Bagels Forever Inc
Plan context: Bagels Forever 401K Retirement Plan
EIN 39-1179281 • Madison, WI • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$2,336,108
2024 Contributions
$52,018
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 | 26 | $2,336,108 | $52,018 | $2,001iApproximate average salary by contribution assumption: employee only about $50,017 at 4% or $33,345 at 6%; with 50% employer match about $33,345 at 4% or $22,230 at 6%; with 100% employer match about $25,009 at 4% or $16,672 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 26 | $2,336,108 | $52,018 | $2,001iApproximate average salary by contribution assumption: employee only about $50,017 at 4% or $33,345 at 6%; with 50% employer match about $33,345 at 4% or $22,230 at 6%; with 100% employer match about $25,009 at 4% or $16,672 at 6%. |
| 2023 | 1 | 27 | $1,905,722 | $48,826 | $1,808iApproximate average salary by contribution assumption: employee only about $45,209 at 4% or $30,140 at 6%; with 50% employer match about $30,140 at 4% or $20,093 at 6%; with 100% employer match about $22,605 at 4% or $15,070 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 27 | $1,905,722 | $48,826 | $1,808iApproximate average salary by contribution assumption: employee only about $45,209 at 4% or $30,140 at 6%; with 50% employer match about $30,140 at 4% or $20,093 at 6%; with 100% employer match about $22,605 at 4% or $15,070 at 6%. |
| 2022 | 1 | 17 | $1,479,664 | $45,030 | $2,649iApproximate average salary by contribution assumption: employee only about $66,221 at 4% or $44,147 at 6%; with 50% employer match about $44,147 at 4% or $29,431 at 6%; with 100% employer match about $33,110 at 4% or $22,074 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 17 | $1,479,664 | $45,030 | $2,649iApproximate average salary by contribution assumption: employee only about $66,221 at 4% or $44,147 at 6%; with 50% employer match about $44,147 at 4% or $29,431 at 6%; with 100% employer match about $33,110 at 4% or $22,074 at 6%. |
| 2021 | 1 | 17 | $1,955,543 | $49,212 | $2,895iApproximate average salary by contribution assumption: employee only about $72,371 at 4% or $48,247 at 6%; with 50% employer match about $48,247 at 4% or $32,165 at 6%; with 100% employer match about $36,185 at 4% or $24,124 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 17 | $1,955,543 | $49,212 | $2,895iApproximate average salary by contribution assumption: employee only about $72,371 at 4% or $48,247 at 6%; with 50% employer match about $48,247 at 4% or $32,165 at 6%; with 100% employer match about $36,185 at 4% or $24,124 at 6%. |
| 2020 | 1 | 17 | $2,330,125 | $51,065 | $3,004iApproximate average salary by contribution assumption: employee only about $75,096 at 4% or $50,064 at 6%; with 50% employer match about $50,064 at 4% or $33,376 at 6%; with 100% employer match about $37,548 at 4% or $25,032 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 17 | $2,330,125 | $51,065 | $3,004iApproximate average salary by contribution assumption: employee only about $75,096 at 4% or $50,064 at 6%; with 50% employer match about $50,064 at 4% or $33,376 at 6%; with 100% employer match about $37,548 at 4% or $25,032 at 6%. |
| 2019 | 1 | 25 | $1,823,682 | $46,383 | $1,855iApproximate average salary by contribution assumption: employee only about $46,383 at 4% or $30,922 at 6%; with 50% employer match about $30,922 at 4% or $20,615 at 6%; with 100% employer match about $23,192 at 4% or $15,461 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 25 | $1,823,682 | $46,383 | $1,855iApproximate average salary by contribution assumption: employee only about $46,383 at 4% or $30,922 at 6%; with 50% employer match about $30,922 at 4% or $20,615 at 6%; with 100% employer match about $23,192 at 4% or $15,461 at 6%. |
| 2018 | 1 | 21 | $1,504,667 | $45,648 | $2,174iApproximate average salary by contribution assumption: employee only about $54,343 at 4% or $36,229 at 6%; with 50% employer match about $36,229 at 4% or $24,152 at 6%; with 100% employer match about $27,171 at 4% or $18,114 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 21 | $1,504,667 | $45,648 | $2,174iApproximate average salary by contribution assumption: employee only about $54,343 at 4% or $36,229 at 6%; with 50% employer match about $36,229 at 4% or $24,152 at 6%; with 100% employer match about $27,171 at 4% or $18,114 at 6%. |
| 2017 | 1 | 27 | $1,740,187 | $41,665 | $1,543iApproximate average salary by contribution assumption: employee only about $38,579 at 4% or $25,719 at 6%; with 50% employer match about $25,719 at 4% or $17,146 at 6%; with 100% employer match about $19,289 at 4% or $12,860 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 27 | $1,740,187 | $41,665 | $1,543iApproximate average salary by contribution assumption: employee only about $38,579 at 4% or $25,719 at 6%; with 50% employer match about $25,719 at 4% or $17,146 at 6%; with 100% employer match about $19,289 at 4% or $12,860 at 6%. |
