Civic Intelligence

Morgan Winery Inc.

Plan context: Morgan Winery Inc. Profit Sharing Plan and Trust

EIN 77-0109697 • Salinas, CA • 30 filings • 4 plans

590 Brunken Avenue, Suite CSalinas, CA 93901
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$2,046,374

2025 Contributions

$138,774

Historical Graphs

Total Assets Over Time

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

$12,761,853$6,380,927$0199920132025YearValue
$2,046,374Latest year 2025

Participants Over Time

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

20100199920122025YearValue
20Latest year 2025

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
2025120$2,046,374$138,774$6,939iApproximate average salary by contribution assumption: employee only about $173,468 at 4% or $115,645 at 6%; with 50% employer match about $115,645 at 4% or $77,097 at 6%; with 100% employer match about $86,734 at 4% or $57,823 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-20$2,046,374$138,774$6,939iApproximate average salary by contribution assumption: employee only about $173,468 at 4% or $115,645 at 6%; with 50% employer match about $115,645 at 4% or $77,097 at 6%; with 100% employer match about $86,734 at 4% or $57,823 at 6%.
2024115$1,851,297$156,426$10,428iApproximate average salary by contribution assumption: employee only about $260,710 at 4% or $173,807 at 6%; with 50% employer match about $173,807 at 4% or $115,871 at 6%; with 100% employer match about $130,355 at 4% or $86,903 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-15$1,851,297$156,426$10,428iApproximate average salary by contribution assumption: employee only about $260,710 at 4% or $173,807 at 6%; with 50% employer match about $173,807 at 4% or $115,871 at 6%; with 100% employer match about $130,355 at 4% or $86,903 at 6%.
2023119$1,480,466$175,280$9,225iApproximate average salary by contribution assumption: employee only about $230,632 at 4% or $153,754 at 6%; with 50% employer match about $153,754 at 4% or $102,503 at 6%; with 100% employer match about $115,316 at 4% or $76,877 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-19$1,480,466$175,280$9,225iApproximate average salary by contribution assumption: employee only about $230,632 at 4% or $153,754 at 6%; with 50% employer match about $153,754 at 4% or $102,503 at 6%; with 100% employer match about $115,316 at 4% or $76,877 at 6%.
2022120$9,109,032$147,380$7,369iApproximate average salary by contribution assumption: employee only about $184,225 at 4% or $122,817 at 6%; with 50% employer match about $122,817 at 4% or $81,878 at 6%; with 100% employer match about $92,113 at 4% or $61,408 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-20$9,109,032$147,380$7,369iApproximate average salary by contribution assumption: employee only about $184,225 at 4% or $122,817 at 6%; with 50% employer match about $122,817 at 4% or $81,878 at 6%; with 100% employer match about $92,113 at 4% or $61,408 at 6%.
2021117$12,761,853$124,359$7,315iApproximate average salary by contribution assumption: employee only about $182,881 at 4% or $121,921 at 6%; with 50% employer match about $121,921 at 4% or $81,280 at 6%; with 100% employer match about $91,440 at 4% or $60,960 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$12,761,853$124,359$7,315iApproximate average salary by contribution assumption: employee only about $182,881 at 4% or $121,921 at 6%; with 50% employer match about $121,921 at 4% or $81,280 at 6%; with 100% employer match about $91,440 at 4% or $60,960 at 6%.
2020115$11,359,075$108,425$7,228iApproximate average salary by contribution assumption: employee only about $180,708 at 4% or $120,472 at 6%; with 50% employer match about $120,472 at 4% or $80,315 at 6%; with 100% employer match about $90,354 at 4% or $60,236 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-15$11,359,075$108,425$7,228iApproximate average salary by contribution assumption: employee only about $180,708 at 4% or $120,472 at 6%; with 50% employer match about $120,472 at 4% or $80,315 at 6%; with 100% employer match about $90,354 at 4% or $60,236 at 6%.
2019118$8,923,068$139,339$7,741iApproximate average salary by contribution assumption: employee only about $193,526 at 4% or $129,018 at 6%; with 50% employer match about $129,018 at 4% or $86,012 at 6%; with 100% employer match about $96,763 at 4% or $64,509 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-18$8,923,068$139,339$7,741iApproximate average salary by contribution assumption: employee only about $193,526 at 4% or $129,018 at 6%; with 50% employer match about $129,018 at 4% or $86,012 at 6%; with 100% employer match about $96,763 at 4% or $64,509 at 6%.
