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BOLERJACK, HALSEMA, BOWLING & WHITE, P.A. — BOLERJACK, HALSEMA, BOWLING & WHITE, P.A. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250902160800NAL0008577043001
BOLERJACK, HALSEMA, BOWLING & WHITE, P.A.
Form 5500-SF
FILING_RECEIVED
BOLERJACK, HALSEMA, BOWLING & WHITE, P.A. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
13
Accounts w/ balance
19
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BOLERJACK, HALSEMA, BOWLING & WHITE, P.A.
.
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Plan sponsor
Name
BOLERJACK, HALSEMA, BOWLING & WHITE, P.A.
EIN
59-2533085
Address
42 S. PENINSULA DRIVE · DAYTONA BEACH, FL · 32118
Phone
(386) 253-0677
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-09-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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