North Carolina Beer and Wine
Plan context: North Carolina Beer and Wine 401 K Profit Sharing Plan Trust
EIN 56-0854603 • Raleigh, NC • 25 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$712,204
2024 Contributions
$34,508
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $34,508 | - |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 0 | $0 | $34,508 | - |
| 2023 | 1 | 2 | $712,204 | $62,980 | $31,490iApproximate average salary by contribution assumption: employee only about $787,250 at 4% or $524,833 at 6%; with 50% employer match about $524,833 at 4% or $349,889 at 6%; with 100% employer match about $393,625 at 4% or $262,417 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $712,204 | $62,980 | $31,490iApproximate average salary by contribution assumption: employee only about $787,250 at 4% or $524,833 at 6%; with 50% employer match about $524,833 at 4% or $349,889 at 6%; with 100% employer match about $393,625 at 4% or $262,417 at 6%. |
| 2022 | 1 | 2 | $571,927 | $56,860 | $28,430iApproximate average salary by contribution assumption: employee only about $710,750 at 4% or $473,833 at 6%; with 50% employer match about $473,833 at 4% or $315,889 at 6%; with 100% employer match about $355,375 at 4% or $236,917 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $571,927 | $56,860 | $28,430iApproximate average salary by contribution assumption: employee only about $710,750 at 4% or $473,833 at 6%; with 50% employer match about $473,833 at 4% or $315,889 at 6%; with 100% employer match about $355,375 at 4% or $236,917 at 6%. |
| 2021 | 1 | 2 | $609,445 | $53,815 | $26,908iApproximate average salary by contribution assumption: employee only about $672,688 at 4% or $448,458 at 6%; with 50% employer match about $448,458 at 4% or $298,972 at 6%; with 100% employer match about $336,344 at 4% or $224,229 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $609,445 | $53,815 | $26,908iApproximate average salary by contribution assumption: employee only about $672,688 at 4% or $448,458 at 6%; with 50% employer match about $448,458 at 4% or $298,972 at 6%; with 100% employer match about $336,344 at 4% or $224,229 at 6%. |
| 2020 | 1 | 2 | $493,793 | $54,220 | $27,110iApproximate average salary by contribution assumption: employee only about $677,750 at 4% or $451,833 at 6%; with 50% employer match about $451,833 at 4% or $301,222 at 6%; with 100% employer match about $338,875 at 4% or $225,917 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $493,793 | $54,220 | $27,110iApproximate average salary by contribution assumption: employee only about $677,750 at 4% or $451,833 at 6%; with 50% employer match about $451,833 at 4% or $301,222 at 6%; with 100% employer match about $338,875 at 4% or $225,917 at 6%. |
| 2019 | 1 | 3 | $436,747 | $52,060 | $17,353iApproximate average salary by contribution assumption: employee only about $433,833 at 4% or $289,222 at 6%; with 50% employer match about $289,222 at 4% or $192,815 at 6%; with 100% employer match about $216,917 at 4% or $144,611 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 3 | $436,747 | $52,060 | $17,353iApproximate average salary by contribution assumption: employee only about $433,833 at 4% or $289,222 at 6%; with 50% employer match about $289,222 at 4% or $192,815 at 6%; with 100% employer match about $216,917 at 4% or $144,611 at 6%. |
| 2018 | 1 | 3 | $321,942 | $51,310 | $17,103iApproximate average salary by contribution assumption: employee only about $427,583 at 4% or $285,056 at 6%; with 50% employer match about $285,056 at 4% or $190,037 at 6%; with 100% employer match about $213,792 at 4% or $142,528 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 3 | $321,942 | $51,310 | $17,103iApproximate average salary by contribution assumption: employee only about $427,583 at 4% or $285,056 at 6%; with 50% employer match about $285,056 at 4% or $190,037 at 6%; with 100% employer match about $213,792 at 4% or $142,528 at 6%. |
| 2017 | 1 | 3 | $288,335 | $47,911 | $15,970iApproximate average salary by contribution assumption: employee only about $399,258 at 4% or $266,172 at 6%; with 50% employer match about $266,172 at 4% or $177,448 at 6%; with 100% employer match about $199,629 at 4% or $133,086 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 3 | $288,335 | $47,911 | $15,970iApproximate average salary by contribution assumption: employee only about $399,258 at 4% or $266,172 at 6%; with 50% employer match about $266,172 at 4% or $177,448 at 6%; with 100% employer match about $199,629 at 4% or $133,086 at 6%. |
