Civic Intelligence

Garrett/Mosier Insurance Services Inc.

Plan context: Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan

EIN 33-0717089 • Irvine, CA • 26 filings • 2 plans

6201 Oak Canyon, Suite 100Irvine, CA 92618
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$4,114,404

2024 Contributions

$439,533

Historical Graphs

Total Assets Over Time

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

$8,299,525$4,149,763$0199920122024YearValue
$4,114,404Latest year 2024

Participants Over Time

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

29150199920122024YearValue
28Latest year 2024

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
2024128$4,114,404$439,533$15,698iApproximate average salary by contribution assumption: employee only about $392,440 at 4% or $261,627 at 6%; with 50% employer match about $261,627 at 4% or $174,418 at 6%; with 100% employer match about $196,220 at 4% or $130,813 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-28$4,114,404$439,533$15,698iApproximate average salary by contribution assumption: employee only about $392,440 at 4% or $261,627 at 6%; with 50% employer match about $261,627 at 4% or $174,418 at 6%; with 100% employer match about $196,220 at 4% or $130,813 at 6%.
2023129$7,615,191$441,406$15,221iApproximate average salary by contribution assumption: employee only about $380,522 at 4% or $253,682 at 6%; with 50% employer match about $253,682 at 4% or $169,121 at 6%; with 100% employer match about $190,261 at 4% or $126,841 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-29$7,615,191$441,406$15,221iApproximate average salary by contribution assumption: employee only about $380,522 at 4% or $253,682 at 6%; with 50% employer match about $253,682 at 4% or $169,121 at 6%; with 100% employer match about $190,261 at 4% or $126,841 at 6%.
2022129$7,047,961$394,517$13,604iApproximate average salary by contribution assumption: employee only about $340,101 at 4% or $226,734 at 6%; with 50% employer match about $226,734 at 4% or $151,156 at 6%; with 100% employer match about $170,050 at 4% or $113,367 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-29$7,047,961$394,517$13,604iApproximate average salary by contribution assumption: employee only about $340,101 at 4% or $226,734 at 6%; with 50% employer match about $226,734 at 4% or $151,156 at 6%; with 100% employer match about $170,050 at 4% or $113,367 at 6%.
2021127$8,299,525$335,232$12,416iApproximate average salary by contribution assumption: employee only about $310,400 at 4% or $206,933 at 6%; with 50% employer match about $206,933 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-27$8,299,525$335,232$12,416iApproximate average salary by contribution assumption: employee only about $310,400 at 4% or $206,933 at 6%; with 50% employer match about $206,933 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%.
2020127$7,022,823$325,479$12,055iApproximate average salary by contribution assumption: employee only about $301,369 at 4% or $200,913 at 6%; with 50% employer match about $200,913 at 4% or $133,942 at 6%; with 100% employer match about $150,685 at 4% or $100,456 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-27$7,022,823$325,479$12,055iApproximate average salary by contribution assumption: employee only about $301,369 at 4% or $200,913 at 6%; with 50% employer match about $200,913 at 4% or $133,942 at 6%; with 100% employer match about $150,685 at 4% or $100,456 at 6%.
2019128$5,635,767$330,281$11,796iApproximate average salary by contribution assumption: employee only about $294,894 at 4% or $196,596 at 6%; with 50% employer match about $196,596 at 4% or $131,064 at 6%; with 100% employer match about $147,447 at 4% or $98,298 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-28$5,635,767$330,281$11,796iApproximate average salary by contribution assumption: employee only about $294,894 at 4% or $196,596 at 6%; with 50% employer match about $196,596 at 4% or $131,064 at 6%; with 100% employer match about $147,447 at 4% or $98,298 at 6%.
2018117$4,243,405$157,813$9,283iApproximate average salary by contribution assumption: employee only about $232,078 at 4% or $154,719 at 6%; with 50% employer match about $154,719 at 4% or $103,146 at 6%; with 100% employer match about $116,039 at 4% or $77,359 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-17$4,243,405$157,813$9,283iApproximate average salary by contribution assumption: employee only about $232,078 at 4% or $154,719 at 6%; with 50% employer match about $154,719 at 4% or $103,146 at 6%; with 100% employer match about $116,039 at 4% or $77,359 at 6%.
