Richard D. Baumgardner Inc.
Plan context: Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust
EIN 34-0973176 • Andover, OH • 10 filings • 3 plans
Current Snapshot
Latest Year
2022
2022 Participants
2
2022 Assets
$633,854
2022 Contributions
$111,699
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $111,699 | - |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 0 | $0 | $90,500 | - |
| BAUMGARDNER FUNERAL HOME SOCA BENEFIT PLAN | - | 0 | $0 | $21,199 | - |
| 2021 | 1 | 2 | $633,854 | $30,380 | $15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,167 at 6%; with 50% employer match about $253,167 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%. |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 2 | $633,854 | $30,380 | $15,190iApproximate average salary by contribution assumption: employee only about $379,750 at 4% or $253,167 at 6%; with 50% employer match about $253,167 at 4% or $168,778 at 6%; with 100% employer match about $189,875 at 4% or $126,583 at 6%. |
| 2020 | 1 | 2 | $524,404 | $30,520 | $15,260iApproximate average salary by contribution assumption: employee only about $381,500 at 4% or $254,333 at 6%; with 50% employer match about $254,333 at 4% or $169,556 at 6%; with 100% employer match about $190,750 at 4% or $127,167 at 6%. |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 2 | $524,404 | $30,520 | $15,260iApproximate average salary by contribution assumption: employee only about $381,500 at 4% or $254,333 at 6%; with 50% employer match about $254,333 at 4% or $169,556 at 6%; with 100% employer match about $190,750 at 4% or $127,167 at 6%. |
| 2019 | 1 | 2 | $449,012 | $408,766 | $204,383iApproximate average salary by contribution assumption: employee only about $5,109,575 at 4% or $3,406,383 at 6%; with 50% employer match about $3,406,383 at 4% or $2,270,922 at 6%; with 100% employer match about $2,554,788 at 4% or $1,703,192 at 6%. |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 2 | $449,012 | $408,766 | $204,383iApproximate average salary by contribution assumption: employee only about $5,109,575 at 4% or $3,406,383 at 6%; with 50% employer match about $3,406,383 at 4% or $2,270,922 at 6%; with 100% employer match about $2,554,788 at 4% or $1,703,192 at 6%. |
| 2003 | 1 | 0 | $0 | $0 | - |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 0 | - | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 3 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 5 | $0 | $0 | - |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 5 | - | - | - |
| 1999 | 1 | 5 | $161,996 | $43,882 | $8,776iApproximate average salary by contribution assumption: employee only about $219,410 at 4% or $146,273 at 6%; with 50% employer match about $146,273 at 4% or $97,516 at 6%; with 100% employer match about $109,705 at 4% or $73,137 at 6%. |
| Richard D. Baumgardner Inc. Defined Benefit Pension Plan and Trust | - | 5 | $161,996 | $43,882 | $8,776iApproximate average salary by contribution assumption: employee only about $219,410 at 4% or $146,273 at 6%; with 50% employer match about $146,273 at 4% or $97,516 at 6%; with 100% employer match about $109,705 at 4% or $73,137 at 6%. |