Wine Lovers LLC
Plan context: Wine Lovers LLC Cash Balance Plan
EIN 41-2044851 • Milltown, NJ • 16 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$3,350,791
2025 Contributions
$288,962
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 | 2 | 14 | $3,350,791 | $0 | - |
| Wine Lovers LLC Cash Balance Plan | - | 13 | $2,336,908 | $0 | - |
| Wine Lovers LLC Profit Sharing Plan | - | 14 | $1,013,883 | $0 | - |
| 2024 | 2 | 14 | $2,898,515 | $288,962 | $20,640iApproximate average salary by contribution assumption: employee only about $516,004 at 4% or $344,002 at 6%; with 50% employer match about $344,002 at 4% or $229,335 at 6%; with 100% employer match about $258,002 at 4% or $172,001 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 13 | $2,024,183 | $268,500 | $20,654iApproximate average salary by contribution assumption: employee only about $516,346 at 4% or $344,231 at 6%; with 50% employer match about $344,231 at 4% or $229,487 at 6%; with 100% employer match about $258,173 at 4% or $172,115 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 14 | $874,332 | $20,462 | $1,462iApproximate average salary by contribution assumption: employee only about $36,539 at 4% or $24,360 at 6%; with 50% employer match about $24,360 at 4% or $16,240 at 6%; with 100% employer match about $18,270 at 4% or $12,180 at 6%. |
| 2023 | 2 | 12 | $2,192,542 | $280,000 | $23,333iApproximate average salary by contribution assumption: employee only about $583,333 at 4% or $388,889 at 6%; with 50% employer match about $388,889 at 4% or $259,259 at 6%; with 100% employer match about $291,667 at 4% or $194,444 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 10 | $1,510,982 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 12 | $681,560 | $80,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2022 | 2 | 11 | $1,589,083 | $341,429 | $31,039iApproximate average salary by contribution assumption: employee only about $775,975 at 4% or $517,317 at 6%; with 50% employer match about $517,317 at 4% or $344,878 at 6%; with 100% employer match about $387,988 at 4% or $258,658 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 9 | $1,134,856 | $264,001 | $29,333iApproximate average salary by contribution assumption: employee only about $733,336 at 4% or $488,891 at 6%; with 50% employer match about $488,891 at 4% or $325,927 at 6%; with 100% employer match about $366,668 at 4% or $244,445 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 11 | $454,227 | $77,428 | $7,039iApproximate average salary by contribution assumption: employee only about $175,973 at 4% or $117,315 at 6%; with 50% employer match about $117,315 at 4% or $78,210 at 6%; with 100% employer match about $87,986 at 4% or $58,658 at 6%. |
| 2021 | 2 | 12 | $1,539,482 | $348,899 | $29,075iApproximate average salary by contribution assumption: employee only about $726,873 at 4% or $484,582 at 6%; with 50% employer match about $484,582 at 4% or $323,055 at 6%; with 100% employer match about $363,436 at 4% or $242,291 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 12 | $1,035,272 | $258,251 | $21,521iApproximate average salary by contribution assumption: employee only about $538,023 at 4% or $358,682 at 6%; with 50% employer match about $358,682 at 4% or $239,121 at 6%; with 100% employer match about $269,011 at 4% or $179,341 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 12 | $504,210 | $90,648 | $7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%. |
| 2020 | 2 | 10 | $1,050,200 | $364,213 | $36,421iApproximate average salary by contribution assumption: employee only about $910,533 at 4% or $607,022 at 6%; with 50% employer match about $607,022 at 4% or $404,681 at 6%; with 100% employer match about $455,266 at 4% or $303,511 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 9 | $712,695 | $260,252 | $28,917iApproximate average salary by contribution assumption: employee only about $722,922 at 4% or $481,948 at 6%; with 50% employer match about $481,948 at 4% or $321,299 at 6%; with 100% employer match about $361,461 at 4% or $240,974 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 10 | $337,505 | $103,961 | $10,396iApproximate average salary by contribution assumption: employee only about $259,903 at 4% or $173,268 at 6%; with 50% employer match about $173,268 at 4% or $115,512 at 6%; with 100% employer match about $129,951 at 4% or $86,634 at 6%. |
| 2019 | 2 | 8 | $549,495 | $252,528 | $31,566iApproximate average salary by contribution assumption: employee only about $789,150 at 4% or $526,100 at 6%; with 50% employer match about $526,100 at 4% or $350,733 at 6%; with 100% employer match about $394,575 at 4% or $263,050 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 8 | $366,640 | $176,932 | $22,117iApproximate average salary by contribution assumption: employee only about $552,913 at 4% or $368,608 at 6%; with 50% employer match about $368,608 at 4% or $245,739 at 6%; with 100% employer match about $276,456 at 4% or $184,304 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 8 | $182,855 | $75,596 | $9,450iApproximate average salary by contribution assumption: employee only about $236,238 at 4% or $157,492 at 6%; with 50% employer match about $157,492 at 4% or $104,994 at 6%; with 100% employer match about $118,119 at 4% or $78,746 at 6%. |
| 2018 | 2 | 9 | $268,979 | $268,979 | $29,887iApproximate average salary by contribution assumption: employee only about $747,164 at 4% or $498,109 at 6%; with 50% employer match about $498,109 at 4% or $332,073 at 6%; with 100% employer match about $373,582 at 4% or $249,055 at 6%. |
| Wine Lovers LLC Cash Balance Plan | - | 9 | $177,709 | $177,709 | $19,745iApproximate average salary by contribution assumption: employee only about $493,636 at 4% or $329,091 at 6%; with 50% employer match about $329,091 at 4% or $219,394 at 6%; with 100% employer match about $246,818 at 4% or $164,545 at 6%. |
| Wine Lovers LLC Profit Sharing Plan | - | 9 | $91,270 | $91,270 | $10,141iApproximate average salary by contribution assumption: employee only about $253,528 at 4% or $169,019 at 6%; with 50% employer match about $169,019 at 4% or $112,679 at 6%; with 100% employer match about $126,764 at 4% or $84,509 at 6%. |