| 2016 | 1 | 28 | $2,060,216 | $42,447 | $1,516iApproximate average salary by contribution assumption: employee only about $37,899 at 4% or $25,266 at 6%; with 50% employer match about $25,266 at 4% or $16,844 at 6%; with 100% employer match about $18,950 at 4% or $12,633 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 28 | $2,060,216 | $42,447 | $1,516iApproximate average salary by contribution assumption: employee only about $37,899 at 4% or $25,266 at 6%; with 50% employer match about $25,266 at 4% or $16,844 at 6%; with 100% employer match about $18,950 at 4% or $12,633 at 6%. |
| 2015 | 1 | 28 | $2,242,386 | $53,754 | $1,920iApproximate average salary by contribution assumption: employee only about $47,995 at 4% or $31,996 at 6%; with 50% employer match about $31,996 at 4% or $21,331 at 6%; with 100% employer match about $23,997 at 4% or $15,998 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 28 | $2,242,386 | $53,754 | $1,920iApproximate average salary by contribution assumption: employee only about $47,995 at 4% or $31,996 at 6%; with 50% employer match about $31,996 at 4% or $21,331 at 6%; with 100% employer match about $23,997 at 4% or $15,998 at 6%. |
| 2014 | 1 | 27 | $2,171,432 | $43,218 | $1,601iApproximate average salary by contribution assumption: employee only about $40,017 at 4% or $26,678 at 6%; with 50% employer match about $26,678 at 4% or $17,785 at 6%; with 100% employer match about $20,008 at 4% or $13,339 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 27 | $2,171,432 | $43,218 | $1,601iApproximate average salary by contribution assumption: employee only about $40,017 at 4% or $26,678 at 6%; with 50% employer match about $26,678 at 4% or $17,785 at 6%; with 100% employer match about $20,008 at 4% or $13,339 at 6%. |
| 2013 | 1 | 26 | $2,001,014 | $51,413 | $1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 26 | $2,001,014 | $51,413 | $1,977iApproximate average salary by contribution assumption: employee only about $49,436 at 4% or $32,957 at 6%; with 50% employer match about $32,957 at 4% or $21,971 at 6%; with 100% employer match about $24,718 at 4% or $16,479 at 6%. |
| 2012 | 1 | 23 | $1,497,467 | $55,761 | $2,424iApproximate average salary by contribution assumption: employee only about $60,610 at 4% or $40,407 at 6%; with 50% employer match about $40,407 at 4% or $26,938 at 6%; with 100% employer match about $30,305 at 4% or $20,203 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 23 | $1,497,467 | $55,761 | $2,424iApproximate average salary by contribution assumption: employee only about $60,610 at 4% or $40,407 at 6%; with 50% employer match about $40,407 at 4% or $26,938 at 6%; with 100% employer match about $30,305 at 4% or $20,203 at 6%. |
| 2011 | 1 | 19 | $1,271,120 | $56,029 | $2,949iApproximate average salary by contribution assumption: employee only about $73,722 at 4% or $49,148 at 6%; with 50% employer match about $49,148 at 4% or $32,765 at 6%; with 100% employer match about $36,861 at 4% or $24,574 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 19 | $1,271,120 | $56,029 | $2,949iApproximate average salary by contribution assumption: employee only about $73,722 at 4% or $49,148 at 6%; with 50% employer match about $49,148 at 4% or $32,765 at 6%; with 100% employer match about $36,861 at 4% or $24,574 at 6%. |
| 2010 | 1 | 19 | $1,249,926 | $53,504 | $2,816iApproximate average salary by contribution assumption: employee only about $70,400 at 4% or $46,933 at 6%; with 50% employer match about $46,933 at 4% or $31,289 at 6%; with 100% employer match about $35,200 at 4% or $23,467 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 19 | $1,249,926 | $53,504 | $2,816iApproximate average salary by contribution assumption: employee only about $70,400 at 4% or $46,933 at 6%; with 50% employer match about $46,933 at 4% or $31,289 at 6%; with 100% employer match about $35,200 at 4% or $23,467 at 6%. |
| 2009 | 2 | 29 | $2,292,919 | $103,272 | $3,561iApproximate average salary by contribution assumption: employee only about $89,028 at 4% or $59,352 at 6%; with 50% employer match about $59,352 at 4% or $39,568 at 6%; with 100% employer match about $44,514 at 4% or $29,676 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 21 | $1,214,914 | $55,072 | $2,622iApproximate average salary by contribution assumption: employee only about $65,562 at 4% or $43,708 at 6%; with 50% employer match about $43,708 at 4% or $29,139 at 6%; with 100% employer match about $32,781 at 4% or $21,854 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 29 | $1,078,005 | $48,200 | $1,662iApproximate average salary by contribution assumption: employee only about $41,552 at 4% or $27,701 at 6%; with 50% employer match about $27,701 at 4% or $18,467 at 6%; with 100% employer match about $20,776 at 4% or $13,851 at 6%. |
