Civic Intelligence

Wine & Roses LLC

Plan context: Wine Roses LLC 401 K Profit Sharing Plan Trust

EIN 68-0434694 • Lodi, CA • 20 filings • 5 plans

2505 W Turner RdLodi, CA 95242-4643
Current Snapshot

Latest Year

2025

2025 Participants

61

2025 Assets

$1,344,202

2025 Contributions

$6,640

Historical Graphs

Total Assets Over Time

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

$1,344,202$672,101$0200920172024YearValue
$1,344,202Latest year 2024

Participants Over Time

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

132660200920172024YearValue
61Latest 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
202510$0$6,640-
Wine Roses LLC 401 K Profit Sharing Plan Trust-0$0$6,640-
2024161$1,344,202$208,824$3,423iApproximate average salary by contribution assumption: employee only about $85,584 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,037 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-61$1,344,202$208,824$3,423iApproximate average salary by contribution assumption: employee only about $85,584 at 4% or $57,056 at 6%; with 50% employer match about $57,056 at 4% or $38,037 at 6%; with 100% employer match about $42,792 at 4% or $28,528 at 6%.
2023166$1,238,410$196,421$2,976iApproximate average salary by contribution assumption: employee only about $74,402 at 4% or $49,601 at 6%; with 50% employer match about $49,601 at 4% or $33,068 at 6%; with 100% employer match about $37,201 at 4% or $24,801 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-66$1,238,410$196,421$2,976iApproximate average salary by contribution assumption: employee only about $74,402 at 4% or $49,601 at 6%; with 50% employer match about $49,601 at 4% or $33,068 at 6%; with 100% employer match about $37,201 at 4% or $24,801 at 6%.
20221104$925,928$167,680$1,612iApproximate average salary by contribution assumption: employee only about $40,308 at 4% or $26,872 at 6%; with 50% employer match about $26,872 at 4% or $17,915 at 6%; with 100% employer match about $20,154 at 4% or $13,436 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-104$925,928$167,680$1,612iApproximate average salary by contribution assumption: employee only about $40,308 at 4% or $26,872 at 6%; with 50% employer match about $26,872 at 4% or $17,915 at 6%; with 100% employer match about $20,154 at 4% or $13,436 at 6%.
2021193$977,567$138,623$1,491iApproximate average salary by contribution assumption: employee only about $37,264 at 4% or $24,843 at 6%; with 50% employer match about $24,843 at 4% or $16,562 at 6%; with 100% employer match about $18,632 at 4% or $12,421 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-93$977,567$138,623$1,491iApproximate average salary by contribution assumption: employee only about $37,264 at 4% or $24,843 at 6%; with 50% employer match about $24,843 at 4% or $16,562 at 6%; with 100% employer match about $18,632 at 4% or $12,421 at 6%.
2020198$958,233$130,782$1,335iApproximate average salary by contribution assumption: employee only about $33,363 at 4% or $22,242 at 6%; with 50% employer match about $22,242 at 4% or $14,828 at 6%; with 100% employer match about $16,681 at 4% or $11,121 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-98$958,233$130,782$1,335iApproximate average salary by contribution assumption: employee only about $33,363 at 4% or $22,242 at 6%; with 50% employer match about $22,242 at 4% or $14,828 at 6%; with 100% employer match about $16,681 at 4% or $11,121 at 6%.
20191132$706,747$109,161$827iApproximate average salary by contribution assumption: employee only about $20,674 at 4% or $13,783 at 6%; with 50% employer match about $13,783 at 4% or $9,189 at 6%; with 100% employer match about $10,337 at 4% or $6,891 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-132$706,747$109,161$827iApproximate average salary by contribution assumption: employee only about $20,674 at 4% or $13,783 at 6%; with 50% employer match about $13,783 at 4% or $9,189 at 6%; with 100% employer match about $10,337 at 4% or $6,891 at 6%.
20181124$559,211$104,698$844iApproximate average salary by contribution assumption: employee only about $21,108 at 4% or $14,072 at 6%; with 50% employer match about $14,072 at 4% or $9,382 at 6%; with 100% employer match about $10,554 at 4% or $7,036 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-124$559,211$104,698$844iApproximate average salary by contribution assumption: employee only about $21,108 at 4% or $14,072 at 6%; with 50% employer match about $14,072 at 4% or $9,382 at 6%; with 100% employer match about $10,554 at 4% or $7,036 at 6%.
20171116$488,994$120,688$1,040iApproximate average salary by contribution assumption: employee only about $26,010 at 4% or $17,340 at 6%; with 50% employer match about $17,340 at 4% or $11,560 at 6%; with 100% employer match about $13,005 at 4% or $8,670 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-116$488,994$120,688$1,040iApproximate average salary by contribution assumption: employee only about $26,010 at 4% or $17,340 at 6%; with 50% employer match about $17,340 at 4% or $11,560 at 6%; with 100% employer match about $13,005 at 4% or $8,670 at 6%.
