Civic Intelligence

Baumgartner & Company Inc.

Plan context: Baumgartner & Company LLC Profit Sharing Plan

EIN 35-1889453 • Fishers, IN • 39 filings • 10 plans

12461 Reynolds DriveFishers, IN 46038
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$25,756,842

2024 Contributions

$707,010

Historical Graphs

Total Assets Over Time

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

$25,756,842$12,878,421$0200520152024YearValue
$25,756,842Latest year 2024

Participants Over Time

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

84420200520152024YearValue
78Latest 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
2024178$25,756,842$0-
Baumgartner & Company LLC Profit Sharing Plan-78$25,756,842--
2023270$23,092,654$707,010$10,100iApproximate average salary by contribution assumption: employee only about $252,504 at 4% or $168,336 at 6%; with 50% employer match about $168,336 at 4% or $112,224 at 6%; with 100% employer match about $126,252 at 4% or $84,168 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-70$23,092,654--
Baumgartner & Company Inc. 401(K) Plan-0$0$707,010-
2022281$22,794,615$739,847$9,134iApproximate average salary by contribution assumption: employee only about $228,348 at 4% or $152,232 at 6%; with 50% employer match about $152,232 at 4% or $101,488 at 6%; with 100% employer match about $114,174 at 4% or $76,116 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-72$19,100,703--
Baumgartner & Company Inc. 401(K) Plan-81$3,693,912$739,847$9,134iApproximate average salary by contribution assumption: employee only about $228,348 at 4% or $152,232 at 6%; with 50% employer match about $152,232 at 4% or $101,488 at 6%; with 100% employer match about $114,174 at 4% or $76,116 at 6%.
2021284$17,649,020$1,631,136$19,418iApproximate average salary by contribution assumption: employee only about $485,457 at 4% or $323,638 at 6%; with 50% employer match about $323,638 at 4% or $215,759 at 6%; with 100% employer match about $242,729 at 4% or $161,819 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-74$13,680,104$1,021,431$13,803iApproximate average salary by contribution assumption: employee only about $345,078 at 4% or $230,052 at 6%; with 50% employer match about $230,052 at 4% or $153,368 at 6%; with 100% employer match about $172,539 at 4% or $115,026 at 6%.
Baumgartner & Company Inc. 401(K) Plan-84$3,968,916$609,705$7,258iApproximate average salary by contribution assumption: employee only about $181,460 at 4% or $120,973 at 6%; with 50% employer match about $120,973 at 4% or $80,649 at 6%; with 100% employer match about $90,730 at 4% or $60,487 at 6%.
2020270$15,878,041$1,398,204$19,974iApproximate average salary by contribution assumption: employee only about $499,359 at 4% or $332,906 at 6%; with 50% employer match about $332,906 at 4% or $221,937 at 6%; with 100% employer match about $249,679 at 4% or $166,453 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-70$12,900,104$963,047$13,758iApproximate average salary by contribution assumption: employee only about $343,945 at 4% or $229,297 at 6%; with 50% employer match about $229,297 at 4% or $152,865 at 6%; with 100% employer match about $171,973 at 4% or $114,648 at 6%.
Baumgartner & Company Inc. 401(K) Plan-69$2,977,937$435,157$6,307iApproximate average salary by contribution assumption: employee only about $157,666 at 4% or $105,110 at 6%; with 50% employer match about $105,110 at 4% or $70,074 at 6%; with 100% employer match about $78,833 at 4% or $52,555 at 6%.
2019366$12,966,147$1,570,299$23,792iApproximate average salary by contribution assumption: employee only about $594,810 at 4% or $396,540 at 6%; with 50% employer match about $396,540 at 4% or $264,360 at 6%; with 100% employer match about $297,405 at 4% or $198,270 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-66$10,360,103$915,583$13,872iApproximate average salary by contribution assumption: employee only about $346,812 at 4% or $231,208 at 6%; with 50% employer match about $231,208 at 4% or $154,139 at 6%; with 100% employer match about $173,406 at 4% or $115,604 at 6%.