2017121$6,084,273$166,540$7,930iApproximate average salary by contribution assumption: employee only about $198,262 at 4% or $132,175 at 6%; with 50% employer match about $132,175 at 4% or $88,116 at 6%; with 100% employer match about $99,131 at 4% or $66,087 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-21$6,084,273$166,540$7,930iApproximate average salary by contribution assumption: employee only about $198,262 at 4% or $132,175 at 6%; with 50% employer match about $132,175 at 4% or $88,116 at 6%; with 100% employer match about $99,131 at 4% or $66,087 at 6%.
2016123$5,244,030$158,365$6,885iApproximate average salary by contribution assumption: employee only about $172,136 at 4% or $114,757 at 6%; with 50% employer match about $114,757 at 4% or $76,505 at 6%; with 100% employer match about $86,068 at 4% or $57,379 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-23$5,244,030$158,365$6,885iApproximate average salary by contribution assumption: employee only about $172,136 at 4% or $114,757 at 6%; with 50% employer match about $114,757 at 4% or $76,505 at 6%; with 100% employer match about $86,068 at 4% or $57,379 at 6%.
2015122$4,774,626$143,497$6,523iApproximate average salary by contribution assumption: employee only about $163,065 at 4% or $108,710 at 6%; with 50% employer match about $108,710 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,355 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-22$4,774,626$143,497$6,523iApproximate average salary by contribution assumption: employee only about $163,065 at 4% or $108,710 at 6%; with 50% employer match about $108,710 at 4% or $72,473 at 6%; with 100% employer match about $81,532 at 4% or $54,355 at 6%.
2014123$4,889,612$123,660$5,377iApproximate average salary by contribution assumption: employee only about $134,413 at 4% or $89,609 at 6%; with 50% employer match about $89,609 at 4% or $59,739 at 6%; with 100% employer match about $67,207 at 4% or $44,804 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-23$4,889,612$123,660$5,377iApproximate average salary by contribution assumption: employee only about $134,413 at 4% or $89,609 at 6%; with 50% employer match about $89,609 at 4% or $59,739 at 6%; with 100% employer match about $67,207 at 4% or $44,804 at 6%.
2013121$4,436,394$126,518$6,025iApproximate average salary by contribution assumption: employee only about $150,617 at 4% or $100,411 at 6%; with 50% employer match about $100,411 at 4% or $66,941 at 6%; with 100% employer match about $75,308 at 4% or $50,206 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-21$4,436,394$126,518$6,025iApproximate average salary by contribution assumption: employee only about $150,617 at 4% or $100,411 at 6%; with 50% employer match about $100,411 at 4% or $66,941 at 6%; with 100% employer match about $75,308 at 4% or $50,206 at 6%.
2012123$3,638,721$120,663$5,246iApproximate average salary by contribution assumption: employee only about $131,155 at 4% or $87,437 at 6%; with 50% employer match about $87,437 at 4% or $58,291 at 6%; with 100% employer match about $65,578 at 4% or $43,718 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-23$3,638,721$120,663$5,246iApproximate average salary by contribution assumption: employee only about $131,155 at 4% or $87,437 at 6%; with 50% employer match about $87,437 at 4% or $58,291 at 6%; with 100% employer match about $65,578 at 4% or $43,718 at 6%.
2011123$3,301,999$123,005$5,348iApproximate average salary by contribution assumption: employee only about $133,701 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,567 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-23$3,301,999$123,005$5,348iApproximate average salary by contribution assumption: employee only about $133,701 at 4% or $89,134 at 6%; with 50% employer match about $89,134 at 4% or $59,423 at 6%; with 100% employer match about $66,851 at 4% or $44,567 at 6%.
2010123$3,311,882$185,142$8,050iApproximate average salary by contribution assumption: employee only about $201,241 at 4% or $134,161 at 6%; with 50% employer match about $134,161 at 4% or $89,441 at 6%; with 100% employer match about $100,621 at 4% or $67,080 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-23$3,311,882$185,142$8,050iApproximate average salary by contribution assumption: employee only about $201,241 at 4% or $134,161 at 6%; with 50% employer match about $134,161 at 4% or $89,441 at 6%; with 100% employer match about $100,621 at 4% or $67,080 at 6%.
2009124$3,040,278$239,278$9,970iApproximate average salary by contribution assumption: employee only about $249,248 at 4% or $166,165 at 6%; with 50% employer match about $166,165 at 4% or $110,777 at 6%; with 100% employer match about $124,624 at 4% or $83,083 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-24$3,040,278$239,278$9,970iApproximate average salary by contribution assumption: employee only about $249,248 at 4% or $166,165 at 6%; with 50% employer match about $166,165 at 4% or $110,777 at 6%; with 100% employer match about $124,624 at 4% or $83,083 at 6%.
