Civic Intelligence

Klein Family Vintners

Plan context: Klein Family Vintners 401K Plan

EIN 68-0171812 • 26 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

209

2024 Assets

$23,248,271

2024 Contributions

$1,907,148

Historical Graphs

Total Assets Over Time

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

$23,248,271$11,624,136$0199920122024YearValue
$23,248,271Latest year 2024

Participants Over Time

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

3101550199920122024YearValue
209Latest 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
20241209$23,248,271$1,907,148$9,125iApproximate average salary by contribution assumption: employee only about $228,128 at 4% or $152,085 at 6%; with 50% employer match about $152,085 at 4% or $101,390 at 6%; with 100% employer match about $114,064 at 4% or $76,043 at 6%.
Klein Family Vintners 401K Plan-209$23,248,271$1,907,148$9,125iApproximate average salary by contribution assumption: employee only about $228,128 at 4% or $152,085 at 6%; with 50% employer match about $152,085 at 4% or $101,390 at 6%; with 100% employer match about $114,064 at 4% or $76,043 at 6%.
20231218$20,152,073$1,484,770$6,811iApproximate average salary by contribution assumption: employee only about $170,272 at 4% or $113,515 at 6%; with 50% employer match about $113,515 at 4% or $75,676 at 6%; with 100% employer match about $85,136 at 4% or $56,757 at 6%.
Klein Family Vintners 401K Plan-218$20,152,073$1,484,770$6,811iApproximate average salary by contribution assumption: employee only about $170,272 at 4% or $113,515 at 6%; with 50% employer match about $113,515 at 4% or $75,676 at 6%; with 100% employer match about $85,136 at 4% or $56,757 at 6%.
20221188$17,044,629$1,581,801$8,414iApproximate average salary by contribution assumption: employee only about $210,346 at 4% or $140,231 at 6%; with 50% employer match about $140,231 at 4% or $93,487 at 6%; with 100% employer match about $105,173 at 4% or $70,115 at 6%.
Klein Family Vintners 401K Plan-188$17,044,629$1,581,801$8,414iApproximate average salary by contribution assumption: employee only about $210,346 at 4% or $140,231 at 6%; with 50% employer match about $140,231 at 4% or $93,487 at 6%; with 100% employer match about $105,173 at 4% or $70,115 at 6%.
20211201$20,108,876$1,510,679$7,516iApproximate average salary by contribution assumption: employee only about $187,895 at 4% or $125,264 at 6%; with 50% employer match about $125,264 at 4% or $83,509 at 6%; with 100% employer match about $93,948 at 4% or $62,632 at 6%.
Klein Family Vintners 401K Plan-201$20,108,876$1,510,679$7,516iApproximate average salary by contribution assumption: employee only about $187,895 at 4% or $125,264 at 6%; with 50% employer match about $125,264 at 4% or $83,509 at 6%; with 100% employer match about $93,948 at 4% or $62,632 at 6%.
20201218$19,542,243$1,201,862$5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,885 at 6%; with 50% employer match about $91,885 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%.
Klein Family Vintners 401K Plan-218$19,542,243$1,201,862$5,513iApproximate average salary by contribution assumption: employee only about $137,828 at 4% or $91,885 at 6%; with 50% employer match about $91,885 at 4% or $61,257 at 6%; with 100% employer match about $68,914 at 4% or $45,943 at 6%.
20191238$17,082,829$1,257,960$5,286iApproximate average salary by contribution assumption: employee only about $132,139 at 4% or $88,092 at 6%; with 50% employer match about $88,092 at 4% or $58,728 at 6%; with 100% employer match about $66,069 at 4% or $44,046 at 6%.
