How big is Baumgardner Enterprises, Inc.'s plan?

Baumgardner Enterprises, Inc.'s plan reported $576K in assets and 4 participants for 2024.

Original filing (PDF)20250326091714NAL0011227907001

Baumgardner Enterprises, Inc.

Name: Baumgardner Enterprises, Inc. — Baumgardner, Form 5500 (2024)
Creator: Baumgardner Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baumgardner Enterprises, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Baumgardner Enterprises, Inc.'s Baumgardner Enterprises, Inc. 401(k) Profit Sharing Plan held $576K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$576K

Net assets (EOY)

$576K

Plan identifiers

Baumgardner Enterprises, Inc.'s EIN is 20-0079703.

EIN 20-0079703

Plan number 001

Plan year 2024

ACK ID 20250326091714NAL0011227907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baumgardner Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baumgardner Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BAUMGARDNER ENTERPRISES, INC.

EIN

all filings

Address

179 MEADOW ST · SIDMAN, PA · 15955

Phone

(814) 487-5989

Industry

Other Services (ex. Public Admin)

Plan administrator