Current Snapshot
Latest Year
2024
2024 Participants
277
2024 Assets
$6,928,714
2024 Contributions
$1,632,313
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 277 | $6,928,714 | $1,632,313 | $5,893iApproximate average salary by contribution assumption: employee only about $147,321 at 4% or $98,214 at 6%; with 50% employer match about $98,214 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 277 | $6,928,714 | $1,632,313 | $5,893iApproximate average salary by contribution assumption: employee only about $147,321 at 4% or $98,214 at 6%; with 50% employer match about $98,214 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%. |
| Winedirect Health & Welfare Plan | - | 259 | - | - | - |
| 2023 | 3 | 260 | $10,180,634 | $2,416,808 | $9,295iApproximate average salary by contribution assumption: employee only about $232,385 at 4% or $154,924 at 6%; with 50% employer match about $154,924 at 4% or $103,282 at 6%; with 100% employer match about $116,193 at 4% or $77,462 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 260 | $5,090,317 | $1,208,404 | $4,648iApproximate average salary by contribution assumption: employee only about $116,193 at 4% or $77,462 at 6%; with 50% employer match about $77,462 at 4% or $51,641 at 6%; with 100% employer match about $58,096 at 4% or $38,731 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 260 | $5,090,317 | $1,208,404 | $4,648iApproximate average salary by contribution assumption: employee only about $116,193 at 4% or $77,462 at 6%; with 50% employer match about $77,462 at 4% or $51,641 at 6%; with 100% employer match about $58,096 at 4% or $38,731 at 6%. |
| Winedirect Health & Welfare Plan | - | 206 | - | - | - |
| 2022 | 2 | 275 | $3,299,034 | $1,000,453 | $3,638iApproximate average salary by contribution assumption: employee only about $90,950 at 4% or $60,634 at 6%; with 50% employer match about $60,634 at 4% or $40,422 at 6%; with 100% employer match about $45,475 at 4% or $30,317 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 275 | $3,299,034 | $1,000,453 | $3,638iApproximate average salary by contribution assumption: employee only about $90,950 at 4% or $60,634 at 6%; with 50% employer match about $60,634 at 4% or $40,422 at 6%; with 100% employer match about $45,475 at 4% or $30,317 at 6%. |
| Winedirect Health & Welfare Plan | - | 166 | - | - | - |
| 2021 | 2 | 227 | $3,298,617 | $714,420 | $3,147iApproximate average salary by contribution assumption: employee only about $78,681 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,340 at 4% or $26,227 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 227 | $3,298,617 | $714,420 | $3,147iApproximate average salary by contribution assumption: employee only about $78,681 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,340 at 4% or $26,227 at 6%. |
| Winedirect Health & Welfare Plan | - | 217 | - | - | - |
| 2020 | 2 | 195 | $2,513,826 | $380,747 | $1,953iApproximate average salary by contribution assumption: employee only about $48,814 at 4% or $32,542 at 6%; with 50% employer match about $32,542 at 4% or $21,695 at 6%; with 100% employer match about $24,407 at 4% or $16,271 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 180 | $2,513,826 | $380,747 | $2,115iApproximate average salary by contribution assumption: employee only about $52,882 at 4% or $35,254 at 6%; with 50% employer match about $35,254 at 4% or $23,503 at 6%; with 100% employer match about $26,441 at 4% or $17,627 at 6%. |
| Winedirect Health & Welfare Plan | - | 195 | - | - | - |
