George Bagley and Company LLC
Plan context: GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN
EIN 36-2245607 • Oakbrook Terrace, IL • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$6,976,123
2024 Contributions
$299,079
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 | 11 | $6,976,123 | $299,079 | $27,189iApproximate average salary by contribution assumption: employee only about $679,725 at 4% or $453,150 at 6%; with 50% employer match about $453,150 at 4% or $302,100 at 6%; with 100% employer match about $339,863 at 4% or $226,575 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 11 | $6,976,123 | $299,079 | $27,189iApproximate average salary by contribution assumption: employee only about $679,725 at 4% or $453,150 at 6%; with 50% employer match about $453,150 at 4% or $302,100 at 6%; with 100% employer match about $339,863 at 4% or $226,575 at 6%. |
| 2023 | 1 | 11 | $6,069,385 | $279,503 | $25,409iApproximate average salary by contribution assumption: employee only about $635,234 at 4% or $423,489 at 6%; with 50% employer match about $423,489 at 4% or $282,326 at 6%; with 100% employer match about $317,617 at 4% or $211,745 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 11 | $6,069,385 | $279,503 | $25,409iApproximate average salary by contribution assumption: employee only about $635,234 at 4% or $423,489 at 6%; with 50% employer match about $423,489 at 4% or $282,326 at 6%; with 100% employer match about $317,617 at 4% or $211,745 at 6%. |
| 2022 | 1 | 11 | $4,936,167 | $284,834 | $25,894iApproximate average salary by contribution assumption: employee only about $647,350 at 4% or $431,567 at 6%; with 50% employer match about $431,567 at 4% or $287,711 at 6%; with 100% employer match about $323,675 at 4% or $215,783 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 11 | $4,936,167 | $284,834 | $25,894iApproximate average salary by contribution assumption: employee only about $647,350 at 4% or $431,567 at 6%; with 50% employer match about $431,567 at 4% or $287,711 at 6%; with 100% employer match about $323,675 at 4% or $215,783 at 6%. |
| 2021 | 1 | 11 | $4,675,393 | $273,351 | $24,850iApproximate average salary by contribution assumption: employee only about $621,252 at 4% or $414,168 at 6%; with 50% employer match about $414,168 at 4% or $276,112 at 6%; with 100% employer match about $310,626 at 4% or $207,084 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 11 | $4,675,393 | $273,351 | $24,850iApproximate average salary by contribution assumption: employee only about $621,252 at 4% or $414,168 at 6%; with 50% employer match about $414,168 at 4% or $276,112 at 6%; with 100% employer match about $310,626 at 4% or $207,084 at 6%. |
| 2020 | 1 | 11 | $4,853,512 | $232,180 | $21,107iApproximate average salary by contribution assumption: employee only about $527,682 at 4% or $351,788 at 6%; with 50% employer match about $351,788 at 4% or $234,525 at 6%; with 100% employer match about $263,841 at 4% or $175,894 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 11 | $4,853,512 | $232,180 | $21,107iApproximate average salary by contribution assumption: employee only about $527,682 at 4% or $351,788 at 6%; with 50% employer match about $351,788 at 4% or $234,525 at 6%; with 100% employer match about $263,841 at 4% or $175,894 at 6%. |
| 2019 | 1 | 9 | $3,414,491 | $213,006 | $23,667iApproximate average salary by contribution assumption: employee only about $591,683 at 4% or $394,456 at 6%; with 50% employer match about $394,456 at 4% or $262,970 at 6%; with 100% employer match about $295,842 at 4% or $197,228 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 9 | $3,414,491 | $213,006 | $23,667iApproximate average salary by contribution assumption: employee only about $591,683 at 4% or $394,456 at 6%; with 50% employer match about $394,456 at 4% or $262,970 at 6%; with 100% employer match about $295,842 at 4% or $197,228 at 6%. |
| 2018 | 1 | 7 | $3,308,920 | $192,207 | $27,458iApproximate average salary by contribution assumption: employee only about $686,454 at 4% or $457,636 at 6%; with 50% employer match about $457,636 at 4% or $305,090 at 6%; with 100% employer match about $343,227 at 4% or $228,818 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $3,308,920 | $192,207 | $27,458iApproximate average salary by contribution assumption: employee only about $686,454 at 4% or $457,636 at 6%; with 50% employer match about $457,636 at 4% or $305,090 at 6%; with 100% employer match about $343,227 at 4% or $228,818 at 6%. |
| 2017 | 1 | 8 | $3,025,893 | $187,261 | $23,408iApproximate average salary by contribution assumption: employee only about $585,191 at 4% or $390,127 at 6%; with 50% employer match about $390,127 at 4% or $260,085 at 6%; with 100% employer match about $292,595 at 4% or $195,064 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 8 | $3,025,893 | $187,261 | $23,408iApproximate average salary by contribution assumption: employee only about $585,191 at 4% or $390,127 at 6%; with 50% employer match about $390,127 at 4% or $260,085 at 6%; with 100% employer match about $292,595 at 4% or $195,064 at 6%. |
