Terlato Wine Group
Plan context: Terlato Wine Group Ltd. Savings and Retirement Plan
EIN 36-3148484 • 35 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
230
2024 Assets
$43,786,270
2024 Contributions
$3,095,824
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 230 | $43,786,270 | $3,095,824 | $13,460iApproximate average salary by contribution assumption: employee only about $336,503 at 4% or $224,335 at 6%; with 50% employer match about $224,335 at 4% or $149,557 at 6%; with 100% employer match about $168,251 at 4% or $112,168 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 230 | $43,786,270 | $3,095,824 | $13,460iApproximate average salary by contribution assumption: employee only about $336,503 at 4% or $224,335 at 6%; with 50% employer match about $224,335 at 4% or $149,557 at 6%; with 100% employer match about $168,251 at 4% or $112,168 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 210 | - | - | - |
| 2023 | 2 | 240 | $39,232,885 | $2,421,600 | $10,090iApproximate average salary by contribution assumption: employee only about $252,250 at 4% or $168,167 at 6%; with 50% employer match about $168,167 at 4% or $112,111 at 6%; with 100% employer match about $126,125 at 4% or $84,083 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 240 | $39,232,885 | $2,421,600 | $10,090iApproximate average salary by contribution assumption: employee only about $252,250 at 4% or $168,167 at 6%; with 50% employer match about $168,167 at 4% or $112,111 at 6%; with 100% employer match about $126,125 at 4% or $84,083 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 212 | - | - | - |
| 2022 | 2 | 214 | $34,218,064 | $2,584,255 | $12,076iApproximate average salary by contribution assumption: employee only about $301,899 at 4% or $201,266 at 6%; with 50% employer match about $201,266 at 4% or $134,177 at 6%; with 100% employer match about $150,949 at 4% or $100,633 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 213 | $34,218,064 | $2,584,255 | $12,133iApproximate average salary by contribution assumption: employee only about $303,316 at 4% or $202,211 at 6%; with 50% employer match about $202,211 at 4% or $134,807 at 6%; with 100% employer match about $151,658 at 4% or $101,105 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 214 | - | - | - |
| 2021 | 2 | 212 | $42,859,346 | $2,734,114 | $12,897iApproximate average salary by contribution assumption: employee only about $322,419 at 4% or $214,946 at 6%; with 50% employer match about $214,946 at 4% or $143,297 at 6%; with 100% employer match about $161,210 at 4% or $107,473 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 206 | $42,859,346 | $2,734,114 | $13,272iApproximate average salary by contribution assumption: employee only about $331,810 at 4% or $221,207 at 6%; with 50% employer match about $221,207 at 4% or $147,471 at 6%; with 100% employer match about $165,905 at 4% or $110,603 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 212 | - | - | - |
| 2020 | 2 | 233 | $40,122,242 | $2,311,961 | $9,923iApproximate average salary by contribution assumption: employee only about $248,064 at 4% or $165,376 at 6%; with 50% employer match about $165,376 at 4% or $110,251 at 6%; with 100% employer match about $124,032 at 4% or $82,688 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 226 | $40,122,242 | $2,311,961 | $10,230iApproximate average salary by contribution assumption: employee only about $255,748 at 4% or $170,499 at 6%; with 50% employer match about $170,499 at 4% or $113,666 at 6%; with 100% employer match about $127,874 at 4% or $85,249 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 233 | - | - | - |
| 2019 | 2 | 275 | $38,462,513 | $3,244,853 | $11,799iApproximate average salary by contribution assumption: employee only about $294,987 at 4% or $196,658 at 6%; with 50% employer match about $196,658 at 4% or $131,105 at 6%; with 100% employer match about $147,493 at 4% or $98,329 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 275 | $38,462,513 | $3,244,853 | $11,799iApproximate average salary by contribution assumption: employee only about $294,987 at 4% or $196,658 at 6%; with 50% employer match about $196,658 at 4% or $131,105 at 6%; with 100% employer match about $147,493 at 4% or $98,329 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 252 | - | - | - |
| 2018 | 2 | 288 | $33,001,497 | $2,609,319 | $9,060iApproximate average salary by contribution assumption: employee only about $226,503 at 4% or $151,002 at 6%; with 50% employer match about $151,002 at 4% or $100,668 at 6%; with 100% employer match about $113,252 at 4% or $75,501 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 288 | $33,001,497 | $2,609,319 | $9,060iApproximate average salary by contribution assumption: employee only about $226,503 at 4% or $151,002 at 6%; with 50% employer match about $151,002 at 4% or $100,668 at 6%; with 100% employer match about $113,252 at 4% or $75,501 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 268 | - | - | - |
