Civic Intelligence

Ideal Wine & Spirits Co. Inc.

Plan context: Ideal Wine & Spirits Retirement Plan

EIN 04-1468290 • Medford, MA • 24 filings • 2 plans

3890 Mystic Valley PkwyMedford, MA 02155-6903
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,564,812

2024 Contributions

$286,853

Historical Graphs

Total Assets Over Time

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

$4,564,812$2,282,406$0199920152024YearValue
$4,564,812Latest year 2024

Participants Over Time

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

20100199920132024YearValue
20Latest 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
2024120$4,564,812$286,853$14,343iApproximate average salary by contribution assumption: employee only about $358,566 at 4% or $239,044 at 6%; with 50% employer match about $239,044 at 4% or $159,363 at 6%; with 100% employer match about $179,283 at 4% or $119,522 at 6%.
Ideal Wine & Spirits Retirement Plan-20$4,564,812$286,853$14,343iApproximate average salary by contribution assumption: employee only about $358,566 at 4% or $239,044 at 6%; with 50% employer match about $239,044 at 4% or $159,363 at 6%; with 100% employer match about $179,283 at 4% or $119,522 at 6%.
2023119$3,922,913$263,663$13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%.
Ideal Wine & Spirits Retirement Plan-19$3,922,913$263,663$13,877iApproximate average salary by contribution assumption: employee only about $346,925 at 4% or $231,283 at 6%; with 50% employer match about $231,283 at 4% or $154,189 at 6%; with 100% employer match about $173,463 at 4% or $115,642 at 6%.
2022116$3,731,519$226,040$14,128iApproximate average salary by contribution assumption: employee only about $353,188 at 4% or $235,458 at 6%; with 50% employer match about $235,458 at 4% or $156,972 at 6%; with 100% employer match about $176,594 at 4% or $117,729 at 6%.
Ideal Wine & Spirits Retirement Plan-16$3,731,519$226,040$14,128iApproximate average salary by contribution assumption: employee only about $353,188 at 4% or $235,458 at 6%; with 50% employer match about $235,458 at 4% or $156,972 at 6%; with 100% employer match about $176,594 at 4% or $117,729 at 6%.
2021117$4,242,953$230,282$13,546iApproximate average salary by contribution assumption: employee only about $338,650 at 4% or $225,767 at 6%; with 50% employer match about $225,767 at 4% or $150,511 at 6%; with 100% employer match about $169,325 at 4% or $112,883 at 6%.
Ideal Wine & Spirits Retirement Plan-17$4,242,953$230,282$13,546iApproximate average salary by contribution assumption: employee only about $338,650 at 4% or $225,767 at 6%; with 50% employer match about $225,767 at 4% or $150,511 at 6%; with 100% employer match about $169,325 at 4% or $112,883 at 6%.
2020116$3,673,653$219,253$13,703iApproximate average salary by contribution assumption: employee only about $342,583 at 4% or $228,389 at 6%; with 50% employer match about $228,389 at 4% or $152,259 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
Ideal Wine & Spirits Retirement Plan-16$3,673,653$219,253$13,703iApproximate average salary by contribution assumption: employee only about $342,583 at 4% or $228,389 at 6%; with 50% employer match about $228,389 at 4% or $152,259 at 6%; with 100% employer match about $171,291 at 4% or $114,194 at 6%.
2019116$3,263,382$185,180$11,574iApproximate average salary by contribution assumption: employee only about $289,344 at 4% or $192,896 at 6%; with 50% employer match about $192,896 at 4% or $128,597 at 6%; with 100% employer match about $144,672 at 4% or $96,448 at 6%.
Ideal Wine & Spirits Retirement Plan-16$3,263,382$185,180$11,574iApproximate average salary by contribution assumption: employee only about $289,344 at 4% or $192,896 at 6%; with 50% employer match about $192,896 at 4% or $128,597 at 6%; with 100% employer match about $144,672 at 4% or $96,448 at 6%.
