Civic Intelligence

Schatzi Wines LLC

Plan context: Schatzi Wines LLC 401 K Profit Sharing Plan Trust

EIN 46-5255725 • Red Hook, NY • 10 filings • 2 plans

820 Salisbury TpkeRed Hook, NY 12571-4751
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$408,393

2024 Contributions

$49,919

Historical Graphs

Total Assets Over Time

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

$408,393$204,197$0201420202024YearValue
$408,393Latest year 2024

Participants Over Time

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

740201420202024YearValue
7Latest 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
202417$408,393$49,919$7,131iApproximate average salary by contribution assumption: employee only about $178,282 at 4% or $118,855 at 6%; with 50% employer match about $118,855 at 4% or $79,237 at 6%; with 100% employer match about $89,141 at 4% or $59,427 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-7$408,393$49,919$7,131iApproximate average salary by contribution assumption: employee only about $178,282 at 4% or $118,855 at 6%; with 50% employer match about $118,855 at 4% or $79,237 at 6%; with 100% employer match about $89,141 at 4% or $59,427 at 6%.
202316$301,799$29,529$4,922iApproximate average salary by contribution assumption: employee only about $123,038 at 4% or $82,025 at 6%; with 50% employer match about $82,025 at 4% or $54,683 at 6%; with 100% employer match about $61,519 at 4% or $41,013 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-6$301,799$29,529$4,922iApproximate average salary by contribution assumption: employee only about $123,038 at 4% or $82,025 at 6%; with 50% employer match about $82,025 at 4% or $54,683 at 6%; with 100% employer match about $61,519 at 4% or $41,013 at 6%.
202215$231,797$33,924$6,785iApproximate average salary by contribution assumption: employee only about $169,620 at 4% or $113,080 at 6%; with 50% employer match about $113,080 at 4% or $75,387 at 6%; with 100% employer match about $84,810 at 4% or $56,540 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-5$231,797$33,924$6,785iApproximate average salary by contribution assumption: employee only about $169,620 at 4% or $113,080 at 6%; with 50% employer match about $113,080 at 4% or $75,387 at 6%; with 100% employer match about $84,810 at 4% or $56,540 at 6%.
202115$237,610$25,433$5,087iApproximate average salary by contribution assumption: employee only about $127,165 at 4% or $84,777 at 6%; with 50% employer match about $84,777 at 4% or $56,518 at 6%; with 100% employer match about $63,583 at 4% or $42,388 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-5$237,610$25,433$5,087iApproximate average salary by contribution assumption: employee only about $127,165 at 4% or $84,777 at 6%; with 50% employer match about $84,777 at 4% or $56,518 at 6%; with 100% employer match about $63,583 at 4% or $42,388 at 6%.
202013$178,340$23,890$7,963iApproximate average salary by contribution assumption: employee only about $199,083 at 4% or $132,722 at 6%; with 50% employer match about $132,722 at 4% or $88,481 at 6%; with 100% employer match about $99,542 at 4% or $66,361 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-3$178,340$23,890$7,963iApproximate average salary by contribution assumption: employee only about $199,083 at 4% or $132,722 at 6%; with 50% employer match about $132,722 at 4% or $88,481 at 6%; with 100% employer match about $99,542 at 4% or $66,361 at 6%.
201913$127,275$30,560$10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-3$127,275$30,560$10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%.
201815$112,827$34,058$6,812iApproximate average salary by contribution assumption: employee only about $170,290 at 4% or $113,527 at 6%; with 50% employer match about $113,527 at 4% or $75,684 at 6%; with 100% employer match about $85,145 at 4% or $56,763 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-5$112,827$34,058$6,812iApproximate average salary by contribution assumption: employee only about $170,290 at 4% or $113,527 at 6%; with 50% employer match about $113,527 at 4% or $75,684 at 6%; with 100% employer match about $85,145 at 4% or $56,763 at 6%.
201713$81,171$29,386$9,795iApproximate average salary by contribution assumption: employee only about $244,883 at 4% or $163,256 at 6%; with 50% employer match about $163,256 at 4% or $108,837 at 6%; with 100% employer match about $122,442 at 4% or $81,628 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-3$81,171$29,386$9,795iApproximate average salary by contribution assumption: employee only about $244,883 at 4% or $163,256 at 6%; with 50% employer match about $163,256 at 4% or $108,837 at 6%; with 100% employer match about $122,442 at 4% or $81,628 at 6%.
201614$45,423$23,896$5,974iApproximate average salary by contribution assumption: employee only about $149,350 at 4% or $99,567 at 6%; with 50% employer match about $99,567 at 4% or $66,378 at 6%; with 100% employer match about $74,675 at 4% or $49,783 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-4$45,423$23,896$5,974iApproximate average salary by contribution assumption: employee only about $149,350 at 4% or $99,567 at 6%; with 50% employer match about $99,567 at 4% or $66,378 at 6%; with 100% employer match about $74,675 at 4% or $49,783 at 6%.
201412$1,474$1,459$730iApproximate average salary by contribution assumption: employee only about $18,238 at 4% or $12,158 at 6%; with 50% employer match about $12,158 at 4% or $8,106 at 6%; with 100% employer match about $9,119 at 4% or $6,079 at 6%.
Schatzi Wines LLC 401 K Profit Sharing Plan Trust-2$1,474$1,459$730iApproximate average salary by contribution assumption: employee only about $18,238 at 4% or $12,158 at 6%; with 50% employer match about $12,158 at 4% or $8,106 at 6%; with 100% employer match about $9,119 at 4% or $6,079 at 6%.