| 2017 | 2 | 305 | $33,520,220 | $2,654,422 | $8,703iApproximate average salary by contribution assumption: employee only about $217,576 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 305 | $33,520,220 | $2,654,422 | $8,703iApproximate average salary by contribution assumption: employee only about $217,576 at 4% or $145,050 at 6%; with 50% employer match about $145,050 at 4% or $96,700 at 6%; with 100% employer match about $108,788 at 4% or $72,525 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 275 | - | - | - |
| 2016 | 2 | 302 | $31,393,343 | $2,496,377 | $8,266iApproximate average salary by contribution assumption: employee only about $206,654 at 4% or $137,769 at 6%; with 50% employer match about $137,769 at 4% or $91,846 at 6%; with 100% employer match about $103,327 at 4% or $68,885 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 302 | $31,393,343 | $2,496,377 | $8,266iApproximate average salary by contribution assumption: employee only about $206,654 at 4% or $137,769 at 6%; with 50% employer match about $137,769 at 4% or $91,846 at 6%; with 100% employer match about $103,327 at 4% or $68,885 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 273 | - | - | - |
| 2015 | 2 | 266 | $28,178,765 | $2,505,422 | $9,419iApproximate average salary by contribution assumption: employee only about $235,472 at 4% or $156,981 at 6%; with 50% employer match about $156,981 at 4% or $104,654 at 6%; with 100% employer match about $117,736 at 4% or $78,491 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 266 | $28,178,765 | $2,505,422 | $9,419iApproximate average salary by contribution assumption: employee only about $235,472 at 4% or $156,981 at 6%; with 50% employer match about $156,981 at 4% or $104,654 at 6%; with 100% employer match about $117,736 at 4% or $78,491 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 243 | - | - | - |
| 2014 | 2 | 282 | $27,035,252 | $2,315,444 | $8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 282 | $27,035,252 | $2,315,444 | $8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%. |
| Terlato Wine Group Welfare Benefit Plan | - | 253 | - | - | - |
| 2013 | 1 | 263 | $24,776,763 | $2,051,714 | $7,801iApproximate average salary by contribution assumption: employee only about $195,030 at 4% or $130,020 at 6%; with 50% employer match about $130,020 at 4% or $86,680 at 6%; with 100% employer match about $97,515 at 4% or $65,010 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 263 | $24,776,763 | $2,051,714 | $7,801iApproximate average salary by contribution assumption: employee only about $195,030 at 4% or $130,020 at 6%; with 50% employer match about $130,020 at 4% or $86,680 at 6%; with 100% employer match about $97,515 at 4% or $65,010 at 6%. |
| 2012 | 1 | 257 | $21,180,618 | $1,930,587 | $7,512iApproximate average salary by contribution assumption: employee only about $187,800 at 4% or $125,200 at 6%; with 50% employer match about $125,200 at 4% or $83,467 at 6%; with 100% employer match about $93,900 at 4% or $62,600 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 257 | $21,180,618 | $1,930,587 | $7,512iApproximate average salary by contribution assumption: employee only about $187,800 at 4% or $125,200 at 6%; with 50% employer match about $125,200 at 4% or $83,467 at 6%; with 100% employer match about $93,900 at 4% or $62,600 at 6%. |
| 2011 | 1 | 243 | $18,624,142 | $1,389,938 | $5,720iApproximate average salary by contribution assumption: employee only about $142,998 at 4% or $95,332 at 6%; with 50% employer match about $95,332 at 4% or $63,555 at 6%; with 100% employer match about $71,499 at 4% or $47,666 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 243 | $18,624,142 | $1,389,938 | $5,720iApproximate average salary by contribution assumption: employee only about $142,998 at 4% or $95,332 at 6%; with 50% employer match about $95,332 at 4% or $63,555 at 6%; with 100% employer match about $71,499 at 4% or $47,666 at 6%. |
| 2010 | 2 | 232 | $33,854,216 | $3,632,599 | $15,658iApproximate average salary by contribution assumption: employee only about $391,444 at 4% or $260,963 at 6%; with 50% employer match about $260,963 at 4% or $173,975 at 6%; with 100% employer match about $195,722 at 4% or $130,481 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 229 | $18,674,465 | $1,706,118 | $7,450iApproximate average salary by contribution assumption: employee only about $186,257 at 4% or $124,172 at 6%; with 50% employer match about $124,172 at 4% or $82,781 at 6%; with 100% employer match about $93,129 at 4% or $62,086 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 232 | $15,179,751 | $1,926,481 | $8,304iApproximate average salary by contribution assumption: employee only about $207,595 at 4% or $138,397 at 6%; with 50% employer match about $138,397 at 4% or $92,264 at 6%; with 100% employer match about $103,797 at 4% or $69,198 at 6%. |
