match about $98,623 at 4% or $65,748 at 6%.
2018112$403,985$103,698$8,642iApproximate average salary by contribution assumption: employee only about $216,038 at 4% or $144,025 at 6%; with 50% employer match about $144,025 at 4% or $96,017 at 6%; with 100% employer match about $108,019 at 4% or $72,013 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-12$403,985$103,698$8,642iApproximate average salary by contribution assumption: employee only about $216,038 at 4% or $144,025 at 6%; with 50% employer match about $144,025 at 4% or $96,017 at 6%; with 100% employer match about $108,019 at 4% or $72,013 at 6%.
2017111$336,800$114,434$10,403iApproximate average salary by contribution assumption: employee only about $260,077 at 4% or $173,385 at 6%; with 50% employer match about $173,385 at 4% or $115,590 at 6%; with 100% employer match about $130,039 at 4% or $86,692 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-11$336,800$114,434$10,403iApproximate average salary by contribution assumption: employee only about $260,077 at 4% or $173,385 at 6%; with 50% employer match about $173,385 at 4% or $115,590 at 6%; with 100% employer match about $130,039 at 4% or $86,692 at 6%.
2016110$193,387$94,950$9,495iApproximate average salary by contribution assumption: employee only about $237,375 at 4% or $158,250 at 6%; with 50% employer match about $158,250 at 4% or $105,500 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-10$193,387$94,950$9,495iApproximate average salary by contribution assumption: employee only about $237,375 at 4% or $158,250 at 6%; with 50% employer match about $158,250 at 4% or $105,500 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%.
201519$88,242$90,450$10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%.
Fitzmaurice-Garvin Insurance Agency 401(K) Profit Sharing Plan-9$88,242$90,450$10,050iApproximate average salary by contribution assumption: employee only about $251,250 at 4% or $167,500 at 6%; with 50% employer match about $167,500 at 4% or $111,667 at 6%; with 100% employer match about $125,625 at 4% or $83,750 at 6%.