Hafetz and Associates, L.L.C.

Form 5500

HAFETZ AND ASSOCIATES, LLC

609 New Road, Linwood, Nj 08221 (609) 872-0001 EIN:20-2067365 Plan Admin:Paul Eisenstein

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHAFETZ AND ASSOCIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 0 Assets BOY/EOY$4,116,003 / $0	2023	HAFETZ AND ASSOCIATES, LLC 401(K) PLAN - Plan #001	27 / 0	$4,116,003 / $0
2023	Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY26 / 0 Assets BOY/EOY$1,929,799 / $0	2023	HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	26 / 0	$1,929,799 / $0
2022	Plan NameHAFETZ AND ASSOCIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY24 / 27 Assets BOY/EOY$5,046,428 / $4,116,003	2022	HAFETZ AND ASSOCIATES, LLC 401(K) PLAN - Plan #001	24 / 27	$5,046,428 / $4,116,003
2022	Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY24 / 26 Assets BOY/EOY$2,093,681 / $1,929,799	2022	HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	24 / 26	$2,093,681 / $1,929,799
2021	Plan NameHAFETZ AND ASSOCIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY24 / 24 Assets BOY/EOY$4,204,311 / $5,046,428	2021	HAFETZ AND ASSOCIATES, LLC 401(K) PLAN - Plan #001	24 / 24	$4,204,311 / $5,046,428
2021	Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY25 / 24 Assets BOY/EOY$1,821,639 / $2,093,681	2021	HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	25 / 24	$1,821,639 / $2,093,681
2020	Plan NameHAFETZ AND ASSOCIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 24 Assets BOY/EOY$3,331,090 / $4,204,311	2020	HAFETZ AND ASSOCIATES, LLC 401(K) PLAN - Plan #001	27 / 24	$3,331,090 / $4,204,311
2020	Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY22 / 23 Assets BOY/EOY$0 / $0	2020	HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	22 / 23	$0 / $0
2019	Plan NameHAFETZ AND ASSOCIATES, LLC 401(K) PLAN Plan #001 Participants BOY/EOY27 / 27 Assets BOY/EOY$2,520,331 / $3,331,090	2019	HAFETZ AND ASSOCIATES, LLC 401(K) PLAN - Plan #001	27 / 27	$2,520,331 / $3,331,090
2019	Plan NameHAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY25 / 22 Assets BOY/EOY$0 / $0	2019	HAFETZ AND ASSOCIATES, LLC CASH BALANCE PLAN - Plan #002	25 / 22	$0 / $0