Whiskytree Inc.
Plan context: Whiskytree Inc. Retirement Plan
EIN 20-8785820 • San Rafael, CA • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$3,850,029
2024 Contributions
$230,971
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 | 20 | $3,850,029 | $230,971 | $11,549iApproximate average salary by contribution assumption: employee only about $288,714 at 4% or $192,476 at 6%; with 50% employer match about $192,476 at 4% or $128,317 at 6%; with 100% employer match about $144,357 at 4% or $96,238 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 20 | $3,850,029 | $230,971 | $11,549iApproximate average salary by contribution assumption: employee only about $288,714 at 4% or $192,476 at 6%; with 50% employer match about $192,476 at 4% or $128,317 at 6%; with 100% employer match about $144,357 at 4% or $96,238 at 6%. |
| 2023 | 1 | 16 | $2,210,157 | $200,572 | $12,536iApproximate average salary by contribution assumption: employee only about $313,394 at 4% or $208,929 at 6%; with 50% employer match about $208,929 at 4% or $139,286 at 6%; with 100% employer match about $156,697 at 4% or $104,465 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 16 | $2,210,157 | $200,572 | $12,536iApproximate average salary by contribution assumption: employee only about $313,394 at 4% or $208,929 at 6%; with 50% employer match about $208,929 at 4% or $139,286 at 6%; with 100% employer match about $156,697 at 4% or $104,465 at 6%. |
| 2022 | 1 | 30 | $1,941,201 | $165,297 | $5,510iApproximate average salary by contribution assumption: employee only about $137,748 at 4% or $91,832 at 6%; with 50% employer match about $91,832 at 4% or $61,221 at 6%; with 100% employer match about $68,874 at 4% or $45,916 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 30 | $1,941,201 | $165,297 | $5,510iApproximate average salary by contribution assumption: employee only about $137,748 at 4% or $91,832 at 6%; with 50% employer match about $91,832 at 4% or $61,221 at 6%; with 100% employer match about $68,874 at 4% or $45,916 at 6%. |
| 2021 | 1 | 24 | $2,348,689 | $170,440 | $7,102iApproximate average salary by contribution assumption: employee only about $177,542 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,771 at 4% or $59,181 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 24 | $2,348,689 | $170,440 | $7,102iApproximate average salary by contribution assumption: employee only about $177,542 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,771 at 4% or $59,181 at 6%. |
| 2020 | 1 | 22 | $1,830,344 | $222,280 | $10,104iApproximate average salary by contribution assumption: employee only about $252,591 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,295 at 4% or $84,197 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 22 | $1,830,344 | $222,280 | $10,104iApproximate average salary by contribution assumption: employee only about $252,591 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,295 at 4% or $84,197 at 6%. |
| 2019 | 1 | 22 | $1,197,861 | $159,072 | $7,231iApproximate average salary by contribution assumption: employee only about $180,764 at 4% or $120,509 at 6%; with 50% employer match about $120,509 at 4% or $80,339 at 6%; with 100% employer match about $90,382 at 4% or $60,255 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 22 | $1,197,861 | $159,072 | $7,231iApproximate average salary by contribution assumption: employee only about $180,764 at 4% or $120,509 at 6%; with 50% employer match about $120,509 at 4% or $80,339 at 6%; with 100% employer match about $90,382 at 4% or $60,255 at 6%. |
| 2012 | 1 | 17 | $303,365 | $145,530 | $8,561iApproximate average salary by contribution assumption: employee only about $214,015 at 4% or $142,676 at 6%; with 50% employer match about $142,676 at 4% or $95,118 at 6%; with 100% employer match about $107,007 at 4% or $71,338 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 17 | $303,365 | $145,530 | $8,561iApproximate average salary by contribution assumption: employee only about $214,015 at 4% or $142,676 at 6%; with 50% employer match about $142,676 at 4% or $95,118 at 6%; with 100% employer match about $107,007 at 4% or $71,338 at 6%. |
| 2011 | 1 | 18 | $139,937 | $45,354 | $2,520iApproximate average salary by contribution assumption: employee only about $62,992 at 4% or $41,994 at 6%; with 50% employer match about $41,994 at 4% or $27,996 at 6%; with 100% employer match about $31,496 at 4% or $20,997 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 18 | $139,937 | $45,354 | $2,520iApproximate average salary by contribution assumption: employee only about $62,992 at 4% or $41,994 at 6%; with 50% employer match about $41,994 at 4% or $27,996 at 6%; with 100% employer match about $31,496 at 4% or $20,997 at 6%. |
| 2010 | 1 | 13 | $101,648 | $23,722 | $1,825iApproximate average salary by contribution assumption: employee only about $45,619 at 4% or $30,413 at 6%; with 50% employer match about $30,413 at 4% or $20,275 at 6%; with 100% employer match about $22,810 at 4% or $15,206 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 13 | $101,648 | $23,722 | $1,825iApproximate average salary by contribution assumption: employee only about $45,619 at 4% or $30,413 at 6%; with 50% employer match about $30,413 at 4% or $20,275 at 6%; with 100% employer match about $22,810 at 4% or $15,206 at 6%. |
| 2009 | 1 | 8 | $64,501 | $22,638 | $2,830iApproximate average salary by contribution assumption: employee only about $70,744 at 4% or $47,163 at 6%; with 50% employer match about $47,163 at 4% or $31,442 at 6%; with 100% employer match about $35,372 at 4% or $23,581 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 8 | $64,501 | $22,638 | $2,830iApproximate average salary by contribution assumption: employee only about $70,744 at 4% or $47,163 at 6%; with 50% employer match about $47,163 at 4% or $31,442 at 6%; with 100% employer match about $35,372 at 4% or $23,581 at 6%. |
| 2008 | 1 | 7 | $27,328 | $23,521 | $3,360iApproximate average salary by contribution assumption: employee only about $84,004 at 4% or $56,002 at 6%; with 50% employer match about $56,002 at 4% or $37,335 at 6%; with 100% employer match about $42,002 at 4% or $28,001 at 6%. |
| Whiskytree Inc. Retirement Plan | - | 7 | $27,328 | $23,521 | $3,360iApproximate average salary by contribution assumption: employee only about $84,004 at 4% or $56,002 at 6%; with 50% employer match about $56,002 at 4% or $37,335 at 6%; with 100% employer match about $42,002 at 4% or $28,001 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Whiskytree Inc. Retirement Plan | - | 5 | - | - | - |