Baumgartner & Otoole, L.P.A.
Plan context: Baumgartner & Otoole Et Al Employees Money Purchase Plan
EIN 34-1216502 • 6 filings • 4 plans
Current Snapshot
Latest Year
2001
2001 Participants
32
2001 Assets
$2,895,941
2001 Contributions
$193,137
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 |
|---|---|---|---|---|---|
| 2001 | 2 | 32 | $0 | $0 | - |
| Baumgartner & Otoole Et Al Employees Profit Sharing Plan | - | 32 | - | - | - |
| Baumgartner & Otoole Et Al Employees Money Purchase Plan | - | 22 | - | - | - |
| 2000 | 2 | 24 | $2,895,941 | $193,137 | $8,047iApproximate average salary by contribution assumption: employee only about $201,184 at 4% or $134,123 at 6%; with 50% employer match about $134,123 at 4% or $89,415 at 6%; with 100% employer match about $100,592 at 4% or $67,061 at 6%. |
| Baumgartner & Otoole Et Al Employees Money Purchase Plan | - | 16 | $1,592,701 | $131,992 | $8,250iApproximate average salary by contribution assumption: employee only about $206,238 at 4% or $137,492 at 6%; with 50% employer match about $137,492 at 4% or $91,661 at 6%; with 100% employer match about $103,119 at 4% or $68,746 at 6%. |
| Baumgartner & Otoole Et Al Employees Profit Sharing Plan | - | 24 | $1,303,240 | $61,145 | $2,548iApproximate average salary by contribution assumption: employee only about $63,693 at 4% or $42,462 at 6%; with 50% employer match about $42,462 at 4% or $28,308 at 6%; with 100% employer match about $31,846 at 4% or $21,231 at 6%. |
| 1999 | 2 | 25 | $2,924,305 | $189,217 | $7,569iApproximate average salary by contribution assumption: employee only about $189,217 at 4% or $126,145 at 6%; with 50% employer match about $126,145 at 4% or $84,096 at 6%; with 100% employer match about $94,609 at 4% or $63,072 at 6%. |
| Baumgartner & Otoole Et Al Employees Money Purchase Plan | - | 18 | $1,630,877 | $136,923 | $7,607iApproximate average salary by contribution assumption: employee only about $190,171 at 4% or $126,781 at 6%; with 50% employer match about $126,781 at 4% or $84,520 at 6%; with 100% employer match about $95,085 at 4% or $63,390 at 6%. |
| Baumgartner & Otoole Et Al Employees Profit Sharing Plan | - | 25 | $1,293,428 | $52,294 | $2,092iApproximate average salary by contribution assumption: employee only about $52,294 at 4% or $34,863 at 6%; with 50% employer match about $34,863 at 4% or $23,242 at 6%; with 100% employer match about $26,147 at 4% or $17,431 at 6%. |