Klein Family Vintners 401K Plan-238$17,082,829$1,257,960$5,286iApproximate average salary by contribution assumption: employee only about $132,139 at 4% or $88,092 at 6%; with 50% employer match about $88,092 at 4% or $58,728 at 6%; with 100% employer match about $66,069 at 4% or $44,046 at 6%.
20181250$13,689,438$1,246,287$4,985iApproximate average salary by contribution assumption: employee only about $124,629 at 4% or $83,086 at 6%; with 50% employer match about $83,086 at 4% or $55,391 at 6%; with 100% employer match about $62,314 at 4% or $41,543 at 6%.
Klein Family Vintners 401K Plan-250$13,689,438$1,246,287$4,985iApproximate average salary by contribution assumption: employee only about $124,629 at 4% or $83,086 at 6%; with 50% employer match about $83,086 at 4% or $55,391 at 6%; with 100% employer match about $62,314 at 4% or $41,543 at 6%.
20171243$14,990,390$1,244,668$5,122iApproximate average salary by contribution assumption: employee only about $128,052 at 4% or $85,368 at 6%; with 50% employer match about $85,368 at 4% or $56,912 at 6%; with 100% employer match about $64,026 at 4% or $42,684 at 6%.
Klein Family Vintners 401K Plan-243$14,990,390$1,244,668$5,122iApproximate average salary by contribution assumption: employee only about $128,052 at 4% or $85,368 at 6%; with 50% employer match about $85,368 at 4% or $56,912 at 6%; with 100% employer match about $64,026 at 4% or $42,684 at 6%.
20161219$13,123,426$1,405,362$6,417iApproximate average salary by contribution assumption: employee only about $160,429 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,215 at 4% or $53,476 at 6%.
Klein Family Vintners 401K Plan-219$13,123,426$1,405,362$6,417iApproximate average salary by contribution assumption: employee only about $160,429 at 4% or $106,953 at 6%; with 50% employer match about $106,953 at 4% or $71,302 at 6%; with 100% employer match about $80,215 at 4% or $53,476 at 6%.
20151275$11,561,823$1,428,827$5,196iApproximate average salary by contribution assumption: employee only about $129,893 at 4% or $86,596 at 6%; with 50% employer match about $86,596 at 4% or $57,730 at 6%; with 100% employer match about $64,947 at 4% or $43,298 at 6%.
Klein Family Vintners 401K Plan-275$11,561,823$1,428,827$5,196iApproximate average salary by contribution assumption: employee only about $129,893 at 4% or $86,596 at 6%; with 50% employer match about $86,596 at 4% or $57,730 at 6%; with 100% employer match about $64,947 at 4% or $43,298 at 6%.
20141244$10,775,555$1,176,430$4,821iApproximate average salary by contribution assumption: employee only about $120,536 at 4% or $80,357 at 6%; with 50% employer match about $80,357 at 4% or $53,571 at 6%; with 100% employer match about $60,268 at 4% or $40,179 at 6%.
Klein Family Vintners 401K Plan-244$10,775,555$1,176,430$4,821iApproximate average salary by contribution assumption: employee only about $120,536 at 4% or $80,357 at 6%; with 50% employer match about $80,357 at 4% or $53,571 at 6%; with 100% employer match about $60,268 at 4% or $40,179 at 6%.
20131263$10,371,538$1,101,129$4,187iApproximate average salary by contribution assumption: employee only about $104,670 at 4% or $69,780 at 6%; with 50% employer match about $69,780 at 4% or $46,520 at 6%; with 100% employer match about $52,335 at 4% or $34,890 at 6%.
Klein Family Vintners 401K Plan-263$10,371,538$1,101,129$4,187iApproximate average salary by contribution assumption: employee only about $104,670 at 4% or $69,780 at 6%; with 50% employer match about $69,780 at 4% or $46,520 at 6%; with 100% employer match about $52,335 at 4% or $34,890 at 6%.
20121310$8,503,781$895,788$2,890iApproximate average salary by contribution assumption: employee only about $72,241 at 4% or $48,161 at 6%; with 50% employer match about $48,161 at 4% or $32,107 at 6%; with 100% employer match about $36,120 at 4% or $24,080 at 6%.
