Garza Financial LLC
Plan context: Garza Financial LLC 401(K) Plan
EIN 82-2774900 • Gilbert, AZ • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$45,341
2025 Contributions
$3,601
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $45,341 | $3,601 | $514iApproximate average salary by contribution assumption: employee only about $12,861 at 4% or $8,574 at 6%; with 50% employer match about $8,574 at 4% or $5,716 at 6%; with 100% employer match about $6,430 at 4% or $4,287 at 6%. |
| Garza Financial LLC 401(K) Plan | - | 7 | $45,341 | $3,601 | $514iApproximate average salary by contribution assumption: employee only about $12,861 at 4% or $8,574 at 6%; with 50% employer match about $8,574 at 4% or $5,716 at 6%; with 100% employer match about $6,430 at 4% or $4,287 at 6%. |
| 2024 | 1 | 9 | $36,207 | $3,090 | $343iApproximate average salary by contribution assumption: employee only about $8,583 at 4% or $5,722 at 6%; with 50% employer match about $5,722 at 4% or $3,815 at 6%; with 100% employer match about $4,292 at 4% or $2,861 at 6%. |
| Garza Financial LLC 401(K) Plan | - | 9 | $36,207 | $3,090 | $343iApproximate average salary by contribution assumption: employee only about $8,583 at 4% or $5,722 at 6%; with 50% employer match about $5,722 at 4% or $3,815 at 6%; with 100% employer match about $4,292 at 4% or $2,861 at 6%. |
| 2023 | 1 | 10 | $51,733 | $5,884 | $588iApproximate average salary by contribution assumption: employee only about $14,710 at 4% or $9,807 at 6%; with 50% employer match about $9,807 at 4% or $6,538 at 6%; with 100% employer match about $7,355 at 4% or $4,903 at 6%. |
| Garza Financial LLC 401(K) Plan | - | 10 | $51,733 | $5,884 | $588iApproximate average salary by contribution assumption: employee only about $14,710 at 4% or $9,807 at 6%; with 50% employer match about $9,807 at 4% or $6,538 at 6%; with 100% employer match about $7,355 at 4% or $4,903 at 6%. |
| 2022 | 1 | 11 | $46,610 | $28,214 | $2,565iApproximate average salary by contribution assumption: employee only about $64,123 at 4% or $42,748 at 6%; with 50% employer match about $42,748 at 4% or $28,499 at 6%; with 100% employer match about $32,061 at 4% or $21,374 at 6%. |
| Garza Financial LLC 401(K) Plan | - | 11 | $46,610 | $28,214 | $2,565iApproximate average salary by contribution assumption: employee only about $64,123 at 4% or $42,748 at 6%; with 50% employer match about $42,748 at 4% or $28,499 at 6%; with 100% employer match about $32,061 at 4% or $21,374 at 6%. |
| 2021 | 1 | 7 | $32,576 | $31,231 | $4,462iApproximate average salary by contribution assumption: employee only about $111,539 at 4% or $74,360 at 6%; with 50% employer match about $74,360 at 4% or $49,573 at 6%; with 100% employer match about $55,770 at 4% or $37,180 at 6%. |
| Garza Financial LLC 401(K) Plan | - | 7 | $32,576 | $31,231 | $4,462iApproximate average salary by contribution assumption: employee only about $111,539 at 4% or $74,360 at 6%; with 50% employer match about $74,360 at 4% or $49,573 at 6%; with 100% employer match about $55,770 at 4% or $37,180 at 6%. |