THE BELL FOUNDATION, INC.
Plan context: THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST
EIN 04-3182053 • Needham Heights, MA • 21 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
74
2024 Assets
$4,472,258
2024 Contributions
$1,544,958
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 74 | $4,472,258 | $1,544,958 | $20,878iApproximate average salary by contribution assumption: employee only about $521,945 at 4% or $347,964 at 6%; with 50% employer match about $347,964 at 4% or $231,976 at 6%; with 100% employer match about $260,973 at 4% or $173,982 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 74 | $4,472,258 | $1,544,958 | $20,878iApproximate average salary by contribution assumption: employee only about $521,945 at 4% or $347,964 at 6%; with 50% employer match about $347,964 at 4% or $231,976 at 6%; with 100% employer match about $260,973 at 4% or $173,982 at 6%. |
| 2023 | 1 | 69 | $2,657,739 | $598,704 | $8,677iApproximate average salary by contribution assumption: employee only about $216,922 at 4% or $144,614 at 6%; with 50% employer match about $144,614 at 4% or $96,410 at 6%; with 100% employer match about $108,461 at 4% or $72,307 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 69 | $2,657,739 | $598,704 | $8,677iApproximate average salary by contribution assumption: employee only about $216,922 at 4% or $144,614 at 6%; with 50% employer match about $144,614 at 4% or $96,410 at 6%; with 100% employer match about $108,461 at 4% or $72,307 at 6%. |
| 2022 | 1 | 68 | $2,220,812 | $704,821 | $10,365iApproximate average salary by contribution assumption: employee only about $259,125 at 4% or $172,750 at 6%; with 50% employer match about $172,750 at 4% or $115,167 at 6%; with 100% employer match about $129,563 at 4% or $86,375 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 68 | $2,220,812 | $704,821 | $10,365iApproximate average salary by contribution assumption: employee only about $259,125 at 4% or $172,750 at 6%; with 50% employer match about $172,750 at 4% or $115,167 at 6%; with 100% employer match about $129,563 at 4% or $86,375 at 6%. |
| 2021 | 1 | 63 | $2,209,602 | $291,112 | $4,621iApproximate average salary by contribution assumption: employee only about $115,521 at 4% or $77,014 at 6%; with 50% employer match about $77,014 at 4% or $51,343 at 6%; with 100% employer match about $57,760 at 4% or $38,507 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 63 | $2,209,602 | $291,112 | $4,621iApproximate average salary by contribution assumption: employee only about $115,521 at 4% or $77,014 at 6%; with 50% employer match about $77,014 at 4% or $51,343 at 6%; with 100% employer match about $57,760 at 4% or $38,507 at 6%. |
| 2020 | 1 | 58 | $1,665,935 | $275,184 | $4,745iApproximate average salary by contribution assumption: employee only about $118,614 at 4% or $79,076 at 6%; with 50% employer match about $79,076 at 4% or $52,717 at 6%; with 100% employer match about $59,307 at 4% or $39,538 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 58 | $1,665,935 | $275,184 | $4,745iApproximate average salary by contribution assumption: employee only about $118,614 at 4% or $79,076 at 6%; with 50% employer match about $79,076 at 4% or $52,717 at 6%; with 100% employer match about $59,307 at 4% or $39,538 at 6%. |
| 2019 | 1 | 59 | $1,257,564 | $328,155 | $5,562iApproximate average salary by contribution assumption: employee only about $139,049 at 4% or $92,699 at 6%; with 50% employer match about $92,699 at 4% or $61,799 at 6%; with 100% employer match about $69,524 at 4% or $46,350 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 59 | $1,257,564 | $328,155 | $5,562iApproximate average salary by contribution assumption: employee only about $139,049 at 4% or $92,699 at 6%; with 50% employer match about $92,699 at 4% or $61,799 at 6%; with 100% employer match about $69,524 at 4% or $46,350 at 6%. |
