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GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameGARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 FINANCIAL PLANNING IN has sponsored the creation of one or more 401k plans.

Company Name:GARRISON FINANCIAL PLANNING IN
Employer identification number (EIN):874053909
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL GARRISON2024-04-04

Plan Statistics for GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-082
Total number of particpants at end of year2025-04-082
Number of Participants With Account Balances2025-04-082
2024: GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-041
Total number of particpants at end of year2024-04-042
Number of Participants With Account Balances2024-04-042

Financial Data on GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-080
Total liabilities as of the end of the plan year2025-04-080
Total liabilities as of the beginning of the plan year2025-04-080
Total expenses incurred by plan in this plan year2025-04-08120
Net assets as of the end of the plan year2025-04-0818011
Total assets as of the beginning of the plan year2025-04-084234
Value of plan covered by a fidelity bond2025-04-0820000
Participant contributions to plan in this plan year2025-04-086308
Other expenses paid from plan in this plan year2025-04-080
Other contributions to plan in this plan year2025-04-080
Other income to plan in this plan year2025-04-081554
Plan net income in this plan year2025-04-0813777
Net assets as of the end of the plan year2025-04-0818011
Net assets as of the beginning of the plan year2025-04-084234
Employer contributions to plan in this plan year2025-04-086035
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-08120
2024 : GARRISON FINANCIAL PLANNING IN 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-040
Total liabilities as of the end of the plan year2024-04-040
Total liabilities as of the beginning of the plan year2024-04-040
Total expenses incurred by plan in this plan year2024-04-045
Net assets as of the end of the plan year2024-04-044234
Total assets as of the beginning of the plan year2024-04-040
Value of plan covered by a fidelity bond2024-04-0420000
Participant contributions to plan in this plan year2024-04-041942
Other expenses paid from plan in this plan year2024-04-040
Other contributions to plan in this plan year2024-04-040
Other income to plan in this plan year2024-04-04288
Plan net income in this plan year2024-04-044234
Net assets as of the end of the plan year2024-04-044234
Net assets as of the beginning of the plan year2024-04-040
Employer contributions to plan in this plan year2024-04-042009
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-045

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