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GARRISON ASSET MANAGEMENT, LLC PLAN 401k Plan overview

Plan NameGARRISON ASSET MANAGEMENT, LLC PLAN
Plan identification number 001

GARRISON ASSET MANAGEMENT, LLC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GARRISON ASSET MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:GARRISON ASSET MANAGEMENT, LLC
Employer identification number (EIN):431986133
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARRISON ASSET MANAGEMENT, LLC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KERRY WATKINS BRADLEY2024-07-01
0012022-01-01KERRY BRADLEY2023-07-17
0012021-01-01KERRY BRADLEY2022-09-29
0012021-01-01KERRY BRADLEY2022-09-29
0012020-01-01KERRY BRADLEY2021-09-16
0012019-01-01KERRY BRADLEY2020-06-25
0012018-01-01UBIQUITY RS2019-07-09
0012017-03-01KERRY BRADLEY2018-07-12

Plan Statistics for GARRISON ASSET MANAGEMENT, LLC PLAN

401k plan membership statisitcs for GARRISON ASSET MANAGEMENT, LLC PLAN

Measure Date Value
2025: GARRISON ASSET MANAGEMENT, LLC PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-304
Total number of particpants at end of year2025-06-303
Number of Participants With Account Balances2025-06-303
2024: GARRISON ASSET MANAGEMENT, LLC PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-014
Total number of particpants at end of year2024-07-014
Number of Participants With Account Balances2024-07-014

Financial Data on GARRISON ASSET MANAGEMENT, LLC PLAN

Measure Date Value
2025 : GARRISON ASSET MANAGEMENT, LLC PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-30557913
Net assets as of the end of the plan year2025-06-301048224
Total assets as of the beginning of the plan year2025-06-301226276
Value of plan covered by a fidelity bond2025-06-300
Participant contributions to plan in this plan year2025-06-30100764
Value of participant loans at end of plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-30156960
Plan net income in this plan year2025-06-30-178052
Net assets as of the end of the plan year2025-06-301048224
Net assets as of the beginning of the plan year2025-06-301226276
Employer contributions to plan in this plan year2025-06-30122137
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30430
2024 : GARRISON ASSET MANAGEMENT, LLC PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-01276
Net assets as of the end of the plan year2024-07-011226276
Total assets as of the beginning of the plan year2024-07-01870706
Value of plan covered by a fidelity bond2024-07-010
Participant contributions to plan in this plan year2024-07-0155275
Value of participant loans at end of plan year2024-07-010
Other contributions to plan in this plan year2024-07-010
Other income to plan in this plan year2024-07-01170206
Plan net income in this plan year2024-07-01355570
Net assets as of the end of the plan year2024-07-011226276
Net assets as of the beginning of the plan year2024-07-01870706
Employer contributions to plan in this plan year2024-07-01130365
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-01276

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