Civic Intelligence

Wagner Business Operations LLC

Plan context: Wagner Vineyards 401(K)

EIN 20-2058802 • Lodi, NY • 17 filings • 1 plans

9322 Route 414Lodi, NY 14860
Current Snapshot

Latest Year

2025

2025 Participants

46

2025 Assets

$4,669,496

2025 Contributions

$156,947

Historical Graphs

Total Assets Over Time

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

$4,669,496$2,334,748$0200920172025YearValue
$4,669,496Latest year 2025

Participants Over Time

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

53270200920172025YearValue
46Latest 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
2025146$4,669,496$156,947$3,412iApproximate average salary by contribution assumption: employee only about $85,297 at 4% or $56,865 at 6%; with 50% employer match about $56,865 at 4% or $37,910 at 6%; with 100% employer match about $42,649 at 4% or $28,432 at 6%.
Wagner Vineyards 401(K)-46$4,669,496$156,947$3,412iApproximate average salary by contribution assumption: employee only about $85,297 at 4% or $56,865 at 6%; with 50% employer match about $56,865 at 4% or $37,910 at 6%; with 100% employer match about $42,649 at 4% or $28,432 at 6%.
2024153$4,058,545$184,372$3,479iApproximate average salary by contribution assumption: employee only about $86,968 at 4% or $57,979 at 6%; with 50% employer match about $57,979 at 4% or $38,652 at 6%; with 100% employer match about $43,484 at 4% or $28,989 at 6%.
Wagner Vineyards 401(K)-53$4,058,545$184,372$3,479iApproximate average salary by contribution assumption: employee only about $86,968 at 4% or $57,979 at 6%; with 50% employer match about $57,979 at 4% or $38,652 at 6%; with 100% employer match about $43,484 at 4% or $28,989 at 6%.
2023147$3,377,207$159,371$3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,515 at 6%; with 50% employer match about $56,515 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%.
Wagner Vineyards 401(K)-47$3,377,207$159,371$3,391iApproximate average salary by contribution assumption: employee only about $84,772 at 4% or $56,515 at 6%; with 50% employer match about $56,515 at 4% or $37,676 at 6%; with 100% employer match about $42,386 at 4% or $28,257 at 6%.
2022141$2,674,772$179,310$4,373iApproximate average salary by contribution assumption: employee only about $109,335 at 4% or $72,890 at 6%; with 50% employer match about $72,890 at 4% or $48,593 at 6%; with 100% employer match about $54,668 at 4% or $36,445 at 6%.
Wagner Vineyards 401(K)-41$2,674,772$179,310$4,373iApproximate average salary by contribution assumption: employee only about $109,335 at 4% or $72,890 at 6%; with 50% employer match about $72,890 at 4% or $48,593 at 6%; with 100% employer match about $54,668 at 4% or $36,445 at 6%.
2021135$3,537,157$143,384$4,097iApproximate average salary by contribution assumption: employee only about $102,417 at 4% or $68,278 at 6%; with 50% employer match about $68,278 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%.
Wagner Vineyards 401(K)-35$3,537,157$143,384$4,097iApproximate average salary by contribution assumption: employee only about $102,417 at 4% or $68,278 at 6%; with 50% employer match about $68,278 at 4% or $45,519 at 6%; with 100% employer match about $51,209 at 4% or $34,139 at 6%.
2020134$2,964,327$128,466$3,778iApproximate average salary by contribution assumption: employee only about $94,460 at 4% or $62,974 at 6%; with 50% employer match about $62,974 at 4% or $41,982 at 6%; with 100% employer match about $47,230 at 4% or $31,487 at 6%.
Wagner Vineyards 401(K)-34$2,964,327$128,466$3,778iApproximate average salary by contribution assumption: employee only about $94,460 at 4% or $62,974 at 6%; with 50% employer match about $62,974 at 4% or $41,982 at 6%; with 100% employer match about $47,230 at 4% or $31,487 at 6%.
2019135$2,615,361$117,784$3,365iApproximate average salary by contribution assumption: employee only about $84,131 at 4% or $56,088 at 6%; with 50% employer match about $56,088 at 4% or $37,392 at 6%; with 100% employer match about $42,066 at 4% or $28,044 at 6%.
Wagner Vineyards 401(K)-35$2,615,361$117,784$3,365iApproximate average salary by contribution assumption: employee only about $84,131 at 4% or $56,088 at 6%; with 50% employer match about $56,088 at 4% or $37,392 at 6%; with 100% employer match about $42,066 at 4% or $28,044 at 6%.
2018141$2,755,908$171,202$4,176iApproximate average salary by contribution assumption: employee only about $104,391 at 4% or $69,594 at 6%; with 50% employer match about $69,594 at 4% or $46,396 at 6%; with 100% employer match about $52,196 at 4% or $34,797 at 6%.
