Original filing (PDF)20251015222126NAL0002922867001

BALES SOMMERS & KLEIN, P.A.

Name: BALES SOMMERS & KLEIN, P.A. — RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BALES SOMMERS & KLEIN, P.A.

Form 5500-SF

FILING_RECEIVED

RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$534K

Net assets (EOY)

$534K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALES SOMMERS & KLEIN, P.A..

Plan sponsor

Name

BALES SOMMERS & KLEIN, P.A.

EIN

59-2461894

Address

2 SOUTH BISCAYNE BLVD., SUITE 1881 · MIAMI, FL · 331311808

Phone

(305) 372-1200

Industry