Original filing (PDF)20230925144815NAL0008023297001

RICHARD D. BAUMGARDNER, INC.

Name: RICHARD D. BAUMGARDNER, INC. — BAUMGARDNER 401(K) PLAN, Form 5500 (2022)
Creator: RICHARD D. BAUMGARDNER, INC.

Form 5500-SF

FILING_RECEIVED

BAUMGARDNER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD D. BAUMGARDNER, INC..

Plan sponsor

Name

RICHARD D. BAUMGARDNER, INC.

EIN

34-0973176

Address

134 PROSPECT STREET · ANDOVER, OH · 44003

Phone

(440) 293-4444

Industry

Other Services (ex. Public Admin)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

2023-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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