Civic Intelligence

Heritage Bookshop Inc.

Plan context: HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN

EIN 95-2792603 • Beverly Hills, CA • 24 filings • 7 plans

9024 Burton WayBeverly Hills, CA 90211
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$1,193

2012 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$3,594,859$1,797,430$0199920102011YearValue
$1,193Latest year 2011

Participants Over Time

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

21110199920052011YearValue
2Latest year 2011

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
201210$0$0-
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-0$0--
201112$1,193$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-2$1,193$15,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201013$2,272,927$0-
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-3$2,272,927--
2009121$2,360,519$0-
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-21$2,360,519--
200810$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-0---
200723$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-2---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-3---
200613$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-3---
2005215$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-15---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-15---
2004316$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-16---
HERITAGE BOOK SHOP INC. DEFINED BENEFIT PENSION PLAN-16---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-16---
2003217$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-17---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-15---
2002221$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-21---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-18---
2001217$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-17---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-14---
2000317$0$0-
Heritage Bookshop Inc. Profit Sharing Plan-17---
HERITAGE BOOK SHOP, INC. DEFINED BENEFIT PENSION PLAN-11---
Heritage Bookshop Inc. Money Purchase Pension Plan-15---
1999218$3,594,859$234,475$13,026iApproximate average salary by contribution assumption: employee only about $325,660 at 4% or $217,106 at 6%; with 50% employer match about $217,106 at 4% or $144,738 at 6%; with 100% employer match about $162,830 at 4% or $108,553 at 6%.
Heritage Bookshop Inc. Money Purchase Pension Plan-18$2,165,839$138,742$7,708iApproximate average salary by contribution assumption: employee only about $192,697 at 4% or $128,465 at 6%; with 50% employer match about $128,465 at 4% or $85,643 at 6%; with 100% employer match about $96,349 at 4% or $64,232 at 6%.
Heritage Bookshop Inc. Profit Sharing Plan-18$1,429,020$95,733$5,319iApproximate average salary by contribution assumption: employee only about $132,963 at 4% or $88,642 at 6%; with 50% employer match about $88,642 at 4% or $59,094 at 6%; with 100% employer match about $66,481 at 4% or $44,321 at 6%.