| 2016 | 1 | 3 | $204,253 | $39,051 | $13,017iApproximate average salary by contribution assumption: employee only about $325,425 at 4% or $216,950 at 6%; with 50% employer match about $216,950 at 4% or $144,633 at 6%; with 100% employer match about $162,713 at 4% or $108,475 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 3 | $204,253 | $39,051 | $13,017iApproximate average salary by contribution assumption: employee only about $325,425 at 4% or $216,950 at 6%; with 50% employer match about $216,950 at 4% or $144,633 at 6%; with 100% employer match about $162,713 at 4% or $108,475 at 6%. |
| 2015 | 1 | 3 | $406,632 | $39,340 | $13,113iApproximate average salary by contribution assumption: employee only about $327,833 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 3 | $406,632 | $39,340 | $13,113iApproximate average salary by contribution assumption: employee only about $327,833 at 4% or $218,556 at 6%; with 50% employer match about $218,556 at 4% or $145,704 at 6%; with 100% employer match about $163,917 at 4% or $109,278 at 6%. |
| 2014 | 1 | 4 | $389,610 | $37,834 | $9,459iApproximate average salary by contribution assumption: employee only about $236,463 at 4% or $157,642 at 6%; with 50% employer match about $157,642 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,821 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 4 | $389,610 | $37,834 | $9,459iApproximate average salary by contribution assumption: employee only about $236,463 at 4% or $157,642 at 6%; with 50% employer match about $157,642 at 4% or $105,094 at 6%; with 100% employer match about $118,231 at 4% or $78,821 at 6%. |
| 2013 | 1 | 4 | $350,004 | $33,467 | $8,367iApproximate average salary by contribution assumption: employee only about $209,169 at 4% or $139,446 at 6%; with 50% employer match about $139,446 at 4% or $92,964 at 6%; with 100% employer match about $104,584 at 4% or $69,723 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 4 | $350,004 | $33,467 | $8,367iApproximate average salary by contribution assumption: employee only about $209,169 at 4% or $139,446 at 6%; with 50% employer match about $139,446 at 4% or $92,964 at 6%; with 100% employer match about $104,584 at 4% or $69,723 at 6%. |
| 2012 | 1 | 4 | $263,648 | $23,853 | $5,963iApproximate average salary by contribution assumption: employee only about $149,081 at 4% or $99,388 at 6%; with 50% employer match about $99,388 at 4% or $66,258 at 6%; with 100% employer match about $74,541 at 4% or $49,694 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 4 | $263,648 | $23,853 | $5,963iApproximate average salary by contribution assumption: employee only about $149,081 at 4% or $99,388 at 6%; with 50% employer match about $99,388 at 4% or $66,258 at 6%; with 100% employer match about $74,541 at 4% or $49,694 at 6%. |
| 2011 | 1 | 2 | $214,204 | $14,267 | $7,134iApproximate average salary by contribution assumption: employee only about $178,338 at 4% or $118,892 at 6%; with 50% employer match about $118,892 at 4% or $79,261 at 6%; with 100% employer match about $89,169 at 4% or $59,446 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $214,204 | $14,267 | $7,134iApproximate average salary by contribution assumption: employee only about $178,338 at 4% or $118,892 at 6%; with 50% employer match about $118,892 at 4% or $79,261 at 6%; with 100% employer match about $89,169 at 4% or $59,446 at 6%. |
| 2009 | 2 | 2 | $115,434 | $18,167 | $9,084iApproximate average salary by contribution assumption: employee only about $227,088 at 4% or $151,392 at 6%; with 50% employer match about $151,392 at 4% or $100,928 at 6%; with 100% employer match about $113,544 at 4% or $75,696 at 6%. |
| North Carolina Beer and Wine 401 K Profit Sharing Plan Trust | - | 2 | $115,434 | $967 | $484iApproximate average salary by contribution assumption: employee only about $12,088 at 4% or $8,058 at 6%; with 50% employer match about $8,058 at 4% or $5,372 at 6%; with 100% employer match about $6,044 at 4% or $4,029 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 0 | $0 | $17,200 | - |
