Civic Intelligence

Celia Welch Wines

Plan context: Celia Welch Wines Cash Balance Pension Plan

EIN 26-0392286 • Saint Helena, CA • 14 filings • 2 plans

1241 Adams Street #1024Saint Helena, CA 94574
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$4,199,931

2022 Contributions

$73,175

Historical Graphs

Total Assets Over Time

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

$4,199,931$2,099,966$0201520182022YearValue
$4,199,931Latest year 2022

Participants Over Time

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

210201520182022YearValue
2Latest year 2022

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
202222$4,199,931$73,175$36,588iApproximate average salary by contribution assumption: employee only about $914,688 at 4% or $609,792 at 6%; with 50% employer match about $609,792 at 4% or $406,528 at 6%; with 100% employer match about $457,344 at 4% or $304,896 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$3,487,347$0-
Celia Welch Wines 401(K) Profit Sharing Plan-2$712,584$73,175$36,588iApproximate average salary by contribution assumption: employee only about $914,688 at 4% or $609,792 at 6%; with 50% employer match about $609,792 at 4% or $406,528 at 6%; with 100% employer match about $457,344 at 4% or $304,896 at 6%.
202022$4,181,312$182,419$91,210iApproximate average salary by contribution assumption: employee only about $2,280,238 at 4% or $1,520,158 at 6%; with 50% employer match about $1,520,158 at 4% or $1,013,439 at 6%; with 100% employer match about $1,140,119 at 4% or $760,079 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$3,563,315$135,672$67,836iApproximate average salary by contribution assumption: employee only about $1,695,900 at 4% or $1,130,600 at 6%; with 50% employer match about $1,130,600 at 4% or $753,733 at 6%; with 100% employer match about $847,950 at 4% or $565,300 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-2$617,997$46,747$23,374iApproximate average salary by contribution assumption: employee only about $584,338 at 4% or $389,558 at 6%; with 50% employer match about $389,558 at 4% or $259,706 at 6%; with 100% employer match about $292,169 at 4% or $194,779 at 6%.
201921$3,685,996$282,000$282,000iApproximate average salary by contribution assumption: employee only about $7,050,000 at 4% or $4,700,000 at 6%; with 50% employer match about $4,700,000 at 4% or $3,133,333 at 6%; with 100% employer match about $3,525,000 at 4% or $2,350,000 at 6%.
Celia Welch Wines Cash Balance Pension Plan-1$3,149,356$250,000$250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-1$536,640$32,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201822$2,870,187$295,803$147,902iApproximate average salary by contribution assumption: employee only about $3,697,538 at 4% or $2,465,025 at 6%; with 50% employer match about $2,465,025 at 4% or $1,643,350 at 6%; with 100% employer match about $1,848,769 at 4% or $1,232,513 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$2,429,355$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-2$440,832$45,803$22,902iApproximate average salary by contribution assumption: employee only about $572,538 at 4% or $381,692 at 6%; with 50% employer match about $381,692 at 4% or $254,461 at 6%; with 100% employer match about $286,269 at 4% or $190,846 at 6%.
201722$2,715,173$295,965$147,983iApproximate average salary by contribution assumption: employee only about $3,699,563 at 4% or $2,466,375 at 6%; with 50% employer match about $2,466,375 at 4% or $1,644,250 at 6%; with 100% employer match about $1,849,781 at 4% or $1,233,188 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$2,301,253$250,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-2$413,920$45,965$22,983iApproximate average salary by contribution assumption: employee only about $574,563 at 4% or $383,042 at 6%; with 50% employer match about $383,042 at 4% or $255,361 at 6%; with 100% employer match about $287,281 at 4% or $191,521 at 6%.
201622$2,165,675$344,308$172,154iApproximate average salary by contribution assumption: employee only about $4,303,850 at 4% or $2,869,233 at 6%; with 50% employer match about $2,869,233 at 4% or $1,912,822 at 6%; with 100% employer match about $2,151,925 at 4% or $1,434,617 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$1,835,661$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-2$330,014$44,308$22,154iApproximate average salary by contribution assumption: employee only about $553,850 at 4% or $369,233 at 6%; with 50% employer match about $369,233 at 4% or $246,156 at 6%; with 100% employer match about $276,925 at 4% or $184,617 at 6%.
201522$1,730,344$342,047$171,024iApproximate average salary by contribution assumption: employee only about $4,275,588 at 4% or $2,850,392 at 6%; with 50% employer match about $2,850,392 at 4% or $1,900,261 at 6%; with 100% employer match about $2,137,794 at 4% or $1,425,196 at 6%.
Celia Welch Wines Cash Balance Pension Plan-2$1,452,568$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Celia Welch Wines 401(K) Profit Sharing Plan-2$277,776$42,047$21,024iApproximate average salary by contribution assumption: employee only about $525,588 at 4% or $350,392 at 6%; with 50% employer match about $350,392 at 4% or $233,594 at 6%; with 100% employer match about $262,794 at 4% or $175,196 at 6%.