Lower Falls Wine Company
Plan context: Lower Falls Wine Company Profit-Sharing Plan and Trust
EIN 04-1558815 • Newton Lower Falls, MA • 28 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,803,915
2025 Contributions
$336,471
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $2,803,915 | $336,471 | $84,118iApproximate average salary by contribution assumption: employee only about $2,102,944 at 4% or $1,401,963 at 6%; with 50% employer match about $1,401,963 at 4% or $934,642 at 6%; with 100% employer match about $1,051,472 at 4% or $700,981 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 4 | $2,803,915 | $336,471 | $84,118iApproximate average salary by contribution assumption: employee only about $2,102,944 at 4% or $1,401,963 at 6%; with 50% employer match about $1,401,963 at 4% or $934,642 at 6%; with 100% employer match about $1,051,472 at 4% or $700,981 at 6%. |
| 2024 | 1 | 4 | $2,467,444 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 4 | $2,467,444 | - | - |
| 2023 | 1 | 5 | $2,337,009 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $2,337,009 | $0 | - |
| 2022 | 1 | 5 | $2,077,244 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $2,077,244 | $0 | - |
| 2021 | 1 | 5 | $2,404,947 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $2,404,947 | $0 | - |
| 2020 | 1 | 5 | $2,128,580 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $2,128,580 | $0 | - |
| 2019 | 1 | 5 | $1,889,879 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $1,889,879 | $0 | - |
| 2018 | 1 | 5 | $1,557,871 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $1,557,871 | $0 | - |
| 2017 | 1 | 5 | $1,678,920 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $1,678,920 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2016 | 1 | 5 | $1,410,363 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $1,410,363 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2015 | 1 | 6 | $1,245,728 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $1,245,728 | $60,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2014 | 1 | 7 | $1,187,438 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | $1,187,438 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2013 | 1 | 7 | $1,055,583 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | $1,055,583 | $70,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2012 | 1 | 5 | $841,533 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $841,533 | $70,000 | $14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%. |
| 2011 | 1 | 6 | $751,146 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $751,146 | $70,000 | $11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%. |
| 2010 | 1 | 6 | $680,576 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $680,576 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| 2009 | 1 | 6 | $566,871 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $566,871 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| 2008 | 1 | 5 | $0 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 3 | $442,302 | $52,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 3 | $442,302 | $52,500 | $17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%. |
| 2005 | 1 | 5 | $357,260 | $52,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 5 | $357,260 | $52,500 | $10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%. |
| 2004 | 1 | 7 | $321,794 | $31,500 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | $321,794 | $31,500 | $4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%. |
| 2003 | 1 | 6 | $288,872 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $288,872 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2002 | 1 | 7 | $0 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | - | - | - |
| 2001 | 1 | 6 | $217,794 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | $217,794 | $40,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 6 | - | - | - |
| 1999 | 2 | 7 | $287,306 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | $143,653 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |
| Lower Falls Wine Company Profit-Sharing Plan and Trust | - | 7 | $143,653 | $50,000 | $7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%. |