Civic Intelligence

Baum Financial Services

Plan context: Baum Financial Services 401K Ps Plan

EIN 14-1840743 • Spring Hill, FL • 16 filings • 2 plans

5331 Spring Hill DriveSpring Hill, FL 34606
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$191,809

2024 Contributions

$28,275

Historical Graphs

Total Assets Over Time

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

$489,308$244,654$0200920172024YearValue
$191,809Latest year 2024

Participants Over Time

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

1160200920172024YearValue
8Latest 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
202418$191,809$28,275$3,534iApproximate average salary by contribution assumption: employee only about $88,359 at 4% or $58,906 at 6%; with 50% employer match about $58,906 at 4% or $39,271 at 6%; with 100% employer match about $44,180 at 4% or $29,453 at 6%.
Baum Financial Services 401K Ps Plan-8$191,809$28,275$3,534iApproximate average salary by contribution assumption: employee only about $88,359 at 4% or $58,906 at 6%; with 50% employer match about $58,906 at 4% or $39,271 at 6%; with 100% employer match about $44,180 at 4% or $29,453 at 6%.
202318$140,294$25,918$3,240iApproximate average salary by contribution assumption: employee only about $80,994 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
Baum Financial Services 401K Ps Plan-8$140,294$25,918$3,240iApproximate average salary by contribution assumption: employee only about $80,994 at 4% or $53,996 at 6%; with 50% employer match about $53,996 at 4% or $35,997 at 6%; with 100% employer match about $40,497 at 4% or $26,998 at 6%.
2022111$145,438$27,915$2,538iApproximate average salary by contribution assumption: employee only about $63,443 at 4% or $42,295 at 6%; with 50% employer match about $42,295 at 4% or $28,197 at 6%; with 100% employer match about $31,722 at 4% or $21,148 at 6%.
Baum Financial Services 401K Ps Plan-11$145,438$27,915$2,538iApproximate average salary by contribution assumption: employee only about $63,443 at 4% or $42,295 at 6%; with 50% employer match about $42,295 at 4% or $28,197 at 6%; with 100% employer match about $31,722 at 4% or $21,148 at 6%.
2021110$157,269$27,839$2,784iApproximate average salary by contribution assumption: employee only about $69,598 at 4% or $46,398 at 6%; with 50% employer match about $46,398 at 4% or $30,932 at 6%; with 100% employer match about $34,799 at 4% or $23,199 at 6%.
Baum Financial Services 401K Ps Plan-10$157,269$27,839$2,784iApproximate average salary by contribution assumption: employee only about $69,598 at 4% or $46,398 at 6%; with 50% employer match about $46,398 at 4% or $30,932 at 6%; with 100% employer match about $34,799 at 4% or $23,199 at 6%.
202017$131,026$23,504$3,358iApproximate average salary by contribution assumption: employee only about $83,943 at 4% or $55,962 at 6%; with 50% employer match about $55,962 at 4% or $37,308 at 6%; with 100% employer match about $41,971 at 4% or $27,981 at 6%.
Baum Financial Services 401K Ps Plan-7$131,026$23,504$3,358iApproximate average salary by contribution assumption: employee only about $83,943 at 4% or $55,962 at 6%; with 50% employer match about $55,962 at 4% or $37,308 at 6%; with 100% employer match about $41,971 at 4% or $27,981 at 6%.
201917$91,402$16,736$2,391iApproximate average salary by contribution assumption: employee only about $59,771 at 4% or $39,848 at 6%; with 50% employer match about $39,848 at 4% or $26,565 at 6%; with 100% employer match about $29,886 at 4% or $19,924 at 6%.
Baum Financial Services 401K Ps Plan-7$91,402$16,736$2,391iApproximate average salary by contribution assumption: employee only about $59,771 at 4% or $39,848 at 6%; with 50% employer match about $39,848 at 4% or $26,565 at 6%; with 100% employer match about $29,886 at 4% or $19,924 at 6%.
201816$70,824$14,205$2,368iApproximate average salary by contribution assumption: employee only about $59,188 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,306 at 6%; with 100% employer match about $29,594 at 4% or $19,729 at 6%.
Baum Financial Services 401K Ps Plan-6$70,824$14,205$2,368iApproximate average salary by contribution assumption: employee only about $59,188 at 4% or $39,458 at 6%; with 50% employer match about $39,458 at 4% or $26,306 at 6%; with 100% employer match about $29,594 at 4% or $19,729 at 6%.
201715$489,308$34,770$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,267 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
