Halbert Hargrove Global Advisors, LLC

Form 5500

HALBERT HARGROVE GLOBAL ADVISORS, LLC

PO Box 1070, Long Beach, Ca 90801 (562) 435-5657 EIN:33-0804608 Plan Admin:John C. Abusaid

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY54 / 59 Assets BOY/EOY$18,863,164 / $17,740,122	2022	HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST - Plan #002	54 / 59	$18,863,164 / $17,740,122
2022	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY44 / 41 Assets BOY/EOY$1,201,539 / $1,207,433	2022	HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN - Plan #003	44 / 41	$1,201,539 / $1,207,433
2021	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY51 / 51 Assets BOY/EOY$15,732,900 / $18,863,164	2021	HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST - Plan #002	51 / 51	$15,732,900 / $18,863,164
2021	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY46 / 44 Assets BOY/EOY$711,220 / $1,201,539	2021	HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN - Plan #003	46 / 44	$711,220 / $1,201,539
2020	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY56 / 50 Assets BOY/EOY$15,009,543 / $15,732,900	2020	HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST - Plan #002	56 / 50	$15,009,543 / $15,732,900
2020	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY43 / 45 Assets BOY/EOY$1,005,685 / $711,220	2020	HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN - Plan #003	43 / 45	$1,005,685 / $711,220
2019	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST Plan #002 Participants BOY/EOY54 / 56 Assets BOY/EOY$12,409,083 / $15,009,543	2019	HALBERT HARGROVE GLOBAL ADVISORS, LLC EMPLOYEES' 401(K) PLAN AND TRUST - Plan #002	54 / 56	$12,409,083 / $15,009,543
2019	Plan NameHALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN Plan #003 Participants BOY/EOY39 / 38 Assets BOY/EOY$841,747 / $1,005,685	2019	HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN - Plan #003	39 / 38	$841,747 / $1,005,685