| 2017 | 1 | 65 | $1,279,520 | $208,453 | $3,207iApproximate average salary by contribution assumption: employee only about $80,174 at 4% or $53,449 at 6%; with 50% employer match about $53,449 at 4% or $35,633 at 6%; with 100% employer match about $40,087 at 4% or $26,725 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 65 | $1,279,520 | $208,453 | $3,207iApproximate average salary by contribution assumption: employee only about $80,174 at 4% or $53,449 at 6%; with 50% employer match about $53,449 at 4% or $35,633 at 6%; with 100% employer match about $40,087 at 4% or $26,725 at 6%. |
| 2016 | 1 | 0 | $1,198,505 | $164,829 | - |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $1,198,505 | $164,829 | - |
| 2015 | 1 | 63 | $1,113,006 | $187,416 | $2,975iApproximate average salary by contribution assumption: employee only about $74,371 at 4% or $49,581 at 6%; with 50% employer match about $49,581 at 4% or $33,054 at 6%; with 100% employer match about $37,186 at 4% or $24,790 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 63 | $1,113,006 | $187,416 | $2,975iApproximate average salary by contribution assumption: employee only about $74,371 at 4% or $49,581 at 6%; with 50% employer match about $49,581 at 4% or $33,054 at 6%; with 100% employer match about $37,186 at 4% or $24,790 at 6%. |
| 2014 | 1 | 63 | $1,212,259 | $185,364 | $2,942iApproximate average salary by contribution assumption: employee only about $73,557 at 4% or $49,038 at 6%; with 50% employer match about $49,038 at 4% or $32,692 at 6%; with 100% employer match about $36,779 at 4% or $24,519 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 63 | $1,212,259 | $185,364 | $2,942iApproximate average salary by contribution assumption: employee only about $73,557 at 4% or $49,038 at 6%; with 50% employer match about $49,038 at 4% or $32,692 at 6%; with 100% employer match about $36,779 at 4% or $24,519 at 6%. |
| 2013 | 1 | 64 | $1,059,505 | $193,127 | $3,018iApproximate average salary by contribution assumption: employee only about $75,440 at 4% or $50,293 at 6%; with 50% employer match about $50,293 at 4% or $33,529 at 6%; with 100% employer match about $37,720 at 4% or $25,147 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 64 | $1,059,505 | $193,127 | $3,018iApproximate average salary by contribution assumption: employee only about $75,440 at 4% or $50,293 at 6%; with 50% employer match about $50,293 at 4% or $33,529 at 6%; with 100% employer match about $37,720 at 4% or $25,147 at 6%. |
| 2012 | 1 | 63 | $1,054,836 | $163,044 | $2,588iApproximate average salary by contribution assumption: employee only about $64,700 at 4% or $43,133 at 6%; with 50% employer match about $43,133 at 4% or $28,756 at 6%; with 100% employer match about $32,350 at 4% or $21,567 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 63 | $1,054,836 | $163,044 | $2,588iApproximate average salary by contribution assumption: employee only about $64,700 at 4% or $43,133 at 6%; with 50% employer match about $43,133 at 4% or $28,756 at 6%; with 100% employer match about $32,350 at 4% or $21,567 at 6%. |
| 2011 | 1 | 62 | $912,681 | $177,978 | $2,871iApproximate average salary by contribution assumption: employee only about $71,765 at 4% or $47,844 at 6%; with 50% employer match about $47,844 at 4% or $31,896 at 6%; with 100% employer match about $35,883 at 4% or $23,922 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 62 | $912,681 | $177,978 | $2,871iApproximate average salary by contribution assumption: employee only about $71,765 at 4% or $47,844 at 6%; with 50% employer match about $47,844 at 4% or $31,896 at 6%; with 100% employer match about $35,883 at 4% or $23,922 at 6%. |