| 2016 | 2 | 8 | $2,685,064 | $175,917 | $21,990iApproximate average salary by contribution assumption: employee only about $549,741 at 4% or $366,494 at 6%; with 50% employer match about $366,494 at 4% or $244,329 at 6%; with 100% employer match about $274,870 at 4% or $183,247 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 8 | $2,685,064 | $175,917 | $21,990iApproximate average salary by contribution assumption: employee only about $549,741 at 4% or $366,494 at 6%; with 50% employer match about $366,494 at 4% or $244,329 at 6%; with 100% employer match about $274,870 at 4% or $183,247 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | - | - | - | - |
| 2015 | 2 | 9 | $4,193,557 | $239,316 | $26,591iApproximate average salary by contribution assumption: employee only about $664,767 at 4% or $443,178 at 6%; with 50% employer match about $443,178 at 4% or $295,452 at 6%; with 100% employer match about $332,383 at 4% or $221,589 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 9 | $4,170,627 | $185,616 | $20,624iApproximate average salary by contribution assumption: employee only about $515,600 at 4% or $343,733 at 6%; with 50% employer match about $343,733 at 4% or $229,156 at 6%; with 100% employer match about $257,800 at 4% or $171,867 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $22,930 | $53,700 | $53,700iApproximate average salary by contribution assumption: employee only about $1,342,500 at 4% or $895,000 at 6%; with 50% employer match about $895,000 at 4% or $596,667 at 6%; with 100% employer match about $671,250 at 4% or $447,500 at 6%. |
| 2014 | 2 | 9 | $4,884,582 | $242,693 | $26,966iApproximate average salary by contribution assumption: employee only about $674,147 at 4% or $449,431 at 6%; with 50% employer match about $449,431 at 4% or $299,621 at 6%; with 100% employer match about $337,074 at 4% or $224,716 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 9 | $4,192,645 | $189,493 | $21,055iApproximate average salary by contribution assumption: employee only about $526,369 at 4% or $350,913 at 6%; with 50% employer match about $350,913 at 4% or $233,942 at 6%; with 100% employer match about $263,185 at 4% or $175,456 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $691,937 | $53,200 | $53,200iApproximate average salary by contribution assumption: employee only about $1,330,000 at 4% or $886,667 at 6%; with 50% employer match about $886,667 at 4% or $591,111 at 6%; with 100% employer match about $665,000 at 4% or $443,333 at 6%. |
| 2013 | 2 | 8 | $7,571,163 | $226,423 | $28,303iApproximate average salary by contribution assumption: employee only about $707,572 at 4% or $471,715 at 6%; with 50% employer match about $471,715 at 4% or $314,476 at 6%; with 100% employer match about $353,786 at 4% or $235,857 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,920,795 | $52,200 | $52,200iApproximate average salary by contribution assumption: employee only about $1,305,000 at 4% or $870,000 at 6%; with 50% employer match about $870,000 at 4% or $580,000 at 6%; with 100% employer match about $652,500 at 4% or $435,000 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 8 | $3,650,368 | $174,223 | $21,778iApproximate average salary by contribution assumption: employee only about $544,447 at 4% or $362,965 at 6%; with 50% employer match about $362,965 at 4% or $241,976 at 6%; with 100% employer match about $272,223 at 4% or $181,482 at 6%. |
| 2012 | 2 | 7 | $6,591,244 | $224,273 | $32,039iApproximate average salary by contribution assumption: employee only about $800,975 at 4% or $533,983 at 6%; with 50% employer match about $533,983 at 4% or $355,989 at 6%; with 100% employer match about $400,488 at 4% or $266,992 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,459,938 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $3,131,306 | $173,273 | $24,753iApproximate average salary by contribution assumption: employee only about $618,832 at 4% or $412,555 at 6%; with 50% employer match about $412,555 at 4% or $275,037 at 6%; with 100% employer match about $309,416 at 4% or $206,277 at 6%. |
