Civic Intelligence

Oak Ridge Winery LLC

Plan context: Oak Ridge Winery LLC 401(K) Plan & Trust

EIN 22-3862717 • Lodi, CA • 13 filings • 2 plans

6100 East Highway 12Lodi, CA 95240
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$2,703,754

2024 Contributions

$552,786

Historical Graphs

Total Assets Over Time

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

$2,703,754$1,351,877$0201220182024YearValue
$2,703,754Latest year 2024

Participants Over Time

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

74370201220182024YearValue
74Latest 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
2024174$2,703,754$552,786$7,470iApproximate average salary by contribution assumption: employee only about $186,752 at 4% or $124,501 at 6%; with 50% employer match about $124,501 at 4% or $83,001 at 6%; with 100% employer match about $93,376 at 4% or $62,251 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-74$2,703,754$552,786$7,470iApproximate average salary by contribution assumption: employee only about $186,752 at 4% or $124,501 at 6%; with 50% employer match about $124,501 at 4% or $83,001 at 6%; with 100% employer match about $93,376 at 4% or $62,251 at 6%.
2023172$1,936,725$544,732$7,566iApproximate average salary by contribution assumption: employee only about $189,143 at 4% or $126,095 at 6%; with 50% employer match about $126,095 at 4% or $84,064 at 6%; with 100% employer match about $94,572 at 4% or $63,048 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-72$1,936,725$544,732$7,566iApproximate average salary by contribution assumption: employee only about $189,143 at 4% or $126,095 at 6%; with 50% employer match about $126,095 at 4% or $84,064 at 6%; with 100% employer match about $94,572 at 4% or $63,048 at 6%.
2022162$1,262,986$358,035$5,775iApproximate average salary by contribution assumption: employee only about $144,369 at 4% or $96,246 at 6%; with 50% employer match about $96,246 at 4% or $64,164 at 6%; with 100% employer match about $72,184 at 4% or $48,123 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-62$1,262,986$358,035$5,775iApproximate average salary by contribution assumption: employee only about $144,369 at 4% or $96,246 at 6%; with 50% employer match about $96,246 at 4% or $64,164 at 6%; with 100% employer match about $72,184 at 4% or $48,123 at 6%.
2021161$1,080,883$359,704$5,897iApproximate average salary by contribution assumption: employee only about $147,420 at 4% or $98,280 at 6%; with 50% employer match about $98,280 at 4% or $65,520 at 6%; with 100% employer match about $73,710 at 4% or $49,140 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-61$1,080,883$359,704$5,897iApproximate average salary by contribution assumption: employee only about $147,420 at 4% or $98,280 at 6%; with 50% employer match about $98,280 at 4% or $65,520 at 6%; with 100% employer match about $73,710 at 4% or $49,140 at 6%.
2020154$926,494$315,816$5,848iApproximate average salary by contribution assumption: employee only about $146,211 at 4% or $97,474 at 6%; with 50% employer match about $97,474 at 4% or $64,983 at 6%; with 100% employer match about $73,106 at 4% or $48,737 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-54$926,494$315,816$5,848iApproximate average salary by contribution assumption: employee only about $146,211 at 4% or $97,474 at 6%; with 50% employer match about $97,474 at 4% or $64,983 at 6%; with 100% employer match about $73,106 at 4% or $48,737 at 6%.
2019145$573,248$261,539$5,812iApproximate average salary by contribution assumption: employee only about $145,299 at 4% or $96,866 at 6%; with 50% employer match about $96,866 at 4% or $64,578 at 6%; with 100% employer match about $72,650 at 4% or $48,433 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-45$573,248$261,539$5,812iApproximate average salary by contribution assumption: employee only about $145,299 at 4% or $96,866 at 6%; with 50% employer match about $96,866 at 4% or $64,578 at 6%; with 100% employer match about $72,650 at 4% or $48,433 at 6%.
2018134$373,402$181,722$5,345iApproximate average salary by contribution assumption: employee only about $133,619 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-34$373,402$181,722$5,345iApproximate average salary by contribution assumption: employee only about $133,619 at 4% or $89,079 at 6%; with 50% employer match about $89,079 at 4% or $59,386 at 6%; with 100% employer match about $66,810 at 4% or $44,540 at 6%.
2017110$232,220$41,346$4,135iApproximate average salary by contribution assumption: employee only about $103,365 at 4% or $68,910 at 6%; with 50% employer match about $68,910 at 4% or $45,940 at 6%; with 100% employer match about $51,683 at 4% or $34,455 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-10$232,220$41,346$4,135iApproximate average salary by contribution assumption: employee only about $103,365 at 4% or $68,910 at 6%; with 50% employer match about $68,910 at 4% or $45,940 at 6%; with 100% employer match about $51,683 at 4% or $34,455 at 6%.
2016111$163,084$26,272$2,388iApproximate average salary by contribution assumption: employee only about $59,709 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,855 at 4% or $19,903 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-11$163,084$26,272$2,388iApproximate average salary by contribution assumption: employee only about $59,709 at 4% or $39,806 at 6%; with 50% employer match about $39,806 at 4% or $26,537 at 6%; with 100% employer match about $29,855 at 4% or $19,903 at 6%.
2015111$133,361$26,596$2,418iApproximate average salary by contribution assumption: employee only about $60,445 at 4% or $40,297 at 6%; with 50% employer match about $40,297 at 4% or $26,865 at 6%; with 100% employer match about $30,223 at 4% or $20,148 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-11$133,361$26,596$2,418iApproximate average salary by contribution assumption: employee only about $60,445 at 4% or $40,297 at 6%; with 50% employer match about $40,297 at 4% or $26,865 at 6%; with 100% employer match about $30,223 at 4% or $20,148 at 6%.
201417$110,996$79,278$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-7$110,996$79,278$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
201314$29,908$13,964$3,491iApproximate average salary by contribution assumption: employee only about $87,275 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,789 at 6%; with 100% employer match about $43,638 at 4% or $29,092 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-4$29,908$13,964$3,491iApproximate average salary by contribution assumption: employee only about $87,275 at 4% or $58,183 at 6%; with 50% employer match about $58,183 at 4% or $38,789 at 6%; with 100% employer match about $43,638 at 4% or $29,092 at 6%.
201216$20,562$19,704$3,284iApproximate average salary by contribution assumption: employee only about $82,100 at 4% or $54,733 at 6%; with 50% employer match about $54,733 at 4% or $36,489 at 6%; with 100% employer match about $41,050 at 4% or $27,367 at 6%.
Oak Ridge Winery LLC 401(K) Plan & Trust-6$20,562$19,704$3,284iApproximate average salary by contribution assumption: employee only about $82,100 at 4% or $54,733 at 6%; with 50% employer match about $54,733 at 4% or $36,489 at 6%; with 100% employer match about $41,050 at 4% or $27,367 at 6%.