Baumgartner & Company, LLC Profit Sharing Plan — Form 5500 plan (Baumgartner & Company, LLC)
Plain-English plan 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, Baumgartner & Company, LLC Profit Sharing Plan is a benefit plan reported by Baumgartner & Company, LLC under EIN 35-1889453 and plan number 002. The latest loaded filing year is 2023. The filing reports 76 participants and $23,092,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baumgartner & Company, LLC
- EIN
- 35-1889453
- Plan number
- 002
- Plan type
- 2
- Location
- Fishers, IN
- Latest filing year
- 2023
- Participants
- 76
- End-of-year plan assets
- $23,092,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 76 | I | 20241004122820NAL0023686370001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $23,092,654
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,092,654
- Net assets (BOY)
- $19,100,703
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,357,342
Expenses & distributions
- Benefits paid
- $241,045
- Administrative expenses
- $124,346
- Total expenses
- $365,391
- Net increase / (decrease)
- $3,991,951
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.