Original filing (PDF)20251006005424NAL0001790483001

HABBAS & ASSOCIATES

Name: HABBAS & ASSOCIATES — HABBAS & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: HABBAS & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HABBAS & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HABBAS & ASSOCIATES.

Plan sponsor

Name

HABBAS & ASSOCIATES

EIN

20-3175340

Address

675 N 1ST STREET, SUITE 1000 · SAN JOSE, CA · 95112

Phone

(888) 387-4053

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Law Offices plans

GERAGHTY & BONNANO, LLC

GERAGHTY & BONNANO, LLC 401(K) P/S PLAN

$2.2M · 7 participants

THE DUNNING LAW FIRM, A.P.C.

THE DUNNING LAW FIRM, APC PROFIT SHARING PLAN

$2.2M · 6 participants

SILVER & SILVER, LLP

SILVER & SILVER, LLP 401(K) PROFIT SHARING PLAN

$2.2M · 5 participants

LITTNER & LITTNER LAW OFFICES PLLC

LITTNER & LITTNER LAW OFFICES PLLC 401(K) PLAN

$2.2M · 4 participants

KASSIN AND CARROW LLC

KASSIN & CARROW, LLC 401(K) PLAN