Civic Intelligence

Baumannkangas Pa

Plan context: Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust

EIN 01-0719486 • Tampa, FL • 18 filings • 6 plans

PO Box 399Tampa, FL 33601-0399
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$347,763

2024 Contributions

$55,578

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,624,311$812,156$0200920172024YearValue
$347,763Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200920172024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$347,763$55,578$13,895iApproximate average salary by contribution assumption: employee only about $347,363 at 4% or $231,575 at 6%; with 50% employer match about $231,575 at 4% or $154,383 at 6%; with 100% employer match about $173,681 at 4% or $115,788 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-4$347,763$55,578$13,895iApproximate average salary by contribution assumption: employee only about $347,363 at 4% or $231,575 at 6%; with 50% employer match about $231,575 at 4% or $154,383 at 6%; with 100% employer match about $173,681 at 4% or $115,788 at 6%.
202315$328,278$34,294$6,859iApproximate average salary by contribution assumption: employee only about $171,470 at 4% or $114,313 at 6%; with 50% employer match about $114,313 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,157 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$328,278$34,294$6,859iApproximate average salary by contribution assumption: employee only about $171,470 at 4% or $114,313 at 6%; with 50% employer match about $114,313 at 4% or $76,209 at 6%; with 100% employer match about $85,735 at 4% or $57,157 at 6%.
202215$1,376,580$38,939$7,788iApproximate average salary by contribution assumption: employee only about $194,695 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,531 at 6%; with 100% employer match about $97,348 at 4% or $64,898 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$1,376,580$38,939$7,788iApproximate average salary by contribution assumption: employee only about $194,695 at 4% or $129,797 at 6%; with 50% employer match about $129,797 at 4% or $86,531 at 6%; with 100% employer match about $97,348 at 4% or $64,898 at 6%.
202115$1,624,311$91,487$18,297iApproximate average salary by contribution assumption: employee only about $457,435 at 4% or $304,957 at 6%; with 50% employer match about $304,957 at 4% or $203,304 at 6%; with 100% employer match about $228,718 at 4% or $152,478 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$1,624,311$91,487$18,297iApproximate average salary by contribution assumption: employee only about $457,435 at 4% or $304,957 at 6%; with 50% employer match about $304,957 at 4% or $203,304 at 6%; with 100% employer match about $228,718 at 4% or $152,478 at 6%.
202015$1,371,585$86,878$17,376iApproximate average salary by contribution assumption: employee only about $434,390 at 4% or $289,593 at 6%; with 50% employer match about $289,593 at 4% or $193,062 at 6%; with 100% employer match about $217,195 at 4% or $144,797 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$1,371,585$86,878$17,376iApproximate average salary by contribution assumption: employee only about $434,390 at 4% or $289,593 at 6%; with 50% employer match about $289,593 at 4% or $193,062 at 6%; with 100% employer match about $217,195 at 4% or $144,797 at 6%.
201915$1,136,750$83,458$16,692iApproximate average salary by contribution assumption: employee only about $417,290 at 4% or $278,193 at 6%; with 50% employer match about $278,193 at 4% or $185,462 at 6%; with 100% employer match about $208,645 at 4% or $139,097 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$1,136,750$83,458$16,692iApproximate average salary by contribution assumption: employee only about $417,290 at 4% or $278,193 at 6%; with 50% employer match about $278,193 at 4% or $185,462 at 6%; with 100% employer match about $208,645 at 4% or $139,097 at 6%.
201814$900,522$295,400$73,850iApproximate average salary by contribution assumption: employee only about $1,846,250 at 4% or $1,230,833 at 6%; with 50% employer match about $1,230,833 at 4% or $820,556 at 6%; with 100% employer match about $923,125 at 4% or $615,417 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-4$900,522$295,400$73,850iApproximate average salary by contribution assumption: employee only about $1,846,250 at 4% or $1,230,833 at 6%; with 50% employer match about $1,230,833 at 4% or $820,556 at 6%; with 100% employer match about $923,125 at 4% or $615,417 at 6%.
201727$967,584$245,797$35,114iApproximate average salary by contribution assumption: employee only about $877,846 at 4% or $585,231 at 6%; with 50% employer match about $585,231 at 4% or $390,154 at 6%; with 100% employer match about $438,923 at 4% or $292,615 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-7$696,562$90,962$12,995iApproximate average salary by contribution assumption: employee only about $324,864 at 4% or $216,576 at 6%; with 50% employer match about $216,576 at 4% or $144,384 at 6%; with 100% employer match about $162,432 at 4% or $108,288 at 6%.