Baumgartner & Company Inc. 401(K) Plan-66$2,606,044$364,237$5,519iApproximate average salary by contribution assumption: employee only about $137,969 at 4% or $91,979 at 6%; with 50% employer match about $91,979 at 4% or $61,319 at 6%; with 100% employer match about $68,984 at 4% or $45,990 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-0-$290,479-
2018360$8,360,708$1,685,735$28,096iApproximate average salary by contribution assumption: employee only about $702,390 at 4% or $468,260 at 6%; with 50% employer match about $468,260 at 4% or $312,173 at 6%; with 100% employer match about $351,195 at 4% or $234,130 at 6%.
Baumgartner & Company LLC Profit Sharing Plan-54$6,410,101$685,506$12,695iApproximate average salary by contribution assumption: employee only about $317,364 at 4% or $211,576 at 6%; with 50% employer match about $211,576 at 4% or $141,051 at 6%; with 100% employer match about $158,682 at 4% or $105,788 at 6%.
Baumgartner & Company Inc. 401(K) Plan-55$1,834,705$295,537$5,373iApproximate average salary by contribution assumption: employee only about $134,335 at 4% or $89,557 at 6%; with 50% employer match about $89,557 at 4% or $59,704 at 6%; with 100% employer match about $67,168 at 4% or $44,778 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-60$115,902$704,692$11,745iApproximate average salary by contribution assumption: employee only about $293,622 at 4% or $195,748 at 6%; with 50% employer match about $195,748 at 4% or $130,499 at 6%; with 100% employer match about $146,811 at 4% or $97,874 at 6%.
2017255$1,973,548$636,935$11,581iApproximate average salary by contribution assumption: employee only about $289,516 at 4% or $193,011 at 6%; with 50% employer match about $193,011 at 4% or $128,674 at 6%; with 100% employer match about $144,758 at 4% or $96,505 at 6%.
Baumgartner & Company Inc. 401(K) Plan-55$1,754,643$327,244$5,950iApproximate average salary by contribution assumption: employee only about $148,747 at 4% or $99,165 at 6%; with 50% employer match about $99,165 at 4% or $66,110 at 6%; with 100% employer match about $74,374 at 4% or $49,582 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-48$218,905$309,691$6,452iApproximate average salary by contribution assumption: employee only about $161,297 at 4% or $107,532 at 6%; with 50% employer match about $107,532 at 4% or $71,688 at 6%; with 100% employer match about $80,649 at 4% or $53,766 at 6%.
2016261$1,535,757$348,990$5,721iApproximate average salary by contribution assumption: employee only about $143,029 at 4% or $95,352 at 6%; with 50% employer match about $95,352 at 4% or $63,568 at 6%; with 100% employer match about $71,514 at 4% or $47,676 at 6%.
Baumgartner & Company Inc. 401(K) Plan-61$1,236,169$69,437$1,138iApproximate average salary by contribution assumption: employee only about $28,458 at 4% or $18,972 at 6%; with 50% employer match about $18,972 at 4% or $12,648 at 6%; with 100% employer match about $14,229 at 4% or $9,486 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-48$299,588$279,553$5,824iApproximate average salary by contribution assumption: employee only about $145,601 at 4% or $97,067 at 6%; with 50% employer match about $97,067 at 4% or $64,711 at 6%; with 100% employer match about $72,800 at 4% or $48,534 at 6%.
2015248$1,284,428$439,431$9,155iApproximate average salary by contribution assumption: employee only about $228,870 at 4% or $152,580 at 6%; with 50% employer match about $152,580 at 4% or $101,720 at 6%; with 100% employer match about $114,435 at 4% or $76,290 at 6%.
