E. Halem & Associates LLC
Plan context: E. Halem & Associates LLC 401(K) Profit Sharing Plan
EIN 26-4035139 • Newbury Park, CA • 13 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
20
2025 Assets
$2,314,836
2025 Contributions
$8,298
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $8,298 | - |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $8,298 | - |
| 2024 | 1 | 20 | $2,314,836 | $144,320 | $7,216iApproximate average salary by contribution assumption: employee only about $180,400 at 4% or $120,267 at 6%; with 50% employer match about $120,267 at 4% or $80,178 at 6%; with 100% employer match about $90,200 at 4% or $60,133 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 20 | $2,314,836 | $144,320 | $7,216iApproximate average salary by contribution assumption: employee only about $180,400 at 4% or $120,267 at 6%; with 50% employer match about $120,267 at 4% or $80,178 at 6%; with 100% employer match about $90,200 at 4% or $60,133 at 6%. |
| 2023 | 1 | 24 | $1,962,573 | $166,005 | $6,917iApproximate average salary by contribution assumption: employee only about $172,922 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,641 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 24 | $1,962,573 | $166,005 | $6,917iApproximate average salary by contribution assumption: employee only about $172,922 at 4% or $115,281 at 6%; with 50% employer match about $115,281 at 4% or $76,854 at 6%; with 100% employer match about $86,461 at 4% or $57,641 at 6%. |
| 2022 | 1 | 23 | $1,540,474 | $143,732 | $6,249iApproximate average salary by contribution assumption: employee only about $156,230 at 4% or $104,154 at 6%; with 50% employer match about $104,154 at 4% or $69,436 at 6%; with 100% employer match about $78,115 at 4% or $52,077 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 23 | $1,540,474 | $143,732 | $6,249iApproximate average salary by contribution assumption: employee only about $156,230 at 4% or $104,154 at 6%; with 50% employer match about $104,154 at 4% or $69,436 at 6%; with 100% employer match about $78,115 at 4% or $52,077 at 6%. |
| 2021 | 1 | 23 | $2,186,430 | $98,795 | $4,295iApproximate average salary by contribution assumption: employee only about $107,386 at 4% or $71,591 at 6%; with 50% employer match about $71,591 at 4% or $47,727 at 6%; with 100% employer match about $53,693 at 4% or $35,795 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 23 | $2,186,430 | $98,795 | $4,295iApproximate average salary by contribution assumption: employee only about $107,386 at 4% or $71,591 at 6%; with 50% employer match about $71,591 at 4% or $47,727 at 6%; with 100% employer match about $53,693 at 4% or $35,795 at 6%. |
| 2020 | 1 | 22 | $1,833,907 | $217,938 | $9,906iApproximate average salary by contribution assumption: employee only about $247,657 at 4% or $165,105 at 6%; with 50% employer match about $165,105 at 4% or $110,070 at 6%; with 100% employer match about $123,828 at 4% or $82,552 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 22 | $1,833,907 | $217,938 | $9,906iApproximate average salary by contribution assumption: employee only about $247,657 at 4% or $165,105 at 6%; with 50% employer match about $165,105 at 4% or $110,070 at 6%; with 100% employer match about $123,828 at 4% or $82,552 at 6%. |
| 2019 | 1 | 16 | $1,336,581 | $91,491 | $5,718iApproximate average salary by contribution assumption: employee only about $142,955 at 4% or $95,303 at 6%; with 50% employer match about $95,303 at 4% or $63,535 at 6%; with 100% employer match about $71,477 at 4% or $47,652 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 16 | $1,336,581 | $91,491 | $5,718iApproximate average salary by contribution assumption: employee only about $142,955 at 4% or $95,303 at 6%; with 50% employer match about $95,303 at 4% or $63,535 at 6%; with 100% employer match about $71,477 at 4% or $47,652 at 6%. |
| 2018 | 1 | 14 | $1,015,732 | $87,427 | $6,245iApproximate average salary by contribution assumption: employee only about $156,120 at 4% or $104,080 at 6%; with 50% employer match about $104,080 at 4% or $69,387 at 6%; with 100% employer match about $78,060 at 4% or $52,040 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 14 | $1,015,732 | $87,427 | $6,245iApproximate average salary by contribution assumption: employee only about $156,120 at 4% or $104,080 at 6%; with 50% employer match about $104,080 at 4% or $69,387 at 6%; with 100% employer match about $78,060 at 4% or $52,040 at 6%. |
| 2017 | 1 | 18 | $1,037,716 | $89,847 | $4,992iApproximate average salary by contribution assumption: employee only about $124,788 at 4% or $83,192 at 6%; with 50% employer match about $83,192 at 4% or $55,461 at 6%; with 100% employer match about $62,394 at 4% or $41,596 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 18 | $1,037,716 | $89,847 | $4,992iApproximate average salary by contribution assumption: employee only about $124,788 at 4% or $83,192 at 6%; with 50% employer match about $83,192 at 4% or $55,461 at 6%; with 100% employer match about $62,394 at 4% or $41,596 at 6%. |
| 2016 | 1 | 21 | $1,532,014 | $111,991 | $5,333iApproximate average salary by contribution assumption: employee only about $133,323 at 4% or $88,882 at 6%; with 50% employer match about $88,882 at 4% or $59,254 at 6%; with 100% employer match about $66,661 at 4% or $44,441 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 21 | $1,532,014 | $111,991 | $5,333iApproximate average salary by contribution assumption: employee only about $133,323 at 4% or $88,882 at 6%; with 50% employer match about $88,882 at 4% or $59,254 at 6%; with 100% employer match about $66,661 at 4% or $44,441 at 6%. |
| 2015 | 1 | 20 | $1,562,810 | $97,251 | $4,863iApproximate average salary by contribution assumption: employee only about $121,564 at 4% or $81,043 at 6%; with 50% employer match about $81,043 at 4% or $54,028 at 6%; with 100% employer match about $60,782 at 4% or $40,521 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 20 | $1,562,810 | $97,251 | $4,863iApproximate average salary by contribution assumption: employee only about $121,564 at 4% or $81,043 at 6%; with 50% employer match about $81,043 at 4% or $54,028 at 6%; with 100% employer match about $60,782 at 4% or $40,521 at 6%. |
| 2014 | 1 | 27 | $1,531,712 | $100,946 | $3,739iApproximate average salary by contribution assumption: employee only about $93,469 at 4% or $62,312 at 6%; with 50% employer match about $62,312 at 4% or $41,542 at 6%; with 100% employer match about $46,734 at 4% or $31,156 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 27 | $1,531,712 | $100,946 | $3,739iApproximate average salary by contribution assumption: employee only about $93,469 at 4% or $62,312 at 6%; with 50% employer match about $62,312 at 4% or $41,542 at 6%; with 100% employer match about $46,734 at 4% or $31,156 at 6%. |
| 2013 | 1 | 23 | $1,477,522 | $89,879 | $3,908iApproximate average salary by contribution assumption: employee only about $97,695 at 4% or $65,130 at 6%; with 50% employer match about $65,130 at 4% or $43,420 at 6%; with 100% employer match about $48,847 at 4% or $32,565 at 6%. |
| E. Halem & Associates LLC 401(K) Profit Sharing Plan | - | 23 | $1,477,522 | $89,879 | $3,908iApproximate average salary by contribution assumption: employee only about $97,695 at 4% or $65,130 at 6%; with 50% employer match about $65,130 at 4% or $43,420 at 6%; with 100% employer match about $48,847 at 4% or $32,565 at 6%. |