Civic Intelligence

Saxum Vineyards Inc.

Plan context: Saxum Vineyards 401(K) Profit Sharing Plan

EIN 39-2074255 • Paso Robles, CA • 17 filings • 2 plans

2800 Willow Creek RoadPaso Robles, CA 93446
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$3,775,031

2024 Contributions

$133,633

Historical Graphs

Total Assets Over Time

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

$3,775,031$1,887,516$0200820162024YearValue
$3,775,031Latest year 2024

Participants Over Time

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

1370200820162024YearValue
13Latest year 2024

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
2024113$3,775,031$133,633$10,279iApproximate average salary by contribution assumption: employee only about $256,987 at 4% or $171,324 at 6%; with 50% employer match about $171,324 at 4% or $114,216 at 6%; with 100% employer match about $128,493 at 4% or $85,662 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-13$3,775,031$133,633$10,279iApproximate average salary by contribution assumption: employee only about $256,987 at 4% or $171,324 at 6%; with 50% employer match about $171,324 at 4% or $114,216 at 6%; with 100% employer match about $128,493 at 4% or $85,662 at 6%.
2023113$3,297,400$171,537$13,195iApproximate average salary by contribution assumption: employee only about $329,879 at 4% or $219,919 at 6%; with 50% employer match about $219,919 at 4% or $146,613 at 6%; with 100% employer match about $164,939 at 4% or $109,960 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-13$3,297,400$171,537$13,195iApproximate average salary by contribution assumption: employee only about $329,879 at 4% or $219,919 at 6%; with 50% employer match about $219,919 at 4% or $146,613 at 6%; with 100% employer match about $164,939 at 4% or $109,960 at 6%.
2022110$2,741,971$207,338$20,734iApproximate average salary by contribution assumption: employee only about $518,345 at 4% or $345,563 at 6%; with 50% employer match about $345,563 at 4% or $230,376 at 6%; with 100% employer match about $259,173 at 4% or $172,782 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-10$2,741,971$207,338$20,734iApproximate average salary by contribution assumption: employee only about $518,345 at 4% or $345,563 at 6%; with 50% employer match about $345,563 at 4% or $230,376 at 6%; with 100% employer match about $259,173 at 4% or $172,782 at 6%.
202119$2,985,702$213,745$23,749iApproximate average salary by contribution assumption: employee only about $593,736 at 4% or $395,824 at 6%; with 50% employer match about $395,824 at 4% or $263,883 at 6%; with 100% employer match about $296,868 at 4% or $197,912 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-9$2,985,702$213,745$23,749iApproximate average salary by contribution assumption: employee only about $593,736 at 4% or $395,824 at 6%; with 50% employer match about $395,824 at 4% or $263,883 at 6%; with 100% employer match about $296,868 at 4% or $197,912 at 6%.
202019$2,440,381$231,013$25,668iApproximate average salary by contribution assumption: employee only about $641,703 at 4% or $427,802 at 6%; with 50% employer match about $427,802 at 4% or $285,201 at 6%; with 100% employer match about $320,851 at 4% or $213,901 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-9$2,440,381$231,013$25,668iApproximate average salary by contribution assumption: employee only about $641,703 at 4% or $427,802 at 6%; with 50% employer match about $427,802 at 4% or $285,201 at 6%; with 100% employer match about $320,851 at 4% or $213,901 at 6%.
201919$1,949,726$145,279$16,142iApproximate average salary by contribution assumption: employee only about $403,553 at 4% or $269,035 at 6%; with 50% employer match about $269,035 at 4% or $179,357 at 6%; with 100% employer match about $201,776 at 4% or $134,518 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-9$1,949,726$145,279$16,142iApproximate average salary by contribution assumption: employee only about $403,553 at 4% or $269,035 at 6%; with 50% employer match about $269,035 at 4% or $179,357 at 6%; with 100% employer match about $201,776 at 4% or $134,518 at 6%.
201817$1,519,645$130,168$18,595iApproximate average salary by contribution assumption: employee only about $464,886 at 4% or $309,924 at 6%; with 50% employer match about $309,924 at 4% or $206,616 at 6%; with 100% employer match about $232,443 at 4% or $154,962 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-7$1,519,645$130,168$18,595iApproximate average salary by contribution assumption: employee only about $464,886 at 4% or $309,924 at 6%; with 50% employer match about $309,924 at 4% or $206,616 at 6%; with 100% employer match about $232,443 at 4% or $154,962 at 6%.
