How big is Eric Baumann, M.D., P.C.'s plan?

Eric Baumann, M.D., P.C.'s plan reported $2.9M in assets and 12 participants for 2024.

Original filing (PDF)20250317130044NAL0002902960001

Eric Baumann, M.D., P.C.

Name: Eric Baumann, M.D., P.C. — Eric Baumann, M.D., P.C., Form 5500 (2024)
Creator: Eric Baumann, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Baumann, M.D., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Eric Baumann, M.D., P.C.'s Eric Baumann, M.D., P.C. 401(k) Profit Sharing Plan held $2.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Margie Baumann signed Eric Baumann, M.D., P.C.'s 2024 Form 5500 as plan administrator.

Margie 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

Eric Baumann, M.D., P.C.'s EIN is 20-2767330.

EIN 20-2767330

Plan number 001

Plan year 2024

ACK ID 20250317130044NAL0002902960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Baumann, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Baumann, M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC BAUMANN, M.D., P.C..

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ERIC BAUMANN, M.D., P.C.

EIN

all filings

Address

2100 CENTERPOINTE WEST DRIVE · PRESCOTT, AZ · 86301

Phone

(928) 717-0788

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator