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  5. BAUM FINANCIAL SERVICES, INC.

BAUM FINANCIAL SERVICES, INC. - Florida Company Profile

Company Details

Entity Name: BAUM FINANCIAL SERVICES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

BAUM FINANCIAL SERVICES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 23 Jul 2002 (23 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 07 Jan 2019 (6 years ago)
Document Number: P02000080021
FEI/EIN Number 141840743

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 213 DELLA CT, SPRING HILL, FL, 34606
Mail Address: 213 DELLA CT, SPRING HILL, FL, 34606
ZIP code: 34606
County: Hernando
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BAUM FINANCIAL SERVICES 401K PS PLAN 2023 141840743 2024-10-15 BAUM FINANCIAL SERVICES 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3526864925
Plan sponsor’s address 5331 SPRING HILL DRIVE, SPRING HILL, FL, 34606

Signature of
Role Plan administrator
Date 2024-10-15
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2022 141840743 2023-05-31 BAUM FINANCIAL SERVICES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2023-05-31
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2021 141840743 2022-02-23 BAUM FINANCIAL SERVICES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2022-02-23
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2020 141840743 2021-06-02 BAUM FINANCIAL SERVICES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2021-06-02
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2019 141840743 2020-08-24 BAUM FINANCIAL SERVICES 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2020-08-24
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2018 141840743 2019-07-31 BAUM FINANCIAL SERVICES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2019-07-31
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2017 141840743 2018-10-31 BAUM FINANCIAL SERVICES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3522057966
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3522057966

Signature of
Role Plan administrator
Date 2018-10-31
Name of individual signing GERALD PIFFATH
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2016 141840743 2017-03-15 BAUM FINANCIAL SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3526864925
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3526864925

Signature of
Role Plan administrator
Date 2017-03-15
Name of individual signing GERALD BAUM
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2015 141840743 2016-04-28 BAUM FINANCIAL SERVICES 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3526864925
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3526864925

Signature of
Role Plan administrator
Date 2016-04-28
Name of individual signing GERALD BAUM
Valid signature Filed with authorized/valid electronic signature
BAUM FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN 2014 141840743 2015-06-17 BAUM FINANCIAL SERVICES 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2009-01-01
Business code 524210
Sponsor’s telephone number 3526864925
Plan sponsor’s address 213 DELLA CT, SPRING HILL, FL, 34606

Plan administrator’s name and address
Administrator’s EIN 141840743
Plan administrator’s name BAUM FINANCIAL SERVICES
Plan administrator’s address 213 DELLA CT, SPRING HILL, FL, 34606
Administrator’s telephone number 3526864925

Signature of
Role Plan administrator
Date 2015-06-17
Name of individual signing GERALD BAUM
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
BAUM GERALD President 22238 MANN ROAD, BROOKSVILLE, FL, 34602
BAUM GERALD Secretary 22238 MANN ROAD, BROOKSVILLE, FL, 34602
BAUM GERALD Vice President 22238 MANN ROAD, BROOKSVILLE, FL, 34602
BAUM GERALD Treasurer 22238 MANN ROAD, BROOKSVILLE, FL, 34602
BAUM GERALD Agent 213 DELLA CT, SPRING HILL, FL, 34606

Events

Event Type Filed Date Value Description
REINSTATEMENT 2019-01-07 - -
REGISTERED AGENT NAME CHANGED 2019-01-07 BAUM, GERALD -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2018-09-28 - -
REGISTERED AGENT ADDRESS CHANGED 2008-03-17 213 DELLA CT, SPRING HILL, FL 34606 -
CHANGE OF PRINCIPAL ADDRESS 2008-03-17 213 DELLA CT, SPRING HILL, FL 34606 -
CHANGE OF MAILING ADDRESS 2008-03-17 213 DELLA CT, SPRING HILL, FL 34606 -
REINSTATEMENT 2007-12-12 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2007-09-14 - -

Documents

Name Date
ANNUAL REPORT 2024-01-16
ANNUAL REPORT 2023-07-24
ANNUAL REPORT 2022-04-29
ANNUAL REPORT 2021-07-27
ANNUAL REPORT 2020-04-21
REINSTATEMENT 2019-01-07
ANNUAL REPORT 2017-01-13
ANNUAL REPORT 2016-01-26
ANNUAL REPORT 2015-01-12
ANNUAL REPORT 2014-01-10

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
1492568604 2021-03-13 0491 PPS 213 Della Ct, Spring Hill, FL, 34606-5358
Loan Status Date 2021-03-25
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 162727
Loan Approval Amount (current) 162727
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Spring Hill, HERNANDO, FL, 34606-5358
Project Congressional District FL-12
Number of Employees 10
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 164688.76
Forgiveness Paid Date 2022-05-24
8015767303 2020-05-01 0491 PPP 213 Della Court, Spring Hill, FL, 34606
Loan Status Date 2021-03-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 162100
Loan Approval Amount (current) 162100
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Spring Hill, HERNANDO, FL, 34606-1000
Project Congressional District FL-12
Number of Employees 10
NAICS code 524210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 163365.28
Forgiveness Paid Date 2021-02-17

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Date of last update: 01 Mar 2025

Sources: Florida Department of State

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