John Michael Garrett, M.D. PC.
Plan context: JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST
EIN 38-2349764 • Iron Mountain, MI • 35 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$4,978,837
2024 Contributions
$54,000
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 22 | $4,978,837 | $0 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 15 | $2,803,994 | $0 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 22 | $2,174,843 | $0 | - |
| 2023 | 2 | 16 | $4,792,758 | $54,000 | $3,375iApproximate average salary by contribution assumption: employee only about $84,375 at 4% or $56,250 at 6%; with 50% employer match about $56,250 at 4% or $37,500 at 6%; with 100% employer match about $42,188 at 4% or $28,125 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 15 | $2,674,862 | $54,000 | $3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 16 | $2,117,896 | $0 | - |
| 2022 | 2 | 15 | $4,516,760 | $169,600 | $11,307iApproximate average salary by contribution assumption: employee only about $282,667 at 4% or $188,444 at 6%; with 50% employer match about $188,444 at 4% or $125,630 at 6%; with 100% employer match about $141,333 at 4% or $94,222 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 15 | $2,496,156 | $0 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 15 | $2,020,604 | $169,600 | $11,307iApproximate average salary by contribution assumption: employee only about $282,667 at 4% or $188,444 at 6%; with 50% employer match about $188,444 at 4% or $125,630 at 6%; with 100% employer match about $141,333 at 4% or $94,222 at 6%. |
| 2021 | 2 | 17 | $4,634,981 | $0 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 16 | $3,015,578 | $0 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 17 | $1,619,403 | $0 | - |
| 2020 | 2 | 18 | $4,436,969 | $512,627 | $28,479iApproximate average salary by contribution assumption: employee only about $711,982 at 4% or $474,655 at 6%; with 50% employer match about $474,655 at 4% or $316,436 at 6%; with 100% employer match about $355,991 at 4% or $237,327 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 18 | $2,837,075 | $45,315 | $2,518iApproximate average salary by contribution assumption: employee only about $62,938 at 4% or $41,958 at 6%; with 50% employer match about $41,958 at 4% or $27,972 at 6%; with 100% employer match about $31,469 at 4% or $20,979 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 17 | $1,599,894 | $467,312 | $27,489iApproximate average salary by contribution assumption: employee only about $687,224 at 4% or $458,149 at 6%; with 50% employer match about $458,149 at 4% or $305,433 at 6%; with 100% employer match about $343,612 at 4% or $229,075 at 6%. |
| 2019 | 2 | 19 | $3,587,827 | $19,571 | $1,030iApproximate average salary by contribution assumption: employee only about $25,751 at 4% or $17,168 at 6%; with 50% employer match about $17,168 at 4% or $11,445 at 6%; with 100% employer match about $12,876 at 4% or $8,584 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 18 | $2,485,490 | $19,571 | $1,087iApproximate average salary by contribution assumption: employee only about $27,182 at 4% or $18,121 at 6%; with 50% employer match about $18,121 at 4% or $12,081 at 6%; with 100% employer match about $13,591 at 4% or $9,061 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 19 | $1,102,337 | $0 | - |
| 2018 | 2 | 24 | $3,162,053 | $603,701 | $25,154iApproximate average salary by contribution assumption: employee only about $628,855 at 4% or $419,237 at 6%; with 50% employer match about $419,237 at 4% or $279,491 at 6%; with 100% employer match about $314,428 at 4% or $209,618 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 13 | $2,192,913 | - | - |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 24 | $969,140 | $603,701 | $25,154iApproximate average salary by contribution assumption: employee only about $628,855 at 4% or $419,237 at 6%; with 50% employer match about $419,237 at 4% or $279,491 at 6%; with 100% employer match about $314,428 at 4% or $209,618 at 6%. |
| 2017 | 2 | 19 | $2,769,041 | $647,337 | $34,070iApproximate average salary by contribution assumption: employee only about $851,759 at 4% or $567,839 at 6%; with 50% employer match about $567,839 at 4% or $378,560 at 6%; with 100% employer match about $425,880 at 4% or $283,920 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 19 | $2,160,299 | $38,595 | $2,031iApproximate average salary by contribution assumption: employee only about $50,783 at 4% or $33,855 at 6%; with 50% employer match about $33,855 at 4% or $22,570 at 6%; with 100% employer match about $25,391 at 4% or $16,928 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. CASH BALANCE PLAN | - | 12 | $608,742 | $608,742 | $50,729iApproximate average salary by contribution assumption: employee only about $1,268,213 at 4% or $845,475 at 6%; with 50% employer match about $845,475 at 4% or $563,650 at 6%; with 100% employer match about $634,106 at 4% or $422,738 at 6%. |
