Baum Financial Services, Inc.

Baum Gerald Registered Agent	213 DELLA CT, SPRING HILL, FL 34606
Baum Gerald President	22238 MANN RD, BROOKSVILLE, FL 34602
Baum Gerald Vice President	22238 MANN RD, BROOKSVILLE, FL 34602
Baum Gerald Secretary	22238 MANN RD, BROOKSVILLE, FL 34602
Baum Gerald Treasurer	22238 MANN RD, BROOKSVILLE, FL 34602

213 DELLA CT, SPRING HILL, FL 34606 View Map

Form 5500

213 Della Ct, Spring Hill, FL 34606 (352) 205-7966 EIN:14-1840743 Plan Admin:Baum Financial Services

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$157,269 / $145,438	2022	BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	12 / 14	$157,269 / $145,438
2021	Plan NameBAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$131,026 / $157,269	2021	BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	12 / 12	$131,026 / $157,269
2020	Plan NameBAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$91,402 / $131,026	2020	BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	12 / 12	$91,402 / $131,026
2019	Plan NameBAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$70,824 / $91,402	2019	BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN - Plan #001	12 / 12	$70,824 / $91,402

Benefit & Retirement Plans based on Form 5500.

PPP Loans

213 Della Ct, Spring Hill, FL 34606-5358 Industry:Insurance Agencies and Brokerages

Loan Date	Approved	Forgiven	Lender	Jobs
03/13/2021	Approved$162,727 Forgiven$164,689 LenderTruist Bank Jobs10	03/13/2021	$162,727	$164,689	Truist Bank	10
05/01/2020	Approved$162,100 Forgiven$163,365 LenderTruist Bank Jobs10	05/01/2020	$162,100	$163,365	Truist Bank	10

PPP Loans based on Paycheck Protection Program.

Address Match:213 Della Ct Spring Hill, FL

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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor U.S. Small Business Administration

Company Summary