Civic Intelligence

Halter Winery LLC

Plan context: Halter Winery LLC Retirement Plan

EIN 01-0581749 • Paso Robles, CA • 18 filings • 2 plans

8910 Adelaida RoadPaso Robles, CA 93446
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$4,889,667

2024 Contributions

$476,941

Historical Graphs

Total Assets Over Time

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

$4,889,667$2,444,834$0200720162024YearValue
$4,889,667Latest year 2024

Participants Over Time

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

102510200720162024YearValue
67Latest year 2024

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
2024167$4,889,667$476,941$7,119iApproximate average salary by contribution assumption: employee only about $177,963 at 4% or $118,642 at 6%; with 50% employer match about $118,642 at 4% or $79,095 at 6%; with 100% employer match about $88,982 at 4% or $59,321 at 6%.
Halter Winery LLC Retirement Plan-67$4,889,667$476,941$7,119iApproximate average salary by contribution assumption: employee only about $177,963 at 4% or $118,642 at 6%; with 50% employer match about $118,642 at 4% or $79,095 at 6%; with 100% employer match about $88,982 at 4% or $59,321 at 6%.
2023159$4,032,405$655,265$11,106iApproximate average salary by contribution assumption: employee only about $277,655 at 4% or $185,103 at 6%; with 50% employer match about $185,103 at 4% or $123,402 at 6%; with 100% employer match about $138,827 at 4% or $92,552 at 6%.
Halter Winery LLC Retirement Plan-59$4,032,405$655,265$11,106iApproximate average salary by contribution assumption: employee only about $277,655 at 4% or $185,103 at 6%; with 50% employer match about $185,103 at 4% or $123,402 at 6%; with 100% employer match about $138,827 at 4% or $92,552 at 6%.
20221102$3,016,318$350,236$3,434iApproximate average salary by contribution assumption: employee only about $85,842 at 4% or $57,228 at 6%; with 50% employer match about $57,228 at 4% or $38,152 at 6%; with 100% employer match about $42,921 at 4% or $28,614 at 6%.
Halter Winery LLC Retirement Plan-102$3,016,318$350,236$3,434iApproximate average salary by contribution assumption: employee only about $85,842 at 4% or $57,228 at 6%; with 50% employer match about $57,228 at 4% or $38,152 at 6%; with 100% employer match about $42,921 at 4% or $28,614 at 6%.
2021183$3,402,509$388,248$4,678iApproximate average salary by contribution assumption: employee only about $116,942 at 4% or $77,961 at 6%; with 50% employer match about $77,961 at 4% or $51,974 at 6%; with 100% employer match about $58,471 at 4% or $38,981 at 6%.
Halter Winery LLC Retirement Plan-83$3,402,509$388,248$4,678iApproximate average salary by contribution assumption: employee only about $116,942 at 4% or $77,961 at 6%; with 50% employer match about $77,961 at 4% or $51,974 at 6%; with 100% employer match about $58,471 at 4% or $38,981 at 6%.
2020174$3,328,304$423,157$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
Halter Winery LLC Retirement Plan-74$3,328,304$423,157$5,718iApproximate average salary by contribution assumption: employee only about $142,958 at 4% or $95,306 at 6%; with 50% employer match about $95,306 at 4% or $63,537 at 6%; with 100% employer match about $71,479 at 4% or $47,653 at 6%.
2019163$2,528,675$335,392$5,324iApproximate average salary by contribution assumption: employee only about $133,092 at 4% or $88,728 at 6%; with 50% employer match about $88,728 at 4% or $59,152 at 6%; with 100% employer match about $66,546 at 4% or $44,364 at 6%.
Halter Winery LLC Retirement Plan-63$2,528,675$335,392$5,324iApproximate average salary by contribution assumption: employee only about $133,092 at 4% or $88,728 at 6%; with 50% employer match about $88,728 at 4% or $59,152 at 6%; with 100% employer match about $66,546 at 4% or $44,364 at 6%.
2018157$1,813,599$382,136$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,490 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
Halter Winery LLC Retirement Plan-57$1,813,599$382,136$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,490 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
2017149$1,929,589$299,510$6,112iApproximate average salary by contribution assumption: employee only about $152,811 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,406 at 4% or $50,937 at 6%.
Halter Winery LLC Retirement Plan-49$1,929,589$299,510$6,112iApproximate average salary by contribution assumption: employee only about $152,811 at 4% or $101,874 at 6%; with 50% employer match about $101,874 at 4% or $67,916 at 6%; with 100% employer match about $76,406 at 4% or $50,937 at 6%.
2016144$2,091,988$294,039$6,683iApproximate average salary by contribution assumption: employee only about $167,068 at 4% or $111,378 at 6%; with 50% employer match about $111,378 at 4% or $74,252 at 6%; with 100% employer match about $83,534 at 4% or $55,689 at 6%.
Halter Winery LLC Retirement Plan-44$2,091,988$294,039$6,683iApproximate average salary by contribution assumption: employee only about $167,068 at 4% or $111,378 at 6%; with 50% employer match about $111,378 at 4% or $74,252 at 6%; with 100% employer match about $83,534 at 4% or $55,689 at 6%.