| 2008 | 1 | 18 | $817,484 | $59,892 | $3,327iApproximate average salary by contribution assumption: employee only about $83,183 at 4% or $55,456 at 6%; with 50% employer match about $55,456 at 4% or $36,970 at 6%; with 100% employer match about $41,592 at 4% or $27,728 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 18 | $817,484 | $59,892 | $3,327iApproximate average salary by contribution assumption: employee only about $83,183 at 4% or $55,456 at 6%; with 50% employer match about $55,456 at 4% or $36,970 at 6%; with 100% employer match about $41,592 at 4% or $27,728 at 6%. |
| 2006 | 1 | 35 | $1,053,743 | $55,338 | $1,581iApproximate average salary by contribution assumption: employee only about $39,527 at 4% or $26,351 at 6%; with 50% employer match about $26,351 at 4% or $17,568 at 6%; with 100% employer match about $19,764 at 4% or $13,176 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 35 | $1,053,743 | $55,338 | $1,581iApproximate average salary by contribution assumption: employee only about $39,527 at 4% or $26,351 at 6%; with 50% employer match about $26,351 at 4% or $17,568 at 6%; with 100% employer match about $19,764 at 4% or $13,176 at 6%. |
| 2005 | 1 | 36 | $887,124 | $55,216 | $1,534iApproximate average salary by contribution assumption: employee only about $38,344 at 4% or $25,563 at 6%; with 50% employer match about $25,563 at 4% or $17,042 at 6%; with 100% employer match about $19,172 at 4% or $12,781 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 36 | $887,124 | $55,216 | $1,534iApproximate average salary by contribution assumption: employee only about $38,344 at 4% or $25,563 at 6%; with 50% employer match about $25,563 at 4% or $17,042 at 6%; with 100% employer match about $19,172 at 4% or $12,781 at 6%. |
| 2004 | 1 | 36 | $842,019 | $63,601 | $1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,445 at 6%; with 50% employer match about $29,445 at 4% or $19,630 at 6%; with 100% employer match about $22,084 at 4% or $14,722 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 36 | $842,019 | $63,601 | $1,767iApproximate average salary by contribution assumption: employee only about $44,167 at 4% or $29,445 at 6%; with 50% employer match about $29,445 at 4% or $19,630 at 6%; with 100% employer match about $22,084 at 4% or $14,722 at 6%. |
| 2003 | 1 | 41 | $788,305 | $61,319 | $1,496iApproximate average salary by contribution assumption: employee only about $37,390 at 4% or $24,926 at 6%; with 50% employer match about $24,926 at 4% or $16,618 at 6%; with 100% employer match about $18,695 at 4% or $12,463 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 41 | $788,305 | $61,319 | $1,496iApproximate average salary by contribution assumption: employee only about $37,390 at 4% or $24,926 at 6%; with 50% employer match about $24,926 at 4% or $16,618 at 6%; with 100% employer match about $18,695 at 4% or $12,463 at 6%. |
| 2002 | 1 | 34 | $568,598 | $62,114 | $1,827iApproximate average salary by contribution assumption: employee only about $45,672 at 4% or $30,448 at 6%; with 50% employer match about $30,448 at 4% or $20,299 at 6%; with 100% employer match about $22,836 at 4% or $15,224 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 34 | $568,598 | $62,114 | $1,827iApproximate average salary by contribution assumption: employee only about $45,672 at 4% or $30,448 at 6%; with 50% employer match about $30,448 at 4% or $20,299 at 6%; with 100% employer match about $22,836 at 4% or $15,224 at 6%. |
| 2001 | 1 | 42 | $0 | $0 | - |
| Bagels Forever 401K Retirement Plan | - | 42 | - | - | - |
| 2000 | 1 | 39 | $0 | $0 | - |
| Bagels Forever 401K Retirement Plan | - | 39 | - | - | - |
| 1999 | 1 | 42 | $894,753 | $27,425 | $653iApproximate average salary by contribution assumption: employee only about $16,324 at 4% or $10,883 at 6%; with 50% employer match about $10,883 at 4% or $7,255 at 6%; with 100% employer match about $8,162 at 4% or $5,441 at 6%. |
| Bagels Forever 401K Retirement Plan | - | 42 | $894,753 | $27,425 | $653iApproximate average salary by contribution assumption: employee only about $16,324 at 4% or $10,883 at 6%; with 50% employer match about $10,883 at 4% or $7,255 at 6%; with 100% employer match about $8,162 at 4% or $5,441 at 6%. |