Civic Intelligence

SAM BAGELRY CORP

Plan context: SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-0135461 • Basking Ridge, NJ • 9 filings • 2 plans

403 King George RdBasking Ridge, NJ 07920-2820
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$553,684

2025 Contributions

$85,440

Historical Graphs

Total Assets Over Time

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

$553,684$276,842$0201720212025YearValue
$553,684Latest year 2025

Participants Over Time

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

320201720212025YearValue
3Latest 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
202513$553,684$85,440$28,480iApproximate average salary by contribution assumption: employee only about $712,000 at 4% or $474,667 at 6%; with 50% employer match about $474,667 at 4% or $316,444 at 6%; with 100% employer match about $356,000 at 4% or $237,333 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$553,684$85,440$28,480iApproximate average salary by contribution assumption: employee only about $712,000 at 4% or $474,667 at 6%; with 50% employer match about $474,667 at 4% or $316,444 at 6%; with 100% employer match about $356,000 at 4% or $237,333 at 6%.
202413$410,768$56,962$18,987iApproximate average salary by contribution assumption: employee only about $474,683 at 4% or $316,456 at 6%; with 50% employer match about $316,456 at 4% or $210,970 at 6%; with 100% employer match about $237,342 at 4% or $158,228 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$410,768$56,962$18,987iApproximate average salary by contribution assumption: employee only about $474,683 at 4% or $316,456 at 6%; with 50% employer match about $316,456 at 4% or $210,970 at 6%; with 100% employer match about $237,342 at 4% or $158,228 at 6%.
202313$326,985$50,392$16,797iApproximate average salary by contribution assumption: employee only about $419,933 at 4% or $279,956 at 6%; with 50% employer match about $279,956 at 4% or $186,637 at 6%; with 100% employer match about $209,967 at 4% or $139,978 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$326,985$50,392$16,797iApproximate average salary by contribution assumption: employee only about $419,933 at 4% or $279,956 at 6%; with 50% employer match about $279,956 at 4% or $186,637 at 6%; with 100% employer match about $209,967 at 4% or $139,978 at 6%.
202213$243,385$50,128$16,709iApproximate average salary by contribution assumption: employee only about $417,733 at 4% or $278,489 at 6%; with 50% employer match about $278,489 at 4% or $185,659 at 6%; with 100% employer match about $208,867 at 4% or $139,244 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$243,385$50,128$16,709iApproximate average salary by contribution assumption: employee only about $417,733 at 4% or $278,489 at 6%; with 50% employer match about $278,489 at 4% or $185,659 at 6%; with 100% employer match about $208,867 at 4% or $139,244 at 6%.
202113$233,127$50,101$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$233,127$50,101$16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%.
202013$166,603$48,709$16,236iApproximate average salary by contribution assumption: employee only about $405,908 at 4% or $270,606 at 6%; with 50% employer match about $270,606 at 4% or $180,404 at 6%; with 100% employer match about $202,954 at 4% or $135,303 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$166,603$48,709$16,236iApproximate average salary by contribution assumption: employee only about $405,908 at 4% or $270,606 at 6%; with 50% employer match about $270,606 at 4% or $180,404 at 6%; with 100% employer match about $202,954 at 4% or $135,303 at 6%.
201913$98,826$45,400$15,133iApproximate average salary by contribution assumption: employee only about $378,333 at 4% or $252,222 at 6%; with 50% employer match about $252,222 at 4% or $168,148 at 6%; with 100% employer match about $189,167 at 4% or $126,111 at 6%.
SAM BAGELRY CORP 401(K) PROFIT SHARING PLAN & TRUST-3$98,826$45,400$15,133iApproximate average salary by contribution assumption: employee only about $378,333 at 4% or $252,222 at 6%; with 50% employer match about $252,222 at 4% or $168,148 at 6%; with 100% employer match about $189,167 at 4% or $126,111 at 6%.
201812$45,257$33,694$16,847iApproximate average salary by contribution assumption: employee only about $421,175 at 4% or $280,783 at 6%; with 50% employer match about $280,783 at 4% or $187,189 at 6%; with 100% employer match about $210,588 at 4% or $140,392 at 6%.
SAM BAGELRY CORP 401 K PROFIT SHARING PLAN TRUST-2$45,257$33,694$16,847iApproximate average salary by contribution assumption: employee only about $421,175 at 4% or $280,783 at 6%; with 50% employer match about $280,783 at 4% or $187,189 at 6%; with 100% employer match about $210,588 at 4% or $140,392 at 6%.
201712$14,112$14,430$7,215iApproximate average salary by contribution assumption: employee only about $180,375 at 4% or $120,250 at 6%; with 50% employer match about $120,250 at 4% or $80,167 at 6%; with 100% employer match about $90,188 at 4% or $60,125 at 6%.
SAM BAGELRY CORP 401 K PROFIT SHARING PLAN TRUST-2$14,112$14,430$7,215iApproximate average salary by contribution assumption: employee only about $180,375 at 4% or $120,250 at 6%; with 50% employer match about $120,250 at 4% or $80,167 at 6%; with 100% employer match about $90,188 at 4% or $60,125 at 6%.