Civic Intelligence

Garrett Financial Group Inc.

Plan context: Garrett Financial Group Money Purchase Pension Plan

EIN 76-0560625 • 6 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

4

2005 Assets

$97,512

2005 Contributions

$15,115

Historical Graphs

Total Assets Over Time

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

$97,512$48,756$0199920022005YearValue
$97,512Latest year 2005

Participants Over Time

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

420199920012002YearValue
4Latest year 2002

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
200510$97,512$0-
Garrett Financial Group Money Purchase Pension Plan-0$97,512--
200410$86,467$0-
Garrett Financial Group Money Purchase Pension Plan-0$86,467--
200214$94,241$15,115$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,979 at 6%; with 50% employer match about $62,979 at 4% or $41,986 at 6%; with 100% employer match about $47,234 at 4% or $31,490 at 6%.
Garrett Financial Group Money Purchase Pension Plan-4$94,241$15,115$3,779iApproximate average salary by contribution assumption: employee only about $94,469 at 4% or $62,979 at 6%; with 50% employer match about $62,979 at 4% or $41,986 at 6%; with 100% employer match about $47,234 at 4% or $31,490 at 6%.
200114$0$0-
Garrett Financial Group Money Purchase Pension Plan-4---
200014$64,489$22,131$5,533iApproximate average salary by contribution assumption: employee only about $138,319 at 4% or $92,213 at 6%; with 50% employer match about $92,213 at 4% or $61,475 at 6%; with 100% employer match about $69,159 at 4% or $46,106 at 6%.
Garrett Financial Group Money Purchase Pension Plan-4$64,489$22,131$5,533iApproximate average salary by contribution assumption: employee only about $138,319 at 4% or $92,213 at 6%; with 50% employer match about $92,213 at 4% or $61,475 at 6%; with 100% employer match about $69,159 at 4% or $46,106 at 6%.
199914$47,082$20,655$5,164iApproximate average salary by contribution assumption: employee only about $129,094 at 4% or $86,063 at 6%; with 50% employer match about $86,063 at 4% or $57,375 at 6%; with 100% employer match about $64,547 at 4% or $43,031 at 6%.
Garrett Financial Group Money Purchase Pension Plan-4$47,082$20,655$5,164iApproximate average salary by contribution assumption: employee only about $129,094 at 4% or $86,063 at 6%; with 50% employer match about $86,063 at 4% or $57,375 at 6%; with 100% employer match about $64,547 at 4% or $43,031 at 6%.