Civic Intelligence

Newman Garrison Partners Inc.

Plan context: Newman Garrison Partners Inc. 401(K) Profit Sharing Plan

EIN 55-0787363 • Costa Mesa, CA • 20 filings • 5 plans

3100 Bristol StreetSuite 400Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$2,484,646

2024 Contributions

$81,814

Historical Graphs

Total Assets Over Time

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

$2,484,646$1,242,323$0200620152024YearValue
$2,484,646Latest year 2024

Participants Over Time

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

30150200620152024YearValue
30Latest 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
2024130$2,484,646$81,814$2,727iApproximate average salary by contribution assumption: employee only about $68,178 at 4% or $45,452 at 6%; with 50% employer match about $45,452 at 4% or $30,301 at 6%; with 100% employer match about $34,089 at 4% or $22,726 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-30$2,484,646$81,814$2,727iApproximate average salary by contribution assumption: employee only about $68,178 at 4% or $45,452 at 6%; with 50% employer match about $45,452 at 4% or $30,301 at 6%; with 100% employer match about $34,089 at 4% or $22,726 at 6%.
2023128$2,337,535$140,643$5,023iApproximate average salary by contribution assumption: employee only about $125,574 at 4% or $83,716 at 6%; with 50% employer match about $83,716 at 4% or $55,811 at 6%; with 100% employer match about $62,787 at 4% or $41,858 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-28$2,337,535$140,643$5,023iApproximate average salary by contribution assumption: employee only about $125,574 at 4% or $83,716 at 6%; with 50% employer match about $83,716 at 4% or $55,811 at 6%; with 100% employer match about $62,787 at 4% or $41,858 at 6%.
2022127$1,903,322$106,713$3,952iApproximate average salary by contribution assumption: employee only about $98,808 at 4% or $65,872 at 6%; with 50% employer match about $65,872 at 4% or $43,915 at 6%; with 100% employer match about $49,404 at 4% or $32,936 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-27$1,903,322$106,713$3,952iApproximate average salary by contribution assumption: employee only about $98,808 at 4% or $65,872 at 6%; with 50% employer match about $65,872 at 4% or $43,915 at 6%; with 100% employer match about $49,404 at 4% or $32,936 at 6%.
2021125$2,184,185$85,395$3,416iApproximate average salary by contribution assumption: employee only about $85,395 at 4% or $56,930 at 6%; with 50% employer match about $56,930 at 4% or $37,953 at 6%; with 100% employer match about $42,698 at 4% or $28,465 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-25$2,184,185$85,395$3,416iApproximate average salary by contribution assumption: employee only about $85,395 at 4% or $56,930 at 6%; with 50% employer match about $56,930 at 4% or $37,953 at 6%; with 100% employer match about $42,698 at 4% or $28,465 at 6%.
2020123$1,839,423$26,168$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,642 at 6%; with 100% employer match about $14,222 at 4% or $9,481 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-23$1,839,423$26,168$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,642 at 6%; with 100% employer match about $14,222 at 4% or $9,481 at 6%.
2019122$1,563,862$96,417$4,383iApproximate average salary by contribution assumption: employee only about $109,565 at 4% or $73,043 at 6%; with 50% employer match about $73,043 at 4% or $48,695 at 6%; with 100% employer match about $54,782 at 4% or $36,522 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-22$1,563,862$96,417$4,383iApproximate average salary by contribution assumption: employee only about $109,565 at 4% or $73,043 at 6%; with 50% employer match about $73,043 at 4% or $48,695 at 6%; with 100% employer match about $54,782 at 4% or $36,522 at 6%.
2018121$1,317,957$101,408$4,829iApproximate average salary by contribution assumption: employee only about $120,724 at 4% or $80,483 at 6%; with 50% employer match about $80,483 at 4% or $53,655 at 6%; with 100% employer match about $60,362 at 4% or $40,241 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-21$1,317,957$101,408$4,829iApproximate average salary by contribution assumption: employee only about $120,724 at 4% or $80,483 at 6%; with 50% employer match about $80,483 at 4% or $53,655 at 6%; with 100% employer match about $60,362 at 4% or $40,241 at 6%.
2017121$1,265,625$106,580$5,075iApproximate average salary by contribution assumption: employee only about $126,881 at 4% or $84,587 at 6%; with 50% employer match about $84,587 at 4% or $56,392 at 6%; with 100% employer match about $63,440 at 4% or $42,294 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-21$1,265,625$106,580$5,075iApproximate average salary by contribution assumption: employee only about $126,881 at 4% or $84,587 at 6%; with 50% employer match about $84,587 at 4% or $56,392 at 6%; with 100% employer match about $63,440 at 4% or $42,294 at 6%.
2016120$976,959$114,910$5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,758 at 6%; with 50% employer match about $95,758 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-20$976,959$114,910$5,746iApproximate average salary by contribution assumption: employee only about $143,638 at 4% or $95,758 at 6%; with 50% employer match about $95,758 at 4% or $63,839 at 6%; with 100% employer match about $71,819 at 4% or $47,879 at 6%.
