Civic Intelligence

Garrett & Associates

Plan context: Garrett & Associates Retirement Plan

EIN 46-0510876 • Birmingham, AL • 29 filings • 2 plans

5120 Selkirk Dr., Ste 200Birmingham, AL 35242-4165
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,822,392

2025 Contributions

$3,910

Historical Graphs

Total Assets Over Time

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

$3,938,129$1,969,065$0200820172025YearValue
$1,822,392Latest year 2025

Participants Over Time

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

1050200820172025YearValue
7Latest 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
202517$1,822,392$3,910$559iApproximate average salary by contribution assumption: employee only about $13,964 at 4% or $9,310 at 6%; with 50% employer match about $9,310 at 4% or $6,206 at 6%; with 100% employer match about $6,982 at 4% or $4,655 at 6%.
Garrett & Associates Retirement Plan-7$1,822,392$3,910$559iApproximate average salary by contribution assumption: employee only about $13,964 at 4% or $9,310 at 6%; with 50% employer match about $9,310 at 4% or $6,206 at 6%; with 100% employer match about $6,982 at 4% or $4,655 at 6%.
202419$1,651,991$75,278$8,364iApproximate average salary by contribution assumption: employee only about $209,106 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%.
Garrett & Associates Retirement Plan-9$1,651,991$75,278$8,364iApproximate average salary by contribution assumption: employee only about $209,106 at 4% or $139,404 at 6%; with 50% employer match about $139,404 at 4% or $92,936 at 6%; with 100% employer match about $104,553 at 4% or $69,702 at 6%.
202329$2,059,923$136,436$15,160iApproximate average salary by contribution assumption: employee only about $378,989 at 4% or $252,659 at 6%; with 50% employer match about $252,659 at 4% or $168,440 at 6%; with 100% employer match about $189,494 at 4% or $126,330 at 6%.
Garrett & Associates Retirement Plan-9$2,059,923$136,436$15,160iApproximate average salary by contribution assumption: employee only about $378,989 at 4% or $252,659 at 6%; with 50% employer match about $252,659 at 4% or $168,440 at 6%; with 100% employer match about $189,494 at 4% or $126,330 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-0$0$0-
202229$3,276,652$155,346$17,261iApproximate average salary by contribution assumption: employee only about $431,517 at 4% or $287,678 at 6%; with 50% employer match about $287,678 at 4% or $191,785 at 6%; with 100% employer match about $215,758 at 4% or $143,839 at 6%.
Garrett & Associates Retirement Plan-9$1,680,384$155,346$17,261iApproximate average salary by contribution assumption: employee only about $431,517 at 4% or $287,678 at 6%; with 50% employer match about $287,678 at 4% or $191,785 at 6%; with 100% employer match about $215,758 at 4% or $143,839 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-7$1,596,268$0-
202129$3,938,129$102,906$11,434iApproximate average salary by contribution assumption: employee only about $285,850 at 4% or $190,567 at 6%; with 50% employer match about $190,567 at 4% or $127,044 at 6%; with 100% employer match about $142,925 at 4% or $95,283 at 6%.
Garrett & Associates Retirement Plan-9$2,125,384$102,906$11,434iApproximate average salary by contribution assumption: employee only about $285,850 at 4% or $190,567 at 6%; with 50% employer match about $190,567 at 4% or $127,044 at 6%; with 100% employer match about $142,925 at 4% or $95,283 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-6$1,812,745--
202028$3,542,769$210,161$26,270iApproximate average salary by contribution assumption: employee only about $656,753 at 4% or $437,835 at 6%; with 50% employer match about $437,835 at 4% or $291,890 at 6%; with 100% employer match about $328,377 at 4% or $218,918 at 6%.
Garrett & Associates Retirement Plan-8$1,851,142$210,161$26,270iApproximate average salary by contribution assumption: employee only about $656,753 at 4% or $437,835 at 6%; with 50% employer match about $437,835 at 4% or $291,890 at 6%; with 100% employer match about $328,377 at 4% or $218,918 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-5$1,691,627--
