Heritage Wine Cellars Ltd
Plan context: Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan
EIN 36-2331325 • Niles, IL • 37 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
65
2025 Assets
$4,495,886
2025 Contributions
$802,739
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 | 65 | $4,495,886 | $802,739 | $12,350iApproximate average salary by contribution assumption: employee only about $308,746 at 4% or $205,831 at 6%; with 50% employer match about $205,831 at 4% or $137,220 at 6%; with 100% employer match about $154,373 at 4% or $102,915 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 65 | $4,495,886 | $802,739 | $12,350iApproximate average salary by contribution assumption: employee only about $308,746 at 4% or $205,831 at 6%; with 50% employer match about $205,831 at 4% or $137,220 at 6%; with 100% employer match about $154,373 at 4% or $102,915 at 6%. |
| 2024 | 1 | 60 | $3,434,193 | $704,459 | $11,741iApproximate average salary by contribution assumption: employee only about $293,525 at 4% or $195,683 at 6%; with 50% employer match about $195,683 at 4% or $130,455 at 6%; with 100% employer match about $146,762 at 4% or $97,842 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 60 | $3,434,193 | $704,459 | $11,741iApproximate average salary by contribution assumption: employee only about $293,525 at 4% or $195,683 at 6%; with 50% employer match about $195,683 at 4% or $130,455 at 6%; with 100% employer match about $146,762 at 4% or $97,842 at 6%. |
| 2023 | 2 | 58 | $2,713,569 | $601,213 | $10,366iApproximate average salary by contribution assumption: employee only about $259,144 at 4% or $172,762 at 6%; with 50% employer match about $172,762 at 4% or $115,175 at 6%; with 100% employer match about $129,572 at 4% or $86,381 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 58 | $2,713,569 | $601,213 | $10,366iApproximate average salary by contribution assumption: employee only about $259,144 at 4% or $172,762 at 6%; with 50% employer match about $172,762 at 4% or $115,175 at 6%; with 100% employer match about $129,572 at 4% or $86,381 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 0 | $0 | $0 | - |
| 2022 | 3 | 46 | $7,835,586 | $1,018,844 | $22,149iApproximate average salary by contribution assumption: employee only about $553,720 at 4% or $369,146 at 6%; with 50% employer match about $369,146 at 4% or $246,098 at 6%; with 100% employer match about $276,860 at 4% or $184,573 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 42 | $5,630,135 | $456,894 | $10,878iApproximate average salary by contribution assumption: employee only about $271,961 at 4% or $181,307 at 6%; with 50% employer match about $181,307 at 4% or $120,871 at 6%; with 100% employer match about $135,980 at 4% or $90,654 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 46 | $2,205,451 | $375,979 | $8,173iApproximate average salary by contribution assumption: employee only about $204,336 at 4% or $136,224 at 6%; with 50% employer match about $136,224 at 4% or $90,816 at 6%; with 100% employer match about $102,168 at 4% or $68,112 at 6%. |
| HERITAGE WINE CELLARS, LTD. LOCAL 3 EMPLOYEES' | - | 0 | $0 | $185,971 | - |
| 2021 | 3 | 59 | $16,734,104 | $1,684,629 | $28,553iApproximate average salary by contribution assumption: employee only about $713,826 at 4% or $475,884 at 6%; with 50% employer match about $475,884 at 4% or $317,256 at 6%; with 100% employer match about $356,913 at 4% or $237,942 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 42 | $7,897,039 | $689,916 | $16,427iApproximate average salary by contribution assumption: employee only about $410,664 at 4% or $273,776 at 6%; with 50% employer match about $273,776 at 4% or $182,517 at 6%; with 100% employer match about $205,332 at 4% or $136,888 at 6%. |
| HERITAGE WINE CELLARS, LTD. LOCAL 3 EMPLOYEES' 401K PLAN | - | 59 | $6,476,450 | $740,139 | $12,545iApproximate average salary by contribution assumption: employee only about $313,618 at 4% or $209,079 at 6%; with 50% employer match about $209,079 at 4% or $139,386 at 6%; with 100% employer match about $156,809 at 4% or $104,539 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 28 | $2,360,615 | $254,574 | $9,092iApproximate average salary by contribution assumption: employee only about $227,298 at 4% or $151,532 at 6%; with 50% employer match about $151,532 at 4% or $101,021 at 6%; with 100% employer match about $113,649 at 4% or $75,766 at 6%. |
