How big is BAUM & BAUM, CPAS PC's plan?

BAUM & BAUM, CPAS PC's plan reported $2.2M in assets and 4 participants for 2024.

Original filing (PDF)20250912082055NAL0001144865001

BAUM & BAUM, CPAS PC

Name: BAUM & BAUM, CPAS PC — BAUM & BAUM, CPA'S PC Profit, Form 5500 (2024)
Creator: BAUM & BAUM, CPAS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAUM & BAUM, CPA'S PC Profit Sharing Plan

Defined-contribution retirement plan · BAUM & BAUM, CPAS PC's BAUM & BAUM, CPA'S PC Profit Sharing Plan held $2.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Jeffrey BAUM signed BAUM & BAUM, CPAS PC's 2024 Form 5500 as plan administrator.

Jeffrey BAUM — 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

BAUM & BAUM, CPAS PC's EIN is 13-3476731.

EIN 13-3476731

Plan number 002

Plan year 2024

ACK ID 20250912082055NAL0001144865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BAUM & BAUM, CPAS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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