MICHAEL HALEBIAN & CO, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL HALEBIAN & CO., INC. 401(K) PLAN
401k plan membership statisitcs for MICHAEL HALEBIAN & CO., INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-26 | 87 |
| Total number of particpants at end of year | 2025-06-26 | 89 |
| Number of Participants With Account Balances | 2025-06-26 | 73 |
| 2024: MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-13 | 80 |
| Total number of particpants at end of year | 2024-05-13 | 88 |
| Number of Participants With Account Balances | 2024-05-13 | 67 |
| 2022: MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-12 | 59 |
| Total number of particpants at end of year | 2022-10-12 | 59 |
| Number of Participants With Account Balances | 2022-10-12 | 44 |
| 2011: MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 42 |
| Number of participants with account balances | 2011-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 42 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 44 |
| Number of participants with account balances | 2009-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-26 | 157276 |
| Net assets as of the end of the plan year | 2025-06-26 | 5856360 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 4719911 |
| Value of plan covered by a fidelity bond | 2025-06-26 | 1000000000 |
| Participant contributions to plan in this plan year | 2025-06-26 | 471136 |
| Value of participant loans at end of plan year | 2025-06-26 | 176464 |
| Other expenses paid from plan in this plan year | 2025-06-26 | 14719 |
| Other contributions to plan in this plan year | 2025-06-26 | 80848 |
| Other income to plan in this plan year | 2025-06-26 | 534407 |
| Plan net income in this plan year | 2025-06-26 | 1136449 |
| Net assets as of the end of the plan year | 2025-06-26 | 5856360 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 4719911 |
| Employer contributions to plan in this plan year | 2025-06-26 | 207334 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 30715 |
| 2024 : MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-13 | 151337 |
| Net assets as of the end of the plan year | 2024-05-13 | 4719911 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 3755521 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 300000 |
| Participant contributions to plan in this plan year | 2024-05-13 | 412006 |
| Value of participant loans at end of plan year | 2024-05-13 | 126447 |
| Other expenses paid from plan in this plan year | 2024-05-13 | 27323 |
| Other contributions to plan in this plan year | 2024-05-13 | 8137 |
| Other income to plan in this plan year | 2024-05-13 | 518360 |
| Plan net income in this plan year | 2024-05-13 | 964390 |
| Net assets as of the end of the plan year | 2024-05-13 | 4719911 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 3755521 |
| Employer contributions to plan in this plan year | 2024-05-13 | 177224 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 25297 |
| 2022 : MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-12 | 354597 |
| Net assets as of the end of the plan year | 2022-10-12 | 4066442 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 3640895 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 200000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 297121 |
| Value of participant loans at end of plan year | 2022-10-12 | 146512 |
| Other expenses paid from plan in this plan year | 2022-10-12 | 0 |
| Other contributions to plan in this plan year | 2022-10-12 | 56540 |
| Other income to plan in this plan year | 2022-10-12 | 426483 |
| Plan net income in this plan year | 2022-10-12 | 425547 |
| Net assets as of the end of the plan year | 2022-10-12 | 4066442 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 3640895 |
| Employer contributions to plan in this plan year | 2022-10-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 32804 |
| 2011 : MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $85,158 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $70 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,098,505 |
| Total plan assets at beginning of year | 2011-12-31 | $1,013,417 |
| Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $96,244 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-11,086 |
| Net income (gross income less expenses) | 2011-12-31 | $85,088 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,098,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,013,417 |
| Assets. Value of participant loans | 2011-12-31 | $64,021 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : MICHAEL HALEBIAN & CO., INC. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $186,100 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $70 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,013,417 |
| Total plan assets at beginning of year | 2010-12-31 | $827,387 |
| Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $86,756 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $70 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $99,344 |
| Net income (gross income less expenses) | 2010-12-31 | $186,030 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,013,417 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $827,387 |
| Assets. Value of participant loans | 2010-12-31 | $47,562 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |