Civic Intelligence

Summerwood Winery Inn Inc

Plan context: Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust

EIN 46-0472027 • Paso Robles, CA • 11 filings • 2 plans

2175 Arbor RdPaso Robles, CA 93446-8620
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$751,930

2024 Contributions

$43,484

Historical Graphs

Total Assets Over Time

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

$884,361$442,181$0201420192024YearValue
$751,930Latest year 2024

Participants Over Time

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

29150201420192024YearValue
27Latest 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
2024127$751,930$43,484$1,611iApproximate average salary by contribution assumption: employee only about $40,263 at 4% or $26,842 at 6%; with 50% employer match about $26,842 at 4% or $17,895 at 6%; with 100% employer match about $20,131 at 4% or $13,421 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-27$751,930$43,484$1,611iApproximate average salary by contribution assumption: employee only about $40,263 at 4% or $26,842 at 6%; with 50% employer match about $26,842 at 4% or $17,895 at 6%; with 100% employer match about $20,131 at 4% or $13,421 at 6%.
2023128$884,361$48,431$1,730iApproximate average salary by contribution assumption: employee only about $43,242 at 4% or $28,828 at 6%; with 50% employer match about $28,828 at 4% or $19,219 at 6%; with 100% employer match about $21,621 at 4% or $14,414 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-28$884,361$48,431$1,730iApproximate average salary by contribution assumption: employee only about $43,242 at 4% or $28,828 at 6%; with 50% employer match about $28,828 at 4% or $19,219 at 6%; with 100% employer match about $21,621 at 4% or $14,414 at 6%.
2022128$713,050$54,565$1,949iApproximate average salary by contribution assumption: employee only about $48,719 at 4% or $32,479 at 6%; with 50% employer match about $32,479 at 4% or $21,653 at 6%; with 100% employer match about $24,359 at 4% or $16,240 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-28$713,050$54,565$1,949iApproximate average salary by contribution assumption: employee only about $48,719 at 4% or $32,479 at 6%; with 50% employer match about $32,479 at 4% or $21,653 at 6%; with 100% employer match about $24,359 at 4% or $16,240 at 6%.
2021129$805,640$50,596$1,745iApproximate average salary by contribution assumption: employee only about $43,617 at 4% or $29,078 at 6%; with 50% employer match about $29,078 at 4% or $19,385 at 6%; with 100% employer match about $21,809 at 4% or $14,539 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-29$805,640$50,596$1,745iApproximate average salary by contribution assumption: employee only about $43,617 at 4% or $29,078 at 6%; with 50% employer match about $29,078 at 4% or $19,385 at 6%; with 100% employer match about $21,809 at 4% or $14,539 at 6%.
2020127$645,528$55,489$2,055iApproximate average salary by contribution assumption: employee only about $51,379 at 4% or $34,252 at 6%; with 50% employer match about $34,252 at 4% or $22,835 at 6%; with 100% employer match about $25,689 at 4% or $17,126 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-27$645,528$55,489$2,055iApproximate average salary by contribution assumption: employee only about $51,379 at 4% or $34,252 at 6%; with 50% employer match about $34,252 at 4% or $22,835 at 6%; with 100% employer match about $25,689 at 4% or $17,126 at 6%.
2019126$497,412$55,702$2,142iApproximate average salary by contribution assumption: employee only about $53,560 at 4% or $35,706 at 6%; with 50% employer match about $35,706 at 4% or $23,804 at 6%; with 100% employer match about $26,780 at 4% or $17,853 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-26$497,412$55,702$2,142iApproximate average salary by contribution assumption: employee only about $53,560 at 4% or $35,706 at 6%; with 50% employer match about $35,706 at 4% or $23,804 at 6%; with 100% employer match about $26,780 at 4% or $17,853 at 6%.
2018124$357,695$52,052$2,169iApproximate average salary by contribution assumption: employee only about $54,221 at 4% or $36,147 at 6%; with 50% employer match about $36,147 at 4% or $24,098 at 6%; with 100% employer match about $27,110 at 4% or $18,074 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-24$357,695$52,052$2,169iApproximate average salary by contribution assumption: employee only about $54,221 at 4% or $36,147 at 6%; with 50% employer match about $36,147 at 4% or $24,098 at 6%; with 100% employer match about $27,110 at 4% or $18,074 at 6%.
2017126$335,107$90,221$3,470iApproximate average salary by contribution assumption: employee only about $86,751 at 4% or $57,834 at 6%; with 50% employer match about $57,834 at 4% or $38,556 at 6%; with 100% employer match about $43,375 at 4% or $28,917 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-26$335,107$90,221$3,470iApproximate average salary by contribution assumption: employee only about $86,751 at 4% or $57,834 at 6%; with 50% employer match about $57,834 at 4% or $38,556 at 6%; with 100% employer match about $43,375 at 4% or $28,917 at 6%.
2016122$205,456$45,820$2,083iApproximate average salary by contribution assumption: employee only about $52,068 at 4% or $34,712 at 6%; with 50% employer match about $34,712 at 4% or $23,141 at 6%; with 100% employer match about $26,034 at 4% or $17,356 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-22$205,456$45,820$2,083iApproximate average salary by contribution assumption: employee only about $52,068 at 4% or $34,712 at 6%; with 50% employer match about $34,712 at 4% or $23,141 at 6%; with 100% employer match about $26,034 at 4% or $17,356 at 6%.
2015117$171,311$33,573$1,975iApproximate average salary by contribution assumption: employee only about $49,372 at 4% or $32,915 at 6%; with 50% employer match about $32,915 at 4% or $21,943 at 6%; with 100% employer match about $24,686 at 4% or $16,457 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-17$171,311$33,573$1,975iApproximate average salary by contribution assumption: employee only about $49,372 at 4% or $32,915 at 6%; with 50% employer match about $32,915 at 4% or $21,943 at 6%; with 100% employer match about $24,686 at 4% or $16,457 at 6%.
2014118$361,659$40,322$2,240iApproximate average salary by contribution assumption: employee only about $56,003 at 4% or $37,335 at 6%; with 50% employer match about $37,335 at 4% or $24,890 at 6%; with 100% employer match about $28,001 at 4% or $18,668 at 6%.
Summerwood Winery Inn Inc 401(K) Profit Sharing Plan & Trust-18$361,659$40,322$2,240iApproximate average salary by contribution assumption: employee only about $56,003 at 4% or $37,335 at 6%; with 50% employer match about $37,335 at 4% or $24,890 at 6%; with 100% employer match about $28,001 at 4% or $18,668 at 6%.