| 2016 | 1 | 15 | $1,914,939 | $69,270 | $4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 15 | $1,914,939 | $69,270 | $4,618iApproximate average salary by contribution assumption: employee only about $115,450 at 4% or $76,967 at 6%; with 50% employer match about $76,967 at 4% or $51,311 at 6%; with 100% employer match about $57,725 at 4% or $38,483 at 6%. |
| 2015 | 1 | 17 | $1,557,696 | $71,507 | $4,206iApproximate average salary by contribution assumption: employee only about $105,157 at 4% or $70,105 at 6%; with 50% employer match about $70,105 at 4% or $46,737 at 6%; with 100% employer match about $52,579 at 4% or $35,052 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 17 | $1,557,696 | $71,507 | $4,206iApproximate average salary by contribution assumption: employee only about $105,157 at 4% or $70,105 at 6%; with 50% employer match about $70,105 at 4% or $46,737 at 6%; with 100% employer match about $52,579 at 4% or $35,052 at 6%. |
| 2014 | 1 | 19 | $1,812,611 | $74,951 | $3,945iApproximate average salary by contribution assumption: employee only about $98,620 at 4% or $65,746 at 6%; with 50% employer match about $65,746 at 4% or $43,831 at 6%; with 100% employer match about $49,310 at 4% or $32,873 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 19 | $1,812,611 | $74,951 | $3,945iApproximate average salary by contribution assumption: employee only about $98,620 at 4% or $65,746 at 6%; with 50% employer match about $65,746 at 4% or $43,831 at 6%; with 100% employer match about $49,310 at 4% or $32,873 at 6%. |
| 2013 | 1 | 17 | $1,576,086 | $76,250 | $4,485iApproximate average salary by contribution assumption: employee only about $112,132 at 4% or $74,755 at 6%; with 50% employer match about $74,755 at 4% or $49,837 at 6%; with 100% employer match about $56,066 at 4% or $37,377 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 17 | $1,576,086 | $76,250 | $4,485iApproximate average salary by contribution assumption: employee only about $112,132 at 4% or $74,755 at 6%; with 50% employer match about $74,755 at 4% or $49,837 at 6%; with 100% employer match about $56,066 at 4% or $37,377 at 6%. |
| 2012 | 1 | 19 | $1,179,995 | $76,408 | $4,021iApproximate average salary by contribution assumption: employee only about $100,537 at 4% or $67,025 at 6%; with 50% employer match about $67,025 at 4% or $44,683 at 6%; with 100% employer match about $50,268 at 4% or $33,512 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 19 | $1,179,995 | $76,408 | $4,021iApproximate average salary by contribution assumption: employee only about $100,537 at 4% or $67,025 at 6%; with 50% employer match about $67,025 at 4% or $44,683 at 6%; with 100% employer match about $50,268 at 4% or $33,512 at 6%. |
| 2011 | 1 | 17 | $950,450 | $69,927 | $4,113iApproximate average salary by contribution assumption: employee only about $102,834 at 4% or $68,556 at 6%; with 50% employer match about $68,556 at 4% or $45,704 at 6%; with 100% employer match about $51,417 at 4% or $34,278 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 17 | $950,450 | $69,927 | $4,113iApproximate average salary by contribution assumption: employee only about $102,834 at 4% or $68,556 at 6%; with 50% employer match about $68,556 at 4% or $45,704 at 6%; with 100% employer match about $51,417 at 4% or $34,278 at 6%. |
| 2010 | 1 | 19 | $911,540 | $70,526 | $3,712iApproximate average salary by contribution assumption: employee only about $92,797 at 4% or $61,865 at 6%; with 50% employer match about $61,865 at 4% or $41,243 at 6%; with 100% employer match about $46,399 at 4% or $30,932 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 19 | $911,540 | $70,526 | $3,712iApproximate average salary by contribution assumption: employee only about $92,797 at 4% or $61,865 at 6%; with 50% employer match about $61,865 at 4% or $41,243 at 6%; with 100% employer match about $46,399 at 4% or $30,932 at 6%. |
| 2009 | 1 | 0 | $718,267 | $70,823 | - |
| JOHN MICHAEL GARRETT, M.D., P.C. 401(K) PLAN AND TRUST | - | 0 | $718,267 | $70,823 | - |
