RONALD E. SHOLES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICES OF RONALD E. SHOLES
| Measure | Date | Value |
|---|
| 2025 : LAW OFFICES OF RONALD E. SHOLES 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-03 | 96006 |
| Net assets as of the end of the plan year | 2025-10-03 | 1510325 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 1088668 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 108867 |
| Participant contributions to plan in this plan year | 2025-10-03 | 212315 |
| Value of participant loans at end of plan year | 2025-10-03 | 15217 |
| Other contributions to plan in this plan year | 2025-10-03 | 11312 |
| Other income to plan in this plan year | 2025-10-03 | 164926 |
| Plan net income in this plan year | 2025-10-03 | 421657 |
| Net assets as of the end of the plan year | 2025-10-03 | 1510325 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 1088668 |
| Value of contributions failed to transmitted timely | 2025-10-03 | 161386 |
| Employer contributions to plan in this plan year | 2025-10-03 | 129110 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 1438 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 14392 |
| Total expenses incurred by plan in this plan year | 2025-04-10 | 97005 |
| Net assets as of the end of the plan year | 2025-04-10 | 1088668 |
| Total assets as of the beginning of the plan year | 2025-04-10 | 795609 |
| Value of plan covered by a fidelity bond | 2025-04-10 | 79561 |
| Participant contributions to plan in this plan year | 2025-04-10 | 159000 |
| Value of participant loans at end of plan year | 2025-04-10 | 13074 |
| Other income to plan in this plan year | 2025-04-10 | 155304 |
| Plan net income in this plan year | 2025-04-10 | 293059 |
| Net assets as of the end of the plan year | 2025-04-10 | 1088668 |
| Net assets as of the beginning of the plan year | 2025-04-10 | 795609 |
| Value of contributions failed to transmitted timely | 2025-04-10 | 94861 |
| Employer contributions to plan in this plan year | 2025-04-10 | 75760 |
| Fees paid to broker by Benefit Provider | 2025-04-10 | 1644 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-10 | 12497 |
| 2022 : LAW OFFICES OF RONALD E. SHOLES 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $46,028 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $389,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $376,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $229,176 |
| Value of total assets at end of year | 2022-12-31 | $795,609 |
| Value of total assets at beginning of year | 2022-12-31 | $1,139,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $13,679 |
| Total interest from all sources | 2022-12-31 | $510 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,355 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $113,939 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $151,101 |
| Participant contributions at end of year | 2022-12-31 | $15,293 |
| Participant contributions at beginning of year | 2022-12-31 | $12,223 |
| Participant contributions at end of year | 2022-12-31 | $11,656 |
| Participant contributions at beginning of year | 2022-12-31 | $134 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,358 |
| Total non interest bearing cash at end of year | 2022-12-31 | $1,024 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $945 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-343,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $795,609 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,139,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $749,595 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $1,117,438 |
| Interest on participant loans | 2022-12-31 | $510 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-183,658 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $75,717 |
| Employer contributions (assets) at end of year | 2022-12-31 | $18,041 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $8,640 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $376,120 |
| Contract administrator fees | 2022-12-31 | $11,324 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | COLEMAN AND ASSOCIATES, CPA FIRM |
| Accountancy firm EIN | 2022-12-31 | 263593932 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $46,028 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $389,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $376,120 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $229,176 |
| Value of total assets at end of year | 2022-01-01 | $795,609 |
| Value of total assets at beginning of year | 2022-01-01 | $1,139,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $13,679 |
| Total interest from all sources | 2022-01-01 | $510 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $2,355 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $113,939 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $151,101 |
| Participant contributions at end of year | 2022-01-01 | $15,293 |
| Participant contributions at beginning of year | 2022-01-01 | $12,223 |
| Participant contributions at end of year | 2022-01-01 | $11,656 |
| Participant contributions at beginning of year | 2022-01-01 | $134 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,358 |
| Total non interest bearing cash at end of year | 2022-01-01 | $1,024 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $945 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-343,771 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $795,609 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,139,380 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $749,595 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $1,117,438 |
| Interest on participant loans | 2022-01-01 | $510 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-183,658 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $75,717 |
| Employer contributions (assets) at end of year | 2022-01-01 | $18,041 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $8,640 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $376,120 |
| Contract administrator fees | 2022-01-01 | $11,324 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | COLEMAN AND ASSOCIATES, CPA FIRM |
| Accountancy firm EIN | 2022-01-01 | 263593932 |
| 2021 : LAW OFFICES OF RONALD E. SHOLES 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $441,191 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $117,070 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $102,249 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $315,100 |
| Value of total assets at end of year | 2021-12-31 | $1,139,380 |
| Value of total assets at beginning of year | 2021-12-31 | $815,259 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,821 |
| Total interest from all sources | 2021-12-31 | $469 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,016 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $81,526 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $188,662 |
| Participant contributions at end of year | 2021-12-31 | $12,223 |
| Participant contributions at beginning of year | 2021-12-31 | $2,039 |
| Participant contributions at end of year | 2021-12-31 | $134 |
| Participant contributions at beginning of year | 2021-12-31 | $12,577 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $37,410 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
| Total non interest bearing cash at end of year | 2021-12-31 | $945 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1,551 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Income. Non cash contributions | 2021-12-31 | $0 |
| Value of net income/loss | 2021-12-31 | $324,121 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,139,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $815,259 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $1,117,438 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $785,207 |
| Interest on participant loans | 2021-12-31 | $469 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $125,622 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $89,028 |
| Employer contributions (assets) at end of year | 2021-12-31 | $8,640 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $13,885 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $102,249 |
| Contract administrator fees | 2021-12-31 | $12,805 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | COLEMAN AND ASSOCIATES, CPA FIRM |
| Accountancy firm EIN | 2021-12-31 | 263593932 |
| 2020 : LAW OFFICES OF RONALD E. SHOLES 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $606,396 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $12,523 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,619 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $450,207 |
| Value of total assets at end of year | 2020-12-31 | $815,259 |
| Value of total assets at beginning of year | 2020-12-31 | $221,386 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $7,904 |
| Total interest from all sources | 2020-12-31 | $16 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $425 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $25,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $182,916 |
| Participant contributions at end of year | 2020-12-31 | $2,039 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Participant contributions at end of year | 2020-12-31 | $12,577 |
| Participant contributions at beginning of year | 2020-12-31 | $7,014 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $183,212 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $0 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1,551 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,771 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $593,873 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $815,259 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $221,386 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $785,207 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $210,750 |
| Interest on participant loans | 2020-12-31 | $16 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $156,173 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $84,079 |
| Employer contributions (assets) at end of year | 2020-12-31 | $13,885 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,851 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,619 |
| Contract administrator fees | 2020-12-31 | $7,479 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | COLEMAN AND ASSOCIATES, CPA FIRM |
| Accountancy firm EIN | 2020-12-31 | 263593932 |
