Old Port Wine Merchants
Plan context: Old Port Wine Merchants 401K Profit Sharingn Plan and Trust
EIN 20-4126394 • Portland, ME • 11 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$329,474
2024 Contributions
$35,829
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 | 1 | 10 | $329,474 | $35,829 | $3,583iApproximate average salary by contribution assumption: employee only about $89,573 at 4% or $59,715 at 6%; with 50% employer match about $59,715 at 4% or $39,810 at 6%; with 100% employer match about $44,786 at 4% or $29,858 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 10 | $329,474 | $35,829 | $3,583iApproximate average salary by contribution assumption: employee only about $89,573 at 4% or $59,715 at 6%; with 50% employer match about $59,715 at 4% or $39,810 at 6%; with 100% employer match about $44,786 at 4% or $29,858 at 6%. |
| 2023 | 1 | 9 | $252,907 | $39,918 | $4,435iApproximate average salary by contribution assumption: employee only about $110,883 at 4% or $73,922 at 6%; with 50% employer match about $73,922 at 4% or $49,281 at 6%; with 100% employer match about $55,442 at 4% or $36,961 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 9 | $252,907 | $39,918 | $4,435iApproximate average salary by contribution assumption: employee only about $110,883 at 4% or $73,922 at 6%; with 50% employer match about $73,922 at 4% or $49,281 at 6%; with 100% employer match about $55,442 at 4% or $36,961 at 6%. |
| 2022 | 1 | 10 | $201,069 | $39,248 | $3,925iApproximate average salary by contribution assumption: employee only about $98,120 at 4% or $65,413 at 6%; with 50% employer match about $65,413 at 4% or $43,609 at 6%; with 100% employer match about $49,060 at 4% or $32,707 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 10 | $201,069 | $39,248 | $3,925iApproximate average salary by contribution assumption: employee only about $98,120 at 4% or $65,413 at 6%; with 50% employer match about $65,413 at 4% or $43,609 at 6%; with 100% employer match about $49,060 at 4% or $32,707 at 6%. |
| 2020 | 1 | 11 | $178,352 | $38,135 | $3,467iApproximate average salary by contribution assumption: employee only about $86,670 at 4% or $57,780 at 6%; with 50% employer match about $57,780 at 4% or $38,520 at 6%; with 100% employer match about $43,335 at 4% or $28,890 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 11 | $178,352 | $38,135 | $3,467iApproximate average salary by contribution assumption: employee only about $86,670 at 4% or $57,780 at 6%; with 50% employer match about $57,780 at 4% or $38,520 at 6%; with 100% employer match about $43,335 at 4% or $28,890 at 6%. |
| 2019 | 1 | 11 | $137,103 | $49,391 | $4,490iApproximate average salary by contribution assumption: employee only about $112,252 at 4% or $74,835 at 6%; with 50% employer match about $74,835 at 4% or $49,890 at 6%; with 100% employer match about $56,126 at 4% or $37,417 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 11 | $137,103 | $49,391 | $4,490iApproximate average salary by contribution assumption: employee only about $112,252 at 4% or $74,835 at 6%; with 50% employer match about $74,835 at 4% or $49,890 at 6%; with 100% employer match about $56,126 at 4% or $37,417 at 6%. |
| 2018 | 1 | 11 | $70,505 | $41,020 | $3,729iApproximate average salary by contribution assumption: employee only about $93,227 at 4% or $62,152 at 6%; with 50% employer match about $62,152 at 4% or $41,434 at 6%; with 100% employer match about $46,614 at 4% or $31,076 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 11 | $70,505 | $41,020 | $3,729iApproximate average salary by contribution assumption: employee only about $93,227 at 4% or $62,152 at 6%; with 50% employer match about $62,152 at 4% or $41,434 at 6%; with 100% employer match about $46,614 at 4% or $31,076 at 6%. |
| 2017 | 1 | 5 | $41,104 | $24,954 | $4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 5 | $41,104 | $24,954 | $4,991iApproximate average salary by contribution assumption: employee only about $124,770 at 4% or $83,180 at 6%; with 50% employer match about $83,180 at 4% or $55,453 at 6%; with 100% employer match about $62,385 at 4% or $41,590 at 6%. |
| 2016 | 1 | 4 | $12,864 | $12,968 | $3,242iApproximate average salary by contribution assumption: employee only about $81,050 at 4% or $54,033 at 6%; with 50% employer match about $54,033 at 4% or $36,022 at 6%; with 100% employer match about $40,525 at 4% or $27,017 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 4 | $12,864 | $12,968 | $3,242iApproximate average salary by contribution assumption: employee only about $81,050 at 4% or $54,033 at 6%; with 50% employer match about $54,033 at 4% or $36,022 at 6%; with 100% employer match about $40,525 at 4% or $27,017 at 6%. |
| 2015 | 1 | 4 | $29,722 | $12,853 | $3,213iApproximate average salary by contribution assumption: employee only about $80,331 at 4% or $53,554 at 6%; with 50% employer match about $53,554 at 4% or $35,703 at 6%; with 100% employer match about $40,166 at 4% or $26,777 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 4 | $29,722 | $12,853 | $3,213iApproximate average salary by contribution assumption: employee only about $80,331 at 4% or $53,554 at 6%; with 50% employer match about $53,554 at 4% or $35,703 at 6%; with 100% employer match about $40,166 at 4% or $26,777 at 6%. |
| 2014 | 1 | 4 | $17,116 | $10,223 | $2,556iApproximate average salary by contribution assumption: employee only about $63,894 at 4% or $42,596 at 6%; with 50% employer match about $42,596 at 4% or $28,397 at 6%; with 100% employer match about $31,947 at 4% or $21,298 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 4 | $17,116 | $10,223 | $2,556iApproximate average salary by contribution assumption: employee only about $63,894 at 4% or $42,596 at 6%; with 50% employer match about $42,596 at 4% or $28,397 at 6%; with 100% employer match about $31,947 at 4% or $21,298 at 6%. |
| 2013 | 1 | 4 | $5,775 | $5,376 | $1,344iApproximate average salary by contribution assumption: employee only about $33,600 at 4% or $22,400 at 6%; with 50% employer match about $22,400 at 4% or $14,933 at 6%; with 100% employer match about $16,800 at 4% or $11,200 at 6%. |
| Old Port Wine Merchants 401K Profit Sharingn Plan and Trust | - | 4 | $5,775 | $5,376 | $1,344iApproximate average salary by contribution assumption: employee only about $33,600 at 4% or $22,400 at 6%; with 50% employer match about $22,400 at 4% or $14,933 at 6%; with 100% employer match about $16,800 at 4% or $11,200 at 6%. |