| 2020 | 3 | 60 | $14,164,468 | $1,742,305 | $29,038iApproximate average salary by contribution assumption: employee only about $725,960 at 4% or $483,974 at 6%; with 50% employer match about $483,974 at 4% or $322,649 at 6%; with 100% employer match about $362,980 at 4% or $241,987 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 46 | $6,922,486 | $911,578 | $19,817iApproximate average salary by contribution assumption: employee only about $495,423 at 4% or $330,282 at 6%; with 50% employer match about $330,282 at 4% or $220,188 at 6%; with 100% employer match about $247,711 at 4% or $165,141 at 6%. |
| HERITAGE WINE CELLARS, LTD. LOCAL 3 EMPLOYEES' 401(K) PLAN | - | 60 | $5,386,471 | $581,855 | $9,698iApproximate average salary by contribution assumption: employee only about $242,440 at 4% or $161,626 at 6%; with 50% employer match about $161,626 at 4% or $107,751 at 6%; with 100% employer match about $121,220 at 4% or $80,813 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 26 | $1,855,511 | $248,872 | $9,572iApproximate average salary by contribution assumption: employee only about $239,300 at 4% or $159,533 at 6%; with 50% employer match about $159,533 at 4% or $106,356 at 6%; with 100% employer match about $119,650 at 4% or $79,767 at 6%. |
| 2019 | 2 | 96 | $10,970,324 | $1,212,590 | $12,631iApproximate average salary by contribution assumption: employee only about $315,779 at 4% or $210,519 at 6%; with 50% employer match about $210,519 at 4% or $140,346 at 6%; with 100% employer match about $157,889 at 4% or $105,260 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 96 | $9,376,748 | $949,481 | $9,890iApproximate average salary by contribution assumption: employee only about $247,261 at 4% or $164,840 at 6%; with 50% employer match about $164,840 at 4% or $109,894 at 6%; with 100% employer match about $123,630 at 4% or $82,420 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 25 | $1,593,576 | $263,109 | $10,524iApproximate average salary by contribution assumption: employee only about $263,109 at 4% or $175,406 at 6%; with 50% employer match about $175,406 at 4% or $116,937 at 6%; with 100% employer match about $131,555 at 4% or $87,703 at 6%. |
| 2018 | 2 | 86 | $8,441,386 | $1,096,083 | $12,745iApproximate average salary by contribution assumption: employee only about $318,629 at 4% or $212,419 at 6%; with 50% employer match about $212,419 at 4% or $141,613 at 6%; with 100% employer match about $159,314 at 4% or $106,210 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 86 | $7,311,968 | $852,047 | $9,908iApproximate average salary by contribution assumption: employee only about $247,688 at 4% or $165,125 at 6%; with 50% employer match about $165,125 at 4% or $110,084 at 6%; with 100% employer match about $123,844 at 4% or $82,563 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 24 | $1,129,418 | $244,036 | $10,168iApproximate average salary by contribution assumption: employee only about $254,204 at 4% or $169,469 at 6%; with 50% employer match about $169,469 at 4% or $112,980 at 6%; with 100% employer match about $127,102 at 4% or $84,735 at 6%. |
| 2017 | 2 | 81 | $8,179,478 | $905,900 | $11,184iApproximate average salary by contribution assumption: employee only about $279,599 at 4% or $186,399 at 6%; with 50% employer match about $186,399 at 4% or $124,266 at 6%; with 100% employer match about $139,799 at 4% or $93,200 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 81 | $7,173,485 | $677,847 | $8,368iApproximate average salary by contribution assumption: employee only about $209,212 at 4% or $139,475 at 6%; with 50% employer match about $139,475 at 4% or $92,983 at 6%; with 100% employer match about $104,606 at 4% or $69,737 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 25 | $1,005,993 | $228,053 | $9,122iApproximate average salary by contribution assumption: employee only about $228,053 at 4% or $152,035 at 6%; with 50% employer match about $152,035 at 4% or $101,357 at 6%; with 100% employer match about $114,027 at 4% or $76,018 at 6%. |