2015118$804,458$126,027$7,002iApproximate average salary by contribution assumption: employee only about $175,038 at 4% or $116,692 at 6%; with 50% employer match about $116,692 at 4% or $77,794 at 6%; with 100% employer match about $87,519 at 4% or $58,346 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-18$804,458$126,027$7,002iApproximate average salary by contribution assumption: employee only about $175,038 at 4% or $116,692 at 6%; with 50% employer match about $116,692 at 4% or $77,794 at 6%; with 100% employer match about $87,519 at 4% or $58,346 at 6%.
2014117$732,292$108,502$6,382iApproximate average salary by contribution assumption: employee only about $159,562 at 4% or $106,375 at 6%; with 50% employer match about $106,375 at 4% or $70,916 at 6%; with 100% employer match about $79,781 at 4% or $53,187 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-17$732,292$108,502$6,382iApproximate average salary by contribution assumption: employee only about $159,562 at 4% or $106,375 at 6%; with 50% employer match about $106,375 at 4% or $70,916 at 6%; with 100% employer match about $79,781 at 4% or $53,187 at 6%.
2013115$686,096$113,906$7,594iApproximate average salary by contribution assumption: employee only about $189,843 at 4% or $126,562 at 6%; with 50% employer match about $126,562 at 4% or $84,375 at 6%; with 100% employer match about $94,922 at 4% or $63,281 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-15$686,096$113,906$7,594iApproximate average salary by contribution assumption: employee only about $189,843 at 4% or $126,562 at 6%; with 50% employer match about $126,562 at 4% or $84,375 at 6%; with 100% employer match about $94,922 at 4% or $63,281 at 6%.
2012111$509,597$11,212$1,019iApproximate average salary by contribution assumption: employee only about $25,482 at 4% or $16,988 at 6%; with 50% employer match about $16,988 at 4% or $11,325 at 6%; with 100% employer match about $12,741 at 4% or $8,494 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-11$509,597$11,212$1,019iApproximate average salary by contribution assumption: employee only about $25,482 at 4% or $16,988 at 6%; with 50% employer match about $16,988 at 4% or $11,325 at 6%; with 100% employer match about $12,741 at 4% or $8,494 at 6%.
2011112$453,841$6,625$552iApproximate average salary by contribution assumption: employee only about $13,802 at 4% or $9,201 at 6%; with 50% employer match about $9,201 at 4% or $6,134 at 6%; with 100% employer match about $6,901 at 4% or $4,601 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-12$453,841$6,625$552iApproximate average salary by contribution assumption: employee only about $13,802 at 4% or $9,201 at 6%; with 50% employer match about $9,201 at 4% or $6,134 at 6%; with 100% employer match about $6,901 at 4% or $4,601 at 6%.
201018$518,723$1,543$193iApproximate average salary by contribution assumption: employee only about $4,822 at 4% or $3,215 at 6%; with 50% employer match about $3,215 at 4% or $2,143 at 6%; with 100% employer match about $2,411 at 4% or $1,607 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-8$518,723$1,543$193iApproximate average salary by contribution assumption: employee only about $4,822 at 4% or $3,215 at 6%; with 50% employer match about $3,215 at 4% or $2,143 at 6%; with 100% employer match about $2,411 at 4% or $1,607 at 6%.
2009112$679,725$17,652$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-12$679,725$17,652$1,471iApproximate average salary by contribution assumption: employee only about $36,775 at 4% or $24,517 at 6%; with 50% employer match about $24,517 at 4% or $16,344 at 6%; with 100% employer match about $18,388 at 4% or $12,258 at 6%.
2008115$650,494$211,853$14,124iApproximate average salary by contribution assumption: employee only about $353,088 at 4% or $235,392 at 6%; with 50% employer match about $235,392 at 4% or $156,928 at 6%; with 100% employer match about $176,544 at 4% or $117,696 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-15$650,494$211,853$14,124iApproximate average salary by contribution assumption: employee only about $353,088 at 4% or $235,392 at 6%; with 50% employer match about $235,392 at 4% or $156,928 at 6%; with 100% employer match about $176,544 at 4% or $117,696 at 6%.
2007220$750,665$92,049$4,602iApproximate average salary by contribution assumption: employee only about $115,061 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,138 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-20$750,665$92,049$4,602iApproximate average salary by contribution assumption: employee only about $115,061 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,138 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%.
NEWMAN GARRISON GILMOUR & PARTNERS, INC. FLEXIBLE SPENDING ACCOUNT-3---
2006128$736,117$111,864$3,995iApproximate average salary by contribution assumption: employee only about $99,879 at 4% or $66,586 at 6%; with 50% employer match about $66,586 at 4% or $44,390 at 6%; with 100% employer match about $49,939 at 4% or $33,293 at 6%.
Newman Garrison Partners Inc. 401(K) Profit Sharing Plan-28$736,117$111,864$3,995iApproximate average salary by contribution assumption: employee only about $99,879 at 4% or $66,586 at 6%; with 50% employer match about $66,586 at 4% or $44,390 at 6%; with 100% employer match about $49,939 at 4% or $33,293 at 6%.