Wagner Vineyards 401(K)-41$2,755,908$171,202$4,176iApproximate average salary by contribution assumption: employee only about $104,391 at 4% or $69,594 at 6%; with 50% employer match about $69,594 at 4% or $46,396 at 6%; with 100% employer match about $52,196 at 4% or $34,797 at 6%.
2017135$2,933,028$177,278$5,065iApproximate average salary by contribution assumption: employee only about $126,627 at 4% or $84,418 at 6%; with 50% employer match about $84,418 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,209 at 6%.
Wagner Vineyards 401(K)-35$2,933,028$177,278$5,065iApproximate average salary by contribution assumption: employee only about $126,627 at 4% or $84,418 at 6%; with 50% employer match about $84,418 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,209 at 6%.
2016134$2,336,890$173,437$5,101iApproximate average salary by contribution assumption: employee only about $127,527 at 4% or $85,018 at 6%; with 50% employer match about $85,018 at 4% or $56,679 at 6%; with 100% employer match about $63,764 at 4% or $42,509 at 6%.
Wagner Vineyards 401(K)-34$2,336,890$173,437$5,101iApproximate average salary by contribution assumption: employee only about $127,527 at 4% or $85,018 at 6%; with 50% employer match about $85,018 at 4% or $56,679 at 6%; with 100% employer match about $63,764 at 4% or $42,509 at 6%.
2015132$2,068,183$180,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
Wagner Vineyards 401(K)-32$2,068,183$180,000$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
2014129$1,878,268$152,460$5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%.
Wagner Vineyards 401(K)-29$1,878,268$152,460$5,257iApproximate average salary by contribution assumption: employee only about $131,431 at 4% or $87,621 at 6%; with 50% employer match about $87,621 at 4% or $58,414 at 6%; with 100% employer match about $65,716 at 4% or $43,810 at 6%.
2013128$1,637,482$140,764$5,027iApproximate average salary by contribution assumption: employee only about $125,682 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,859 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%.
Wagner Vineyards 401(K)-28$1,637,482$140,764$5,027iApproximate average salary by contribution assumption: employee only about $125,682 at 4% or $83,788 at 6%; with 50% employer match about $83,788 at 4% or $55,859 at 6%; with 100% employer match about $62,841 at 4% or $41,894 at 6%.
2012128$1,372,979$130,194$4,650iApproximate average salary by contribution assumption: employee only about $116,245 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
Wagner Vineyards 401(K)-28$1,372,979$130,194$4,650iApproximate average salary by contribution assumption: employee only about $116,245 at 4% or $77,496 at 6%; with 50% employer match about $77,496 at 4% or $51,664 at 6%; with 100% employer match about $58,122 at 4% or $38,748 at 6%.
2011126$1,144,328$115,847$4,456iApproximate average salary by contribution assumption: employee only about $111,391 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,507 at 6%; with 100% employer match about $55,696 at 4% or $37,130 at 6%.
Wagner Vineyards 401(K)-26$1,144,328$115,847$4,456iApproximate average salary by contribution assumption: employee only about $111,391 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,507 at 6%; with 100% employer match about $55,696 at 4% or $37,130 at 6%.
2010127$1,091,227$134,940$4,998iApproximate average salary by contribution assumption: employee only about $124,944 at 4% or $83,296 at 6%; with 50% employer match about $83,296 at 4% or $55,531 at 6%; with 100% employer match about $62,472 at 4% or $41,648 at 6%.
Wagner Vineyards 401(K)-27$1,091,227$134,940$4,998iApproximate average salary by contribution assumption: employee only about $124,944 at 4% or $83,296 at 6%; with 50% employer match about $83,296 at 4% or $55,531 at 6%; with 100% employer match about $62,472 at 4% or $41,648 at 6%.
2009126$877,027$106,155$4,083iApproximate average salary by contribution assumption: employee only about $102,072 at 4% or $68,048 at 6%; with 50% employer match about $68,048 at 4% or $45,365 at 6%; with 100% employer match about $51,036 at 4% or $34,024 at 6%.
Wagner Vineyards 401(K)-26$877,027$106,155$4,083iApproximate average salary by contribution assumption: employee only about $102,072 at 4% or $68,048 at 6%; with 50% employer match about $68,048 at 4% or $45,365 at 6%; with 100% employer match about $51,036 at 4% or $34,024 at 6%.
Wagner Business Operations LLC | EIN 20-2058802 | 2025 Form 5500 Company Profile