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ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN 401k Plan overview

Plan NameANTHONY L BAUMGARTNER - PROFIT SHARING PLAN
Plan identification number 001

ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

ANTHONY L BAUMGARTNER has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY L BAUMGARTNER
Employer identification number (EIN):810448073
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANTHONY BAUMGARTNER2024-07-26 ANTHONY BAUMGARTNER2024-07-26
0012022-01-01ANTHONY BAUMGARTNER2023-07-13
0012021-01-01ANTHONY BAUMGARTNER2022-07-23 ANTHONY BAUMGARTNER2022-07-23
0012020-01-01ANTHONY BAUMGARTNER2021-07-19 ANTHONY BAUMGARTNER2021-07-19
0012019-01-01ANTHONY BAUMGARTNER2020-07-21
0012018-01-01ANTHONY BAUMGARTNER2019-07-29 ANTHONY BAUMGARTNER2019-07-29
0012017-01-01ANTHONY BAUMGARTNER2018-07-20
0012016-01-01ANTHONY BAUMGARTNER2017-07-19
0012015-01-01ANTHONY BAUMGARTNER2016-07-22 ANTHONY BAUMGARTNER2016-07-22
0012014-01-01ANTHONY BAUMGARTNER2015-07-08
0012013-01-01ANTHONY BAUMGARTNER2014-06-24
0012012-01-01ANTHONY BAUMGARTNER2013-07-12
0012011-01-01ANTHONY BAUMGARTNER2012-07-03
0012010-01-01ANTHONY BAUMGARTNER2011-07-12

Financial Data on ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN

Measure Date Value
2025 : ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-222907
Net assets as of the end of the plan year2025-07-223351175
Total assets as of the beginning of the plan year2025-07-222877564
Other income to plan in this plan year2025-07-22443253
Plan net income in this plan year2025-07-22473611
Net assets as of the end of the plan year2025-07-223351175
Net assets as of the beginning of the plan year2025-07-222877564
Employer contributions to plan in this plan year2025-07-2233265
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-222907
2024 : ANTHONY L BAUMGARTNER - PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-26164914
Net assets as of the end of the plan year2024-07-262877564
Total assets as of the beginning of the plan year2024-07-262735102
Other income to plan in this plan year2024-07-26273532
Plan net income in this plan year2024-07-26142462
Net assets as of the end of the plan year2024-07-262877564
Net assets as of the beginning of the plan year2024-07-262735102
Employer contributions to plan in this plan year2024-07-2633844
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-262122

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