2018118$2,948,685$171,159$9,509iApproximate average salary by contribution assumption: employee only about $237,721 at 4% or $158,481 at 6%; with 50% employer match about $158,481 at 4% or $105,654 at 6%; with 100% employer match about $118,860 at 4% or $79,240 at 6%.
Ideal Wine & Spirits Retirement Plan-18$2,948,685$171,159$9,509iApproximate average salary by contribution assumption: employee only about $237,721 at 4% or $158,481 at 6%; with 50% employer match about $158,481 at 4% or $105,654 at 6%; with 100% employer match about $118,860 at 4% or $79,240 at 6%.
2017120$2,917,299$287,976$14,399iApproximate average salary by contribution assumption: employee only about $359,970 at 4% or $239,980 at 6%; with 50% employer match about $239,980 at 4% or $159,987 at 6%; with 100% employer match about $179,985 at 4% or $119,990 at 6%.
Ideal Wine & Spirits Retirement Plan-20$2,917,299$287,976$14,399iApproximate average salary by contribution assumption: employee only about $359,970 at 4% or $239,980 at 6%; with 50% employer match about $239,980 at 4% or $159,987 at 6%; with 100% employer match about $179,985 at 4% or $119,990 at 6%.
2016119$2,369,000$193,732$10,196iApproximate average salary by contribution assumption: employee only about $254,911 at 4% or $169,940 at 6%; with 50% employer match about $169,940 at 4% or $113,294 at 6%; with 100% employer match about $127,455 at 4% or $84,970 at 6%.
Ideal Wine & Spirits Retirement Plan-19$2,369,000$193,732$10,196iApproximate average salary by contribution assumption: employee only about $254,911 at 4% or $169,940 at 6%; with 50% employer match about $169,940 at 4% or $113,294 at 6%; with 100% employer match about $127,455 at 4% or $84,970 at 6%.
2015118$1,937,584$181,904$10,106iApproximate average salary by contribution assumption: employee only about $252,644 at 4% or $168,430 at 6%; with 50% employer match about $168,430 at 4% or $112,286 at 6%; with 100% employer match about $126,322 at 4% or $84,215 at 6%.
Ideal Wine & Spirits Retirement Plan-18$1,937,584$181,904$10,106iApproximate average salary by contribution assumption: employee only about $252,644 at 4% or $168,430 at 6%; with 50% employer match about $168,430 at 4% or $112,286 at 6%; with 100% employer match about $126,322 at 4% or $84,215 at 6%.
2014118$2,168,584$208,911$11,606iApproximate average salary by contribution assumption: employee only about $290,154 at 4% or $193,436 at 6%; with 50% employer match about $193,436 at 4% or $128,957 at 6%; with 100% employer match about $145,077 at 4% or $96,718 at 6%.
Ideal Wine & Spirits Retirement Plan-18$2,168,584$208,911$11,606iApproximate average salary by contribution assumption: employee only about $290,154 at 4% or $193,436 at 6%; with 50% employer match about $193,436 at 4% or $128,957 at 6%; with 100% employer match about $145,077 at 4% or $96,718 at 6%.
2013118$1,854,536$207,775$11,543iApproximate average salary by contribution assumption: employee only about $288,576 at 4% or $192,384 at 6%; with 50% employer match about $192,384 at 4% or $128,256 at 6%; with 100% employer match about $144,288 at 4% or $96,192 at 6%.
Ideal Wine & Spirits Retirement Plan-18$1,854,536$207,775$11,543iApproximate average salary by contribution assumption: employee only about $288,576 at 4% or $192,384 at 6%; with 50% employer match about $192,384 at 4% or $128,256 at 6%; with 100% employer match about $144,288 at 4% or $96,192 at 6%.
2012117$1,514,095$133,462$7,851iApproximate average salary by contribution assumption: employee only about $196,268 at 4% or $130,845 at 6%; with 50% employer match about $130,845 at 4% or $87,230 at 6%; with 100% employer match about $98,134 at 4% or $65,423 at 6%.
Ideal Wine & Spirits Retirement Plan-17$1,514,095$133,462$7,851iApproximate average salary by contribution assumption: employee only about $196,268 at 4% or $130,845 at 6%; with 50% employer match about $130,845 at 4% or $87,230 at 6%; with 100% employer match about $98,134 at 4% or $65,423 at 6%.
