Civic Intelligence

Somerston Wine Company LLC

Plan context: Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust

EIN 26-2095178 • Lathrop, CA • 17 filings • 3 plans

73 Stewart RdLathrop, CA 95330-9746
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$345,665

2025 Contributions

$98,540

Historical Graphs

Total Assets Over Time

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

$345,665$172,833$0200920172025YearValue
$345,665Latest year 2025

Participants Over Time

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

1680200920172025YearValue
16Latest year 2025

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
2025116$345,665$98,540$6,159iApproximate average salary by contribution assumption: employee only about $153,969 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,431 at 6%; with 100% employer match about $76,984 at 4% or $51,323 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-16$345,665$98,540$6,159iApproximate average salary by contribution assumption: employee only about $153,969 at 4% or $102,646 at 6%; with 50% employer match about $102,646 at 4% or $68,431 at 6%; with 100% employer match about $76,984 at 4% or $51,323 at 6%.
2024113$234,157$89,435$6,880iApproximate average salary by contribution assumption: employee only about $171,990 at 4% or $114,660 at 6%; with 50% employer match about $114,660 at 4% or $76,440 at 6%; with 100% employer match about $85,995 at 4% or $57,330 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-13$234,157$89,435$6,880iApproximate average salary by contribution assumption: employee only about $171,990 at 4% or $114,660 at 6%; with 50% employer match about $114,660 at 4% or $76,440 at 6%; with 100% employer match about $85,995 at 4% or $57,330 at 6%.
202317$122,452$38,174$5,453iApproximate average salary by contribution assumption: employee only about $136,336 at 4% or $90,890 at 6%; with 50% employer match about $90,890 at 4% or $60,594 at 6%; with 100% employer match about $68,168 at 4% or $45,445 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-7$122,452$38,174$5,453iApproximate average salary by contribution assumption: employee only about $136,336 at 4% or $90,890 at 6%; with 50% employer match about $90,890 at 4% or $60,594 at 6%; with 100% employer match about $68,168 at 4% or $45,445 at 6%.
202215$68,662$19,535$3,907iApproximate average salary by contribution assumption: employee only about $97,675 at 4% or $65,117 at 6%; with 50% employer match about $65,117 at 4% or $43,411 at 6%; with 100% employer match about $48,838 at 4% or $32,558 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-5$68,662$19,535$3,907iApproximate average salary by contribution assumption: employee only about $97,675 at 4% or $65,117 at 6%; with 50% employer match about $65,117 at 4% or $43,411 at 6%; with 100% employer match about $48,838 at 4% or $32,558 at 6%.
202114$61,303$14,720$3,680iApproximate average salary by contribution assumption: employee only about $92,000 at 4% or $61,333 at 6%; with 50% employer match about $61,333 at 4% or $40,889 at 6%; with 100% employer match about $46,000 at 4% or $30,667 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-4$61,303$14,720$3,680iApproximate average salary by contribution assumption: employee only about $92,000 at 4% or $61,333 at 6%; with 50% employer match about $61,333 at 4% or $40,889 at 6%; with 100% employer match about $46,000 at 4% or $30,667 at 6%.
202013$42,367$14,993$4,998iApproximate average salary by contribution assumption: employee only about $124,942 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$42,367$14,993$4,998iApproximate average salary by contribution assumption: employee only about $124,942 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%.
201913$39,236$14,869$4,956iApproximate average salary by contribution assumption: employee only about $123,908 at 4% or $82,606 at 6%; with 50% employer match about $82,606 at 4% or $55,070 at 6%; with 100% employer match about $61,954 at 4% or $41,303 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$39,236$14,869$4,956iApproximate average salary by contribution assumption: employee only about $123,908 at 4% or $82,606 at 6%; with 50% employer match about $82,606 at 4% or $55,070 at 6%; with 100% employer match about $61,954 at 4% or $41,303 at 6%.