Baumgartner & Company Inc. 401(K) Plan-48$1,147,178$165,138$3,440iApproximate average salary by contribution assumption: employee only about $86,009 at 4% or $57,340 at 6%; with 50% employer match about $57,340 at 4% or $38,226 at 6%; with 100% employer match about $43,005 at 4% or $28,670 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-44$137,250$274,293$6,234iApproximate average salary by contribution assumption: employee only about $155,848 at 4% or $103,899 at 6%; with 50% employer match about $103,899 at 4% or $69,266 at 6%; with 100% employer match about $77,924 at 4% or $51,949 at 6%.
2014246$1,236,127$382,170$8,308iApproximate average salary by contribution assumption: employee only about $207,701 at 4% or $138,467 at 6%; with 50% employer match about $138,467 at 4% or $92,312 at 6%; with 100% employer match about $103,851 at 4% or $69,234 at 6%.
Baumgartner & Company Inc. 401(K) Plan-43$1,176,154$156,782$3,646iApproximate average salary by contribution assumption: employee only about $91,152 at 4% or $60,768 at 6%; with 50% employer match about $60,768 at 4% or $40,512 at 6%; with 100% employer match about $45,576 at 4% or $30,384 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-46$59,973$225,388$4,900iApproximate average salary by contribution assumption: employee only about $122,493 at 4% or $81,662 at 6%; with 50% employer match about $81,662 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,831 at 6%.
2013240$997,042$217,509$5,438iApproximate average salary by contribution assumption: employee only about $135,943 at 4% or $90,629 at 6%; with 50% employer match about $90,629 at 4% or $60,419 at 6%; with 100% employer match about $67,972 at 4% or $45,314 at 6%.
Baumgartner & Company Inc. 401(K) Plan-34$994,168$156,509$4,603iApproximate average salary by contribution assumption: employee only about $115,080 at 4% or $76,720 at 6%; with 50% employer match about $76,720 at 4% or $51,147 at 6%; with 100% employer match about $57,540 at 4% or $38,360 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-40$2,874$61,000$1,525iApproximate average salary by contribution assumption: employee only about $38,125 at 4% or $25,417 at 6%; with 50% employer match about $25,417 at 4% or $16,944 at 6%; with 100% employer match about $19,063 at 4% or $12,708 at 6%.
2012234$846,329$291,329$8,569iApproximate average salary by contribution assumption: employee only about $214,213 at 4% or $142,808 at 6%; with 50% employer match about $142,808 at 4% or $95,206 at 6%; with 100% employer match about $107,106 at 4% or $71,404 at 6%.
Baumgartner & Company Inc. 401(K) Plan-29$725,642$104,016$3,587iApproximate average salary by contribution assumption: employee only about $89,669 at 4% or $59,779 at 6%; with 50% employer match about $59,779 at 4% or $39,853 at 6%; with 100% employer match about $44,834 at 4% or $29,890 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-34$120,687$187,313$5,509iApproximate average salary by contribution assumption: employee only about $137,730 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
2011237$638,925$207,315$5,603iApproximate average salary by contribution assumption: employee only about $140,078 at 4% or $93,385 at 6%; with 50% employer match about $93,385 at 4% or $62,257 at 6%; with 100% employer match about $70,039 at 4% or $46,693 at 6%.
Baumgartner & Company Inc. 401(K) Plan-32$575,753$111,461$3,483iApproximate average salary by contribution assumption: employee only about $87,079 at 4% or $58,053 at 6%; with 50% employer match about $58,053 at 4% or $38,702 at 6%; with 100% employer match about $43,539 at 4% or $29,026 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-37$63,172$95,854$2,591iApproximate average salary by contribution assumption: employee only about $64,766 at 4% or $43,177 at 6%; with 50% employer match about $43,177 at 4% or $28,785 at 6%; with 100% employer match about $32,383 at 4% or $21,589 at 6%.
2010232$608,756$199,093$6,222iApproximate average salary by contribution assumption: employee only about $155,541 at 4% or $103,694 at 6%; with 50% employer match about $103,694 at 4% or $69,130 at 6%; with 100% employer match about $77,771 at 4% or $51,847 at 6%.