Baum Financial Services 401K Ps Plan-5$489,308$34,770$6,954iApproximate average salary by contribution assumption: employee only about $173,850 at 4% or $115,900 at 6%; with 50% employer match about $115,900 at 4% or $77,267 at 6%; with 100% employer match about $86,925 at 4% or $57,950 at 6%.
201615$383,562$34,405$6,881iApproximate average salary by contribution assumption: employee only about $172,025 at 4% or $114,683 at 6%; with 50% employer match about $114,683 at 4% or $76,456 at 6%; with 100% employer match about $86,013 at 4% or $57,342 at 6%.
Baum Financial Services 401K Ps Plan-5$383,562$34,405$6,881iApproximate average salary by contribution assumption: employee only about $172,025 at 4% or $114,683 at 6%; with 50% employer match about $114,683 at 4% or $76,456 at 6%; with 100% employer match about $86,013 at 4% or $57,342 at 6%.
201515$314,706$46,209$9,242iApproximate average salary by contribution assumption: employee only about $231,045 at 4% or $154,030 at 6%; with 50% employer match about $154,030 at 4% or $102,687 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
Baum Financial Services 401K Ps Plan-5$314,706$46,209$9,242iApproximate average salary by contribution assumption: employee only about $231,045 at 4% or $154,030 at 6%; with 50% employer match about $154,030 at 4% or $102,687 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
201415$280,749$35,658$7,132iApproximate average salary by contribution assumption: employee only about $178,290 at 4% or $118,860 at 6%; with 50% employer match about $118,860 at 4% or $79,240 at 6%; with 100% employer match about $89,145 at 4% or $59,430 at 6%.
Baum Financial Services 401K Ps Plan-5$280,749$35,658$7,132iApproximate average salary by contribution assumption: employee only about $178,290 at 4% or $118,860 at 6%; with 50% employer match about $118,860 at 4% or $79,240 at 6%; with 100% employer match about $89,145 at 4% or $59,430 at 6%.
201316$241,701$48,578$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.
Baum Financial Services 401K Ps Plan-6$241,701$48,578$8,096iApproximate average salary by contribution assumption: employee only about $202,408 at 4% or $134,939 at 6%; with 50% employer match about $134,939 at 4% or $89,959 at 6%; with 100% employer match about $101,204 at 4% or $67,469 at 6%.
201216$156,161$33,677$5,613iApproximate average salary by contribution assumption: employee only about $140,321 at 4% or $93,547 at 6%; with 50% employer match about $93,547 at 4% or $62,365 at 6%; with 100% employer match about $70,160 at 4% or $46,774 at 6%.
Baum Financial Services 401K Ps Plan-6$156,161$33,677$5,613iApproximate average salary by contribution assumption: employee only about $140,321 at 4% or $93,547 at 6%; with 50% employer match about $93,547 at 4% or $62,365 at 6%; with 100% employer match about $70,160 at 4% or $46,774 at 6%.
201115$107,481$49,720$9,944iApproximate average salary by contribution assumption: employee only about $248,600 at 4% or $165,733 at 6%; with 50% employer match about $165,733 at 4% or $110,489 at 6%; with 100% employer match about $124,300 at 4% or $82,867 at 6%.
Baum Financial Services 401K Ps Plan-5$107,481$49,720$9,944iApproximate average salary by contribution assumption: employee only about $248,600 at 4% or $165,733 at 6%; with 50% employer match about $165,733 at 4% or $110,489 at 6%; with 100% employer match about $124,300 at 4% or $82,867 at 6%.
201014$58,733$27,755$6,939iApproximate average salary by contribution assumption: employee only about $173,469 at 4% or $115,646 at 6%; with 50% employer match about $115,646 at 4% or $77,097 at 6%; with 100% employer match about $86,734 at 4% or $57,823 at 6%.
Baum Financial Services 401K Ps Plan-4$58,733$27,755$6,939iApproximate average salary by contribution assumption: employee only about $173,469 at 4% or $115,646 at 6%; with 50% employer match about $115,646 at 4% or $77,097 at 6%; with 100% employer match about $86,734 at 4% or $57,823 at 6%.
200914$24,395$23,609$5,902iApproximate average salary by contribution assumption: employee only about $147,556 at 4% or $98,371 at 6%; with 50% employer match about $98,371 at 4% or $65,581 at 6%; with 100% employer match about $73,778 at 4% or $49,185 at 6%.
Baum Financial Services 401K Ps Plan-4$24,395$23,609$5,902iApproximate average salary by contribution assumption: employee only about $147,556 at 4% or $98,371 at 6%; with 50% employer match about $98,371 at 4% or $65,581 at 6%; with 100% employer match about $73,778 at 4% or $49,185 at 6%.