Monterey Wine Company LLC
Plan context: Monterey Wine Co. 401(K) Plan
EIN 71-0865733 • King City, CA • 17 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$1,656,421
2024 Contributions
$169,965
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 | 21 | $1,656,421 | $169,965 | $8,094iApproximate average salary by contribution assumption: employee only about $202,339 at 4% or $134,893 at 6%; with 50% employer match about $134,893 at 4% or $89,929 at 6%; with 100% employer match about $101,170 at 4% or $67,446 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 21 | $1,656,421 | $169,965 | $8,094iApproximate average salary by contribution assumption: employee only about $202,339 at 4% or $134,893 at 6%; with 50% employer match about $134,893 at 4% or $89,929 at 6%; with 100% employer match about $101,170 at 4% or $67,446 at 6%. |
| 2023 | 1 | 22 | $1,381,466 | $165,639 | $7,529iApproximate average salary by contribution assumption: employee only about $188,226 at 4% or $125,484 at 6%; with 50% employer match about $125,484 at 4% or $83,656 at 6%; with 100% employer match about $94,113 at 4% or $62,742 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 22 | $1,381,466 | $165,639 | $7,529iApproximate average salary by contribution assumption: employee only about $188,226 at 4% or $125,484 at 6%; with 50% employer match about $125,484 at 4% or $83,656 at 6%; with 100% employer match about $94,113 at 4% or $62,742 at 6%. |
| 2022 | 1 | 18 | $1,058,980 | $147,359 | $8,187iApproximate average salary by contribution assumption: employee only about $204,665 at 4% or $136,444 at 6%; with 50% employer match about $136,444 at 4% or $90,962 at 6%; with 100% employer match about $102,333 at 4% or $68,222 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 18 | $1,058,980 | $147,359 | $8,187iApproximate average salary by contribution assumption: employee only about $204,665 at 4% or $136,444 at 6%; with 50% employer match about $136,444 at 4% or $90,962 at 6%; with 100% employer match about $102,333 at 4% or $68,222 at 6%. |
| 2021 | 1 | 21 | $1,221,809 | $155,941 | $7,426iApproximate average salary by contribution assumption: employee only about $185,644 at 4% or $123,763 at 6%; with 50% employer match about $123,763 at 4% or $82,508 at 6%; with 100% employer match about $92,822 at 4% or $61,881 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 21 | $1,221,809 | $155,941 | $7,426iApproximate average salary by contribution assumption: employee only about $185,644 at 4% or $123,763 at 6%; with 50% employer match about $123,763 at 4% or $82,508 at 6%; with 100% employer match about $92,822 at 4% or $61,881 at 6%. |
| 2020 | 1 | 22 | $941,007 | $169,730 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 22 | $941,007 | $169,730 | $7,715iApproximate average salary by contribution assumption: employee only about $192,875 at 4% or $128,583 at 6%; with 50% employer match about $128,583 at 4% or $85,722 at 6%; with 100% employer match about $96,438 at 4% or $64,292 at 6%. |
| 2019 | 1 | 21 | $710,723 | $154,999 | $7,381iApproximate average salary by contribution assumption: employee only about $184,523 at 4% or $123,015 at 6%; with 50% employer match about $123,015 at 4% or $82,010 at 6%; with 100% employer match about $92,261 at 4% or $61,508 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 21 | $710,723 | $154,999 | $7,381iApproximate average salary by contribution assumption: employee only about $184,523 at 4% or $123,015 at 6%; with 50% employer match about $123,015 at 4% or $82,010 at 6%; with 100% employer match about $92,261 at 4% or $61,508 at 6%. |
| 2018 | 1 | 20 | $586,091 | $119,286 | $5,964iApproximate average salary by contribution assumption: employee only about $149,108 at 4% or $99,405 at 6%; with 50% employer match about $99,405 at 4% or $66,270 at 6%; with 100% employer match about $74,554 at 4% or $49,703 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 20 | $586,091 | $119,286 | $5,964iApproximate average salary by contribution assumption: employee only about $149,108 at 4% or $99,405 at 6%; with 50% employer match about $99,405 at 4% or $66,270 at 6%; with 100% employer match about $74,554 at 4% or $49,703 at 6%. |
| 2017 | 1 | 19 | $528,386 | $107,908 | $5,679iApproximate average salary by contribution assumption: employee only about $141,984 at 4% or $94,656 at 6%; with 50% employer match about $94,656 at 4% or $63,104 at 6%; with 100% employer match about $70,992 at 4% or $47,328 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 19 | $528,386 | $107,908 | $5,679iApproximate average salary by contribution assumption: employee only about $141,984 at 4% or $94,656 at 6%; with 50% employer match about $94,656 at 4% or $63,104 at 6%; with 100% employer match about $70,992 at 4% or $47,328 at 6%. |