201928$3,021,183$279,850$34,981iApproximate average salary by contribution assumption: employee only about $874,531 at 4% or $583,021 at 6%; with 50% employer match about $583,021 at 4% or $388,681 at 6%; with 100% employer match about $437,266 at 4% or $291,510 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-3$1,571,761$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
Garrett & Associates Retirement Plan-8$1,449,422$79,850$9,981iApproximate average salary by contribution assumption: employee only about $249,531 at 4% or $166,354 at 6%; with 50% employer match about $166,354 at 4% or $110,903 at 6%; with 100% employer match about $124,766 at 4% or $83,177 at 6%.
201826$2,308,826$272,782$45,464iApproximate average salary by contribution assumption: employee only about $1,136,592 at 4% or $757,728 at 6%; with 50% employer match about $757,728 at 4% or $505,152 at 6%; with 100% employer match about $568,296 at 4% or $378,864 at 6%.
Garrett & Associates Retirement Plan-6$1,180,062$89,222$14,870iApproximate average salary by contribution assumption: employee only about $371,758 at 4% or $247,839 at 6%; with 50% employer match about $247,839 at 4% or $165,226 at 6%; with 100% employer match about $185,879 at 4% or $123,919 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-3$1,128,764$183,560$61,187iApproximate average salary by contribution assumption: employee only about $1,529,667 at 4% or $1,019,778 at 6%; with 50% employer match about $1,019,778 at 4% or $679,852 at 6%; with 100% employer match about $764,833 at 4% or $509,889 at 6%.
201727$2,232,965$106,674$15,239iApproximate average salary by contribution assumption: employee only about $380,979 at 4% or $253,986 at 6%; with 50% employer match about $253,986 at 4% or $169,324 at 6%; with 100% employer match about $190,489 at 4% or $126,993 at 6%.
Garrett & Associates Retirement Plan-7$1,226,730$94,174$13,453iApproximate average salary by contribution assumption: employee only about $336,336 at 4% or $224,224 at 6%; with 50% employer match about $224,224 at 4% or $149,483 at 6%; with 100% employer match about $168,168 at 4% or $112,112 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-4$1,006,235$12,500$3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%.
201629$1,959,497$330,948$36,772iApproximate average salary by contribution assumption: employee only about $919,300 at 4% or $612,867 at 6%; with 50% employer match about $612,867 at 4% or $408,578 at 6%; with 100% employer match about $459,650 at 4% or $306,433 at 6%.
Garrett & Associates Retirement Plan-9$1,052,368$133,448$14,828iApproximate average salary by contribution assumption: employee only about $370,689 at 4% or $247,126 at 6%; with 50% employer match about $247,126 at 4% or $164,751 at 6%; with 100% employer match about $185,344 at 4% or $123,563 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-4$907,129$197,500$49,375iApproximate average salary by contribution assumption: employee only about $1,234,375 at 4% or $822,917 at 6%; with 50% employer match about $822,917 at 4% or $548,611 at 6%; with 100% employer match about $617,188 at 4% or $411,458 at 6%.
201529$1,499,431$342,527$38,059iApproximate average salary by contribution assumption: employee only about $951,464 at 4% or $634,309 at 6%; with 50% employer match about $634,309 at 4% or $422,873 at 6%; with 100% employer match about $475,732 at 4% or $317,155 at 6%.
Garrett & Associates Retirement Plan-9$860,257$137,527$15,281iApproximate average salary by contribution assumption: employee only about $382,019 at 4% or $254,680 at 6%; with 50% employer match about $254,680 at 4% or $169,786 at 6%; with 100% employer match about $191,010 at 4% or $127,340 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-3$639,174$205,000$68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%.
201428$1,161,155$334,425$41,803iApproximate average salary by contribution assumption: employee only about $1,045,078 at 4% or $696,719 at 6%; with 50% employer match about $696,719 at 4% or $464,479 at 6%; with 100% employer match about $522,539 at 4% or $348,359 at 6%.
