| Plan Name | RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BALES SOMMERS & KLEIN, P.A. |
| Employer identification number (EIN): | 592461894 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about BALES SOMMERS & KLEIN, P.A.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2000-07-12 |
| Company Identification Number: | P00000067809 |
| Legal Registered Office Address: |
2 SO. BISCAYNE BLVD MIAMI 33131 |
More information about BALES SOMMERS & KLEIN, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | RICHARD M. BALES, JR. | 2015-10-15 | ||
| 001 | 2013-01-01 | RICHARD M. BALES, JR. | 2014-10-09 | ||
| 001 | 2012-01-01 | RICHARD M. BALES, JR. | 2013-10-04 | ||
| 001 | 2011-01-01 | RICHARD M. BALES, JR. | 2012-09-06 | ||
| 001 | 2010-01-01 | RICHARD M. BALES, JR. | 2011-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2025 : RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-15 | 372908 |
| Net assets as of the end of the plan year | 2025-10-15 | 533993 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 759442 |
| Participant contributions to plan in this plan year | 2025-10-15 | 7395 |
| Value of participant loans at end of plan year | 2025-10-15 | 15423 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 140064 |
| Plan net income in this plan year | 2025-10-15 | -225449 |
| Net assets as of the end of the plan year | 2025-10-15 | 533993 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 759442 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 4144 |
| 2024 : RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-16 | 133869 |
| Net assets as of the end of the plan year | 2024-10-16 | 759442 |
| Total assets as of the beginning of the plan year | 2024-10-16 | 799323 |
| Participant contributions to plan in this plan year | 2024-10-16 | 7395 |
| Value of participant loans at end of plan year | 2024-10-16 | 15423 |
| Other income to plan in this plan year | 2024-10-16 | 86593 |
| Plan net income in this plan year | 2024-10-16 | -39881 |
| Net assets as of the end of the plan year | 2024-10-16 | 759442 |
| Net assets as of the beginning of the plan year | 2024-10-16 | 799323 |
| Employer contributions to plan in this plan year | 2024-10-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-16 | 3869 |