Heritage Book Shop LLC
Plan context: Heritage Book Shop LLC 401(K) Plan
EIN 33-1192335 • Beverly Hills, CA • 16 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$9,533,337
2024 Contributions
$92,110
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $9,533,337 | $92,110 | $23,028iApproximate average salary by contribution assumption: employee only about $575,688 at 4% or $383,792 at 6%; with 50% employer match about $383,792 at 4% or $255,861 at 6%; with 100% employer match about $287,844 at 4% or $191,896 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 4 | $9,533,337 | $92,110 | $23,028iApproximate average salary by contribution assumption: employee only about $575,688 at 4% or $383,792 at 6%; with 50% employer match about $383,792 at 4% or $255,861 at 6%; with 100% employer match about $287,844 at 4% or $191,896 at 6%. |
| 2023 | 1 | 5 | $7,337,128 | $75,123 | $15,025iApproximate average salary by contribution assumption: employee only about $375,615 at 4% or $250,410 at 6%; with 50% employer match about $250,410 at 4% or $166,940 at 6%; with 100% employer match about $187,808 at 4% or $125,205 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 5 | $7,337,128 | $75,123 | $15,025iApproximate average salary by contribution assumption: employee only about $375,615 at 4% or $250,410 at 6%; with 50% employer match about $250,410 at 4% or $166,940 at 6%; with 100% employer match about $187,808 at 4% or $125,205 at 6%. |
| 2022 | 1 | 5 | $6,172,695 | $191,773 | $38,355iApproximate average salary by contribution assumption: employee only about $958,865 at 4% or $639,243 at 6%; with 50% employer match about $639,243 at 4% or $426,162 at 6%; with 100% employer match about $479,433 at 4% or $319,622 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 5 | $6,172,695 | $191,773 | $38,355iApproximate average salary by contribution assumption: employee only about $958,865 at 4% or $639,243 at 6%; with 50% employer match about $639,243 at 4% or $426,162 at 6%; with 100% employer match about $479,433 at 4% or $319,622 at 6%. |
| 2021 | 1 | 5 | $7,264,619 | $0 | - |
| Heritage Book Shop LLC 401(K) Plan | - | 5 | $7,264,619 | $0 | - |
| 2020 | 1 | 5 | $6,436,169 | $114,725 | $22,945iApproximate average salary by contribution assumption: employee only about $573,625 at 4% or $382,417 at 6%; with 50% employer match about $382,417 at 4% or $254,944 at 6%; with 100% employer match about $286,813 at 4% or $191,208 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 5 | $6,436,169 | $114,725 | $22,945iApproximate average salary by contribution assumption: employee only about $573,625 at 4% or $382,417 at 6%; with 50% employer match about $382,417 at 4% or $254,944 at 6%; with 100% employer match about $286,813 at 4% or $191,208 at 6%. |
| 2019 | 1 | 6 | $5,638,431 | $104,403 | $17,401iApproximate average salary by contribution assumption: employee only about $435,013 at 4% or $290,008 at 6%; with 50% employer match about $290,008 at 4% or $193,339 at 6%; with 100% employer match about $217,506 at 4% or $145,004 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 6 | $5,638,431 | $104,403 | $17,401iApproximate average salary by contribution assumption: employee only about $435,013 at 4% or $290,008 at 6%; with 50% employer match about $290,008 at 4% or $193,339 at 6%; with 100% employer match about $217,506 at 4% or $145,004 at 6%. |
| 2018 | 1 | 6 | $4,609,946 | $40,910 | $6,818iApproximate average salary by contribution assumption: employee only about $170,458 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,819 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 6 | $4,609,946 | $40,910 | $6,818iApproximate average salary by contribution assumption: employee only about $170,458 at 4% or $113,639 at 6%; with 50% employer match about $113,639 at 4% or $75,759 at 6%; with 100% employer match about $85,229 at 4% or $56,819 at 6%. |
| 2017 | 1 | 6 | $4,885,705 | $90,089 | $15,015iApproximate average salary by contribution assumption: employee only about $375,371 at 4% or $250,247 at 6%; with 50% employer match about $250,247 at 4% or $166,831 at 6%; with 100% employer match about $187,685 at 4% or $125,124 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 6 | $4,885,705 | $90,089 | $15,015iApproximate average salary by contribution assumption: employee only about $375,371 at 4% or $250,247 at 6%; with 50% employer match about $250,247 at 4% or $166,831 at 6%; with 100% employer match about $187,685 at 4% or $125,124 at 6%. |
