Civic Intelligence

Folio Wine Company LLC

Plan context: Folio Wine Company LLC 401(K) Plan

EIN 20-1713297 • Napa, CA • 20 filings • 4 plans

550 Gateway DriveSuite 220Napa, CA 94558
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$11,903,470

2024 Contributions

$1,319,900

Historical Graphs

Total Assets Over Time

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

$11,903,470$5,951,735$0200520162024YearValue
$11,903,470Latest year 2024

Participants Over Time

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

76380200520152024YearValue
57Latest 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
2024157$11,903,470$1,319,900$23,156iApproximate average salary by contribution assumption: employee only about $578,904 at 4% or $385,936 at 6%; with 50% employer match about $385,936 at 4% or $257,290 at 6%; with 100% employer match about $289,452 at 4% or $192,968 at 6%.
Folio Wine Company LLC 401(K) Plan-57$11,903,470$1,319,900$23,156iApproximate average salary by contribution assumption: employee only about $578,904 at 4% or $385,936 at 6%; with 50% employer match about $385,936 at 4% or $257,290 at 6%; with 100% employer match about $289,452 at 4% or $192,968 at 6%.
2023169$11,718,417$1,155,168$16,742iApproximate average salary by contribution assumption: employee only about $418,539 at 4% or $279,026 at 6%; with 50% employer match about $279,026 at 4% or $186,017 at 6%; with 100% employer match about $209,270 at 4% or $139,513 at 6%.
Folio Wine Company LLC 401(K) Plan-69$11,718,417$1,155,168$16,742iApproximate average salary by contribution assumption: employee only about $418,539 at 4% or $279,026 at 6%; with 50% employer match about $279,026 at 4% or $186,017 at 6%; with 100% employer match about $209,270 at 4% or $139,513 at 6%.
2022165$9,328,092$1,006,564$15,486iApproximate average salary by contribution assumption: employee only about $387,140 at 4% or $258,093 at 6%; with 50% employer match about $258,093 at 4% or $172,062 at 6%; with 100% employer match about $193,570 at 4% or $129,047 at 6%.
Folio Wine Company LLC 401(K) Plan-65$9,328,092$1,006,564$15,486iApproximate average salary by contribution assumption: employee only about $387,140 at 4% or $258,093 at 6%; with 50% employer match about $258,093 at 4% or $172,062 at 6%; with 100% employer match about $193,570 at 4% or $129,047 at 6%.
2021160$10,600,537$853,532$14,226iApproximate average salary by contribution assumption: employee only about $355,638 at 4% or $237,092 at 6%; with 50% employer match about $237,092 at 4% or $158,061 at 6%; with 100% employer match about $177,819 at 4% or $118,546 at 6%.
Folio Wine Company LLC 401(K) Plan-60$10,600,537$853,532$14,226iApproximate average salary by contribution assumption: employee only about $355,638 at 4% or $237,092 at 6%; with 50% employer match about $237,092 at 4% or $158,061 at 6%; with 100% employer match about $177,819 at 4% or $118,546 at 6%.
2020161$10,758,702$597,962$9,803iApproximate average salary by contribution assumption: employee only about $245,066 at 4% or $163,378 at 6%; with 50% employer match about $163,378 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,689 at 6%.
Folio Wine Company LLC 401(K) Plan-61$10,758,702$597,962$9,803iApproximate average salary by contribution assumption: employee only about $245,066 at 4% or $163,378 at 6%; with 50% employer match about $163,378 at 4% or $108,918 at 6%; with 100% employer match about $122,533 at 4% or $81,689 at 6%.
2019165$9,354,878$816,292$12,558iApproximate average salary by contribution assumption: employee only about $313,958 at 4% or $209,306 at 6%; with 50% employer match about $209,306 at 4% or $139,537 at 6%; with 100% employer match about $156,979 at 4% or $104,653 at 6%.
