Original filing (PDF)20250710110200NAL0006526417001

DONALD W BAUMAN CPA PC

Name: DONALD W BAUMAN CPA PC — BRUSH CREEK MANOR RETIREMENT PLAN, Form 5500 (2024)
Creator: DONALD W BAUMAN CPA PC

Form 5500-SF

FILING_RECEIVED

BRUSH CREEK MANOR RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 DONALD W BAUMAN CPA PC.

Plan sponsor

Name

DONALD W BAUMAN CPA PC

EIN

93-1105455

Address

P O BOX 470 · SILVERTON, OR · 973810470

Phone

(503) 874-8322

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

DONALD W BAUMAN CPA PC

EIN

93-1105455

City

SILVERTON, OR

Phone

(503) 874-8322

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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