| 2016 | 1 | 7 | $4,304,650 | $96,133 | $13,733iApproximate average salary by contribution assumption: employee only about $343,332 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 7 | $4,304,650 | $96,133 | $13,733iApproximate average salary by contribution assumption: employee only about $343,332 at 4% or $228,888 at 6%; with 50% employer match about $228,888 at 4% or $152,592 at 6%; with 100% employer match about $171,666 at 4% or $114,444 at 6%. |
| 2015 | 1 | 8 | $4,099,405 | $121,881 | $15,235iApproximate average salary by contribution assumption: employee only about $380,878 at 4% or $253,919 at 6%; with 50% employer match about $253,919 at 4% or $169,279 at 6%; with 100% employer match about $190,439 at 4% or $126,959 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 8 | $4,099,405 | $121,881 | $15,235iApproximate average salary by contribution assumption: employee only about $380,878 at 4% or $253,919 at 6%; with 50% employer match about $253,919 at 4% or $169,279 at 6%; with 100% employer match about $190,439 at 4% or $126,959 at 6%. |
| 2014 | 1 | 8 | $4,144,831 | $109,535 | $13,692iApproximate average salary by contribution assumption: employee only about $342,297 at 4% or $228,198 at 6%; with 50% employer match about $228,198 at 4% or $152,132 at 6%; with 100% employer match about $171,148 at 4% or $114,099 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 8 | $4,144,831 | $109,535 | $13,692iApproximate average salary by contribution assumption: employee only about $342,297 at 4% or $228,198 at 6%; with 50% employer match about $228,198 at 4% or $152,132 at 6%; with 100% employer match about $171,148 at 4% or $114,099 at 6%. |
| 2013 | 1 | 6 | $3,861,321 | $72,425 | $12,071iApproximate average salary by contribution assumption: employee only about $301,771 at 4% or $201,181 at 6%; with 50% employer match about $201,181 at 4% or $134,120 at 6%; with 100% employer match about $150,885 at 4% or $100,590 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 6 | $3,861,321 | $72,425 | $12,071iApproximate average salary by contribution assumption: employee only about $301,771 at 4% or $201,181 at 6%; with 50% employer match about $201,181 at 4% or $134,120 at 6%; with 100% employer match about $150,885 at 4% or $100,590 at 6%. |
| 2012 | 1 | 7 | $6,020,017 | $1,082,649 | $154,664iApproximate average salary by contribution assumption: employee only about $3,866,604 at 4% or $2,577,736 at 6%; with 50% employer match about $2,577,736 at 4% or $1,718,490 at 6%; with 100% employer match about $1,933,302 at 4% or $1,288,868 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 7 | $6,020,017 | $1,082,649 | $154,664iApproximate average salary by contribution assumption: employee only about $3,866,604 at 4% or $2,577,736 at 6%; with 50% employer match about $2,577,736 at 4% or $1,718,490 at 6%; with 100% employer match about $1,933,302 at 4% or $1,288,868 at 6%. |
| 2011 | 1 | 7 | $4,700,288 | $111,678 | $15,954iApproximate average salary by contribution assumption: employee only about $398,850 at 4% or $265,900 at 6%; with 50% employer match about $265,900 at 4% or $177,267 at 6%; with 100% employer match about $199,425 at 4% or $132,950 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 7 | $4,700,288 | $111,678 | $15,954iApproximate average salary by contribution assumption: employee only about $398,850 at 4% or $265,900 at 6%; with 50% employer match about $265,900 at 4% or $177,267 at 6%; with 100% employer match about $199,425 at 4% or $132,950 at 6%. |
| 2010 | 1 | 1 | $4,682,858 | $25,920 | $25,920iApproximate average salary by contribution assumption: employee only about $648,000 at 4% or $432,000 at 6%; with 50% employer match about $432,000 at 4% or $288,000 at 6%; with 100% employer match about $324,000 at 4% or $216,000 at 6%. |
| Heritage Book Shop LLC 401(K) Plan | - | 1 | $4,682,858 | $25,920 | $25,920iApproximate average salary by contribution assumption: employee only about $648,000 at 4% or $432,000 at 6%; with 50% employer match about $432,000 at 4% or $288,000 at 6%; with 100% employer match about $324,000 at 4% or $216,000 at 6%. |
| 2009 | 1 | 1 | $4,376,804 | $0 | - |
| Heritage Book Shop LLC 401(K) Plan | - | 1 | $4,376,804 | - | - |