Klein Family Vintners 401K Plan-310$8,503,781$895,788$2,890iApproximate average salary by contribution assumption: employee only about $72,241 at 4% or $48,161 at 6%; with 50% employer match about $48,161 at 4% or $32,107 at 6%; with 100% employer match about $36,120 at 4% or $24,080 at 6%.
20111279$7,014,746$1,050,946$3,767iApproximate average salary by contribution assumption: employee only about $94,171 at 4% or $62,781 at 6%; with 50% employer match about $62,781 at 4% or $41,854 at 6%; with 100% employer match about $47,085 at 4% or $31,390 at 6%.
Klein Family Vintners 401K Plan-279$7,014,746$1,050,946$3,767iApproximate average salary by contribution assumption: employee only about $94,171 at 4% or $62,781 at 6%; with 50% employer match about $62,781 at 4% or $41,854 at 6%; with 100% employer match about $47,085 at 4% or $31,390 at 6%.
20101183$6,978,228$768,632$4,200iApproximate average salary by contribution assumption: employee only about $105,004 at 4% or $70,003 at 6%; with 50% employer match about $70,003 at 4% or $46,669 at 6%; with 100% employer match about $52,502 at 4% or $35,001 at 6%.
Klein Family Vintners 401K Plan-183$6,978,228$768,632$4,200iApproximate average salary by contribution assumption: employee only about $105,004 at 4% or $70,003 at 6%; with 50% employer match about $70,003 at 4% or $46,669 at 6%; with 100% employer match about $52,502 at 4% or $35,001 at 6%.
20091170$5,630,342$740,338$4,355iApproximate average salary by contribution assumption: employee only about $108,873 at 4% or $72,582 at 6%; with 50% employer match about $72,582 at 4% or $48,388 at 6%; with 100% employer match about $54,437 at 4% or $36,291 at 6%.
Klein Family Vintners 401K Plan-170$5,630,342$740,338$4,355iApproximate average salary by contribution assumption: employee only about $108,873 at 4% or $72,582 at 6%; with 50% employer match about $72,582 at 4% or $48,388 at 6%; with 100% employer match about $54,437 at 4% or $36,291 at 6%.
20081172$4,724,954$779,064$4,529iApproximate average salary by contribution assumption: employee only about $113,236 at 4% or $75,491 at 6%; with 50% employer match about $75,491 at 4% or $50,327 at 6%; with 100% employer match about $56,618 at 4% or $37,745 at 6%.
Klein Family Vintners 401K Plan-172$4,724,954$779,064$4,529iApproximate average salary by contribution assumption: employee only about $113,236 at 4% or $75,491 at 6%; with 50% employer match about $75,491 at 4% or $50,327 at 6%; with 100% employer match about $56,618 at 4% or $37,745 at 6%.
20071158$5,056,619$577,827$3,657iApproximate average salary by contribution assumption: employee only about $91,428 at 4% or $60,952 at 6%; with 50% employer match about $60,952 at 4% or $40,635 at 6%; with 100% employer match about $45,714 at 4% or $30,476 at 6%.
Klein Family Vintners 401K Plan-158$5,056,619$577,827$3,657iApproximate average salary by contribution assumption: employee only about $91,428 at 4% or $60,952 at 6%; with 50% employer match about $60,952 at 4% or $40,635 at 6%; with 100% employer match about $45,714 at 4% or $30,476 at 6%.
20061135$4,697,486$582,546$4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,960 at 6%.
Klein Family Vintners 401K Plan-135$4,697,486$582,546$4,315iApproximate average salary by contribution assumption: employee only about $107,879 at 4% or $71,919 at 6%; with 50% employer match about $71,919 at 4% or $47,946 at 6%; with 100% employer match about $53,939 at 4% or $35,960 at 6%.
20051100$3,813,482$431,119$4,311iApproximate average salary by contribution assumption: employee only about $107,780 at 4% or $71,853 at 6%; with 50% employer match about $71,853 at 4% or $47,902 at 6%; with 100% employer match about $53,890 at 4% or $35,927 at 6%.
