How big is Baumann & Baumann CPAS LLP's plan?

Baumann & Baumann CPAS LLP's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250915110529NAL0001685584001

Baumann & Baumann CPAS LLP

Name: Baumann & Baumann CPAS LLP — Baumann & Baumann, Form 5500 (2024)
Creator: Baumann & Baumann CPAS LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumann & Baumann Retirement Plan

401(k) retirement plan · Baumann & Baumann CPAS LLP's Baumann & Baumann Retirement Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Karl Baumann signed Baumann & Baumann CPAS LLP's 2024 Form 5500 as plan administrator.

Karl Baumann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Baumann & Baumann CPAS LLP's EIN is 04-3006399.

EIN 04-3006399

Plan number 001

Plan year 2024

ACK ID 20250915110529NAL0001685584001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baumann & Baumann CPAS LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baumann & Baumann CPAS LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUMANN & BAUMANN CPAS LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score