| 2016 | 1 | 16 | $369,998 | $80,466 | $5,029iApproximate average salary by contribution assumption: employee only about $125,728 at 4% or $83,819 at 6%; with 50% employer match about $83,819 at 4% or $55,879 at 6%; with 100% employer match about $62,864 at 4% or $41,909 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 16 | $369,998 | $80,466 | $5,029iApproximate average salary by contribution assumption: employee only about $125,728 at 4% or $83,819 at 6%; with 50% employer match about $83,819 at 4% or $55,879 at 6%; with 100% employer match about $62,864 at 4% or $41,909 at 6%. |
| 2015 | 1 | 12 | $288,673 | $74,031 | $6,169iApproximate average salary by contribution assumption: employee only about $154,231 at 4% or $102,821 at 6%; with 50% employer match about $102,821 at 4% or $68,547 at 6%; with 100% employer match about $77,116 at 4% or $51,410 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 12 | $288,673 | $74,031 | $6,169iApproximate average salary by contribution assumption: employee only about $154,231 at 4% or $102,821 at 6%; with 50% employer match about $102,821 at 4% or $68,547 at 6%; with 100% employer match about $77,116 at 4% or $51,410 at 6%. |
| 2014 | 1 | 13 | $243,497 | $59,964 | $4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 13 | $243,497 | $59,964 | $4,613iApproximate average salary by contribution assumption: employee only about $115,315 at 4% or $76,877 at 6%; with 50% employer match about $76,877 at 4% or $51,251 at 6%; with 100% employer match about $57,658 at 4% or $38,438 at 6%. |
| 2013 | 1 | 11 | $188,640 | $29,720 | $2,702iApproximate average salary by contribution assumption: employee only about $67,545 at 4% or $45,030 at 6%; with 50% employer match about $45,030 at 4% or $30,020 at 6%; with 100% employer match about $33,773 at 4% or $22,515 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 11 | $188,640 | $29,720 | $2,702iApproximate average salary by contribution assumption: employee only about $67,545 at 4% or $45,030 at 6%; with 50% employer match about $45,030 at 4% or $30,020 at 6%; with 100% employer match about $33,773 at 4% or $22,515 at 6%. |
| 2012 | 1 | 19 | $265,658 | $27,749 | $1,460iApproximate average salary by contribution assumption: employee only about $36,512 at 4% or $24,341 at 6%; with 50% employer match about $24,341 at 4% or $16,227 at 6%; with 100% employer match about $18,256 at 4% or $12,171 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 19 | $265,658 | $27,749 | $1,460iApproximate average salary by contribution assumption: employee only about $36,512 at 4% or $24,341 at 6%; with 50% employer match about $24,341 at 4% or $16,227 at 6%; with 100% employer match about $18,256 at 4% or $12,171 at 6%. |
| 2011 | 1 | 23 | $374,256 | $87,298 | $3,796iApproximate average salary by contribution assumption: employee only about $94,889 at 4% or $63,259 at 6%; with 50% employer match about $63,259 at 4% or $42,173 at 6%; with 100% employer match about $47,445 at 4% or $31,630 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 23 | $374,256 | $87,298 | $3,796iApproximate average salary by contribution assumption: employee only about $94,889 at 4% or $63,259 at 6%; with 50% employer match about $63,259 at 4% or $42,173 at 6%; with 100% employer match about $47,445 at 4% or $31,630 at 6%. |
| 2010 | 1 | 19 | $310,203 | $47,350 | $2,492iApproximate average salary by contribution assumption: employee only about $62,303 at 4% or $41,535 at 6%; with 50% employer match about $41,535 at 4% or $27,690 at 6%; with 100% employer match about $31,151 at 4% or $20,768 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 19 | $310,203 | $47,350 | $2,492iApproximate average salary by contribution assumption: employee only about $62,303 at 4% or $41,535 at 6%; with 50% employer match about $41,535 at 4% or $27,690 at 6%; with 100% employer match about $31,151 at 4% or $20,768 at 6%. |
| 2009 | 1 | 11 | $235,595 | $33,740 | $3,067iApproximate average salary by contribution assumption: employee only about $76,682 at 4% or $51,121 at 6%; with 50% employer match about $51,121 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 11 | $235,595 | $33,740 | $3,067iApproximate average salary by contribution assumption: employee only about $76,682 at 4% or $51,121 at 6%; with 50% employer match about $51,121 at 4% or $34,081 at 6%; with 100% employer match about $38,341 at 4% or $25,561 at 6%. |
| 2008 | 1 | 16 | $174,386 | $16,228 | $1,014iApproximate average salary by contribution assumption: employee only about $25,356 at 4% or $16,904 at 6%; with 50% employer match about $16,904 at 4% or $11,269 at 6%; with 100% employer match about $12,678 at 4% or $8,452 at 6%. |
| Monterey Wine Co. 401(K) Plan | - | 16 | $174,386 | $16,228 | $1,014iApproximate average salary by contribution assumption: employee only about $25,356 at 4% or $16,904 at 6%; with 50% employer match about $16,904 at 4% or $11,269 at 6%; with 100% employer match about $12,678 at 4% or $8,452 at 6%. |