Folio Wine Company LLC 401(K) Plan-65$9,354,878$816,292$12,558iApproximate average salary by contribution assumption: employee only about $313,958 at 4% or $209,306 at 6%; with 50% employer match about $209,306 at 4% or $139,537 at 6%; with 100% employer match about $156,979 at 4% or $104,653 at 6%.
2018159$7,449,739$994,734$16,860iApproximate average salary by contribution assumption: employee only about $421,497 at 4% or $280,998 at 6%; with 50% employer match about $280,998 at 4% or $187,332 at 6%; with 100% employer match about $210,749 at 4% or $140,499 at 6%.
Folio Wine Company LLC 401(K) Plan-59$7,449,739$994,734$16,860iApproximate average salary by contribution assumption: employee only about $421,497 at 4% or $280,998 at 6%; with 50% employer match about $280,998 at 4% or $187,332 at 6%; with 100% employer match about $210,749 at 4% or $140,499 at 6%.
2017165$7,959,338$845,055$13,001iApproximate average salary by contribution assumption: employee only about $325,021 at 4% or $216,681 at 6%; with 50% employer match about $216,681 at 4% or $144,454 at 6%; with 100% employer match about $162,511 at 4% or $108,340 at 6%.
Folio Wine Company LLC 401(K) Plan-65$7,959,338$845,055$13,001iApproximate average salary by contribution assumption: employee only about $325,021 at 4% or $216,681 at 6%; with 50% employer match about $216,681 at 4% or $144,454 at 6%; with 100% employer match about $162,511 at 4% or $108,340 at 6%.
2016155$6,853,121$812,761$14,777iApproximate average salary by contribution assumption: employee only about $369,437 at 4% or $246,291 at 6%; with 50% employer match about $246,291 at 4% or $164,194 at 6%; with 100% employer match about $184,718 at 4% or $123,146 at 6%.
Folio Wine Company LLC 401(K) Plan-55$6,853,121$812,761$14,777iApproximate average salary by contribution assumption: employee only about $369,437 at 4% or $246,291 at 6%; with 50% employer match about $246,291 at 4% or $164,194 at 6%; with 100% employer match about $184,718 at 4% or $123,146 at 6%.
2015157$5,947,281$907,261$15,917iApproximate average salary by contribution assumption: employee only about $397,921 at 4% or $265,281 at 6%; with 50% employer match about $265,281 at 4% or $176,854 at 6%; with 100% employer match about $198,961 at 4% or $132,640 at 6%.
Folio Wine Company LLC 401(K) Plan-57$5,947,281$907,261$15,917iApproximate average salary by contribution assumption: employee only about $397,921 at 4% or $265,281 at 6%; with 50% employer match about $265,281 at 4% or $176,854 at 6%; with 100% employer match about $198,961 at 4% or $132,640 at 6%.
2014155$6,006,819$1,016,323$18,479iApproximate average salary by contribution assumption: employee only about $461,965 at 4% or $307,977 at 6%; with 50% employer match about $307,977 at 4% or $205,318 at 6%; with 100% employer match about $230,982 at 4% or $153,988 at 6%.
Folio Wine Company LLC 401(K) Plan-55$6,006,819$1,016,323$18,479iApproximate average salary by contribution assumption: employee only about $461,965 at 4% or $307,977 at 6%; with 50% employer match about $307,977 at 4% or $205,318 at 6%; with 100% employer match about $230,982 at 4% or $153,988 at 6%.
2013165$4,855,264$709,213$10,911iApproximate average salary by contribution assumption: employee only about $272,774 at 4% or $181,849 at 6%; with 50% employer match about $181,849 at 4% or $121,233 at 6%; with 100% employer match about $136,387 at 4% or $90,925 at 6%.
