Three Brothers Winery & Estates LLC
Plan context: THREE BROTHERS WINERIES & ESTATES, LLC 401K) SAVINGS PLAN
EIN 20-5457031 • Geneva, NY • 14 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$2,832,801
2024 Contributions
$279,812
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 | 35 | $2,832,801 | $279,812 | $7,995iApproximate average salary by contribution assumption: employee only about $199,866 at 4% or $133,244 at 6%; with 50% employer match about $133,244 at 4% or $88,829 at 6%; with 100% employer match about $99,933 at 4% or $66,622 at 6%. |
| THREE BROTHERS WINERIES & ESTATES, LLC 401K) SAVINGS PLAN | - | 35 | $2,832,801 | $279,812 | $7,995iApproximate average salary by contribution assumption: employee only about $199,866 at 4% or $133,244 at 6%; with 50% employer match about $133,244 at 4% or $88,829 at 6%; with 100% employer match about $99,933 at 4% or $66,622 at 6%. |
| 2023 | 1 | 34 | $2,182,886 | $258,531 | $7,604iApproximate average salary by contribution assumption: employee only about $190,096 at 4% or $126,731 at 6%; with 50% employer match about $126,731 at 4% or $84,487 at 6%; with 100% employer match about $95,048 at 4% or $63,365 at 6%. |
| THREE BROTHERS WINERIES & ESTATES, LLC 401K) SAVINGS PLAN | - | 34 | $2,182,886 | $258,531 | $7,604iApproximate average salary by contribution assumption: employee only about $190,096 at 4% or $126,731 at 6%; with 50% employer match about $126,731 at 4% or $84,487 at 6%; with 100% employer match about $95,048 at 4% or $63,365 at 6%. |
| 2022 | 1 | 28 | $1,634,982 | $210,169 | $7,506iApproximate average salary by contribution assumption: employee only about $187,651 at 4% or $125,101 at 6%; with 50% employer match about $125,101 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $1,634,982 | $210,169 | $7,506iApproximate average salary by contribution assumption: employee only about $187,651 at 4% or $125,101 at 6%; with 50% employer match about $125,101 at 4% or $83,400 at 6%; with 100% employer match about $93,825 at 4% or $62,550 at 6%. |
| 2021 | 1 | 27 | $2,469,676 | $178,471 | $6,610iApproximate average salary by contribution assumption: employee only about $165,251 at 4% or $110,167 at 6%; with 50% employer match about $110,167 at 4% or $73,445 at 6%; with 100% employer match about $82,625 at 4% or $55,084 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 27 | $2,469,676 | $178,471 | $6,610iApproximate average salary by contribution assumption: employee only about $165,251 at 4% or $110,167 at 6%; with 50% employer match about $110,167 at 4% or $73,445 at 6%; with 100% employer match about $82,625 at 4% or $55,084 at 6%. |
| 2020 | 1 | 28 | $2,029,433 | $146,678 | $5,239iApproximate average salary by contribution assumption: employee only about $130,963 at 4% or $87,308 at 6%; with 50% employer match about $87,308 at 4% or $58,206 at 6%; with 100% employer match about $65,481 at 4% or $43,654 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $2,029,433 | $146,678 | $5,239iApproximate average salary by contribution assumption: employee only about $130,963 at 4% or $87,308 at 6%; with 50% employer match about $87,308 at 4% or $58,206 at 6%; with 100% employer match about $65,481 at 4% or $43,654 at 6%. |
| 2019 | 1 | 28 | $1,649,311 | $140,950 | $5,034iApproximate average salary by contribution assumption: employee only about $125,848 at 4% or $83,899 at 6%; with 50% employer match about $83,899 at 4% or $55,933 at 6%; with 100% employer match about $62,924 at 4% or $41,949 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 28 | $1,649,311 | $140,950 | $5,034iApproximate average salary by contribution assumption: employee only about $125,848 at 4% or $83,899 at 6%; with 50% employer match about $83,899 at 4% or $55,933 at 6%; with 100% employer match about $62,924 at 4% or $41,949 at 6%. |
