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MARTIN H. BAUMAN — MARTIN H. BAUMAN PROFIT SHARING KEOGH TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230713054542NAL0046791586001
MARTIN H. BAUMAN
Form 5500-SF
FILING_RECEIVED
MARTIN H. BAUMAN PROFIT SHARING KEOGH TRUST
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARTIN H. BAUMAN
.
Find decision makers
Plan sponsor
Name
MARTIN H. BAUMAN
EIN
04-3100493
Address
38 MECHANIC ST., SUITE 101 · FOXBORO, MA · 020352042
Phone
(508) 698-6810
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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