Civic Intelligence

GARRISON FINANCIAL PLANNING IN

Plan context: GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

EIN 87-4053909 • Centerville, MA • 3 filings • 1 plans

1550 Falmouth Rd Ste 3Centerville, MA 02632-2938
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$35,637

2025 Contributions

$13,253

Historical Graphs

Total Assets Over Time

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

$35,637$17,819$0202320242025YearValue
$35,637Latest year 2025

Participants Over Time

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

210202320242025YearValue
2Latest 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
202512$35,637$13,253$6,627iApproximate average salary by contribution assumption: employee only about $165,663 at 4% or $110,442 at 6%; with 50% employer match about $110,442 at 4% or $73,628 at 6%; with 100% employer match about $82,831 at 4% or $55,221 at 6%.
GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST-2$35,637$13,253$6,627iApproximate average salary by contribution assumption: employee only about $165,663 at 4% or $110,442 at 6%; with 50% employer match about $110,442 at 4% or $73,628 at 6%; with 100% employer match about $82,831 at 4% or $55,221 at 6%.
202412$18,011$12,343$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST-2$18,011$12,343$6,172iApproximate average salary by contribution assumption: employee only about $154,288 at 4% or $102,858 at 6%; with 50% employer match about $102,858 at 4% or $68,572 at 6%; with 100% employer match about $77,144 at 4% or $51,429 at 6%.
202312$4,234$3,951$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.
GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST-2$4,234$3,951$1,976iApproximate average salary by contribution assumption: employee only about $49,388 at 4% or $32,925 at 6%; with 50% employer match about $32,925 at 4% or $21,950 at 6%; with 100% employer match about $24,694 at 4% or $16,463 at 6%.