Civic Intelligence

Steven G. Garrett, D.D.S. PC.

Plan context: Steven G. Garrett, Dds PC 401(K) Plan

EIN 54-1143669 • Winchester, VA • 23 filings • 5 plans

1841 West Plaza DriveWinchester, VA 22601
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$5,129,998

2018 Contributions

$30,207

Historical Graphs

Total Assets Over Time

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

$5,129,998$2,564,999$0199920102017YearValue
$5,129,998Latest year 2017

Participants Over Time

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

1260199920082017YearValue
7Latest year 2017

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
201810$0$30,207-
Steven G. Garrett, Dds PC 401(K) Plan-0$0$30,207-
201717$5,129,998$20,250$2,893iApproximate average salary by contribution assumption: employee only about $72,321 at 4% or $48,214 at 6%; with 50% employer match about $48,214 at 4% or $32,143 at 6%; with 100% employer match about $36,161 at 4% or $24,107 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-7$5,129,998$20,250$2,893iApproximate average salary by contribution assumption: employee only about $72,321 at 4% or $48,214 at 6%; with 50% employer match about $48,214 at 4% or $32,143 at 6%; with 100% employer match about $36,161 at 4% or $24,107 at 6%.
201618$4,470,706$24,750$3,094iApproximate average salary by contribution assumption: employee only about $77,344 at 4% or $51,563 at 6%; with 50% employer match about $51,563 at 4% or $34,375 at 6%; with 100% employer match about $38,672 at 4% or $25,781 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-8$4,470,706$24,750$3,094iApproximate average salary by contribution assumption: employee only about $77,344 at 4% or $51,563 at 6%; with 50% employer match about $51,563 at 4% or $34,375 at 6%; with 100% employer match about $38,672 at 4% or $25,781 at 6%.
2015112$4,188,019$23,421$1,952iApproximate average salary by contribution assumption: employee only about $48,794 at 4% or $32,529 at 6%; with 50% employer match about $32,529 at 4% or $21,686 at 6%; with 100% employer match about $24,397 at 4% or $16,265 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-12$4,188,019$23,421$1,952iApproximate average salary by contribution assumption: employee only about $48,794 at 4% or $32,529 at 6%; with 50% employer match about $32,529 at 4% or $21,686 at 6%; with 100% employer match about $24,397 at 4% or $16,265 at 6%.
2014111$4,216,969$25,017$2,274iApproximate average salary by contribution assumption: employee only about $56,857 at 4% or $37,905 at 6%; with 50% employer match about $37,905 at 4% or $25,270 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-11$4,216,969$25,017$2,274iApproximate average salary by contribution assumption: employee only about $56,857 at 4% or $37,905 at 6%; with 50% employer match about $37,905 at 4% or $25,270 at 6%; with 100% employer match about $28,428 at 4% or $18,952 at 6%.
201319$3,874,249$26,903$2,989iApproximate average salary by contribution assumption: employee only about $74,731 at 4% or $49,820 at 6%; with 50% employer match about $49,820 at 4% or $33,214 at 6%; with 100% employer match about $37,365 at 4% or $24,910 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-9$3,874,249$26,903$2,989iApproximate average salary by contribution assumption: employee only about $74,731 at 4% or $49,820 at 6%; with 50% employer match about $49,820 at 4% or $33,214 at 6%; with 100% employer match about $37,365 at 4% or $24,910 at 6%.
201217$3,401,506$28,323$4,046iApproximate average salary by contribution assumption: employee only about $101,154 at 4% or $67,436 at 6%; with 50% employer match about $67,436 at 4% or $44,957 at 6%; with 100% employer match about $50,577 at 4% or $33,718 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-7$3,401,506$28,323$4,046iApproximate average salary by contribution assumption: employee only about $101,154 at 4% or $67,436 at 6%; with 50% employer match about $67,436 at 4% or $44,957 at 6%; with 100% employer match about $50,577 at 4% or $33,718 at 6%.
201127$3,063,853$2,854,803$407,829iApproximate average salary by contribution assumption: employee only about $10,195,725 at 4% or $6,797,150 at 6%; with 50% employer match about $6,797,150 at 4% or $4,531,433 at 6%; with 100% employer match about $5,097,863 at 4% or $3,398,575 at 6%.
Steven G. Garrett, Dds PC 401(K) Plan-7$3,063,853$2,854,803$407,829iApproximate average salary by contribution assumption: employee only about $10,195,725 at 4% or $6,797,150 at 6%; with 50% employer match about $6,797,150 at 4% or $4,531,433 at 6%; with 100% employer match about $5,097,863 at 4% or $3,398,575 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-0---
