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BALES SOMMERS & KLEIN, P.A.

Company Details

Entity Name: BALES SOMMERS & KLEIN, P.A.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 12 Jul 2000 (25 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 08 May 2006 (19 years ago)
Document Number: P00000067809
FEI/EIN Number 651028822
Address: 2 SO. BISCAYNE BLVD, SUITE 1881, MIAMI, FL, 33131-1808
Mail Address: 2 SO. BISCAYNE BLVD, SUITE 1881, MIAMI, FL, 33131-1808
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2023 592461894 2024-10-16 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2022 592461894 2023-10-16 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2021 592461894 2022-12-28 BALES SOMMERS & KLEIN, P.A. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2020 592461894 2021-10-06 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2019 592461894 2020-10-05 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2018 592461894 2019-09-27 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2017 592461894 2018-10-08 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
3RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2016 592461894 2018-01-18 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2015 592461894 2016-10-14 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808
RICHARD M. BALES, JR., P.A. PROFIT SHARING PLAN 2014 592461894 2015-10-15 BALES SOMMERS & KLEIN, P.A. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1999-01-01
Business code 541110
Sponsor’s telephone number 3053721200
Plan sponsor’s address 2 SOUTH BISCAYNE BLVD., SUITE 1881, MIAMI, FL, 331311808

Signature of

Role Plan administrator
Date 2015-10-15
Name of individual signing RICHARD M. BALES, JR.
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
BALES RICHARD M Agent 2 SO. BISCAYNE BLVD, MIAMI, FL, 331311808

Director

Name Role Address
BALES RICHARD M Director 2 SO. BISCAYNE BLVD. SUITE 1881, MIAMI, FL, 331311808

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2007-04-23 2 SO. BISCAYNE BLVD, SUITE 1881, MIAMI, FL 33131-1808 No data
CHANGE OF MAILING ADDRESS 2007-04-23 2 SO. BISCAYNE BLVD, SUITE 1881, MIAMI, FL 33131-1808 No data
REGISTERED AGENT ADDRESS CHANGED 2007-04-23 2 SO. BISCAYNE BLVD, SUITE 1881, MIAMI, FL 33131-1808 No data
NAME CHANGE AMENDMENT 2006-05-08 BALES SOMMERS & KLEIN, P.A. No data

Documents

Name Date
ANNUAL REPORT 2024-04-17
ANNUAL REPORT 2023-05-05
ANNUAL REPORT 2022-04-26
ANNUAL REPORT 2021-04-26
ANNUAL REPORT 2020-05-14
ANNUAL REPORT 2019-04-23
ANNUAL REPORT 2018-03-29
ANNUAL REPORT 2017-03-30
ANNUAL REPORT 2016-04-15
ANNUAL REPORT 2015-04-28

Date of last update: 03 Feb 2025

Sources: Florida Department of State