P 401(k) Plan Report

Stable plan record

JAMES BALES FINANCIAL 401(K) PLAN

Sponsored by JAMES BALES FINANCIAL LLC · EIN/PN 542028376-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,817
Administrative cost per participant
2025
Not reported
Active participants
2025
7
Total plan assets
2025
$1,589,527
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260204132008NAL00018927710017$3,817
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.