Civic Intelligence

Garrett Insurance Services Inc.

Plan context: Garrett Insurance Services Retirement Plan

EIN 82-2266925 • Wake Forest, NC • 11 filings • 2 plans

843 Wake Forest Business ParkWake Forest, NC 27587-6577
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,572,052

2025 Contributions

$106,152

Historical Graphs

Total Assets Over Time

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

$2,572,052$1,286,026$0201720212025YearValue
$2,572,052Latest year 2025

Participants Over Time

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

630201720212025YearValue
6Latest 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
202516$2,572,052$106,152$17,692iApproximate average salary by contribution assumption: employee only about $442,300 at 4% or $294,867 at 6%; with 50% employer match about $294,867 at 4% or $196,578 at 6%; with 100% employer match about $221,150 at 4% or $147,433 at 6%.
Garrett Insurance Services Retirement Plan-6$2,572,052$106,152$17,692iApproximate average salary by contribution assumption: employee only about $442,300 at 4% or $294,867 at 6%; with 50% employer match about $294,867 at 4% or $196,578 at 6%; with 100% employer match about $221,150 at 4% or $147,433 at 6%.
202415$1,895,051$91,969$18,394iApproximate average salary by contribution assumption: employee only about $459,845 at 4% or $306,563 at 6%; with 50% employer match about $306,563 at 4% or $204,376 at 6%; with 100% employer match about $229,923 at 4% or $153,282 at 6%.
Garrett Insurance Services Retirement Plan-5$1,895,051$91,969$18,394iApproximate average salary by contribution assumption: employee only about $459,845 at 4% or $306,563 at 6%; with 50% employer match about $306,563 at 4% or $204,376 at 6%; with 100% employer match about $229,923 at 4% or $153,282 at 6%.
202314$1,591,195$80,891$20,223iApproximate average salary by contribution assumption: employee only about $505,569 at 4% or $337,046 at 6%; with 50% employer match about $337,046 at 4% or $224,697 at 6%; with 100% employer match about $252,784 at 4% or $168,523 at 6%.
Garrett Insurance Services Retirement Plan-4$1,591,195$80,891$20,223iApproximate average salary by contribution assumption: employee only about $505,569 at 4% or $337,046 at 6%; with 50% employer match about $337,046 at 4% or $224,697 at 6%; with 100% employer match about $252,784 at 4% or $168,523 at 6%.
202215$1,110,086$69,363$13,873iApproximate average salary by contribution assumption: employee only about $346,815 at 4% or $231,210 at 6%; with 50% employer match about $231,210 at 4% or $154,140 at 6%; with 100% employer match about $173,408 at 4% or $115,605 at 6%.
Garrett Insurance Services Retirement Plan-5$1,110,086$69,363$13,873iApproximate average salary by contribution assumption: employee only about $346,815 at 4% or $231,210 at 6%; with 50% employer match about $231,210 at 4% or $154,140 at 6%; with 100% employer match about $173,408 at 4% or $115,605 at 6%.
202124$1,083,051$44,087$11,022iApproximate average salary by contribution assumption: employee only about $275,544 at 4% or $183,696 at 6%; with 50% employer match about $183,696 at 4% or $122,464 at 6%; with 100% employer match about $137,772 at 4% or $91,848 at 6%.
Garrett Insurance Services Retirement Plan-4$1,083,051$44,087$11,022iApproximate average salary by contribution assumption: employee only about $275,544 at 4% or $183,696 at 6%; with 50% employer match about $183,696 at 4% or $122,464 at 6%; with 100% employer match about $137,772 at 4% or $91,848 at 6%.
GARRETT INSURANCE SERVICES MEDOVA LIFESTYLE HEALTH PLAN-0$0$0-
202025$924,139$40,643$8,129iApproximate average salary by contribution assumption: employee only about $203,215 at 4% or $135,477 at 6%; with 50% employer match about $135,477 at 4% or $90,318 at 6%; with 100% employer match about $101,608 at 4% or $67,738 at 6%.
Garrett Insurance Services Retirement Plan-5$921,581$38,005$7,601iApproximate average salary by contribution assumption: employee only about $190,025 at 4% or $126,683 at 6%; with 50% employer match about $126,683 at 4% or $84,456 at 6%; with 100% employer match about $95,013 at 4% or $63,342 at 6%.
GARRETT INSURANCE SERVICES MEDOVA LIFESTYLE HEALTH PLAN-0$2,558$2,638-
201916$967,796$37,710$6,285iApproximate average salary by contribution assumption: employee only about $157,125 at 4% or $104,750 at 6%; with 50% employer match about $104,750 at 4% or $69,833 at 6%; with 100% employer match about $78,563 at 4% or $52,375 at 6%.
Garrett Insurance Services Retirement Plan-6$967,796$37,710$6,285iApproximate average salary by contribution assumption: employee only about $157,125 at 4% or $104,750 at 6%; with 50% employer match about $104,750 at 4% or $69,833 at 6%; with 100% employer match about $78,563 at 4% or $52,375 at 6%.
201812$922,827$27,994$13,997iApproximate average salary by contribution assumption: employee only about $349,925 at 4% or $233,283 at 6%; with 50% employer match about $233,283 at 4% or $155,522 at 6%; with 100% employer match about $174,963 at 4% or $116,642 at 6%.
Garrett Insurance Services Retirement Plan-2$922,827$27,994$13,997iApproximate average salary by contribution assumption: employee only about $349,925 at 4% or $233,283 at 6%; with 50% employer match about $233,283 at 4% or $155,522 at 6%; with 100% employer match about $174,963 at 4% or $116,642 at 6%.
201712$734,361$702,928$351,464iApproximate average salary by contribution assumption: employee only about $8,786,600 at 4% or $5,857,733 at 6%; with 50% employer match about $5,857,733 at 4% or $3,905,156 at 6%; with 100% employer match about $4,393,300 at 4% or $2,928,867 at 6%.
Garrett Insurance Services Retirement Plan-2$734,361$702,928$351,464iApproximate average salary by contribution assumption: employee only about $8,786,600 at 4% or $5,857,733 at 6%; with 50% employer match about $5,857,733 at 4% or $3,905,156 at 6%; with 100% employer match about $4,393,300 at 4% or $2,928,867 at 6%.