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401k Sponsoring company profile

GARRETT & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:GARRETT & ASSOCIATES
Employer identification number (EIN):460510876
NAIC Classification:523900

The following addresses have been detected on the 401k submissions:

USA Location Address
1400 URBAN CENTER DRIVE, STE 350
BIRMINGHAM
AL
35242
Date first seen: 2007-01-01
Date last seen: 2024-09-30
USA Location Address
5120 SELKIRK DR STE 200
BIRMINGHAM
AL
352424165
Date first seen: 2017-06-27
Date last seen: 2024-10-03

GARRETT & ASSOCIATES 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001GARRETT & ASSOCIATES RETIREMENT PLAN2011-01-01 2008-01-01
002GARRETT & ASSOCIATES CASH BALANCE PLAN2015-01-01 2013-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2020-01-31Employer Contributions $ 50,000
2020-01-31Employee Contributions $ 50,000
2019-10-15Employer Contributions $ 50,000
2019-10-15Employee Contributions $ 50,000
2019-07-10Employer Contributions $ 50,000
2019-07-10Employee Contributions $ 50,000
2019-04-22Employer Contributions $ 50,000
2019-04-22Employee Contributions $ 50,000
2019-04-11Employer Contributions $ 25,000
2019-04-11Employee Contributions $ 25,000
2019-01-18Employer Contributions $ 58,560
2019-01-18Employee Contributions $ 58,560
2018-10-15Employer Contributions $ 100,000
2018-10-15Employee Contributions $ 100,000
2017-01-04Employer Contributions $ 12,500
2017-01-04Employee Contributions $ 12,500
2016-12-29Employer Contributions $ 42,500
2016-12-29Employee Contributions $ 42,500
2016-10-21Employer Contributions $ 55,000
2016-10-21Employee Contributions $ 55,000
2016-08-01Employer Contributions $ 50,000
2016-08-01Employee Contributions $ 50,000
2016-05-16Employer Contributions $ 50,000
2016-05-16Employee Contributions $ 50,000
2015-12-30Employer Contributions $ 55,000
2015-12-30Employee Contributions $ 55,000
2015-10-19Employer Contributions $ 50,000
2015-10-19Employee Contributions $ 50,000
2015-07-14Employer Contributions $ 50,000
2015-07-14Employee Contributions $ 50,000
2015-04-17Employer Contributions $ 50,000
2015-04-17Employee Contributions $ 50,000
2014-12-29Employer Contributions $ 60,000
2014-12-29Employee Contributions $ 60,000
2014-10-21Employer Contributions $ 50,000
2014-10-21Employee Contributions $ 50,000
2014-07-28Employer Contributions $ 50,000
2014-07-28Employee Contributions $ 50,000
2014-04-21Employer Contributions $ 50,000
2014-04-21Employee Contributions $ 50,000
2014-02-28Employer Contributions $ 205,000
2014-02-28Employee Contributions $ 205,000

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