Original filing (PDF)20250625074825NAL0007871441001

HALBAR INC. DBA HALBAR ASSOCIATES

Name: HALBAR INC. DBA HALBAR ASSOCIATES — HALBAR INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HALBAR INC. DBA HALBAR ASSOCIATES

Form 5500-SF

FILING_RECEIVED

HALBAR INC. PROFIT SHARING PLAN

Defined-contribution retirement 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 HALBAR INC. DBA HALBAR ASSOCIATES.

Plan sponsor

Name

HALBAR INC. DBA HALBAR ASSOCIATES

EIN

95-4232412

Address

2681 DOW AVE. SUITE B1 · TUSTIN, CA · 92780

Phone

(714) 731-2222

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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