2008122$2,224,206$405,287$18,422iApproximate average salary by contribution assumption: employee only about $460,553 at 4% or $307,036 at 6%; with 50% employer match about $307,036 at 4% or $204,690 at 6%; with 100% employer match about $230,277 at 4% or $153,518 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-22$2,224,206$405,287$18,422iApproximate average salary by contribution assumption: employee only about $460,553 at 4% or $307,036 at 6%; with 50% employer match about $307,036 at 4% or $204,690 at 6%; with 100% employer match about $230,277 at 4% or $153,518 at 6%.
2007124$2,928,484$370,112$15,421iApproximate average salary by contribution assumption: employee only about $385,533 at 4% or $257,022 at 6%; with 50% employer match about $257,022 at 4% or $171,348 at 6%; with 100% employer match about $192,767 at 4% or $128,511 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-24$2,928,484$370,112$15,421iApproximate average salary by contribution assumption: employee only about $385,533 at 4% or $257,022 at 6%; with 50% employer match about $257,022 at 4% or $171,348 at 6%; with 100% employer match about $192,767 at 4% or $128,511 at 6%.
2006122$2,360,978$387,503$17,614iApproximate average salary by contribution assumption: employee only about $440,344 at 4% or $293,563 at 6%; with 50% employer match about $293,563 at 4% or $195,709 at 6%; with 100% employer match about $220,172 at 4% or $146,781 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-22$2,360,978$387,503$17,614iApproximate average salary by contribution assumption: employee only about $440,344 at 4% or $293,563 at 6%; with 50% employer match about $293,563 at 4% or $195,709 at 6%; with 100% employer match about $220,172 at 4% or $146,781 at 6%.
2005119$1,796,222$306,877$16,151iApproximate average salary by contribution assumption: employee only about $403,786 at 4% or $269,190 at 6%; with 50% employer match about $269,190 at 4% or $179,460 at 6%; with 100% employer match about $201,893 at 4% or $134,595 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-19$1,796,222$306,877$16,151iApproximate average salary by contribution assumption: employee only about $403,786 at 4% or $269,190 at 6%; with 50% employer match about $269,190 at 4% or $179,460 at 6%; with 100% employer match about $201,893 at 4% or $134,595 at 6%.
2004119$1,391,720$272,115$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,132 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-19$1,391,720$272,115$14,322iApproximate average salary by contribution assumption: employee only about $358,046 at 4% or $238,697 at 6%; with 50% employer match about $238,697 at 4% or $159,132 at 6%; with 100% employer match about $179,023 at 4% or $119,349 at 6%.
2003116$1,014,084$253,958$15,872iApproximate average salary by contribution assumption: employee only about $396,809 at 4% or $264,540 at 6%; with 50% employer match about $264,540 at 4% or $176,360 at 6%; with 100% employer match about $198,405 at 4% or $132,270 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-16$1,014,084$253,958$15,872iApproximate average salary by contribution assumption: employee only about $396,809 at 4% or $264,540 at 6%; with 50% employer match about $264,540 at 4% or $176,360 at 6%; with 100% employer match about $198,405 at 4% or $132,270 at 6%.
2002117$627,281$221,850$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-17$627,281$221,850$13,050iApproximate average salary by contribution assumption: employee only about $326,250 at 4% or $217,500 at 6%; with 50% employer match about $217,500 at 4% or $145,000 at 6%; with 100% employer match about $163,125 at 4% or $108,750 at 6%.
2001115$0$0-
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-15---
2000111$390,023$106,575$9,689iApproximate average salary by contribution assumption: employee only about $242,216 at 4% or $161,477 at 6%; with 50% employer match about $161,477 at 4% or $107,652 at 6%; with 100% employer match about $121,108 at 4% or $80,739 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-11$390,023$106,575$9,689iApproximate average salary by contribution assumption: employee only about $242,216 at 4% or $161,477 at 6%; with 50% employer match about $161,477 at 4% or $107,652 at 6%; with 100% employer match about $121,108 at 4% or $80,739 at 6%.
1999110$321,534$104,858$10,486iApproximate average salary by contribution assumption: employee only about $262,145 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,509 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%.
Garrett/Mosier Insurance Services Inc. 401(K) Profit Sharing Plan-10$321,534$104,858$10,486iApproximate average salary by contribution assumption: employee only about $262,145 at 4% or $174,763 at 6%; with 50% employer match about $174,763 at 4% or $116,509 at 6%; with 100% employer match about $131,073 at 4% or $87,382 at 6%.