Civic Intelligence

WINE VALLEY INSURANCE SERVICES, INC.

Plan context: WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN

EIN 01-0560478 • Napa, CA • 17 filings • 1 plans

2017 Redwood RoadNapa, CA 94558
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$3,121,700

2025 Contributions

$89,718

Historical Graphs

Total Assets Over Time

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

$3,121,700$1,560,850$0200920172025YearValue
$3,121,700Latest year 2025

Participants Over Time

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

950200920172025YearValue
7Latest year 2025

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
202517$3,121,700$89,718$12,817iApproximate average salary by contribution assumption: employee only about $320,421 at 4% or $213,614 at 6%; with 50% employer match about $213,614 at 4% or $142,410 at 6%; with 100% employer match about $160,211 at 4% or $106,807 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-7$3,121,700$89,718$12,817iApproximate average salary by contribution assumption: employee only about $320,421 at 4% or $213,614 at 6%; with 50% employer match about $213,614 at 4% or $142,410 at 6%; with 100% employer match about $160,211 at 4% or $106,807 at 6%.
202417$2,589,099$171,977$24,568iApproximate average salary by contribution assumption: employee only about $614,204 at 4% or $409,469 at 6%; with 50% employer match about $409,469 at 4% or $272,979 at 6%; with 100% employer match about $307,102 at 4% or $204,735 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-7$2,589,099$171,977$24,568iApproximate average salary by contribution assumption: employee only about $614,204 at 4% or $409,469 at 6%; with 50% employer match about $409,469 at 4% or $272,979 at 6%; with 100% employer match about $307,102 at 4% or $204,735 at 6%.
202318$2,111,326$79,274$9,909iApproximate average salary by contribution assumption: employee only about $247,731 at 4% or $165,154 at 6%; with 50% employer match about $165,154 at 4% or $110,103 at 6%; with 100% employer match about $123,866 at 4% or $82,577 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$2,111,326$79,274$9,909iApproximate average salary by contribution assumption: employee only about $247,731 at 4% or $165,154 at 6%; with 50% employer match about $165,154 at 4% or $110,103 at 6%; with 100% employer match about $123,866 at 4% or $82,577 at 6%.
202218$1,720,740$70,280$8,785iApproximate average salary by contribution assumption: employee only about $219,625 at 4% or $146,417 at 6%; with 50% employer match about $146,417 at 4% or $97,611 at 6%; with 100% employer match about $109,813 at 4% or $73,208 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$1,720,740$70,280$8,785iApproximate average salary by contribution assumption: employee only about $219,625 at 4% or $146,417 at 6%; with 50% employer match about $146,417 at 4% or $97,611 at 6%; with 100% employer match about $109,813 at 4% or $73,208 at 6%.
202117$1,995,736$95,995$13,714iApproximate average salary by contribution assumption: employee only about $342,839 at 4% or $228,560 at 6%; with 50% employer match about $228,560 at 4% or $152,373 at 6%; with 100% employer match about $171,420 at 4% or $114,280 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-7$1,995,736$95,995$13,714iApproximate average salary by contribution assumption: employee only about $342,839 at 4% or $228,560 at 6%; with 50% employer match about $228,560 at 4% or $152,373 at 6%; with 100% employer match about $171,420 at 4% or $114,280 at 6%.
202016$1,609,815$63,764$10,627iApproximate average salary by contribution assumption: employee only about $265,683 at 4% or $177,122 at 6%; with 50% employer match about $177,122 at 4% or $118,081 at 6%; with 100% employer match about $132,842 at 4% or $88,561 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-6$1,609,815$63,764$10,627iApproximate average salary by contribution assumption: employee only about $265,683 at 4% or $177,122 at 6%; with 50% employer match about $177,122 at 4% or $118,081 at 6%; with 100% employer match about $132,842 at 4% or $88,561 at 6%.
201915$1,307,669$113,557$22,711iApproximate average salary by contribution assumption: employee only about $567,785 at 4% or $378,523 at 6%; with 50% employer match about $378,523 at 4% or $252,349 at 6%; with 100% employer match about $283,893 at 4% or $189,262 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-5$1,307,669$113,557$22,711iApproximate average salary by contribution assumption: employee only about $567,785 at 4% or $378,523 at 6%; with 50% employer match about $378,523 at 4% or $252,349 at 6%; with 100% employer match about $283,893 at 4% or $189,262 at 6%.
201815$973,950$110,142$22,028iApproximate average salary by contribution assumption: employee only about $550,710 at 4% or $367,140 at 6%; with 50% employer match about $367,140 at 4% or $244,760 at 6%; with 100% employer match about $275,355 at 4% or $183,570 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-5$973,950$110,142$22,028iApproximate average salary by contribution assumption: employee only about $550,710 at 4% or $367,140 at 6%; with 50% employer match about $367,140 at 4% or $244,760 at 6%; with 100% employer match about $275,355 at 4% or $183,570 at 6%.