201813$18,706$10,115$3,372iApproximate average salary by contribution assumption: employee only about $84,292 at 4% or $56,194 at 6%; with 50% employer match about $56,194 at 4% or $37,463 at 6%; with 100% employer match about $42,146 at 4% or $28,097 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$18,706$10,115$3,372iApproximate average salary by contribution assumption: employee only about $84,292 at 4% or $56,194 at 6%; with 50% employer match about $56,194 at 4% or $37,463 at 6%; with 100% employer match about $42,146 at 4% or $28,097 at 6%.
201712$12,035$8,747$4,374iApproximate average salary by contribution assumption: employee only about $109,338 at 4% or $72,892 at 6%; with 50% employer match about $72,892 at 4% or $48,594 at 6%; with 100% employer match about $54,669 at 4% or $36,446 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-2$12,035$8,747$4,374iApproximate average salary by contribution assumption: employee only about $109,338 at 4% or $72,892 at 6%; with 50% employer match about $72,892 at 4% or $48,594 at 6%; with 100% employer match about $54,669 at 4% or $36,446 at 6%.
201613$49,097$8,898$2,966iApproximate average salary by contribution assumption: employee only about $74,150 at 4% or $49,433 at 6%; with 50% employer match about $49,433 at 4% or $32,956 at 6%; with 100% employer match about $37,075 at 4% or $24,717 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$49,097$8,898$2,966iApproximate average salary by contribution assumption: employee only about $74,150 at 4% or $49,433 at 6%; with 50% employer match about $49,433 at 4% or $32,956 at 6%; with 100% employer match about $37,075 at 4% or $24,717 at 6%.
201511$55,863$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-1$55,863$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201412$65,475$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-2$65,475$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201312$43,841$18,481$9,241iApproximate average salary by contribution assumption: employee only about $231,013 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-2$43,841$18,481$9,241iApproximate average salary by contribution assumption: employee only about $231,013 at 4% or $154,008 at 6%; with 50% employer match about $154,008 at 4% or $102,672 at 6%; with 100% employer match about $115,506 at 4% or $77,004 at 6%.
201213$45,434$24,502$8,167iApproximate average salary by contribution assumption: employee only about $204,183 at 4% or $136,122 at 6%; with 50% employer match about $136,122 at 4% or $90,748 at 6%; with 100% employer match about $102,092 at 4% or $68,061 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$45,434$24,502$8,167iApproximate average salary by contribution assumption: employee only about $204,183 at 4% or $136,122 at 6%; with 50% employer match about $136,122 at 4% or $90,748 at 6%; with 100% employer match about $102,092 at 4% or $68,061 at 6%.
201112$18,379$13,372$6,686iApproximate average salary by contribution assumption: employee only about $167,150 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,289 at 6%; with 100% employer match about $83,575 at 4% or $55,717 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-2$18,379$13,372$6,686iApproximate average salary by contribution assumption: employee only about $167,150 at 4% or $111,433 at 6%; with 50% employer match about $111,433 at 4% or $74,289 at 6%; with 100% employer match about $83,575 at 4% or $55,717 at 6%.
201013$14,501$13,421$4,474iApproximate average salary by contribution assumption: employee only about $111,842 at 4% or $74,561 at 6%; with 50% employer match about $74,561 at 4% or $49,707 at 6%; with 100% employer match about $55,921 at 4% or $37,281 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-3$14,501$13,421$4,474iApproximate average salary by contribution assumption: employee only about $111,842 at 4% or $74,561 at 6%; with 50% employer match about $74,561 at 4% or $49,707 at 6%; with 100% employer match about $55,921 at 4% or $37,281 at 6%.
200911$239$239$239iApproximate average salary by contribution assumption: employee only about $5,975 at 4% or $3,983 at 6%; with 50% employer match about $3,983 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%.
Somerston Wine Company LLC 401(K) Profit Sharing Plan & Trust-1$239$239$239iApproximate average salary by contribution assumption: employee only about $5,975 at 4% or $3,983 at 6%; with 50% employer match about $3,983 at 4% or $2,656 at 6%; with 100% employer match about $2,988 at 4% or $1,992 at 6%.