Civic Intelligence

Caldwell Vineyard LLC

Plan context: Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust

EIN 68-0115240 • Napa, CA • 7 filings • 2 plans

169 Kreuzer LnNapa, CA 94559-3604
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$309,223

2024 Contributions

$53,279

Historical Graphs

Total Assets Over Time

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

$309,223$154,612$0201820212024YearValue
$309,223Latest year 2024

Participants Over Time

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

24120201820212024YearValue
18Latest 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
2024118$309,223$53,279$2,960iApproximate average salary by contribution assumption: employee only about $73,999 at 4% or $49,332 at 6%; with 50% employer match about $49,332 at 4% or $32,888 at 6%; with 100% employer match about $36,999 at 4% or $24,666 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-18$309,223$53,279$2,960iApproximate average salary by contribution assumption: employee only about $73,999 at 4% or $49,332 at 6%; with 50% employer match about $49,332 at 4% or $32,888 at 6%; with 100% employer match about $36,999 at 4% or $24,666 at 6%.
2023117$234,344$28,309$1,665iApproximate average salary by contribution assumption: employee only about $41,631 at 4% or $27,754 at 6%; with 50% employer match about $27,754 at 4% or $18,503 at 6%; with 100% employer match about $20,815 at 4% or $13,877 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-17$234,344$28,309$1,665iApproximate average salary by contribution assumption: employee only about $41,631 at 4% or $27,754 at 6%; with 50% employer match about $27,754 at 4% or $18,503 at 6%; with 100% employer match about $20,815 at 4% or $13,877 at 6%.
2022117$175,619$28,513$1,677iApproximate average salary by contribution assumption: employee only about $41,931 at 4% or $27,954 at 6%; with 50% employer match about $27,954 at 4% or $18,636 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-17$175,619$28,513$1,677iApproximate average salary by contribution assumption: employee only about $41,931 at 4% or $27,954 at 6%; with 50% employer match about $27,954 at 4% or $18,636 at 6%; with 100% employer match about $20,965 at 4% or $13,977 at 6%.
2021118$175,996$33,067$1,837iApproximate average salary by contribution assumption: employee only about $45,926 at 4% or $30,618 at 6%; with 50% employer match about $30,618 at 4% or $20,412 at 6%; with 100% employer match about $22,963 at 4% or $15,309 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-18$175,996$33,067$1,837iApproximate average salary by contribution assumption: employee only about $45,926 at 4% or $30,618 at 6%; with 50% employer match about $30,618 at 4% or $20,412 at 6%; with 100% employer match about $22,963 at 4% or $15,309 at 6%.
2020117$141,431$40,641$2,391iApproximate average salary by contribution assumption: employee only about $59,766 at 4% or $39,844 at 6%; with 50% employer match about $39,844 at 4% or $26,563 at 6%; with 100% employer match about $29,883 at 4% or $19,922 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-17$141,431$40,641$2,391iApproximate average salary by contribution assumption: employee only about $59,766 at 4% or $39,844 at 6%; with 50% employer match about $39,844 at 4% or $26,563 at 6%; with 100% employer match about $29,883 at 4% or $19,922 at 6%.
2019117$95,912$61,734$3,631iApproximate average salary by contribution assumption: employee only about $90,785 at 4% or $60,524 at 6%; with 50% employer match about $60,524 at 4% or $40,349 at 6%; with 100% employer match about $45,393 at 4% or $30,262 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-17$95,912$61,734$3,631iApproximate average salary by contribution assumption: employee only about $90,785 at 4% or $60,524 at 6%; with 50% employer match about $60,524 at 4% or $40,349 at 6%; with 100% employer match about $45,393 at 4% or $30,262 at 6%.
2018124$26,558$28,354$1,181iApproximate average salary by contribution assumption: employee only about $29,535 at 4% or $19,690 at 6%; with 50% employer match about $19,690 at 4% or $13,127 at 6%; with 100% employer match about $14,768 at 4% or $9,845 at 6%.
Caldwell Vineyard LLC 401(K) Profit Sharing Plan & Trust-24$26,558$28,354$1,181iApproximate average salary by contribution assumption: employee only about $29,535 at 4% or $19,690 at 6%; with 50% employer match about $19,690 at 4% or $13,127 at 6%; with 100% employer match about $14,768 at 4% or $9,845 at 6%.