| 2011 | 2 | 7 | $7,849,912 | $225,706 | $32,244iApproximate average salary by contribution assumption: employee only about $806,093 at 4% or $537,395 at 6%; with 50% employer match about $537,395 at 4% or $358,263 at 6%; with 100% employer match about $403,046 at 4% or $268,698 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $4,125,425 | $174,706 | $24,958iApproximate average salary by contribution assumption: employee only about $623,950 at 4% or $415,967 at 6%; with 50% employer match about $415,967 at 4% or $277,311 at 6%; with 100% employer match about $311,975 at 4% or $207,983 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,724,487 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| 2010 | 2 | 7 | $8,288,892 | $235,589 | $33,656iApproximate average salary by contribution assumption: employee only about $841,389 at 4% or $560,926 at 6%; with 50% employer match about $560,926 at 4% or $373,951 at 6%; with 100% employer match about $420,695 at 4% or $280,463 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $4,298,627 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $3,990,265 | $184,589 | $26,370iApproximate average salary by contribution assumption: employee only about $659,246 at 4% or $439,498 at 6%; with 50% employer match about $439,498 at 4% or $292,998 at 6%; with 100% employer match about $329,623 at 4% or $219,749 at 6%. |
| 2009 | 2 | 7 | $6,890,995 | $227,458 | $32,494iApproximate average salary by contribution assumption: employee only about $812,350 at 4% or $541,567 at 6%; with 50% employer match about $541,567 at 4% or $361,044 at 6%; with 100% employer match about $406,175 at 4% or $270,783 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,580,806 | $48,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $3,310,189 | $179,458 | $25,637iApproximate average salary by contribution assumption: employee only about $640,921 at 4% or $427,281 at 6%; with 50% employer match about $427,281 at 4% or $284,854 at 6%; with 100% employer match about $320,461 at 4% or $213,640 at 6%. |
| 2008 | 2 | 7 | $2,441,104 | $48,000 | $6,857iApproximate average salary by contribution assumption: employee only about $171,429 at 4% or $114,286 at 6%; with 50% employer match about $114,286 at 4% or $76,190 at 6%; with 100% employer match about $85,714 at 4% or $57,143 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $2,441,104 | $48,000 | $48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | - | - | - |
| 2007 | 2 | 7 | $3,550,468 | $46,000 | $6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,550,468 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | - | - | - |
| 2006 | 2 | 7 | $6,523,476 | $187,526 | $26,789iApproximate average salary by contribution assumption: employee only about $669,736 at 4% or $446,490 at 6%; with 50% employer match about $446,490 at 4% or $297,660 at 6%; with 100% employer match about $334,868 at 4% or $223,245 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $3,750,978 | $43,000 | $43,000iApproximate average salary by contribution assumption: employee only about $1,075,000 at 4% or $716,667 at 6%; with 50% employer match about $716,667 at 4% or $477,778 at 6%; with 100% employer match about $537,500 at 4% or $358,333 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $2,772,498 | $144,526 | $20,647iApproximate average salary by contribution assumption: employee only about $516,164 at 4% or $344,110 at 6%; with 50% employer match about $344,110 at 4% or $229,406 at 6%; with 100% employer match about $258,082 at 4% or $172,055 at 6%. |
| 2005 | 2 | 7 | $5,078,242 | $452,771 | $64,682iApproximate average salary by contribution assumption: employee only about $1,617,039 at 4% or $1,078,026 at 6%; with 50% employer match about $1,078,026 at 4% or $718,684 at 6%; with 100% employer match about $808,520 at 4% or $539,013 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $2,709,080 | $316,005 | $316,005iApproximate average salary by contribution assumption: employee only about $7,900,125 at 4% or $5,266,750 at 6%; with 50% employer match about $5,266,750 at 4% or $3,511,167 at 6%; with 100% employer match about $3,950,063 at 4% or $2,633,375 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $2,369,162 | $136,766 | $19,538iApproximate average salary by contribution assumption: employee only about $488,450 at 4% or $325,633 at 6%; with 50% employer match about $325,633 at 4% or $217,089 at 6%; with 100% employer match about $244,225 at 4% or $162,817 at 6%. |
| 2004 | 2 | 7 | $4,312,871 | $190,624 | $27,232iApproximate average salary by contribution assumption: employee only about $680,800 at 4% or $453,867 at 6%; with 50% employer match about $453,867 at 4% or $302,578 at 6%; with 100% employer match about $340,400 at 4% or $226,933 at 6%. |
| George Bagley and Company LLC Retirement Plan and Trust FBO Robert R Wott | - | 1 | $2,393,075 | $38,000 | $38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%. |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | $1,919,796 | $152,624 | $21,803iApproximate average salary by contribution assumption: employee only about $545,086 at 4% or $363,390 at 6%; with 50% employer match about $363,390 at 4% or $242,260 at 6%; with 100% employer match about $272,543 at 4% or $181,695 at 6%. |
| 2003 | 1 | 10 | $0 | $0 | - |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 10 | - | - | - |
| 2002 | 1 | 8 | $0 | $0 | - |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 8 | - | - | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN | - | 7 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN AND TRUST | - | 7 | - | - | - |