| 2010 | 1 | 60 | $790,143 | $191,958 | $3,199iApproximate average salary by contribution assumption: employee only about $79,983 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,991 at 4% or $26,661 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 60 | $790,143 | $191,958 | $3,199iApproximate average salary by contribution assumption: employee only about $79,983 at 4% or $53,322 at 6%; with 50% employer match about $53,322 at 4% or $35,548 at 6%; with 100% employer match about $39,991 at 4% or $26,661 at 6%. |
| 2009 | 2 | 76 | $1,103,730 | $312,064 | $4,106iApproximate average salary by contribution assumption: employee only about $102,653 at 4% or $68,435 at 6%; with 50% employer match about $68,435 at 4% or $45,623 at 6%; with 100% employer match about $51,326 at 4% or $34,218 at 6%. |
| THE BELL FOUNDATION, INC. 401(K) PROFIT SHARING PLAN & TRUST | - | 76 | $551,865 | $156,032 | $2,053iApproximate average salary by contribution assumption: employee only about $51,326 at 4% or $34,218 at 6%; with 50% employer match about $34,218 at 4% or $22,812 at 6%; with 100% employer match about $25,663 at 4% or $17,109 at 6%. |
| THE BELL FOUNDATION INC 401K PROFIT SHARING PLAN AND TRUST | - | 76 | $551,865 | $156,032 | $2,053iApproximate average salary by contribution assumption: employee only about $51,326 at 4% or $34,218 at 6%; with 50% employer match about $34,218 at 4% or $22,812 at 6%; with 100% employer match about $25,663 at 4% or $17,109 at 6%. |
| 2008 | 1 | 77 | $370,408 | $172,520 | $2,241iApproximate average salary by contribution assumption: employee only about $56,013 at 4% or $37,342 at 6%; with 50% employer match about $37,342 at 4% or $24,895 at 6%; with 100% employer match about $28,006 at 4% or $18,671 at 6%. |
| THE BELL FOUNDATION, INC 401K PROFIT SHARING PLAN AND TRVST | - | 77 | $370,408 | $172,520 | $2,241iApproximate average salary by contribution assumption: employee only about $56,013 at 4% or $37,342 at 6%; with 50% employer match about $37,342 at 4% or $24,895 at 6%; with 100% employer match about $28,006 at 4% or $18,671 at 6%. |
| 2007 | 1 | 103 | $386,455 | $153,828 | $1,493iApproximate average salary by contribution assumption: employee only about $37,337 at 4% or $24,891 at 6%; with 50% employer match about $24,891 at 4% or $16,594 at 6%; with 100% employer match about $18,668 at 4% or $12,446 at 6%. |
| THE BELL FOUNDATION, INC. 401K PROFIT SHARING PLAN & TRUST | - | 103 | $386,455 | $153,828 | $1,493iApproximate average salary by contribution assumption: employee only about $37,337 at 4% or $24,891 at 6%; with 50% employer match about $24,891 at 4% or $16,594 at 6%; with 100% employer match about $18,668 at 4% or $12,446 at 6%. |
| 2003 | 1 | 34 | $51,232 | $20,616 | $606iApproximate average salary by contribution assumption: employee only about $15,159 at 4% or $10,106 at 6%; with 50% employer match about $10,106 at 4% or $6,737 at 6%; with 100% employer match about $7,579 at 4% or $5,053 at 6%. |
| THE B E L L FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST | - | 34 | $51,232 | $20,616 | $606iApproximate average salary by contribution assumption: employee only about $15,159 at 4% or $10,106 at 6%; with 50% employer match about $10,106 at 4% or $6,737 at 6%; with 100% employer match about $7,579 at 4% or $5,053 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| THE B E L L FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST | - | 6 | - | - | - |
| 2000 | 1 | 5 | $2,991 | $3,179 | $636iApproximate average salary by contribution assumption: employee only about $15,895 at 4% or $10,597 at 6%; with 50% employer match about $10,597 at 4% or $7,064 at 6%; with 100% employer match about $7,947 at 4% or $5,298 at 6%. |
| THE B E L L FOUNDATION INC 401K PROFIT SHARING PLAN & TRUST | - | 5 | $2,991 | $3,179 | $636iApproximate average salary by contribution assumption: employee only about $15,895 at 4% or $10,597 at 6%; with 50% employer match about $10,597 at 4% or $7,064 at 6%; with 100% employer match about $7,947 at 4% or $5,298 at 6%. |