| 2008 | 1 | 2 | $72,186 | $15,488 | $7,744iApproximate average salary by contribution assumption: employee only about $193,600 at 4% or $129,067 at 6%; with 50% employer match about $129,067 at 4% or $86,044 at 6%; with 100% employer match about $96,800 at 4% or $64,533 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 2 | $72,186 | $15,488 | $7,744iApproximate average salary by contribution assumption: employee only about $193,600 at 4% or $129,067 at 6%; with 50% employer match about $129,067 at 4% or $86,044 at 6%; with 100% employer match about $96,800 at 4% or $64,533 at 6%. |
| 2007 | 1 | 2 | $103,632 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 2 | $103,632 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2006 | 1 | 2 | $606,926 | $24,528 | $12,264iApproximate average salary by contribution assumption: employee only about $306,600 at 4% or $204,400 at 6%; with 50% employer match about $204,400 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 2 | $606,926 | $24,528 | $12,264iApproximate average salary by contribution assumption: employee only about $306,600 at 4% or $204,400 at 6%; with 50% employer match about $204,400 at 4% or $136,267 at 6%; with 100% employer match about $153,300 at 4% or $102,200 at 6%. |
| 2005 | 1 | 2 | $540,279 | $23,900 | $11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 2 | $540,279 | $23,900 | $11,950iApproximate average salary by contribution assumption: employee only about $298,750 at 4% or $199,167 at 6%; with 50% employer match about $199,167 at 4% or $132,778 at 6%; with 100% employer match about $149,375 at 4% or $99,583 at 6%. |
| 2004 | 1 | 3 | $500,674 | $23,960 | $7,987iApproximate average salary by contribution assumption: employee only about $199,667 at 4% or $133,111 at 6%; with 50% employer match about $133,111 at 4% or $88,741 at 6%; with 100% employer match about $99,833 at 4% or $66,556 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 3 | $500,674 | $23,960 | $7,987iApproximate average salary by contribution assumption: employee only about $199,667 at 4% or $133,111 at 6%; with 50% employer match about $133,111 at 4% or $88,741 at 6%; with 100% employer match about $99,833 at 4% or $66,556 at 6%. |
| 2003 | 1 | 3 | $474,812 | $22,901 | $7,634iApproximate average salary by contribution assumption: employee only about $190,842 at 4% or $127,228 at 6%; with 50% employer match about $127,228 at 4% or $84,819 at 6%; with 100% employer match about $95,421 at 4% or $63,614 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 3 | $474,812 | $22,901 | $7,634iApproximate average salary by contribution assumption: employee only about $190,842 at 4% or $127,228 at 6%; with 50% employer match about $127,228 at 4% or $84,819 at 6%; with 100% employer match about $95,421 at 4% or $63,614 at 6%. |
| 2002 | 1 | 3 | $387,522 | $25,625 | $8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 3 | $387,522 | $25,625 | $8,542iApproximate average salary by contribution assumption: employee only about $213,542 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,771 at 4% or $71,181 at 6%. |
| 2000 | 1 | 5 | $533,450 | $18,440 | $3,688iApproximate average salary by contribution assumption: employee only about $92,200 at 4% or $61,467 at 6%; with 50% employer match about $61,467 at 4% or $40,978 at 6%; with 100% employer match about $46,100 at 4% or $30,733 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 5 | $533,450 | $18,440 | $3,688iApproximate average salary by contribution assumption: employee only about $92,200 at 4% or $61,467 at 6%; with 50% employer match about $61,467 at 4% or $40,978 at 6%; with 100% employer match about $46,100 at 4% or $30,733 at 6%. |
| 1999 | 1 | 6 | $670,748 | $19,930 | $3,322iApproximate average salary by contribution assumption: employee only about $83,042 at 4% or $55,361 at 6%; with 50% employer match about $55,361 at 4% or $36,907 at 6%; with 100% employer match about $41,521 at 4% or $27,681 at 6%. |
| North Carolina Beer and Wine Wholesalers Association Inc. Money Purchase Plan | - | 6 | $670,748 | $19,930 | $3,322iApproximate average salary by contribution assumption: employee only about $83,042 at 4% or $55,361 at 6%; with 50% employer match about $55,361 at 4% or $36,907 at 6%; with 100% employer match about $41,521 at 4% or $27,681 at 6%. |