How big is JOSH Baumgartner Agency's plan?

JOSH Baumgartner Agency's plan reported $47K in assets and 13 participants for 2025.

Original filing (PDF)20260504132403NAL0005047984001

JOSH Baumgartner Agency

Name: JOSH Baumgartner Agency — JOSH Baumgartner Agency, Form 5500 (2025)
Creator: JOSH Baumgartner Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOSH Baumgartner Agency 401(k) Plan

401(k) retirement plan · JOSH Baumgartner Agency's JOSH Baumgartner Agency 401(k) Plan held $47K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Brian Caffrey signed JOSH Baumgartner Agency's 2025 Form 5500 as plan administrator.

Brian Caffrey — 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

JOSH Baumgartner Agency's EIN is 46-1722679.

EIN 46-1722679

Plan number 001

Plan year 2025

ACK ID 20260504132403NAL0005047984001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JOSH Baumgartner Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JOSH Baumgartner Agency's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSH BAUMGARTNER AGENCY.

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Plan health score

Above-average plan

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

Knocking points off