2015136$2,426,671$267,573$7,433iApproximate average salary by contribution assumption: employee only about $185,815 at 4% or $123,876 at 6%; with 50% employer match about $123,876 at 4% or $82,584 at 6%; with 100% employer match about $92,907 at 4% or $61,938 at 6%.
Halter Winery LLC Retirement Plan-36$2,426,671$267,573$7,433iApproximate average salary by contribution assumption: employee only about $185,815 at 4% or $123,876 at 6%; with 50% employer match about $123,876 at 4% or $82,584 at 6%; with 100% employer match about $92,907 at 4% or $61,938 at 6%.
2014129$2,250,674$274,704$9,473iApproximate average salary by contribution assumption: employee only about $236,814 at 4% or $157,876 at 6%; with 50% employer match about $157,876 at 4% or $105,251 at 6%; with 100% employer match about $118,407 at 4% or $78,938 at 6%.
Halter Winery LLC Retirement Plan-29$2,250,674$274,704$9,473iApproximate average salary by contribution assumption: employee only about $236,814 at 4% or $157,876 at 6%; with 50% employer match about $157,876 at 4% or $105,251 at 6%; with 100% employer match about $118,407 at 4% or $78,938 at 6%.
2013125$1,812,153$118,379$4,735iApproximate average salary by contribution assumption: employee only about $118,379 at 4% or $78,919 at 6%; with 50% employer match about $78,919 at 4% or $52,613 at 6%; with 100% employer match about $59,190 at 4% or $39,460 at 6%.
Halter Winery LLC Retirement Plan-25$1,812,153$118,379$4,735iApproximate average salary by contribution assumption: employee only about $118,379 at 4% or $78,919 at 6%; with 50% employer match about $78,919 at 4% or $52,613 at 6%; with 100% employer match about $59,190 at 4% or $39,460 at 6%.
2012119$1,387,258$289,021$15,212iApproximate average salary by contribution assumption: employee only about $380,291 at 4% or $253,527 at 6%; with 50% employer match about $253,527 at 4% or $169,018 at 6%; with 100% employer match about $190,145 at 4% or $126,764 at 6%.
Halter Winery LLC Retirement Plan-19$1,387,258$289,021$15,212iApproximate average salary by contribution assumption: employee only about $380,291 at 4% or $253,527 at 6%; with 50% employer match about $253,527 at 4% or $169,018 at 6%; with 100% employer match about $190,145 at 4% or $126,764 at 6%.
2011114$978,797$120,094$8,578iApproximate average salary by contribution assumption: employee only about $214,454 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,313 at 6%; with 100% employer match about $107,227 at 4% or $71,485 at 6%.
Halter Winery LLC Retirement Plan-14$978,797$120,094$8,578iApproximate average salary by contribution assumption: employee only about $214,454 at 4% or $142,969 at 6%; with 50% employer match about $142,969 at 4% or $95,313 at 6%; with 100% employer match about $107,227 at 4% or $71,485 at 6%.
2010112$952,552$120,132$10,011iApproximate average salary by contribution assumption: employee only about $250,275 at 4% or $166,850 at 6%; with 50% employer match about $166,850 at 4% or $111,233 at 6%; with 100% employer match about $125,138 at 4% or $83,425 at 6%.
Halter Winery LLC Retirement Plan-12$952,552$120,132$10,011iApproximate average salary by contribution assumption: employee only about $250,275 at 4% or $166,850 at 6%; with 50% employer match about $166,850 at 4% or $111,233 at 6%; with 100% employer match about $125,138 at 4% or $83,425 at 6%.
2009112$709,814$110,269$9,189iApproximate average salary by contribution assumption: employee only about $229,727 at 4% or $153,151 at 6%; with 50% employer match about $153,151 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
Halter Winery LLC Retirement Plan-12$709,814$110,269$9,189iApproximate average salary by contribution assumption: employee only about $229,727 at 4% or $153,151 at 6%; with 50% employer match about $153,151 at 4% or $102,101 at 6%; with 100% employer match about $114,864 at 4% or $76,576 at 6%.
2008111$495,073$87,028$7,912iApproximate average salary by contribution assumption: employee only about $197,791 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,895 at 4% or $65,930 at 6%.
Halter Winery LLC Retirement Plan-11$495,073$87,028$7,912iApproximate average salary by contribution assumption: employee only about $197,791 at 4% or $131,861 at 6%; with 50% employer match about $131,861 at 4% or $87,907 at 6%; with 100% employer match about $98,895 at 4% or $65,930 at 6%.
200719$520,698$32,628$3,625iApproximate average salary by contribution assumption: employee only about $90,633 at 4% or $60,422 at 6%; with 50% employer match about $60,422 at 4% or $40,281 at 6%; with 100% employer match about $45,317 at 4% or $30,211 at 6%.
Halter Winery LLC Retirement Plan-9$520,698$32,628$3,625iApproximate average salary by contribution assumption: employee only about $90,633 at 4% or $60,422 at 6%; with 50% employer match about $60,422 at 4% or $40,281 at 6%; with 100% employer match about $45,317 at 4% or $30,211 at 6%.