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| Plan Name | THE BAYER FINANCIAL GROUP, LLC 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE BAYER FINANCIAL GROUP, LLC |
| Employer identification number (EIN): | 311795482 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
Additional information about THE BAYER FINANCIAL GROUP, LLC
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 2001-08-13 |
| Company Identification Number: | 1247197 |
| Legal Registered Office Address: |
71 RHOADS CENTER DRIVE - CENTERVILLE United States of America (USA) 45458 |
More information about THE BAYER FINANCIAL GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE BAYER FINANCIAL GROUP, LLC 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-14 | 563 |
| Net assets as of the end of the plan year | 2025-07-14 | 726805 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 500439 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 72681 |
| Participant contributions to plan in this plan year | 2025-07-14 | 64716 |
| Other expenses paid from plan in this plan year | 2025-07-14 | 0 |
| Other income to plan in this plan year | 2025-07-14 | 90262 |
| Plan net income in this plan year | 2025-07-14 | 226366 |
| Net assets as of the end of the plan year | 2025-07-14 | 726805 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 500439 |
| Employer contributions to plan in this plan year | 2025-07-14 | 71951 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 0 |
| 2024 : THE BAYER FINANCIAL GROUP, LLC 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-24 | 0 |
| Net assets as of the end of the plan year | 2024-09-24 | 500439 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 323646 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 50044 |
| Participant contributions to plan in this plan year | 2024-09-24 | 54665 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 72707 |
| Plan net income in this plan year | 2024-09-24 | 176793 |
| Net assets as of the end of the plan year | 2024-09-24 | 500439 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 323646 |
| Employer contributions to plan in this plan year | 2024-09-24 | 49421 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 0 |
| 2022 : THE BAYER FINANCIAL GROUP, LLC 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-16 | 12643 |
| Net assets as of the end of the plan year | 2022-08-16 | 306549 |
| Total assets as of the beginning of the plan year | 2022-08-16 | 183475 |
| Value of plan covered by a fidelity bond | 2022-08-16 | 50000 |
| Participant contributions to plan in this plan year | 2022-08-16 | 43114 |
| Other expenses paid from plan in this plan year | 2022-08-16 | 0 |
| Other income to plan in this plan year | 2022-08-16 | 36897 |
| Plan net income in this plan year | 2022-08-16 | 123074 |
| Net assets as of the end of the plan year | 2022-08-16 | 306549 |
| Net assets as of the beginning of the plan year | 2022-08-16 | 183475 |
| Employer contributions to plan in this plan year | 2022-08-16 | 55706 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-16 | 115 |
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