How big is James Bales Financial LLC's plan?

James Bales Financial LLC's plan reported $1.6M in assets and 7 participants for 2025.

Original filing (PDF)20260204132008NAL0001892771001

James Bales Financial LLC

Name: James Bales Financial LLC — James Bales Financial, Form 5500 (2025)
Creator: James Bales Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Bales Financial 401(k) Plan

401(k) retirement plan · James Bales Financial LLC's James Bales Financial 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Mary McGonigle signed James Bales Financial LLC's 2025 Form 5500 as plan administrator.

Mary McGonigle — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James Bales Financial LLC's EIN is 54-2028376.

EIN 54-2028376

Plan number 001

Plan year 2025

ACK ID 20260204132008NAL0001892771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Bales Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Bales Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES BALES FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score