Plan5500

Baur & Klein Pa — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baur & Klein Pa (EIN 59-2107412) is a plan sponsor located in Pinecrest, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-2107412
Location
Pinecrest, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Baur & Klein Pa

  • 1 loaded plans hold $368K in reported assets.
  • The largest, Baur & Klein Pa 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 3 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$368KSummed across loaded plans$368,047
Total reported assets$368K$368,047
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$368K total assets
Net assets$368KLiabilities$0
Contributions & income
Employer contributions$8.5K
Participant contributions$18.6K
Total income / additions$75.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$199
Net increase / (decrease)$75.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Baur & Klein Pa 401(K) Profit Sharing Plan & Trust
Participants per plan3Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Baur & Klein Pa 401(K) Profit Sharing Plan & Trust$368K
    Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Baur & Klein Pa. Open one for its full reported snapshot.

  1. 2023
    Baur & Klein Pa 401(K) Profit Sharing Plan & Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Baur & Klein Pa report on Form 5500?
Baur & Klein Pa (EIN 59-2107412) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Baur & Klein Pa?
The Employer Identification Number (EIN) reported for Baur & Klein Pa is 59-2107412.
What is the latest Form 5500 filing year for Baur & Klein Pa?
The latest loaded Form 5500 filing year for Baur & Klein Pa is 2023.

Related Form 5500 pages