Civic Intelligence

Belmont Wine Exchange

Plan context: Belmont Wine Exchange 401(K) Plan

EIN 20-8817829 • Hayward, CA • 14 filings • 1 plans

25811 Clawiter Road.Hayward, CA 94545
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,003,807

2024 Contributions

$61,860

Historical Graphs

Total Assets Over Time

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

$1,003,807$501,904$0201120182024YearValue
$1,003,807Latest year 2024

Participants Over Time

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

950201120182024YearValue
8Latest year 2024

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
202418$1,003,807$61,860$7,733iApproximate average salary by contribution assumption: employee only about $193,313 at 4% or $128,875 at 6%; with 50% employer match about $128,875 at 4% or $85,917 at 6%; with 100% employer match about $96,656 at 4% or $64,438 at 6%.
Belmont Wine Exchange 401(K) Plan-8$1,003,807$61,860$7,733iApproximate average salary by contribution assumption: employee only about $193,313 at 4% or $128,875 at 6%; with 50% employer match about $128,875 at 4% or $85,917 at 6%; with 100% employer match about $96,656 at 4% or $64,438 at 6%.
202318$938,565$99,207$12,401iApproximate average salary by contribution assumption: employee only about $310,022 at 4% or $206,681 at 6%; with 50% employer match about $206,681 at 4% or $137,788 at 6%; with 100% employer match about $155,011 at 4% or $103,341 at 6%.
Belmont Wine Exchange 401(K) Plan-8$938,565$99,207$12,401iApproximate average salary by contribution assumption: employee only about $310,022 at 4% or $206,681 at 6%; with 50% employer match about $206,681 at 4% or $137,788 at 6%; with 100% employer match about $155,011 at 4% or $103,341 at 6%.
202218$756,183$92,185$11,523iApproximate average salary by contribution assumption: employee only about $288,078 at 4% or $192,052 at 6%; with 50% employer match about $192,052 at 4% or $128,035 at 6%; with 100% employer match about $144,039 at 4% or $96,026 at 6%.
Belmont Wine Exchange 401(K) Plan-8$756,183$92,185$11,523iApproximate average salary by contribution assumption: employee only about $288,078 at 4% or $192,052 at 6%; with 50% employer match about $192,052 at 4% or $128,035 at 6%; with 100% employer match about $144,039 at 4% or $96,026 at 6%.
202118$882,899$171,650$21,456iApproximate average salary by contribution assumption: employee only about $536,406 at 4% or $357,604 at 6%; with 50% employer match about $357,604 at 4% or $238,403 at 6%; with 100% employer match about $268,203 at 4% or $178,802 at 6%.
Belmont Wine Exchange 401(K) Plan-8$882,899$171,650$21,456iApproximate average salary by contribution assumption: employee only about $536,406 at 4% or $357,604 at 6%; with 50% employer match about $357,604 at 4% or $238,403 at 6%; with 100% employer match about $268,203 at 4% or $178,802 at 6%.
202019$700,355$30,347$3,372iApproximate average salary by contribution assumption: employee only about $84,297 at 4% or $56,198 at 6%; with 50% employer match about $56,198 at 4% or $37,465 at 6%; with 100% employer match about $42,149 at 4% or $28,099 at 6%.
Belmont Wine Exchange 401(K) Plan-9$700,355$30,347$3,372iApproximate average salary by contribution assumption: employee only about $84,297 at 4% or $56,198 at 6%; with 50% employer match about $56,198 at 4% or $37,465 at 6%; with 100% employer match about $42,149 at 4% or $28,099 at 6%.
201919$622,343$36,111$4,012iApproximate average salary by contribution assumption: employee only about $100,308 at 4% or $66,872 at 6%; with 50% employer match about $66,872 at 4% or $44,581 at 6%; with 100% employer match about $50,154 at 4% or $33,436 at 6%.
Belmont Wine Exchange 401(K) Plan-9$622,343$36,111$4,012iApproximate average salary by contribution assumption: employee only about $100,308 at 4% or $66,872 at 6%; with 50% employer match about $66,872 at 4% or $44,581 at 6%; with 100% employer match about $50,154 at 4% or $33,436 at 6%.
201819$641,201$134,560$14,951iApproximate average salary by contribution assumption: employee only about $373,778 at 4% or $249,185 at 6%; with 50% employer match about $249,185 at 4% or $166,123 at 6%; with 100% employer match about $186,889 at 4% or $124,593 at 6%.
Belmont Wine Exchange 401(K) Plan-9$641,201$134,560$14,951iApproximate average salary by contribution assumption: employee only about $373,778 at 4% or $249,185 at 6%; with 50% employer match about $249,185 at 4% or $166,123 at 6%; with 100% employer match about $186,889 at 4% or $124,593 at 6%.
201719$523,288$141,405$15,712iApproximate average salary by contribution assumption: employee only about $392,792 at 4% or $261,861 at 6%; with 50% employer match about $261,861 at 4% or $174,574 at 6%; with 100% employer match about $196,396 at 4% or $130,931 at 6%.
Belmont Wine Exchange 401(K) Plan-9$523,288$141,405$15,712iApproximate average salary by contribution assumption: employee only about $392,792 at 4% or $261,861 at 6%; with 50% employer match about $261,861 at 4% or $174,574 at 6%; with 100% employer match about $196,396 at 4% or $130,931 at 6%.
201618$584,503$125,525$15,691iApproximate average salary by contribution assumption: employee only about $392,266 at 4% or $261,510 at 6%; with 50% employer match about $261,510 at 4% or $174,340 at 6%; with 100% employer match about $196,133 at 4% or $130,755 at 6%.
Belmont Wine Exchange 401(K) Plan-8$584,503$125,525$15,691iApproximate average salary by contribution assumption: employee only about $392,266 at 4% or $261,510 at 6%; with 50% employer match about $261,510 at 4% or $174,340 at 6%; with 100% employer match about $196,133 at 4% or $130,755 at 6%.
201517$426,128$25,967$3,710iApproximate average salary by contribution assumption: employee only about $92,739 at 4% or $61,826 at 6%; with 50% employer match about $61,826 at 4% or $41,217 at 6%; with 100% employer match about $46,370 at 4% or $30,913 at 6%.
Belmont Wine Exchange 401(K) Plan-7$426,128$25,967$3,710iApproximate average salary by contribution assumption: employee only about $92,739 at 4% or $61,826 at 6%; with 50% employer match about $61,826 at 4% or $41,217 at 6%; with 100% employer match about $46,370 at 4% or $30,913 at 6%.
201416$446,871$118,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Belmont Wine Exchange 401(K) Plan-6$446,871$118,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201315$348,540$117,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Belmont Wine Exchange 401(K) Plan-5$348,540$117,500$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
201215$227,456$112,495$22,499iApproximate average salary by contribution assumption: employee only about $562,475 at 4% or $374,983 at 6%; with 50% employer match about $374,983 at 4% or $249,989 at 6%; with 100% employer match about $281,238 at 4% or $187,492 at 6%.
Belmont Wine Exchange 401(K) Plan-5$227,456$112,495$22,499iApproximate average salary by contribution assumption: employee only about $562,475 at 4% or $374,983 at 6%; with 50% employer match about $374,983 at 4% or $249,989 at 6%; with 100% employer match about $281,238 at 4% or $187,492 at 6%.
201112$109,000$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Belmont Wine Exchange 401(K) Plan-2$109,000$109,000$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Belmont Wine Exchange | EIN 20-8817829 | 2024 Form 5500 Company Profile