Civic Intelligence

James Bales Financial LLC

Plan context: James Bales Financial 401(K) Plan

EIN 54-2028376 • Newport News, VA • 11 filings • 1 plans

729 Thimble Shoals Blvd, Unit 1-eNewport News, VA 23606
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,589,527

2025 Contributions

$122,160

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,589,527$794,764$0201520202025YearValue
$1,589,527Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201520202025YearValue
10Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025110$1,589,527$122,160$12,216iApproximate average salary by contribution assumption: employee only about $305,400 at 4% or $203,600 at 6%; with 50% employer match about $203,600 at 4% or $135,733 at 6%; with 100% employer match about $152,700 at 4% or $101,800 at 6%.
James Bales Financial 401(K) Plan-10$1,589,527$122,160$12,216iApproximate average salary by contribution assumption: employee only about $305,400 at 4% or $203,600 at 6%; with 50% employer match about $203,600 at 4% or $135,733 at 6%; with 100% employer match about $152,700 at 4% or $101,800 at 6%.
202419$1,341,828$118,524$13,169iApproximate average salary by contribution assumption: employee only about $329,233 at 4% or $219,489 at 6%; with 50% employer match about $219,489 at 4% or $146,326 at 6%; with 100% employer match about $164,617 at 4% or $109,744 at 6%.
James Bales Financial 401(K) Plan-9$1,341,828$118,524$13,169iApproximate average salary by contribution assumption: employee only about $329,233 at 4% or $219,489 at 6%; with 50% employer match about $219,489 at 4% or $146,326 at 6%; with 100% employer match about $164,617 at 4% or $109,744 at 6%.
202319$1,118,575$121,418$13,491iApproximate average salary by contribution assumption: employee only about $337,272 at 4% or $224,848 at 6%; with 50% employer match about $224,848 at 4% or $149,899 at 6%; with 100% employer match about $168,636 at 4% or $112,424 at 6%.
James Bales Financial 401(K) Plan-9$1,118,575$121,418$13,491iApproximate average salary by contribution assumption: employee only about $337,272 at 4% or $224,848 at 6%; with 50% employer match about $224,848 at 4% or $149,899 at 6%; with 100% employer match about $168,636 at 4% or $112,424 at 6%.
202219$1,030,568$103,247$11,472iApproximate average salary by contribution assumption: employee only about $286,797 at 4% or $191,198 at 6%; with 50% employer match about $191,198 at 4% or $127,465 at 6%; with 100% employer match about $143,399 at 4% or $95,599 at 6%.
James Bales Financial 401(K) Plan-9$1,030,568$103,247$11,472iApproximate average salary by contribution assumption: employee only about $286,797 at 4% or $191,198 at 6%; with 50% employer match about $191,198 at 4% or $127,465 at 6%; with 100% employer match about $143,399 at 4% or $95,599 at 6%.
202118$1,148,070$94,844$11,856iApproximate average salary by contribution assumption: employee only about $296,388 at 4% or $197,592 at 6%; with 50% employer match about $197,592 at 4% or $131,728 at 6%; with 100% employer match about $148,194 at 4% or $98,796 at 6%.
James Bales Financial 401(K) Plan-8$1,148,070$94,844$11,856iApproximate average salary by contribution assumption: employee only about $296,388 at 4% or $197,592 at 6%; with 50% employer match about $197,592 at 4% or $131,728 at 6%; with 100% employer match about $148,194 at 4% or $98,796 at 6%.
202017$1,105,052$107,389$15,341iApproximate average salary by contribution assumption: employee only about $383,532 at 4% or $255,688 at 6%; with 50% employer match about $255,688 at 4% or $170,459 at 6%; with 100% employer match about $191,766 at 4% or $127,844 at 6%.
James Bales Financial 401(K) Plan-7$1,105,052$107,389$15,341iApproximate average salary by contribution assumption: employee only about $383,532 at 4% or $255,688 at 6%; with 50% employer match about $255,688 at 4% or $170,459 at 6%; with 100% employer match about $191,766 at 4% or $127,844 at 6%.
201917$938,820$89,448$12,778iApproximate average salary by contribution assumption: employee only about $319,457 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
James Bales Financial 401(K) Plan-7$938,820$89,448$12,778iApproximate average salary by contribution assumption: employee only about $319,457 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,729 at 4% or $106,486 at 6%.
201816$710,939$80,043$13,341iApproximate average salary by contribution assumption: employee only about $333,513 at 4% or $222,342 at 6%; with 50% employer match about $222,342 at 4% or $148,228 at 6%; with 100% employer match about $166,756 at 4% or $111,171 at 6%.
James Bales Financial 401(K) Plan-6$710,939$80,043$13,341iApproximate average salary by contribution assumption: employee only about $333,513 at 4% or $222,342 at 6%; with 50% employer match about $222,342 at 4% or $148,228 at 6%; with 100% employer match about $166,756 at 4% or $111,171 at 6%.
201716$670,656$77,319$12,887iApproximate average salary by contribution assumption: employee only about $322,163 at 4% or $214,775 at 6%; with 50% employer match about $214,775 at 4% or $143,183 at 6%; with 100% employer match about $161,081 at 4% or $107,388 at 6%.
James Bales Financial 401(K) Plan-6$670,656$77,319$12,887iApproximate average salary by contribution assumption: employee only about $322,163 at 4% or $214,775 at 6%; with 50% employer match about $214,775 at 4% or $143,183 at 6%; with 100% employer match about $161,081 at 4% or $107,388 at 6%.
201616$541,238$78,704$13,117iApproximate average salary by contribution assumption: employee only about $327,933 at 4% or $218,622 at 6%; with 50% employer match about $218,622 at 4% or $145,748 at 6%; with 100% employer match about $163,967 at 4% or $109,311 at 6%.
James Bales Financial 401(K) Plan-6$541,238$78,704$13,117iApproximate average salary by contribution assumption: employee only about $327,933 at 4% or $218,622 at 6%; with 50% employer match about $218,622 at 4% or $145,748 at 6%; with 100% employer match about $163,967 at 4% or $109,311 at 6%.
201517$445,343$449,426$64,204iApproximate average salary by contribution assumption: employee only about $1,605,093 at 4% or $1,070,062 at 6%; with 50% employer match about $1,070,062 at 4% or $713,375 at 6%; with 100% employer match about $802,546 at 4% or $535,031 at 6%.
James Bales Financial 401(K) Plan-7$445,343$449,426$64,204iApproximate average salary by contribution assumption: employee only about $1,605,093 at 4% or $1,070,062 at 6%; with 50% employer match about $1,070,062 at 4% or $713,375 at 6%; with 100% employer match about $802,546 at 4% or $535,031 at 6%.