20161121$298,004$94,348$780iApproximate average salary by contribution assumption: employee only about $19,493 at 4% or $12,996 at 6%; with 50% employer match about $12,996 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-121$298,004$94,348$780iApproximate average salary by contribution assumption: employee only about $19,493 at 4% or $12,996 at 6%; with 50% employer match about $12,996 at 4% or $8,664 at 6%; with 100% employer match about $9,747 at 4% or $6,498 at 6%.
2015244$199,081$53,668$1,220iApproximate average salary by contribution assumption: employee only about $30,493 at 4% or $20,329 at 6%; with 50% employer match about $20,329 at 4% or $13,553 at 6%; with 100% employer match about $15,247 at 4% or $10,164 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-16$199,081$53,668$3,354iApproximate average salary by contribution assumption: employee only about $83,856 at 4% or $55,904 at 6%; with 50% employer match about $55,904 at 4% or $37,269 at 6%; with 100% employer match about $41,928 at 4% or $27,952 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-44---
2014243$145,587$28,001$651iApproximate average salary by contribution assumption: employee only about $16,280 at 4% or $10,853 at 6%; with 50% employer match about $10,853 at 4% or $7,235 at 6%; with 100% employer match about $8,140 at 4% or $5,427 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-11$145,587$28,001$2,546iApproximate average salary by contribution assumption: employee only about $63,639 at 4% or $42,426 at 6%; with 50% employer match about $42,426 at 4% or $28,284 at 6%; with 100% employer match about $31,819 at 4% or $21,213 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-43---
201319$109,721$18,202$2,022iApproximate average salary by contribution assumption: employee only about $50,561 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,472 at 6%; with 100% employer match about $25,281 at 4% or $16,854 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-9$109,721$18,202$2,022iApproximate average salary by contribution assumption: employee only about $50,561 at 4% or $33,707 at 6%; with 50% employer match about $33,707 at 4% or $22,472 at 6%; with 100% employer match about $25,281 at 4% or $16,854 at 6%.
2012110$80,439$18,482$1,848iApproximate average salary by contribution assumption: employee only about $46,205 at 4% or $30,803 at 6%; with 50% employer match about $30,803 at 4% or $20,536 at 6%; with 100% employer match about $23,103 at 4% or $15,402 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-10$80,439$18,482$1,848iApproximate average salary by contribution assumption: employee only about $46,205 at 4% or $30,803 at 6%; with 50% employer match about $30,803 at 4% or $20,536 at 6%; with 100% employer match about $23,103 at 4% or $15,402 at 6%.
2011111$58,511$17,281$1,571iApproximate average salary by contribution assumption: employee only about $39,275 at 4% or $26,183 at 6%; with 50% employer match about $26,183 at 4% or $17,456 at 6%; with 100% employer match about $19,638 at 4% or $13,092 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-11$58,511$17,281$1,571iApproximate average salary by contribution assumption: employee only about $39,275 at 4% or $26,183 at 6%; with 50% employer match about $26,183 at 4% or $17,456 at 6%; with 100% employer match about $19,638 at 4% or $13,092 at 6%.
20102115$84,574$35,830$312iApproximate average salary by contribution assumption: employee only about $7,789 at 4% or $5,193 at 6%; with 50% employer match about $5,193 at 4% or $3,462 at 6%; with 100% employer match about $3,895 at 4% or $2,596 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-115$42,287$17,915$156iApproximate average salary by contribution assumption: employee only about $3,895 at 4% or $2,596 at 6%; with 50% employer match about $2,596 at 4% or $1,731 at 6%; with 100% employer match about $1,947 at 4% or $1,298 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-12$42,287$17,915$1,493iApproximate average salary by contribution assumption: employee only about $37,323 at 4% or $24,882 at 6%; with 50% employer match about $24,882 at 4% or $16,588 at 6%; with 100% employer match about $18,661 at 4% or $12,441 at 6%.
2009111$20,039$17,257$1,569iApproximate average salary by contribution assumption: employee only about $39,220 at 4% or $26,147 at 6%; with 50% employer match about $26,147 at 4% or $17,431 at 6%; with 100% employer match about $19,610 at 4% or $13,073 at 6%.
Wine Roses LLC 401 K Profit Sharing Plan Trust-11$20,039$17,257$1,569iApproximate average salary by contribution assumption: employee only about $39,220 at 4% or $26,147 at 6%; with 50% employer match about $26,147 at 4% or $17,431 at 6%; with 100% employer match about $19,610 at 4% or $13,073 at 6%.
Wine & Roses LLC | EIN 68-0434694 | 2025 Form 5500 Company Profile