PHILIP A. BAUMANN, P.A. CASH BALANCE PLAN-6$271,022$154,835$25,806iApproximate average salary by contribution assumption: employee only about $645,146 at 4% or $430,097 at 6%; with 50% employer match about $430,097 at 4% or $286,731 at 6%; with 100% employer match about $322,573 at 4% or $215,049 at 6%.
201624$596,736$167,530$41,883iApproximate average salary by contribution assumption: employee only about $1,047,063 at 4% or $698,042 at 6%; with 50% employer match about $698,042 at 4% or $465,361 at 6%; with 100% employer match about $523,531 at 4% or $349,021 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-4$493,566$64,360$16,090iApproximate average salary by contribution assumption: employee only about $402,250 at 4% or $268,167 at 6%; with 50% employer match about $268,167 at 4% or $178,778 at 6%; with 100% employer match about $201,125 at 4% or $134,083 at 6%.
PHILIP A. BAUMANN, P.A. CASH BALANCE PLAN-3$103,170$103,170$34,390iApproximate average salary by contribution assumption: employee only about $859,750 at 4% or $573,167 at 6%; with 50% employer match about $573,167 at 4% or $382,111 at 6%; with 100% employer match about $429,875 at 4% or $286,583 at 6%.
201515$427,740$65,241$13,048iApproximate average salary by contribution assumption: employee only about $326,205 at 4% or $217,470 at 6%; with 50% employer match about $217,470 at 4% or $144,980 at 6%; with 100% employer match about $163,103 at 4% or $108,735 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$427,740$65,241$13,048iApproximate average salary by contribution assumption: employee only about $326,205 at 4% or $217,470 at 6%; with 50% employer match about $217,470 at 4% or $144,980 at 6%; with 100% employer match about $163,103 at 4% or $108,735 at 6%.
201416$374,627$58,737$9,790iApproximate average salary by contribution assumption: employee only about $244,738 at 4% or $163,158 at 6%; with 50% employer match about $163,158 at 4% or $108,772 at 6%; with 100% employer match about $122,369 at 4% or $81,579 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-6$374,627$58,737$9,790iApproximate average salary by contribution assumption: employee only about $244,738 at 4% or $163,158 at 6%; with 50% employer match about $163,158 at 4% or $108,772 at 6%; with 100% employer match about $122,369 at 4% or $81,579 at 6%.
201315$289,046$87,406$17,481iApproximate average salary by contribution assumption: employee only about $437,030 at 4% or $291,353 at 6%; with 50% employer match about $291,353 at 4% or $194,236 at 6%; with 100% employer match about $218,515 at 4% or $145,677 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$289,046$87,406$17,481iApproximate average salary by contribution assumption: employee only about $437,030 at 4% or $291,353 at 6%; with 50% employer match about $291,353 at 4% or $194,236 at 6%; with 100% employer match about $218,515 at 4% or $145,677 at 6%.
201216$223,427$55,397$9,233iApproximate average salary by contribution assumption: employee only about $230,821 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,587 at 6%; with 100% employer match about $115,410 at 4% or $76,940 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-6$223,427$55,397$9,233iApproximate average salary by contribution assumption: employee only about $230,821 at 4% or $153,881 at 6%; with 50% employer match about $153,881 at 4% or $102,587 at 6%; with 100% employer match about $115,410 at 4% or $76,940 at 6%.
201115$152,235$57,968$11,594iApproximate average salary by contribution assumption: employee only about $289,840 at 4% or $193,227 at 6%; with 50% employer match about $193,227 at 4% or $128,818 at 6%; with 100% employer match about $144,920 at 4% or $96,613 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-5$152,235$57,968$11,594iApproximate average salary by contribution assumption: employee only about $289,840 at 4% or $193,227 at 6%; with 50% employer match about $193,227 at 4% or $128,818 at 6%; with 100% employer match about $144,920 at 4% or $96,613 at 6%.
201012$89,419$62,934$31,467iApproximate average salary by contribution assumption: employee only about $786,675 at 4% or $524,450 at 6%; with 50% employer match about $524,450 at 4% or $349,633 at 6%; with 100% employer match about $393,338 at 4% or $262,225 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-2$89,419$62,934$31,467iApproximate average salary by contribution assumption: employee only about $786,675 at 4% or $524,450 at 6%; with 50% employer match about $524,450 at 4% or $349,633 at 6%; with 100% employer match about $393,338 at 4% or $262,225 at 6%.
200913$24,480$24,463$8,154iApproximate average salary by contribution assumption: employee only about $203,858 at 4% or $135,906 at 6%; with 50% employer match about $135,906 at 4% or $90,604 at 6%; with 100% employer match about $101,929 at 4% or $67,953 at 6%.
Philllip a. Baumann, Pa 401(K) Profit Sharing Plan & Trust-3$24,480$24,463$8,154iApproximate average salary by contribution assumption: employee only about $203,858 at 4% or $135,906 at 6%; with 50% employer match about $135,906 at 4% or $90,604 at 6%; with 100% employer match about $101,929 at 4% or $67,953 at 6%.