| 2008 | 1 | 20 | $639,546 | $66,405 | $3,320iApproximate average salary by contribution assumption: employee only about $83,006 at 4% or $55,338 at 6%; with 50% employer match about $55,338 at 4% or $36,892 at 6%; with 100% employer match about $41,503 at 4% or $27,669 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 20 | $639,546 | $66,405 | $3,320iApproximate average salary by contribution assumption: employee only about $83,006 at 4% or $55,338 at 6%; with 50% employer match about $55,338 at 4% or $36,892 at 6%; with 100% employer match about $41,503 at 4% or $27,669 at 6%. |
| 2007 | 1 | 22 | $827,056 | $66,341 | $3,016iApproximate average salary by contribution assumption: employee only about $75,388 at 4% or $50,258 at 6%; with 50% employer match about $50,258 at 4% or $33,506 at 6%; with 100% employer match about $37,694 at 4% or $25,129 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 22 | $827,056 | $66,341 | $3,016iApproximate average salary by contribution assumption: employee only about $75,388 at 4% or $50,258 at 6%; with 50% employer match about $50,258 at 4% or $33,506 at 6%; with 100% employer match about $37,694 at 4% or $25,129 at 6%. |
| 2006 | 1 | 22 | $600,808 | $65,870 | $2,994iApproximate average salary by contribution assumption: employee only about $74,852 at 4% or $49,902 at 6%; with 50% employer match about $49,902 at 4% or $33,268 at 6%; with 100% employer match about $37,426 at 4% or $24,951 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 22 | $600,808 | $65,870 | $2,994iApproximate average salary by contribution assumption: employee only about $74,852 at 4% or $49,902 at 6%; with 50% employer match about $49,902 at 4% or $33,268 at 6%; with 100% employer match about $37,426 at 4% or $24,951 at 6%. |
| 2005 | 1 | 16 | $434,725 | $61,419 | $3,839iApproximate average salary by contribution assumption: employee only about $95,967 at 4% or $63,978 at 6%; with 50% employer match about $63,978 at 4% or $42,652 at 6%; with 100% employer match about $47,984 at 4% or $31,989 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 16 | $434,725 | $61,419 | $3,839iApproximate average salary by contribution assumption: employee only about $95,967 at 4% or $63,978 at 6%; with 50% employer match about $63,978 at 4% or $42,652 at 6%; with 100% employer match about $47,984 at 4% or $31,989 at 6%. |
| 2004 | 1 | 20 | $377,922 | $63,147 | $3,157iApproximate average salary by contribution assumption: employee only about $78,934 at 4% or $52,623 at 6%; with 50% employer match about $52,623 at 4% or $35,082 at 6%; with 100% employer match about $39,467 at 4% or $26,311 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 20 | $377,922 | $63,147 | $3,157iApproximate average salary by contribution assumption: employee only about $78,934 at 4% or $52,623 at 6%; with 50% employer match about $52,623 at 4% or $35,082 at 6%; with 100% employer match about $39,467 at 4% or $26,311 at 6%. |
| 2003 | 2 | 14 | $308,066 | $56,954 | $4,068iApproximate average salary by contribution assumption: employee only about $101,704 at 4% or $67,802 at 6%; with 50% employer match about $67,802 at 4% or $45,202 at 6%; with 100% employer match about $50,852 at 4% or $33,901 at 6%. |
| JOHN MICHAEL GARRETT, M.D., P.C. 401K PLAN AND TRUST | - | 14 | $308,066 | $56,954 | $4,068iApproximate average salary by contribution assumption: employee only about $101,704 at 4% or $67,802 at 6%; with 50% employer match about $67,802 at 4% or $45,202 at 6%; with 100% employer match about $50,852 at 4% or $33,901 at 6%. |
| John Michael Garrett, M.D. PC. Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 11 | $216,265 | $53,912 | $4,901iApproximate average salary by contribution assumption: employee only about $122,527 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,842 at 6%. |
| John Michael Garrett, M.D. PC. Money Purchase Plan and Trust | - | 11 | $216,265 | $53,912 | $4,901iApproximate average salary by contribution assumption: employee only about $122,527 at 4% or $81,685 at 6%; with 50% employer match about $81,685 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,842 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| John Michael Garrett, M.D. PC. Money Purchase Plan and Trust | - | 17 | - | - | - |
| 2000 | 1 | 9 | $0 | $0 | - |
| John Michael Garrett, M.D. PC. Money Purchase Plan and Trust | - | 9 | - | - | - |
| 1999 | 1 | 15 | $55,527 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |
| John Michael Garrett, M.D. PC. Money Purchase Plan and Trust | - | 15 | $55,527 | $35,000 | $2,333iApproximate average salary by contribution assumption: employee only about $58,333 at 4% or $38,889 at 6%; with 50% employer match about $38,889 at 4% or $25,926 at 6%; with 100% employer match about $29,167 at 4% or $19,444 at 6%. |