James Bales Financial, L.L.C.
Virginia
Registered In
01/24/2001
Incorp. Date
Company Summary
James Bales Financial, L.L.C. at 15 Ferguson St, Poquoson, Va 23662 lists Steven A. Meade of Newport News, VA.
Overview
Registered In
Virginia
Incorporation Date
Company Type
Llc
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Steven A. Meade
Registered Agent
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12350 JEFFERSON AVE STE 370, NEWPORT NEWS, VA 23602
|
Showing current associates only (1 of 2 total associates). Create a free account to see the full associate history
Map & Locations
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15 FERGUSON ST, POQUOSON, VA 23662
View Map
|
Financials
Financial Information for James Bales Financial, L.L.C.
Form 5500
JAMES BALES FINANCIAL LLC
729 Thimble Shoals Blvd, UNIT 1-e, Newport News, Va 23606 (757) 591-9404 EIN:54-2028376 Plan Admin:Mary Mcgonigle| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJAMES BALES FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,030,568 / $1,118,575 | 2023 | JAMES BALES FINANCIAL 401(K) PLAN - Plan #001 | 9 / 9 | $1,030,568 / $1,118,575 |
| 2022 | Plan NameJAMES BALES FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,148,070 / $1,030,568 | 2022 | JAMES BALES FINANCIAL 401(K) PLAN - Plan #001 | 8 / 9 | $1,148,070 / $1,030,568 |
| 2021 | Plan NameJAMES BALES FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$1,105,052 / $1,148,070 | 2021 | JAMES BALES FINANCIAL 401(K) PLAN - Plan #001 | 7 / 8 | $1,105,052 / $1,148,070 |
| 2020 | Plan NameJAMES BALES FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$938,820 / $1,105,052 | 2020 | JAMES BALES FINANCIAL 401(K) PLAN - Plan #001 | 7 / 7 | $938,820 / $1,105,052 |
| 2019 | Plan NameJAMES BALES FINANCIAL 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$710,939 / $938,820 | 2019 | JAMES BALES FINANCIAL 401(K) PLAN - Plan #001 | 6 / 7 | $710,939 / $938,820 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JAMES BALES FINANCIAL LLC
729 Thimble Shoals Blvd, Newport News, Va 23606-4217 Industry:Insurance Agencies and Brokerages| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/15/2020 | Approved$104,000 Forgiven$104,948 LenderThe Old Point National Bank of Phoebus Jobs7 | 04/15/2020 | $104,000 | $104,948 | The Old Point National Bank of Phoebus | 7 |
PPP Loans based on Paycheck Protection Program.
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Sources
The following government agencies have contributed data:
• Commonwealth of Virginia State Corporation Commission (SCC) • U.S. Department of Labor • U.S. Small Business Administration
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