| 2016 | 2 | 74 | $7,461,363 | $879,311 | $11,883iApproximate average salary by contribution assumption: employee only about $297,065 at 4% or $198,043 at 6%; with 50% employer match about $198,043 at 4% or $132,029 at 6%; with 100% employer match about $148,532 at 4% or $99,022 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 74 | $6,803,906 | $793,804 | $10,727iApproximate average salary by contribution assumption: employee only about $268,177 at 4% or $178,785 at 6%; with 50% employer match about $178,785 at 4% or $119,190 at 6%; with 100% employer match about $134,089 at 4% or $89,392 at 6%. |
| Heritage Wine Cellars Ltd. Local 710 Employees' 401(K) Plan | - | 20 | $657,457 | $85,507 | $4,275iApproximate average salary by contribution assumption: employee only about $106,884 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%. |
| 2015 | 1 | 91 | $7,268,512 | $885,558 | $9,731iApproximate average salary by contribution assumption: employee only about $243,285 at 4% or $162,190 at 6%; with 50% employer match about $162,190 at 4% or $108,127 at 6%; with 100% employer match about $121,643 at 4% or $81,095 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 91 | $7,268,512 | $885,558 | $9,731iApproximate average salary by contribution assumption: employee only about $243,285 at 4% or $162,190 at 6%; with 50% employer match about $162,190 at 4% or $108,127 at 6%; with 100% employer match about $121,643 at 4% or $81,095 at 6%. |
| 2014 | 1 | 82 | $6,713,668 | $661,514 | $8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 82 | $6,713,668 | $661,514 | $8,067iApproximate average salary by contribution assumption: employee only about $201,681 at 4% or $134,454 at 6%; with 50% employer match about $134,454 at 4% or $89,636 at 6%; with 100% employer match about $100,841 at 4% or $67,227 at 6%. |
| 2013 | 1 | 85 | $5,931,093 | $637,078 | $7,495iApproximate average salary by contribution assumption: employee only about $187,376 at 4% or $124,917 at 6%; with 50% employer match about $124,917 at 4% or $83,278 at 6%; with 100% employer match about $93,688 at 4% or $62,459 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 85 | $5,931,093 | $637,078 | $7,495iApproximate average salary by contribution assumption: employee only about $187,376 at 4% or $124,917 at 6%; with 50% employer match about $124,917 at 4% or $83,278 at 6%; with 100% employer match about $93,688 at 4% or $62,459 at 6%. |
| 2012 | 1 | 85 | $4,714,902 | $616,940 | $7,258iApproximate average salary by contribution assumption: employee only about $181,453 at 4% or $120,969 at 6%; with 50% employer match about $120,969 at 4% or $80,646 at 6%; with 100% employer match about $90,726 at 4% or $60,484 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 85 | $4,714,902 | $616,940 | $7,258iApproximate average salary by contribution assumption: employee only about $181,453 at 4% or $120,969 at 6%; with 50% employer match about $120,969 at 4% or $80,646 at 6%; with 100% employer match about $90,726 at 4% or $60,484 at 6%. |
| 2011 | 1 | 87 | $3,919,817 | $620,116 | $7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 87 | $3,919,817 | $620,116 | $7,128iApproximate average salary by contribution assumption: employee only about $178,194 at 4% or $118,796 at 6%; with 50% employer match about $118,796 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%. |
| 2010 | 1 | 90 | $3,418,405 | $487,697 | $5,419iApproximate average salary by contribution assumption: employee only about $135,471 at 4% or $90,314 at 6%; with 50% employer match about $90,314 at 4% or $60,210 at 6%; with 100% employer match about $67,736 at 4% or $45,157 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 90 | $3,418,405 | $487,697 | $5,419iApproximate average salary by contribution assumption: employee only about $135,471 at 4% or $90,314 at 6%; with 50% employer match about $90,314 at 4% or $60,210 at 6%; with 100% employer match about $67,736 at 4% or $45,157 at 6%. |
| 2009 | 1 | 66 | $2,632,155 | $443,025 | $6,713iApproximate average salary by contribution assumption: employee only about $167,813 at 4% or $111,875 at 6%; with 50% employer match about $111,875 at 4% or $74,583 at 6%; with 100% employer match about $83,906 at 4% or $55,938 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 66 | $2,632,155 | $443,025 | $6,713iApproximate average salary by contribution assumption: employee only about $167,813 at 4% or $111,875 at 6%; with 50% employer match about $111,875 at 4% or $74,583 at 6%; with 100% employer match about $83,906 at 4% or $55,938 at 6%. |