2011113$1,311,861$113,350$8,719iApproximate average salary by contribution assumption: employee only about $217,981 at 4% or $145,321 at 6%; with 50% employer match about $145,321 at 4% or $96,880 at 6%; with 100% employer match about $108,990 at 4% or $72,660 at 6%.
Ideal Wine & Spirits Retirement Plan-13$1,311,861$113,350$8,719iApproximate average salary by contribution assumption: employee only about $217,981 at 4% or $145,321 at 6%; with 50% employer match about $145,321 at 4% or $96,880 at 6%; with 100% employer match about $108,990 at 4% or $72,660 at 6%.
2010112$1,217,683$96,798$8,067iApproximate average salary by contribution assumption: employee only about $201,663 at 4% or $134,442 at 6%; with 50% employer match about $134,442 at 4% or $89,628 at 6%; with 100% employer match about $100,831 at 4% or $67,221 at 6%.
Ideal Wine & Spirits Retirement Plan-12$1,217,683$96,798$8,067iApproximate average salary by contribution assumption: employee only about $201,663 at 4% or $134,442 at 6%; with 50% employer match about $134,442 at 4% or $89,628 at 6%; with 100% employer match about $100,831 at 4% or $67,221 at 6%.
2009112$977,718$101,687$8,474iApproximate average salary by contribution assumption: employee only about $211,848 at 4% or $141,232 at 6%; with 50% employer match about $141,232 at 4% or $94,155 at 6%; with 100% employer match about $105,924 at 4% or $70,616 at 6%.
Ideal Wine & Spirits Retirement Plan-12$977,718$101,687$8,474iApproximate average salary by contribution assumption: employee only about $211,848 at 4% or $141,232 at 6%; with 50% employer match about $141,232 at 4% or $94,155 at 6%; with 100% employer match about $105,924 at 4% or $70,616 at 6%.
2008112$0$0-
Ideal Wine & Spirits Retirement Plan-12---
2007111$0$0-
Ideal Wine & Spirits Retirement Plan-11---
2006110$685,217$81,180$8,118iApproximate average salary by contribution assumption: employee only about $202,950 at 4% or $135,300 at 6%; with 50% employer match about $135,300 at 4% or $90,200 at 6%; with 100% employer match about $101,475 at 4% or $67,650 at 6%.
Ideal Wine & Spirits Retirement Plan-10$685,217$81,180$8,118iApproximate average salary by contribution assumption: employee only about $202,950 at 4% or $135,300 at 6%; with 50% employer match about $135,300 at 4% or $90,200 at 6%; with 100% employer match about $101,475 at 4% or $67,650 at 6%.
2005111$563,875$70,304$6,391iApproximate average salary by contribution assumption: employee only about $159,782 at 4% or $106,521 at 6%; with 50% employer match about $106,521 at 4% or $71,014 at 6%; with 100% employer match about $79,891 at 4% or $53,261 at 6%.
Ideal Wine & Spirits Retirement Plan-11$563,875$70,304$6,391iApproximate average salary by contribution assumption: employee only about $159,782 at 4% or $106,521 at 6%; with 50% employer match about $106,521 at 4% or $71,014 at 6%; with 100% employer match about $79,891 at 4% or $53,261 at 6%.
2003111$0$0-
Ideal Wine & Spirits Retirement Plan-11---
2002110$283,217$62,567$6,257iApproximate average salary by contribution assumption: employee only about $156,418 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
Ideal Wine & Spirits Retirement Plan-10$283,217$62,567$6,257iApproximate average salary by contribution assumption: employee only about $156,418 at 4% or $104,278 at 6%; with 50% employer match about $104,278 at 4% or $69,519 at 6%; with 100% employer match about $78,209 at 4% or $52,139 at 6%.
2000111$0$0-
Ideal Wine & Spirits Retirement Plan-11---
1999110$159,909$53,066$5,307iApproximate average salary by contribution assumption: employee only about $132,665 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,333 at 4% or $44,222 at 6%.
Ideal Wine & Spirits Retirement Plan-10$159,909$53,066$5,307iApproximate average salary by contribution assumption: employee only about $132,665 at 4% or $88,443 at 6%; with 50% employer match about $88,443 at 4% or $58,962 at 6%; with 100% employer match about $66,333 at 4% or $44,222 at 6%.