Collegetown Bagels, Inc 401(K) Plan — Form 5500 plan (Collegetown Bagels, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Collegetown Bagels, Inc 401(K) Plan is a benefit plan reported by Collegetown Bagels, Inc. under EIN 16-1057527 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $9,692,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Collegetown Bagels, Inc.
EIN
16-1057527
Plan number
001
Plan type
2
Location
Ithaca, NY
Latest filing year
2023
Participants
188
End-of-year plan assets
$9,692,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20240925094925NAL0014119489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,692,057
Total liabilities (EOY)
$0
Net assets (EOY)
$9,692,057
Net assets (BOY)
$7,541,661

Income & contributions

Employer contributions
$134,948
Participant contributions
$256,065
Total contributions
$398,729
Total income / additions
$2,576,550

Expenses & distributions

Benefits paid
$389,713
Administrative expenses
$36,441
Total expenses
$426,154
Net increase / (decrease)
$2,150,396

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern MutualNONE$20,683not reported in the loaded dataset2023
Ascensus LLCNONE$15,758$02023

Related Form 5500 pages