Civic Intelligence

Halprin Inc.

Plan context: Halprin Inc. Defined Benefit Pension Plan

EIN 20-2098398 • Agoura Hills, CA • 17 filings • 1 plans

28047 Dorothy Dr.Suite 200Agoura Hills, CA 91301
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$2,458,063

2023 Contributions

$100,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,439,324$1,719,662$0200720152022YearValue
$2,458,063Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

320200720152022YearValue
3Latest year 2022

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$0-
Halprin Inc. Defined Benefit Pension Plan-0$0$0-
202213$2,458,063$0-
Halprin Inc. Defined Benefit Pension Plan-3$2,458,063$0-
202113$3,439,324$0-
Halprin Inc. Defined Benefit Pension Plan-3$3,439,324$0-
202013$3,032,626$0-
Halprin Inc. Defined Benefit Pension Plan-3$3,032,626$0-
201913$2,308,909$0-
Halprin Inc. Defined Benefit Pension Plan-3$2,308,909$0-
201813$1,841,666$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$1,841,666$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
201713$1,755,650$0-
Halprin Inc. Defined Benefit Pension Plan-3$1,755,650--
201613$1,519,109$0-
Halprin Inc. Defined Benefit Pension Plan-3$1,519,109--
201513$1,399,664$0-
Halprin Inc. Defined Benefit Pension Plan-3$1,399,664--
201413$1,339,239$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$1,339,239$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201313$1,108,741$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$1,108,741$102,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
201213$954,874$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$954,874$65,000$21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%.
201113$869,736$92,000$30,667iApproximate average salary by contribution assumption: employee only about $766,667 at 4% or $511,111 at 6%; with 50% employer match about $511,111 at 4% or $340,741 at 6%; with 100% employer match about $383,333 at 4% or $255,556 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$869,736$92,000$30,667iApproximate average salary by contribution assumption: employee only about $766,667 at 4% or $511,111 at 6%; with 50% employer match about $511,111 at 4% or $340,741 at 6%; with 100% employer match about $383,333 at 4% or $255,556 at 6%.
201013$748,295$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$748,295$8,000$2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%.
200913$739,358$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$739,358$183,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
200813$0$0-
Halprin Inc. Defined Benefit Pension Plan-3---
200713$400,833$191,619$63,873iApproximate average salary by contribution assumption: employee only about $1,596,825 at 4% or $1,064,550 at 6%; with 50% employer match about $1,064,550 at 4% or $709,700 at 6%; with 100% employer match about $798,413 at 4% or $532,275 at 6%.
Halprin Inc. Defined Benefit Pension Plan-3$400,833$191,619$63,873iApproximate average salary by contribution assumption: employee only about $1,596,825 at 4% or $1,064,550 at 6%; with 50% employer match about $1,064,550 at 4% or $709,700 at 6%; with 100% employer match about $798,413 at 4% or $532,275 at 6%.