Klein Family Vintners 401K Plan-100$3,813,482$431,119$4,311iApproximate average salary by contribution assumption: employee only about $107,780 at 4% or $71,853 at 6%; with 50% employer match about $71,853 at 4% or $47,902 at 6%; with 100% employer match about $53,890 at 4% or $35,927 at 6%.
20041101$3,584,316$440,196$4,358iApproximate average salary by contribution assumption: employee only about $108,959 at 4% or $72,640 at 6%; with 50% employer match about $72,640 at 4% or $48,426 at 6%; with 100% employer match about $54,480 at 4% or $36,320 at 6%.
Klein Family Vintners 401K Plan-101$3,584,316$440,196$4,358iApproximate average salary by contribution assumption: employee only about $108,959 at 4% or $72,640 at 6%; with 50% employer match about $72,640 at 4% or $48,426 at 6%; with 100% employer match about $54,480 at 4% or $36,320 at 6%.
20031103$3,071,054$429,303$4,168iApproximate average salary by contribution assumption: employee only about $104,200 at 4% or $69,467 at 6%; with 50% employer match about $69,467 at 4% or $46,311 at 6%; with 100% employer match about $52,100 at 4% or $34,733 at 6%.
Klein Family Vintners 401K Plan-103$3,071,054$429,303$4,168iApproximate average salary by contribution assumption: employee only about $104,200 at 4% or $69,467 at 6%; with 50% employer match about $69,467 at 4% or $46,311 at 6%; with 100% employer match about $52,100 at 4% or $34,733 at 6%.
20021104$2,147,226$402,442$3,870iApproximate average salary by contribution assumption: employee only about $96,741 at 4% or $64,494 at 6%; with 50% employer match about $64,494 at 4% or $42,996 at 6%; with 100% employer match about $48,370 at 4% or $32,247 at 6%.
Klein Family Vintners 401K Plan-104$2,147,226$402,442$3,870iApproximate average salary by contribution assumption: employee only about $96,741 at 4% or $64,494 at 6%; with 50% employer match about $64,494 at 4% or $42,996 at 6%; with 100% employer match about $48,370 at 4% or $32,247 at 6%.
2001190$2,291,578$340,231$3,780iApproximate average salary by contribution assumption: employee only about $94,509 at 4% or $63,006 at 6%; with 50% employer match about $63,006 at 4% or $42,004 at 6%; with 100% employer match about $47,254 at 4% or $31,503 at 6%.
Klein Family Vintners 401K Plan-90$2,291,578$340,231$3,780iApproximate average salary by contribution assumption: employee only about $94,509 at 4% or $63,006 at 6%; with 50% employer match about $63,006 at 4% or $42,004 at 6%; with 100% employer match about $47,254 at 4% or $31,503 at 6%.
2000199$2,339,459$475,568$4,804iApproximate average salary by contribution assumption: employee only about $120,093 at 4% or $80,062 at 6%; with 50% employer match about $80,062 at 4% or $53,375 at 6%; with 100% employer match about $60,046 at 4% or $40,031 at 6%.
Klein Family Vintners 401K Plan-99$2,339,459$475,568$4,804iApproximate average salary by contribution assumption: employee only about $120,093 at 4% or $80,062 at 6%; with 50% employer match about $80,062 at 4% or $53,375 at 6%; with 100% employer match about $60,046 at 4% or $40,031 at 6%.
19991188$4,528,414$674,086$3,586iApproximate average salary by contribution assumption: employee only about $89,639 at 4% or $59,759 at 6%; with 50% employer match about $59,759 at 4% or $39,840 at 6%; with 100% employer match about $44,820 at 4% or $29,880 at 6%.
Klein Family Vintners 401K Plan-188$4,528,414$674,086$3,586iApproximate average salary by contribution assumption: employee only about $89,639 at 4% or $59,759 at 6%; with 50% employer match about $59,759 at 4% or $39,840 at 6%; with 100% employer match about $44,820 at 4% or $29,880 at 6%.