Garrett & Associates Retirement Plan-8$733,978$124,425$15,553iApproximate average salary by contribution assumption: employee only about $388,828 at 4% or $259,219 at 6%; with 50% employer match about $259,219 at 4% or $172,813 at 6%; with 100% employer match about $194,414 at 4% or $129,609 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-3$427,177$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
201329$800,453$307,861$34,207iApproximate average salary by contribution assumption: employee only about $855,169 at 4% or $570,113 at 6%; with 50% employer match about $570,113 at 4% or $380,075 at 6%; with 100% employer match about $427,585 at 4% or $285,056 at 6%.
Garrett & Associates Retirement Plan-9$595,453$102,861$11,429iApproximate average salary by contribution assumption: employee only about $285,725 at 4% or $190,483 at 6%; with 50% employer match about $190,483 at 4% or $126,989 at 6%; with 100% employer match about $142,863 at 4% or $95,242 at 6%.
GARRETT & ASSOCIATES CASH BALANCE PLAN-3$205,000$205,000$68,333iApproximate average salary by contribution assumption: employee only about $1,708,333 at 4% or $1,138,889 at 6%; with 50% employer match about $1,138,889 at 4% or $759,259 at 6%; with 100% employer match about $854,167 at 4% or $569,444 at 6%.
2012110$435,599$84,323$8,432iApproximate average salary by contribution assumption: employee only about $210,807 at 4% or $140,538 at 6%; with 50% employer match about $140,538 at 4% or $93,692 at 6%; with 100% employer match about $105,404 at 4% or $70,269 at 6%.
Garrett & Associates Retirement Plan-10$435,599$84,323$8,432iApproximate average salary by contribution assumption: employee only about $210,807 at 4% or $140,538 at 6%; with 50% employer match about $140,538 at 4% or $93,692 at 6%; with 100% employer match about $105,404 at 4% or $70,269 at 6%.
2011110$326,023$74,031$7,403iApproximate average salary by contribution assumption: employee only about $185,078 at 4% or $123,385 at 6%; with 50% employer match about $123,385 at 4% or $82,257 at 6%; with 100% employer match about $92,539 at 4% or $61,693 at 6%.
Garrett & Associates Retirement Plan-10$326,023$74,031$7,403iApproximate average salary by contribution assumption: employee only about $185,078 at 4% or $123,385 at 6%; with 50% employer match about $123,385 at 4% or $82,257 at 6%; with 100% employer match about $92,539 at 4% or $61,693 at 6%.
2010110$262,939$70,925$7,093iApproximate average salary by contribution assumption: employee only about $177,313 at 4% or $118,208 at 6%; with 50% employer match about $118,208 at 4% or $78,806 at 6%; with 100% employer match about $88,656 at 4% or $59,104 at 6%.
Garrett & Associates Retirement Plan-10$262,939$70,925$7,093iApproximate average salary by contribution assumption: employee only about $177,313 at 4% or $118,208 at 6%; with 50% employer match about $118,208 at 4% or $78,806 at 6%; with 100% employer match about $88,656 at 4% or $59,104 at 6%.
2009110$167,260$65,556$6,556iApproximate average salary by contribution assumption: employee only about $163,890 at 4% or $109,260 at 6%; with 50% employer match about $109,260 at 4% or $72,840 at 6%; with 100% employer match about $81,945 at 4% or $54,630 at 6%.
Garrett & Associates Retirement Plan-10$167,260$65,556$6,556iApproximate average salary by contribution assumption: employee only about $163,890 at 4% or $109,260 at 6%; with 50% employer match about $109,260 at 4% or $72,840 at 6%; with 100% employer match about $81,945 at 4% or $54,630 at 6%.
200819$73,568$85,447$9,494iApproximate average salary by contribution assumption: employee only about $237,353 at 4% or $158,235 at 6%; with 50% employer match about $158,235 at 4% or $105,490 at 6%; with 100% employer match about $118,676 at 4% or $79,118 at 6%.
Garrett & Associates Retirement Plan-9$73,568$85,447$9,494iApproximate average salary by contribution assumption: employee only about $237,353 at 4% or $158,235 at 6%; with 50% employer match about $158,235 at 4% or $105,490 at 6%; with 100% employer match about $118,676 at 4% or $79,118 at 6%.