Baumgartner & Company Inc. 401(K) Plan-29$528,624$90,656$3,126iApproximate average salary by contribution assumption: employee only about $78,152 at 4% or $52,101 at 6%; with 50% employer match about $52,101 at 4% or $34,734 at 6%; with 100% employer match about $39,076 at 4% or $26,051 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-32$80,132$108,437$3,389iApproximate average salary by contribution assumption: employee only about $84,716 at 4% or $56,478 at 6%; with 50% employer match about $56,478 at 4% or $37,652 at 6%; with 100% employer match about $42,358 at 4% or $28,239 at 6%.
2009232$425,682$184,968$5,780iApproximate average salary by contribution assumption: employee only about $144,506 at 4% or $96,338 at 6%; with 50% employer match about $96,338 at 4% or $64,225 at 6%; with 100% employer match about $72,253 at 4% or $48,169 at 6%.
Baumgartner & Company Inc. 401(K) Plan-24$392,077$83,459$3,477iApproximate average salary by contribution assumption: employee only about $86,936 at 4% or $57,958 at 6%; with 50% employer match about $57,958 at 4% or $38,638 at 6%; with 100% employer match about $43,468 at 4% or $28,979 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-32$33,605$101,509$3,172iApproximate average salary by contribution assumption: employee only about $79,304 at 4% or $52,869 at 6%; with 50% employer match about $52,869 at 4% or $35,246 at 6%; with 100% employer match about $39,652 at 4% or $26,435 at 6%.
2008236$268,075$91,139$2,532iApproximate average salary by contribution assumption: employee only about $63,291 at 4% or $42,194 at 6%; with 50% employer match about $42,194 at 4% or $28,129 at 6%; with 100% employer match about $31,645 at 4% or $21,097 at 6%.
Baumgartner & Company Inc. 401(K) Plan-36$268,075$91,139$2,532iApproximate average salary by contribution assumption: employee only about $63,291 at 4% or $42,194 at 6%; with 50% employer match about $42,194 at 4% or $28,129 at 6%; with 100% employer match about $31,645 at 4% or $21,097 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-29---
2007236$331,736$108,131$3,004iApproximate average salary by contribution assumption: employee only about $75,091 at 4% or $50,061 at 6%; with 50% employer match about $50,061 at 4% or $33,374 at 6%; with 100% employer match about $37,545 at 4% or $25,030 at 6%.
Baumgartner & Company Inc. 401(K) Plan-36$327,876$92,151$2,560iApproximate average salary by contribution assumption: employee only about $63,994 at 4% or $42,663 at 6%; with 50% employer match about $42,663 at 4% or $28,442 at 6%; with 100% employer match about $31,997 at 4% or $21,331 at 6%.
Baumgartner & Company Inc. Self Funded Medical Reimbursement Plan-32$3,860$15,980$499iApproximate average salary by contribution assumption: employee only about $12,484 at 4% or $8,323 at 6%; with 50% employer match about $8,323 at 4% or $5,549 at 6%; with 100% employer match about $6,242 at 4% or $4,161 at 6%.
2006133$227,353$184,817$5,601iApproximate average salary by contribution assumption: employee only about $140,013 at 4% or $93,342 at 6%; with 50% employer match about $93,342 at 4% or $62,228 at 6%; with 100% employer match about $70,006 at 4% or $46,671 at 6%.
Baumgartner & Company Inc. 401(K) Plan-33$227,353$184,817$5,601iApproximate average salary by contribution assumption: employee only about $140,013 at 4% or $93,342 at 6%; with 50% employer match about $93,342 at 4% or $62,228 at 6%; with 100% employer match about $70,006 at 4% or $46,671 at 6%.
2005130$42,582$42,720$1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%.
Baumgartner & Company Inc. 401(K) Plan-30$42,582$42,720$1,424iApproximate average salary by contribution assumption: employee only about $35,600 at 4% or $23,733 at 6%; with 50% employer match about $23,733 at 4% or $15,822 at 6%; with 100% employer match about $17,800 at 4% or $11,867 at 6%.