Folio Wine Company LLC 401(K) Plan-65$4,855,264$709,213$10,911iApproximate average salary by contribution assumption: employee only about $272,774 at 4% or $181,849 at 6%; with 50% employer match about $181,849 at 4% or $121,233 at 6%; with 100% employer match about $136,387 at 4% or $90,925 at 6%.
2012167$3,722,606$694,798$10,370iApproximate average salary by contribution assumption: employee only about $259,253 at 4% or $172,835 at 6%; with 50% employer match about $172,835 at 4% or $115,224 at 6%; with 100% employer match about $129,626 at 4% or $86,418 at 6%.
Folio Wine Company LLC 401(K) Plan-67$3,722,606$694,798$10,370iApproximate average salary by contribution assumption: employee only about $259,253 at 4% or $172,835 at 6%; with 50% employer match about $172,835 at 4% or $115,224 at 6%; with 100% employer match about $129,626 at 4% or $86,418 at 6%.
2011174$3,106,306$700,192$9,462iApproximate average salary by contribution assumption: employee only about $236,551 at 4% or $157,701 at 6%; with 50% employer match about $157,701 at 4% or $105,134 at 6%; with 100% employer match about $118,276 at 4% or $78,850 at 6%.
Folio Wine Company LLC 401(K) Plan-74$3,106,306$700,192$9,462iApproximate average salary by contribution assumption: employee only about $236,551 at 4% or $157,701 at 6%; with 50% employer match about $157,701 at 4% or $105,134 at 6%; with 100% employer match about $118,276 at 4% or $78,850 at 6%.
2010172$3,000,059$589,063$8,181iApproximate average salary by contribution assumption: employee only about $204,536 at 4% or $136,357 at 6%; with 50% employer match about $136,357 at 4% or $90,905 at 6%; with 100% employer match about $102,268 at 4% or $68,179 at 6%.
Folio Wine Company LLC 401(K) Plan-72$3,000,059$589,063$8,181iApproximate average salary by contribution assumption: employee only about $204,536 at 4% or $136,357 at 6%; with 50% employer match about $136,357 at 4% or $90,905 at 6%; with 100% employer match about $102,268 at 4% or $68,179 at 6%.
2009256$2,266,426$587,098$10,484iApproximate average salary by contribution assumption: employee only about $262,097 at 4% or $174,732 at 6%; with 50% employer match about $174,732 at 4% or $116,488 at 6%; with 100% employer match about $131,049 at 4% or $87,366 at 6%.
Folio Wine Company LLC 401(K) Plan-56$2,266,426$587,098$10,484iApproximate average salary by contribution assumption: employee only about $262,097 at 4% or $174,732 at 6%; with 50% employer match about $174,732 at 4% or $116,488 at 6%; with 100% employer match about $131,049 at 4% or $87,366 at 6%.
Folio Wine Company LLC 401(K) Plan-----
2007176$0$0-
Folio Wine Company LLC 401(K) Plan-76---
2006153$559,537$324,390$6,121iApproximate average salary by contribution assumption: employee only about $153,014 at 4% or $102,009 at 6%; with 50% employer match about $102,009 at 4% or $68,006 at 6%; with 100% employer match about $76,507 at 4% or $51,005 at 6%.
Folio Wine Company LLC 401(K) Plan-53$559,537$324,390$6,121iApproximate average salary by contribution assumption: employee only about $153,014 at 4% or $102,009 at 6%; with 50% employer match about $102,009 at 4% or $68,006 at 6%; with 100% employer match about $76,507 at 4% or $51,005 at 6%.
2005131$288,147$273,289$8,816iApproximate average salary by contribution assumption: employee only about $220,394 at 4% or $146,930 at 6%; with 50% employer match about $146,930 at 4% or $97,953 at 6%; with 100% employer match about $110,197 at 4% or $73,465 at 6%.
Folio Wine Company LLC 401(K) Plan-31$288,147$273,289$8,816iApproximate average salary by contribution assumption: employee only about $220,394 at 4% or $146,930 at 6%; with 50% employer match about $146,930 at 4% or $97,953 at 6%; with 100% employer match about $110,197 at 4% or $73,465 at 6%.