| 2008 | 1 | 64 | $1,983,497 | $413,671 | $6,464iApproximate average salary by contribution assumption: employee only about $161,590 at 4% or $107,727 at 6%; with 50% employer match about $107,727 at 4% or $71,818 at 6%; with 100% employer match about $80,795 at 4% or $53,863 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 64 | $1,983,497 | $413,671 | $6,464iApproximate average salary by contribution assumption: employee only about $161,590 at 4% or $107,727 at 6%; with 50% employer match about $107,727 at 4% or $71,818 at 6%; with 100% employer match about $80,795 at 4% or $53,863 at 6%. |
| 2007 | 1 | 68 | $2,091,706 | $400,572 | $5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,635 at 4% or $49,090 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 68 | $2,091,706 | $400,572 | $5,891iApproximate average salary by contribution assumption: employee only about $147,269 at 4% or $98,179 at 6%; with 50% employer match about $98,179 at 4% or $65,453 at 6%; with 100% employer match about $73,635 at 4% or $49,090 at 6%. |
| 2006 | 1 | 54 | $1,760,659 | $334,437 | $6,193iApproximate average salary by contribution assumption: employee only about $154,832 at 4% or $103,221 at 6%; with 50% employer match about $103,221 at 4% or $68,814 at 6%; with 100% employer match about $77,416 at 4% or $51,611 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 54 | $1,760,659 | $334,437 | $6,193iApproximate average salary by contribution assumption: employee only about $154,832 at 4% or $103,221 at 6%; with 50% employer match about $103,221 at 4% or $68,814 at 6%; with 100% employer match about $77,416 at 4% or $51,611 at 6%. |
| 2005 | 1 | 58 | $1,353,970 | $279,452 | $4,818iApproximate average salary by contribution assumption: employee only about $120,453 at 4% or $80,302 at 6%; with 50% employer match about $80,302 at 4% or $53,535 at 6%; with 100% employer match about $60,227 at 4% or $40,151 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 58 | $1,353,970 | $279,452 | $4,818iApproximate average salary by contribution assumption: employee only about $120,453 at 4% or $80,302 at 6%; with 50% employer match about $80,302 at 4% or $53,535 at 6%; with 100% employer match about $60,227 at 4% or $40,151 at 6%. |
| 2004 | 1 | 48 | $1,062,298 | $283,351 | $5,903iApproximate average salary by contribution assumption: employee only about $147,579 at 4% or $98,386 at 6%; with 50% employer match about $98,386 at 4% or $65,591 at 6%; with 100% employer match about $73,789 at 4% or $49,193 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 48 | $1,062,298 | $283,351 | $5,903iApproximate average salary by contribution assumption: employee only about $147,579 at 4% or $98,386 at 6%; with 50% employer match about $98,386 at 4% or $65,591 at 6%; with 100% employer match about $73,789 at 4% or $49,193 at 6%. |
| 2003 | 1 | 38 | $691,891 | $160,175 | $4,215iApproximate average salary by contribution assumption: employee only about $105,378 at 4% or $70,252 at 6%; with 50% employer match about $70,252 at 4% or $46,835 at 6%; with 100% employer match about $52,689 at 4% or $35,126 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 38 | $691,891 | $160,175 | $4,215iApproximate average salary by contribution assumption: employee only about $105,378 at 4% or $70,252 at 6%; with 50% employer match about $70,252 at 4% or $46,835 at 6%; with 100% employer match about $52,689 at 4% or $35,126 at 6%. |
| 2001 | 1 | 35 | $319,313 | $120,900 | $3,454iApproximate average salary by contribution assumption: employee only about $86,357 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,179 at 4% or $28,786 at 6%. |
| Heritage Wine Cellars Ltd 401K Plan | - | 35 | $319,313 | $120,900 | $3,454iApproximate average salary by contribution assumption: employee only about $86,357 at 4% or $57,571 at 6%; with 50% employer match about $57,571 at 4% or $38,381 at 6%; with 100% employer match about $43,179 at 4% or $28,786 at 6%. |
| 2000 | 1 | 32 | $0 | $0 | - |
| Heritage Wine Cellars Ltd 401K Plan | - | 32 | - | - | - |
| 1999 | 1 | 0 | $133,301 | $120,569 | - |
| Heritage Wine Cellars Ltd 401K Plan | - | 0 | $133,301 | $120,569 | - |