BAUMGARTNER & COMPANY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN
401k plan membership statisitcs for BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN
| Measure | Date | Value |
|---|
| 2019: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 0 |
| 2018: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 60 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 61 |
| 2017: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 48 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 0 |
| Total of all active and inactive participants | 2017-12-01 | 49 |
| 2016: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 48 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
| Total of all active and inactive participants | 2016-12-01 | 49 |
| 2015: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 44 |
| Number of retired or separated participants receiving benefits | 2015-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 0 |
| Total of all active and inactive participants | 2015-12-01 | 46 |
| 2014: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 40 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 46 |
| Number of retired or separated participants receiving benefits | 2014-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 0 |
| Total of all active and inactive participants | 2014-12-01 | 47 |
| 2013: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 0 |
| Total of all active and inactive participants | 2013-12-01 | 40 |
| 2012: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 34 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 0 |
| Total of all active and inactive participants | 2012-12-01 | 34 |
| 2011: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 37 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 0 |
| Total of all active and inactive participants | 2011-12-01 | 37 |
| 2010: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 32 |
| Number of retired or separated participants receiving benefits | 2010-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 0 |
| Total of all active and inactive participants | 2010-12-01 | 32 |
| 2009: BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 32 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
| Total of all active and inactive participants | 2009-12-01 | 32 |
| Measure | Date | Value |
|---|
| 2020 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-11-30 | $-12,778 |
| Total plan liabilities at beginning of year | 2020-11-30 | $554 |
| Total income from all sources | 2020-11-30 | $290,980 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $393,550 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $388,607 |
| Total plan assets at end of year | 2020-11-30 | $0 |
| Total plan assets at beginning of year | 2020-11-30 | $115,902 |
| Value of fidelity bond covering the plan | 2020-11-30 | $1,000,000 |
| Other income received | 2020-11-30 | $501 |
| Net income (gross income less expenses) | 2020-11-30 | $-102,570 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $115,348 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $290,479 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $4,943 |
| 2019 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-11-30 | $554 |
| Total plan liabilities at beginning of year | 2019-11-30 | $110 |
| Total income from all sources | 2019-11-30 | $708,091 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $811,538 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $732,132 |
| Total plan assets at end of year | 2019-11-30 | $115,902 |
| Total plan assets at beginning of year | 2019-11-30 | $218,905 |
| Value of fidelity bond covering the plan | 2019-11-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-11-30 | $128,641 |
| Other income received | 2019-11-30 | $3,399 |
| Net income (gross income less expenses) | 2019-11-30 | $-103,447 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $115,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $218,795 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $576,051 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $79,406 |
| 2017 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-11-30 | $312 |
| Total income from all sources | 2017-11-30 | $281,173 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $118,523 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $58,888 |
| Total plan assets at end of year | 2017-11-30 | $299,588 |
| Total plan assets at beginning of year | 2017-11-30 | $137,250 |
| Value of fidelity bond covering the plan | 2017-11-30 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-11-30 | $70,913 |
| Other income received | 2017-11-30 | $1,620 |
| Net income (gross income less expenses) | 2017-11-30 | $162,650 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $299,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $136,938 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $208,640 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-11-30 | $59,635 |
| 2016 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-11-30 | $312 |
| Total income from all sources | 2016-11-30 | $274,563 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $197,598 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $142,337 |
| Total plan assets at end of year | 2016-11-30 | $137,250 |
| Total plan assets at beginning of year | 2016-11-30 | $59,973 |
| Total contributions received or receivable from participants | 2016-11-30 | $66,535 |
| Other income received | 2016-11-30 | $270 |
| Net income (gross income less expenses) | 2016-11-30 | $76,965 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $136,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $59,973 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $207,758 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-11-30 | $55,261 |
| 2015 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-11-30 | $2,536 |
| Total income from all sources | 2015-11-30 | $225,413 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $165,778 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $113,460 |
| Total plan assets at end of year | 2015-11-30 | $59,973 |
| Total plan assets at beginning of year | 2015-11-30 | $2,874 |
| Total contributions received or receivable from participants | 2015-11-30 | $62,242 |
| Other income received | 2015-11-30 | $25 |
| Net income (gross income less expenses) | 2015-11-30 | $59,635 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $59,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $338 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $163,146 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $52,318 |
| 2014 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-11-30 | $2,536 |
| Total income from all sources | 2014-11-30 | $61,032 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $181,381 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $142,751 |
| Total plan assets at end of year | 2014-11-30 | $2,874 |
| Total plan assets at beginning of year | 2014-11-30 | $120,687 |
| Total contributions received or receivable from participants | 2014-11-30 | $40,098 |
| Other income received | 2014-11-30 | $32 |
| Net income (gross income less expenses) | 2014-11-30 | $-120,349 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $120,687 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $20,902 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $38,630 |
| 2013 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-11-30 | $2,741 |
| Total income from all sources | 2013-11-30 | $187,359 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $127,103 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $93,301 |
| Total plan assets at end of year | 2013-11-30 | $120,687 |
| Total plan assets at beginning of year | 2013-11-30 | $63,172 |
| Total contributions received or receivable from participants | 2013-11-30 | $45,539 |
| Other income received | 2013-11-30 | $46 |
| Net income (gross income less expenses) | 2013-11-30 | $60,256 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $120,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $60,431 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $141,774 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $33,802 |
| 2012 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-11-30 | $2,741 |
| Total income from all sources | 2012-11-30 | $95,886 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $115,587 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $84,694 |
| Total plan assets at end of year | 2012-11-30 | $63,172 |
| Total plan assets at beginning of year | 2012-11-30 | $80,132 |
| Total contributions received or receivable from participants | 2012-11-30 | $55,798 |
| Other income received | 2012-11-30 | $32 |
| Net income (gross income less expenses) | 2012-11-30 | $-19,701 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $60,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $80,132 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $40,056 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $30,893 |
| 2011 : BAUMGARTNER & COMPANY, INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $109,015 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $62,488 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $34,930 |
| Total plan assets at end of year | 2011-11-30 | $80,132 |
| Total plan assets at beginning of year | 2011-11-30 | $33,605 |
| Total contributions received or receivable from participants | 2011-11-30 | $57,252 |
| Other income received | 2011-11-30 | $578 |
| Net income (gross income less expenses) | 2011-11-30 | $46,527 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $80,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $33,605 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $51,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $27,558 |
