How big is Donald W Bauman CPA PC's plan?

Donald W Bauman CPA PC's plan reported $1.6M in assets and 2 participants for 2024.

Original filing (PDF)20250710110200NAL0006526417001

Donald W Bauman CPA PC

Name: Donald W Bauman CPA PC — Brush Creek Manor, Form 5500 (2024)
Creator: Donald W Bauman CPA PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brush Creek Manor Retirement Plan

401(k) retirement plan · Donald W Bauman CPA PC's Brush Creek Manor Retirement Plan held $1.6M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Pamela S Berger signed Donald W Bauman CPA PC's 2024 Form 5500 as plan administrator.

Pamela S Berger — 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

Donald W Bauman CPA PC's EIN is 93-1105455.

EIN 93-1105455

Plan number 001

Plan year 2024

ACK ID 20250710110200NAL0006526417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donald W Bauman CPA PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donald W Bauman CPA PC's plan includes profit-sharing, a 401(k) feature, 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 DONALD W BAUMAN CPA PC.

Finding similar companies…

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