Civic Intelligence

Joullian Vineyards

Plan context: Joullian Vineyards 401(K) Plan & Trust

EIN 47-4098546 • Carmel Valley, CA • 7 filings • 1 plans

20300 Cachagua RoadCarmel Valley, CA 93924
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$83,007

2022 Contributions

$5,600

Historical Graphs

Total Assets Over Time

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

$1,015,573$507,787$0201620192021YearValue
$83,007Latest year 2021

Participants Over Time

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

530201620192021YearValue
3Latest year 2021

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
202210$0$5,600-
Joullian Vineyards 401(K) Plan & Trust-0$0$5,600-
202113$83,007$7,694$2,565iApproximate average salary by contribution assumption: employee only about $64,117 at 4% or $42,744 at 6%; with 50% employer match about $42,744 at 4% or $28,496 at 6%; with 100% employer match about $32,058 at 4% or $21,372 at 6%.
Joullian Vineyards 401(K) Plan & Trust-3$83,007$7,694$2,565iApproximate average salary by contribution assumption: employee only about $64,117 at 4% or $42,744 at 6%; with 50% employer match about $42,744 at 4% or $28,496 at 6%; with 100% employer match about $32,058 at 4% or $21,372 at 6%.
202014$127,316$15,284$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,683 at 6%; with 50% employer match about $63,683 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.
Joullian Vineyards 401(K) Plan & Trust-4$127,316$15,284$3,821iApproximate average salary by contribution assumption: employee only about $95,525 at 4% or $63,683 at 6%; with 50% employer match about $63,683 at 4% or $42,456 at 6%; with 100% employer match about $47,763 at 4% or $31,842 at 6%.
201915$110,804$17,580$3,516iApproximate average salary by contribution assumption: employee only about $87,900 at 4% or $58,600 at 6%; with 50% employer match about $58,600 at 4% or $39,067 at 6%; with 100% employer match about $43,950 at 4% or $29,300 at 6%.
Joullian Vineyards 401(K) Plan & Trust-5$110,804$17,580$3,516iApproximate average salary by contribution assumption: employee only about $87,900 at 4% or $58,600 at 6%; with 50% employer match about $58,600 at 4% or $39,067 at 6%; with 100% employer match about $43,950 at 4% or $29,300 at 6%.
201815$109,755$38,642$7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,807 at 6%; with 50% employer match about $128,807 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%.
Joullian Vineyards 401(K) Plan & Trust-5$109,755$38,642$7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,807 at 6%; with 50% employer match about $128,807 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%.
201715$1,015,573$8,780$1,756iApproximate average salary by contribution assumption: employee only about $43,900 at 4% or $29,267 at 6%; with 50% employer match about $29,267 at 4% or $19,511 at 6%; with 100% employer match about $21,950 at 4% or $14,633 at 6%.
Joullian Vineyards 401(K) Plan & Trust-5$1,015,573$8,780$1,756iApproximate average salary by contribution assumption: employee only about $43,900 at 4% or $29,267 at 6%; with 50% employer match about $29,267 at 4% or $19,511 at 6%; with 100% employer match about $21,950 at 4% or $14,633 at 6%.
201614$932,403$830,416$207,604iApproximate average salary by contribution assumption: employee only about $5,190,100 at 4% or $3,460,067 at 6%; with 50% employer match about $3,460,067 at 4% or $2,306,711 at 6%; with 100% employer match about $2,595,050 at 4% or $1,730,033 at 6%.
Joullian Vineyards 401(K) Plan & Trust-4$932,403$830,416$207,604iApproximate average salary by contribution assumption: employee only about $5,190,100 at 4% or $3,460,067 at 6%; with 50% employer match about $3,460,067 at 4% or $2,306,711 at 6%; with 100% employer match about $2,595,050 at 4% or $1,730,033 at 6%.