| 2018 | 1 | 27 | $1,244,335 | $158,615 | $5,875iApproximate average salary by contribution assumption: employee only about $146,866 at 4% or $97,910 at 6%; with 50% employer match about $97,910 at 4% or $65,274 at 6%; with 100% employer match about $73,433 at 4% or $48,955 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 27 | $1,244,335 | $158,615 | $5,875iApproximate average salary by contribution assumption: employee only about $146,866 at 4% or $97,910 at 6%; with 50% employer match about $97,910 at 4% or $65,274 at 6%; with 100% employer match about $73,433 at 4% or $48,955 at 6%. |
| 2017 | 1 | 24 | $1,165,563 | $131,792 | $5,491iApproximate average salary by contribution assumption: employee only about $137,283 at 4% or $91,522 at 6%; with 50% employer match about $91,522 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 24 | $1,165,563 | $131,792 | $5,491iApproximate average salary by contribution assumption: employee only about $137,283 at 4% or $91,522 at 6%; with 50% employer match about $91,522 at 4% or $61,015 at 6%; with 100% employer match about $68,642 at 4% or $45,761 at 6%. |
| 2016 | 1 | 20 | $872,800 | $116,214 | $5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 20 | $872,800 | $116,214 | $5,811iApproximate average salary by contribution assumption: employee only about $145,268 at 4% or $96,845 at 6%; with 50% employer match about $96,845 at 4% or $64,563 at 6%; with 100% employer match about $72,634 at 4% or $48,423 at 6%. |
| 2015 | 1 | 13 | $697,366 | $104,079 | $8,006iApproximate average salary by contribution assumption: employee only about $200,152 at 4% or $133,435 at 6%; with 50% employer match about $133,435 at 4% or $88,956 at 6%; with 100% employer match about $100,076 at 4% or $66,717 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $697,366 | $104,079 | $8,006iApproximate average salary by contribution assumption: employee only about $200,152 at 4% or $133,435 at 6%; with 50% employer match about $133,435 at 4% or $88,956 at 6%; with 100% employer match about $100,076 at 4% or $66,717 at 6%. |
| 2014 | 1 | 13 | $600,664 | $88,530 | $6,810iApproximate average salary by contribution assumption: employee only about $170,250 at 4% or $113,500 at 6%; with 50% employer match about $113,500 at 4% or $75,667 at 6%; with 100% employer match about $85,125 at 4% or $56,750 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $600,664 | $88,530 | $6,810iApproximate average salary by contribution assumption: employee only about $170,250 at 4% or $113,500 at 6%; with 50% employer match about $113,500 at 4% or $75,667 at 6%; with 100% employer match about $85,125 at 4% or $56,750 at 6%. |
| 2013 | 1 | 10 | $480,079 | $81,153 | $8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,255 at 6%; with 50% employer match about $135,255 at 4% or $90,170 at 6%; with 100% employer match about $101,441 at 4% or $67,628 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $480,079 | $81,153 | $8,115iApproximate average salary by contribution assumption: employee only about $202,883 at 4% or $135,255 at 6%; with 50% employer match about $135,255 at 4% or $90,170 at 6%; with 100% employer match about $101,441 at 4% or $67,628 at 6%. |
| 2012 | 1 | 10 | $330,867 | $326,401 | $32,640iApproximate average salary by contribution assumption: employee only about $816,003 at 4% or $544,002 at 6%; with 50% employer match about $544,002 at 4% or $362,668 at 6%; with 100% employer match about $408,001 at 4% or $272,001 at 6%. |
| THREE BROTHERS WINERY 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $330,867 | $326,401 | $32,640iApproximate average salary by contribution assumption: employee only about $816,003 at 4% or $544,002 at 6%; with 50% employer match about $544,002 at 4% or $362,668 at 6%; with 100% employer match about $408,001 at 4% or $272,001 at 6%. |
| 2009 | 1 | 0 | $0 | $249 | - |
| Three Brothers Winery & 401(K) Profit Sharing Plan & Trust | - | 0 | - | $249 | - |