201717$1,456,393$120,352$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,552 at 6%; with 50% employer match about $286,552 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-7$1,456,393$120,352$17,193iApproximate average salary by contribution assumption: employee only about $429,829 at 4% or $286,552 at 6%; with 50% employer match about $286,552 at 4% or $191,035 at 6%; with 100% employer match about $214,914 at 4% or $143,276 at 6%.
201615$1,165,278$107,840$21,568iApproximate average salary by contribution assumption: employee only about $539,200 at 4% or $359,467 at 6%; with 50% employer match about $359,467 at 4% or $239,644 at 6%; with 100% employer match about $269,600 at 4% or $179,733 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$1,165,278$107,840$21,568iApproximate average salary by contribution assumption: employee only about $539,200 at 4% or $359,467 at 6%; with 50% employer match about $359,467 at 4% or $239,644 at 6%; with 100% employer match about $269,600 at 4% or $179,733 at 6%.
201515$975,561$100,170$20,034iApproximate average salary by contribution assumption: employee only about $500,850 at 4% or $333,900 at 6%; with 50% employer match about $333,900 at 4% or $222,600 at 6%; with 100% employer match about $250,425 at 4% or $166,950 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$975,561$100,170$20,034iApproximate average salary by contribution assumption: employee only about $500,850 at 4% or $333,900 at 6%; with 50% employer match about $333,900 at 4% or $222,600 at 6%; with 100% employer match about $250,425 at 4% or $166,950 at 6%.
201415$889,016$94,371$18,874iApproximate average salary by contribution assumption: employee only about $471,855 at 4% or $314,570 at 6%; with 50% employer match about $314,570 at 4% or $209,713 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$889,016$94,371$18,874iApproximate average salary by contribution assumption: employee only about $471,855 at 4% or $314,570 at 6%; with 50% employer match about $314,570 at 4% or $209,713 at 6%; with 100% employer match about $235,928 at 4% or $157,285 at 6%.
201315$762,251$88,709$17,742iApproximate average salary by contribution assumption: employee only about $443,545 at 4% or $295,697 at 6%; with 50% employer match about $295,697 at 4% or $197,131 at 6%; with 100% employer match about $221,773 at 4% or $147,848 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$762,251$88,709$17,742iApproximate average salary by contribution assumption: employee only about $443,545 at 4% or $295,697 at 6%; with 50% employer match about $295,697 at 4% or $197,131 at 6%; with 100% employer match about $221,773 at 4% or $147,848 at 6%.
201215$584,005$81,668$16,334iApproximate average salary by contribution assumption: employee only about $408,340 at 4% or $272,227 at 6%; with 50% employer match about $272,227 at 4% or $181,484 at 6%; with 100% employer match about $204,170 at 4% or $136,113 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$584,005$81,668$16,334iApproximate average salary by contribution assumption: employee only about $408,340 at 4% or $272,227 at 6%; with 50% employer match about $272,227 at 4% or $181,484 at 6%; with 100% employer match about $204,170 at 4% or $136,113 at 6%.
201115$455,071$77,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-5$455,071$77,500$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
201013$379,249$73,866$24,622iApproximate average salary by contribution assumption: employee only about $615,550 at 4% or $410,367 at 6%; with 50% employer match about $410,367 at 4% or $273,578 at 6%; with 100% employer match about $307,775 at 4% or $205,183 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-3$379,249$73,866$24,622iApproximate average salary by contribution assumption: employee only about $615,550 at 4% or $410,367 at 6%; with 50% employer match about $410,367 at 4% or $273,578 at 6%; with 100% employer match about $307,775 at 4% or $205,183 at 6%.
200912$285,057$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-2$285,057$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200812$169,235$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
Saxum Vineyards 401(K) Profit Sharing Plan-2$169,235$92,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.