How big is Daniel BAUM Company's plan?

Daniel BAUM Company's plan reported $3.7M in assets and 10 participants for 2023.

Original filing (PDF)20250703092600NAL0000985266001

Daniel BAUM Company

Name: Daniel BAUM Company — Daniel BAUM Company 401(k), Form 5500 (2023)
Creator: Daniel BAUM Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Daniel BAUM Company 401(k) Retirement Plan

401(k) retirement plan · Daniel BAUM Company's Daniel BAUM Company 401(k) Retirement Plan held $3.7M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Tom BAUM signed Daniel BAUM Company's 2023 Form 5500 as plan administrator.

Tom 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

Daniel BAUM Company's EIN is 23-2323306.

EIN 23-2323306

Plan number 001

Plan year 2023

ACK ID 20250703092600NAL0000985266001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Daniel BAUM Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Daniel BAUM Company'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 DANIEL BAUM COMPANY.

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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