2010111$3,100,802$38,000$3,455iApproximate average salary by contribution assumption: employee only about $86,364 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-11$3,100,802$38,000$3,455iApproximate average salary by contribution assumption: employee only about $86,364 at 4% or $57,576 at 6%; with 50% employer match about $57,576 at 4% or $38,384 at 6%; with 100% employer match about $43,182 at 4% or $28,788 at 6%.
2009110$2,698,248$22,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-10$2,698,248$22,500$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
2008110$2,148,780$27,000$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-10$2,148,780$27,000$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
2007111$3,278,491$57,940$5,267iApproximate average salary by contribution assumption: employee only about $131,682 at 4% or $87,788 at 6%; with 50% employer match about $87,788 at 4% or $58,525 at 6%; with 100% employer match about $65,841 at 4% or $43,894 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-11$3,278,491$57,940$5,267iApproximate average salary by contribution assumption: employee only about $131,682 at 4% or $87,788 at 6%; with 50% employer match about $87,788 at 4% or $58,525 at 6%; with 100% employer match about $65,841 at 4% or $43,894 at 6%.
200619$2,924,034$145,163$16,129iApproximate average salary by contribution assumption: employee only about $403,231 at 4% or $268,820 at 6%; with 50% employer match about $268,820 at 4% or $179,214 at 6%; with 100% employer match about $201,615 at 4% or $134,410 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-9$2,924,034$145,163$16,129iApproximate average salary by contribution assumption: employee only about $403,231 at 4% or $268,820 at 6%; with 50% employer match about $268,820 at 4% or $179,214 at 6%; with 100% employer match about $201,615 at 4% or $134,410 at 6%.
2005110$2,438,030$93,355$9,336iApproximate average salary by contribution assumption: employee only about $233,388 at 4% or $155,592 at 6%; with 50% employer match about $155,592 at 4% or $103,728 at 6%; with 100% employer match about $116,694 at 4% or $77,796 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-10$2,438,030$93,355$9,336iApproximate average salary by contribution assumption: employee only about $233,388 at 4% or $155,592 at 6%; with 50% employer match about $155,592 at 4% or $103,728 at 6%; with 100% employer match about $116,694 at 4% or $77,796 at 6%.
200419$2,128,933$353,436$39,271iApproximate average salary by contribution assumption: employee only about $981,767 at 4% or $654,511 at 6%; with 50% employer match about $654,511 at 4% or $436,341 at 6%; with 100% employer match about $490,883 at 4% or $327,256 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-9$2,128,933$353,436$39,271iApproximate average salary by contribution assumption: employee only about $981,767 at 4% or $654,511 at 6%; with 50% employer match about $654,511 at 4% or $436,341 at 6%; with 100% employer match about $490,883 at 4% or $327,256 at 6%.
2003110$1,783,382$117,915$11,792iApproximate average salary by contribution assumption: employee only about $294,788 at 4% or $196,525 at 6%; with 50% employer match about $196,525 at 4% or $131,017 at 6%; with 100% employer match about $147,394 at 4% or $98,263 at 6%.
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-10$1,783,382$117,915$11,792iApproximate average salary by contribution assumption: employee only about $294,788 at 4% or $196,525 at 6%; with 50% employer match about $196,525 at 4% or $131,017 at 6%; with 100% employer match about $147,394 at 4% or $98,263 at 6%.
2002111$0$0-
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-11---
200128$0$0-
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-8---
Steven G. Garrett, D.D.S. PC. Profit Sharing Plan and Trust-0---
200029$0$0-
Steven G. Garrett, D.D.S. PC. Profit Sharing Plan and Trust-9---
Steven G. Garrett, Dds PC Defined Benefit Pension Plan-8---
1999111$1,594,892$56,395$5,127iApproximate average salary by contribution assumption: employee only about $128,170 at 4% or $85,447 at 6%; with 50% employer match about $85,447 at 4% or $56,965 at 6%; with 100% employer match about $64,085 at 4% or $42,723 at 6%.
Steven G. Garrett, D.D.S. PC. Profit Sharing Plan and Trust-11$1,594,892$56,395$5,127iApproximate average salary by contribution assumption: employee only about $128,170 at 4% or $85,447 at 6%; with 50% employer match about $85,447 at 4% or $56,965 at 6%; with 100% employer match about $64,085 at 4% or $42,723 at 6%.