Ira Baum, Executor Of Estate Of Joel F. Baum DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ira Baum, Executor Of Estate Of Joel F. Baum
  • Sponsor EIN: 222039108
  • Sponsor Address: 7539 TREELINE DRIVE, NAPLES, FL, 34119
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $2,960

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$2,960$0$0
20230$2,879$0$0
20220$2,902$0$0

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