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

Baumann Enterprises, Inc.'s plan reported $2.7M in assets and 15 participants for 2024.

Original filing (PDF)20251015093455NAL0002089363001

Baumann Enterprises, Inc.

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

Form 5500-SF

FILING_RECEIVED

Retirement Plan and Trust of Baumann Enterprises, Inc.

401(k) retirement plan · Baumann Enterprises, Inc.'s Retirement Plan and Trust of Baumann Enterprises, Inc. held $2.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Baumann Enterprises, Inc.'s EIN is 34-1912001.

EIN 34-1912001

Plan number 001

Plan year 2024

ACK ID 20251015093455NAL0002089363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Baumann Enterprises, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAUMANN ENTERPRISES, INC..

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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