| 2009 | 1 | 243 | $17,443,688 | $1,344,899 | $5,535iApproximate average salary by contribution assumption: employee only about $138,364 at 4% or $92,243 at 6%; with 50% employer match about $92,243 at 4% or $61,495 at 6%; with 100% employer match about $69,182 at 4% or $46,121 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 243 | $17,443,688 | $1,344,899 | $5,535iApproximate average salary by contribution assumption: employee only about $138,364 at 4% or $92,243 at 6%; with 50% employer match about $92,243 at 4% or $61,495 at 6%; with 100% employer match about $69,182 at 4% or $46,121 at 6%. |
| 2008 | 1 | 0 | $15,179,751 | $1,926,481 | - |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 0 | $15,179,751 | $1,926,481 | - |
| 2007 | 1 | 252 | $19,774,620 | $1,781,609 | $7,070iApproximate average salary by contribution assumption: employee only about $176,747 at 4% or $117,831 at 6%; with 50% employer match about $117,831 at 4% or $78,554 at 6%; with 100% employer match about $88,373 at 4% or $58,916 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 252 | $19,774,620 | $1,781,609 | $7,070iApproximate average salary by contribution assumption: employee only about $176,747 at 4% or $117,831 at 6%; with 50% employer match about $117,831 at 4% or $78,554 at 6%; with 100% employer match about $88,373 at 4% or $58,916 at 6%. |
| 2006 | 1 | 240 | $19,127,120 | $1,123,863 | $4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,535 at 4% or $39,023 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 240 | $19,127,120 | $1,123,863 | $4,683iApproximate average salary by contribution assumption: employee only about $117,069 at 4% or $78,046 at 6%; with 50% employer match about $78,046 at 4% or $52,031 at 6%; with 100% employer match about $58,535 at 4% or $39,023 at 6%. |
| 2005 | 1 | 186 | $18,653,674 | $1,449,416 | $7,793iApproximate average salary by contribution assumption: employee only about $194,814 at 4% or $129,876 at 6%; with 50% employer match about $129,876 at 4% or $86,584 at 6%; with 100% employer match about $97,407 at 4% or $64,938 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 186 | $18,653,674 | $1,449,416 | $7,793iApproximate average salary by contribution assumption: employee only about $194,814 at 4% or $129,876 at 6%; with 50% employer match about $129,876 at 4% or $86,584 at 6%; with 100% employer match about $97,407 at 4% or $64,938 at 6%. |
| 2004 | 1 | 252 | $17,983,757 | $1,275,302 | $5,061iApproximate average salary by contribution assumption: employee only about $126,518 at 4% or $84,345 at 6%; with 50% employer match about $84,345 at 4% or $56,230 at 6%; with 100% employer match about $63,259 at 4% or $42,173 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 252 | $17,983,757 | $1,275,302 | $5,061iApproximate average salary by contribution assumption: employee only about $126,518 at 4% or $84,345 at 6%; with 50% employer match about $84,345 at 4% or $56,230 at 6%; with 100% employer match about $63,259 at 4% or $42,173 at 6%. |
| 2003 | 1 | 203 | $18,056,543 | $1,860,987 | $9,167iApproximate average salary by contribution assumption: employee only about $229,186 at 4% or $152,790 at 6%; with 50% employer match about $152,790 at 4% or $101,860 at 6%; with 100% employer match about $114,593 at 4% or $76,395 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 203 | $18,056,543 | $1,860,987 | $9,167iApproximate average salary by contribution assumption: employee only about $229,186 at 4% or $152,790 at 6%; with 50% employer match about $152,790 at 4% or $101,860 at 6%; with 100% employer match about $114,593 at 4% or $76,395 at 6%. |
| 2002 | 1 | 284 | $15,711,536 | $2,265,221 | $7,976iApproximate average salary by contribution assumption: employee only about $199,403 at 4% or $132,936 at 6%; with 50% employer match about $132,936 at 4% or $88,624 at 6%; with 100% employer match about $99,702 at 4% or $66,468 at 6%. |
| Terlato Wine Group Ltd. Savings and Retirement Plan | - | 284 | $15,711,536 | $2,265,221 | $7,976iApproximate average salary by contribution assumption: employee only about $199,403 at 4% or $132,936 at 6%; with 50% employer match about $132,936 at 4% or $88,624 at 6%; with 100% employer match about $99,702 at 4% or $66,468 at 6%. |