WINES UNLIMITED INC.
Plan context: WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST
EIN 23-2829548 • Eddystone, PA • 13 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$1,549,643
2025 Contributions
$187,547
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $1,549,643 | $187,547 | $17,050iApproximate average salary by contribution assumption: employee only about $426,243 at 4% or $284,162 at 6%; with 50% employer match about $284,162 at 4% or $189,441 at 6%; with 100% employer match about $213,122 at 4% or $142,081 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $1,549,643 | $187,547 | $17,050iApproximate average salary by contribution assumption: employee only about $426,243 at 4% or $284,162 at 6%; with 50% employer match about $284,162 at 4% or $189,441 at 6%; with 100% employer match about $213,122 at 4% or $142,081 at 6%. |
| 2024 | 1 | 12 | $1,281,693 | $157,626 | $13,136iApproximate average salary by contribution assumption: employee only about $328,388 at 4% or $218,925 at 6%; with 50% employer match about $218,925 at 4% or $145,950 at 6%; with 100% employer match about $164,194 at 4% or $109,463 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $1,281,693 | $157,626 | $13,136iApproximate average salary by contribution assumption: employee only about $328,388 at 4% or $218,925 at 6%; with 50% employer match about $218,925 at 4% or $145,950 at 6%; with 100% employer match about $164,194 at 4% or $109,463 at 6%. |
| 2023 | 1 | 12 | $996,569 | $168,801 | $14,067iApproximate average salary by contribution assumption: employee only about $351,669 at 4% or $234,446 at 6%; with 50% employer match about $234,446 at 4% or $156,297 at 6%; with 100% employer match about $175,834 at 4% or $117,223 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $996,569 | $168,801 | $14,067iApproximate average salary by contribution assumption: employee only about $351,669 at 4% or $234,446 at 6%; with 50% employer match about $234,446 at 4% or $156,297 at 6%; with 100% employer match about $175,834 at 4% or $117,223 at 6%. |
| 2022 | 1 | 11 | $771,989 | $119,270 | $10,843iApproximate average salary by contribution assumption: employee only about $271,068 at 4% or $180,712 at 6%; with 50% employer match about $180,712 at 4% or $120,475 at 6%; with 100% employer match about $135,534 at 4% or $90,356 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $771,989 | $119,270 | $10,843iApproximate average salary by contribution assumption: employee only about $271,068 at 4% or $180,712 at 6%; with 50% employer match about $180,712 at 4% or $120,475 at 6%; with 100% employer match about $135,534 at 4% or $90,356 at 6%. |
| 2021 | 1 | 11 | $737,334 | $113,906 | $10,355iApproximate average salary by contribution assumption: employee only about $258,877 at 4% or $172,585 at 6%; with 50% employer match about $172,585 at 4% or $115,057 at 6%; with 100% employer match about $129,439 at 4% or $86,292 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 11 | $737,334 | $113,906 | $10,355iApproximate average salary by contribution assumption: employee only about $258,877 at 4% or $172,585 at 6%; with 50% employer match about $172,585 at 4% or $115,057 at 6%; with 100% employer match about $129,439 at 4% or $86,292 at 6%. |
| 2020 | 1 | 10 | $641,624 | $93,391 | $9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $641,624 | $93,391 | $9,339iApproximate average salary by contribution assumption: employee only about $233,478 at 4% or $155,652 at 6%; with 50% employer match about $155,652 at 4% or $103,768 at 6%; with 100% employer match about $116,739 at 4% or $77,826 at 6%. |
| 2019 | 1 | 8 | $505,905 | $75,896 | $9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%. |
| WINES UNLIMITED INC 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $505,905 | $75,896 | $9,487iApproximate average salary by contribution assumption: employee only about $237,175 at 4% or $158,117 at 6%; with 50% employer match about $158,117 at 4% or $105,411 at 6%; with 100% employer match about $118,588 at 4% or $79,058 at 6%. |
| 2018 | 1 | 7 | $340,218 | $57,137 | $8,162iApproximate average salary by contribution assumption: employee only about $204,061 at 4% or $136,040 at 6%; with 50% employer match about $136,040 at 4% or $90,694 at 6%; with 100% employer match about $102,030 at 4% or $68,020 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 7 | $340,218 | $57,137 | $8,162iApproximate average salary by contribution assumption: employee only about $204,061 at 4% or $136,040 at 6%; with 50% employer match about $136,040 at 4% or $90,694 at 6%; with 100% employer match about $102,030 at 4% or $68,020 at 6%. |
| 2017 | 1 | 7 | $306,037 | $63,987 | $9,141iApproximate average salary by contribution assumption: employee only about $228,525 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 7 | $306,037 | $63,987 | $9,141iApproximate average salary by contribution assumption: employee only about $228,525 at 4% or $152,350 at 6%; with 50% employer match about $152,350 at 4% or $101,567 at 6%; with 100% employer match about $114,263 at 4% or $76,175 at 6%. |
| 2016 | 1 | 6 | $212,447 | $45,486 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 6 | $212,447 | $45,486 | $7,581iApproximate average salary by contribution assumption: employee only about $189,525 at 4% or $126,350 at 6%; with 50% employer match about $126,350 at 4% or $84,233 at 6%; with 100% employer match about $94,763 at 4% or $63,175 at 6%. |
| 2015 | 1 | 6 | $150,309 | $62,104 | $10,351iApproximate average salary by contribution assumption: employee only about $258,767 at 4% or $172,511 at 6%; with 50% employer match about $172,511 at 4% or $115,007 at 6%; with 100% employer match about $129,383 at 4% or $86,256 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 6 | $150,309 | $62,104 | $10,351iApproximate average salary by contribution assumption: employee only about $258,767 at 4% or $172,511 at 6%; with 50% employer match about $172,511 at 4% or $115,007 at 6%; with 100% employer match about $129,383 at 4% or $86,256 at 6%. |
| 2014 | 1 | 6 | $90,309 | $34,586 | $5,764iApproximate average salary by contribution assumption: employee only about $144,108 at 4% or $96,072 at 6%; with 50% employer match about $96,072 at 4% or $64,048 at 6%; with 100% employer match about $72,054 at 4% or $48,036 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 6 | $90,309 | $34,586 | $5,764iApproximate average salary by contribution assumption: employee only about $144,108 at 4% or $96,072 at 6%; with 50% employer match about $96,072 at 4% or $64,048 at 6%; with 100% employer match about $72,054 at 4% or $48,036 at 6%. |
| 2013 | 1 | 5 | $50,811 | $30,512 | $6,102iApproximate average salary by contribution assumption: employee only about $152,560 at 4% or $101,707 at 6%; with 50% employer match about $101,707 at 4% or $67,804 at 6%; with 100% employer match about $76,280 at 4% or $50,853 at 6%. |
| WINES UNLIMITED INC. 401 K PROFIT SHARING PLAN TRUST | - | 5 | $50,811 | $30,512 | $6,102iApproximate average salary by contribution assumption: employee only about $152,560 at 4% or $101,707 at 6%; with 50% employer match about $101,707 at 4% or $67,804 at 6%; with 100% employer match about $76,280 at 4% or $50,853 at 6%. |