201716$1,012,243$71,833$11,972iApproximate average salary by contribution assumption: employee only about $299,304 at 4% or $199,536 at 6%; with 50% employer match about $199,536 at 4% or $133,024 at 6%; with 100% employer match about $149,652 at 4% or $99,768 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-6$1,012,243$71,833$11,972iApproximate average salary by contribution assumption: employee only about $299,304 at 4% or $199,536 at 6%; with 50% employer match about $199,536 at 4% or $133,024 at 6%; with 100% employer match about $149,652 at 4% or $99,768 at 6%.
201617$818,933$79,989$11,427iApproximate average salary by contribution assumption: employee only about $285,675 at 4% or $190,450 at 6%; with 50% employer match about $190,450 at 4% or $126,967 at 6%; with 100% employer match about $142,838 at 4% or $95,225 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-7$818,933$79,989$11,427iApproximate average salary by contribution assumption: employee only about $285,675 at 4% or $190,450 at 6%; with 50% employer match about $190,450 at 4% or $126,967 at 6%; with 100% employer match about $142,838 at 4% or $95,225 at 6%.
201518$902,031$137,280$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$902,031$137,280$17,160iApproximate average salary by contribution assumption: employee only about $429,000 at 4% or $286,000 at 6%; with 50% employer match about $286,000 at 4% or $190,667 at 6%; with 100% employer match about $214,500 at 4% or $143,000 at 6%.
201419$762,903$151,190$16,799iApproximate average salary by contribution assumption: employee only about $419,972 at 4% or $279,981 at 6%; with 50% employer match about $279,981 at 4% or $186,654 at 6%; with 100% employer match about $209,986 at 4% or $139,991 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-9$762,903$151,190$16,799iApproximate average salary by contribution assumption: employee only about $419,972 at 4% or $279,981 at 6%; with 50% employer match about $279,981 at 4% or $186,654 at 6%; with 100% employer match about $209,986 at 4% or $139,991 at 6%.
201319$570,239$141,203$15,689iApproximate average salary by contribution assumption: employee only about $392,231 at 4% or $261,487 at 6%; with 50% employer match about $261,487 at 4% or $174,325 at 6%; with 100% employer match about $196,115 at 4% or $130,744 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-9$570,239$141,203$15,689iApproximate average salary by contribution assumption: employee only about $392,231 at 4% or $261,487 at 6%; with 50% employer match about $261,487 at 4% or $174,325 at 6%; with 100% employer match about $196,115 at 4% or $130,744 at 6%.
201219$360,865$122,072$13,564iApproximate average salary by contribution assumption: employee only about $339,089 at 4% or $226,059 at 6%; with 50% employer match about $226,059 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,030 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-9$360,865$122,072$13,564iApproximate average salary by contribution assumption: employee only about $339,089 at 4% or $226,059 at 6%; with 50% employer match about $226,059 at 4% or $150,706 at 6%; with 100% employer match about $169,544 at 4% or $113,030 at 6%.
201118$213,588$82,525$10,316iApproximate average salary by contribution assumption: employee only about $257,891 at 4% or $171,927 at 6%; with 50% employer match about $171,927 at 4% or $114,618 at 6%; with 100% employer match about $128,945 at 4% or $85,964 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$213,588$82,525$10,316iApproximate average salary by contribution assumption: employee only about $257,891 at 4% or $171,927 at 6%; with 50% employer match about $171,927 at 4% or $114,618 at 6%; with 100% employer match about $128,945 at 4% or $85,964 at 6%.
201018$134,592$77,238$9,655iApproximate average salary by contribution assumption: employee only about $241,369 at 4% or $160,913 at 6%; with 50% employer match about $160,913 at 4% or $107,275 at 6%; with 100% employer match about $120,684 at 4% or $80,456 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$134,592$77,238$9,655iApproximate average salary by contribution assumption: employee only about $241,369 at 4% or $160,913 at 6%; with 50% employer match about $160,913 at 4% or $107,275 at 6%; with 100% employer match about $120,684 at 4% or $80,456 at 6%.
200918$51,002$47,155$5,894iApproximate average salary by contribution assumption: employee only about $147,359 at 4% or $98,240 at 6%; with 50% employer match about $98,240 at 4% or $65,493 at 6%; with 100% employer match about $73,680 at 4% or $49,120 at 6%.
WINE VALLEY INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-8$51,002$47,155$5,894iApproximate average salary by contribution assumption: employee only about $147,359 at 4% or $98,240 at 6%; with 50% employer match about $98,240 at 4% or $65,493 at 6%; with 100% employer match about $73,680 at 4% or $49,120 at 6%.