| 2019 | 2 | 170 | $1,893,154 | $329,348 | $1,937iApproximate average salary by contribution assumption: employee only about $48,434 at 4% or $32,289 at 6%; with 50% employer match about $32,289 at 4% or $21,526 at 6%; with 100% employer match about $24,217 at 4% or $16,145 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 166 | $1,893,154 | $329,348 | $1,984iApproximate average salary by contribution assumption: employee only about $49,601 at 4% or $33,067 at 6%; with 50% employer match about $33,067 at 4% or $22,045 at 6%; with 100% employer match about $24,800 at 4% or $16,534 at 6%. |
| Winedirect Health & Welfare Plan | - | 170 | - | - | - |
| 2018 | 2 | 181 | $1,406,700 | $257,790 | $1,424iApproximate average salary by contribution assumption: employee only about $35,606 at 4% or $23,738 at 6%; with 50% employer match about $23,738 at 4% or $15,825 at 6%; with 100% employer match about $17,803 at 4% or $11,869 at 6%. |
| Winedirect Inc. 401(K) Plan | - | 181 | $1,406,700 | $257,790 | $1,424iApproximate average salary by contribution assumption: employee only about $35,606 at 4% or $23,738 at 6%; with 50% employer match about $23,738 at 4% or $15,825 at 6%; with 100% employer match about $17,803 at 4% or $11,869 at 6%. |
| Winedirect Health & Welfare Plan | - | 138 | - | - | - |
| 2012 | 1 | 38 | $704,385 | $146,646 | $3,859iApproximate average salary by contribution assumption: employee only about $96,478 at 4% or $64,318 at 6%; with 50% employer match about $64,318 at 4% or $42,879 at 6%; with 100% employer match about $48,239 at 4% or $32,159 at 6%. |
| WINEDIRECT, INC. 401(K) PLAN | - | 38 | $704,385 | $146,646 | $3,859iApproximate average salary by contribution assumption: employee only about $96,478 at 4% or $64,318 at 6%; with 50% employer match about $64,318 at 4% or $42,879 at 6%; with 100% employer match about $48,239 at 4% or $32,159 at 6%. |
| 2011 | 1 | 39 | $596,490 | $132,363 | $3,394iApproximate average salary by contribution assumption: employee only about $84,848 at 4% or $56,565 at 6%; with 50% employer match about $56,565 at 4% or $37,710 at 6%; with 100% employer match about $42,424 at 4% or $28,283 at 6%. |
| INERTIA BEVERAGE GROUP 401(K) PLAN | - | 39 | $596,490 | $132,363 | $3,394iApproximate average salary by contribution assumption: employee only about $84,848 at 4% or $56,565 at 6%; with 50% employer match about $56,565 at 4% or $37,710 at 6%; with 100% employer match about $42,424 at 4% or $28,283 at 6%. |
| 2010 | 1 | 49 | $638,292 | $244,832 | $4,997iApproximate average salary by contribution assumption: employee only about $124,914 at 4% or $83,276 at 6%; with 50% employer match about $83,276 at 4% or $55,517 at 6%; with 100% employer match about $62,457 at 4% or $41,638 at 6%. |
| INERTIA BEVERAGE GROUP 401(K) PLAN | - | 49 | $638,292 | $244,832 | $4,997iApproximate average salary by contribution assumption: employee only about $124,914 at 4% or $83,276 at 6%; with 50% employer match about $83,276 at 4% or $55,517 at 6%; with 100% employer match about $62,457 at 4% or $41,638 at 6%. |
| 2009 | 1 | 51 | $379,243 | $149,926 | $2,940iApproximate average salary by contribution assumption: employee only about $73,493 at 4% or $48,995 at 6%; with 50% employer match about $48,995 at 4% or $32,664 at 6%; with 100% employer match about $36,747 at 4% or $24,498 at 6%. |
| INERTIA BEVERAGE GROUP 401(K) PLAN | - | 51 | $379,243 | $149,926 | $2,940iApproximate average salary by contribution assumption: employee only about $73,493 at 4% or $48,995 at 6%; with 50% employer match about $48,995 at 4% or $32,664 at 6%; with 100% employer match about $36,747 at 4% or $24,498 at 6%. |
| 2008 | 1 | 36 | $178,282 | $191,596 | $5,322iApproximate average salary by contribution assumption: employee only about $133,053 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,526 at 4% or $44,351 at 6%. |
| INERTIA BEVERAGE GROUP 401K PLAN | - | 36 | $178,282 | $191,596 | $5,322iApproximate average salary by contribution assumption: employee only about $133,053 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,526 at 4% or $44,351 at 6%. |