2018117$7,219,249$130,852$7,697iApproximate average salary by contribution assumption: employee only about $192,429 at 4% or $128,286 at 6%; with 50% employer match about $128,286 at 4% or $85,524 at 6%; with 100% employer match about $96,215 at 4% or $64,143 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$7,219,249$130,852$7,697iApproximate average salary by contribution assumption: employee only about $192,429 at 4% or $128,286 at 6%; with 50% employer match about $128,286 at 4% or $85,524 at 6%; with 100% employer match about $96,215 at 4% or $64,143 at 6%.
2017119$8,072,295$215,071$11,320iApproximate average salary by contribution assumption: employee only about $282,988 at 4% or $188,659 at 6%; with 50% employer match about $188,659 at 4% or $125,773 at 6%; with 100% employer match about $141,494 at 4% or $94,329 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-19$8,072,295$215,071$11,320iApproximate average salary by contribution assumption: employee only about $282,988 at 4% or $188,659 at 6%; with 50% employer match about $188,659 at 4% or $125,773 at 6%; with 100% employer match about $141,494 at 4% or $94,329 at 6%.
2016117$6,948,549$212,031$12,472iApproximate average salary by contribution assumption: employee only about $311,810 at 4% or $207,874 at 6%; with 50% employer match about $207,874 at 4% or $138,582 at 6%; with 100% employer match about $155,905 at 4% or $103,937 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$6,948,549$212,031$12,472iApproximate average salary by contribution assumption: employee only about $311,810 at 4% or $207,874 at 6%; with 50% employer match about $207,874 at 4% or $138,582 at 6%; with 100% employer match about $155,905 at 4% or $103,937 at 6%.
2015117$6,487,238$227,547$13,385iApproximate average salary by contribution assumption: employee only about $334,628 at 4% or $223,085 at 6%; with 50% employer match about $223,085 at 4% or $148,724 at 6%; with 100% employer match about $167,314 at 4% or $111,543 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$6,487,238$227,547$13,385iApproximate average salary by contribution assumption: employee only about $334,628 at 4% or $223,085 at 6%; with 50% employer match about $223,085 at 4% or $148,724 at 6%; with 100% employer match about $167,314 at 4% or $111,543 at 6%.
2014117$6,241,565$229,638$13,508iApproximate average salary by contribution assumption: employee only about $337,703 at 4% or $225,135 at 6%; with 50% employer match about $225,135 at 4% or $150,090 at 6%; with 100% employer match about $168,851 at 4% or $112,568 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$6,241,565$229,638$13,508iApproximate average salary by contribution assumption: employee only about $337,703 at 4% or $225,135 at 6%; with 50% employer match about $225,135 at 4% or $150,090 at 6%; with 100% employer match about $168,851 at 4% or $112,568 at 6%.
2013116$5,890,943$197,874$12,367iApproximate average salary by contribution assumption: employee only about $309,178 at 4% or $206,119 at 6%; with 50% employer match about $206,119 at 4% or $137,413 at 6%; with 100% employer match about $154,589 at 4% or $103,059 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-16$5,890,943$197,874$12,367iApproximate average salary by contribution assumption: employee only about $309,178 at 4% or $206,119 at 6%; with 50% employer match about $206,119 at 4% or $137,413 at 6%; with 100% employer match about $154,589 at 4% or $103,059 at 6%.
2012118$4,612,365$223,261$12,403iApproximate average salary by contribution assumption: employee only about $310,085 at 4% or $206,723 at 6%; with 50% employer match about $206,723 at 4% or $137,815 at 6%; with 100% employer match about $155,042 at 4% or $103,362 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-18$4,612,365$223,261$12,403iApproximate average salary by contribution assumption: employee only about $310,085 at 4% or $206,723 at 6%; with 50% employer match about $206,723 at 4% or $137,815 at 6%; with 100% employer match about $155,042 at 4% or $103,362 at 6%.
2011118$3,889,793$231,147$12,842iApproximate average salary by contribution assumption: employee only about $321,038 at 4% or $214,025 at 6%; with 50% employer match about $214,025 at 4% or $142,683 at 6%; with 100% employer match about $160,519 at 4% or $107,013 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-18$3,889,793$231,147$12,842iApproximate average salary by contribution assumption: employee only about $321,038 at 4% or $214,025 at 6%; with 50% employer match about $214,025 at 4% or $142,683 at 6%; with 100% employer match about $160,519 at 4% or $107,013 at 6%.
2010117$3,834,327$214,007$12,589iApproximate average salary by contribution assumption: employee only about $314,716 at 4% or $209,811 at 6%; with 50% employer match about $209,811 at 4% or $139,874 at 6%; with 100% employer match about $157,358 at 4% or $104,905 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-17$3,834,327$214,007$12,589iApproximate average salary by contribution assumption: employee only about $314,716 at 4% or $209,811 at 6%; with 50% employer match about $209,811 at 4% or $139,874 at 6%; with 100% employer match about $157,358 at 4% or $104,905 at 6%.
2009115$3,243,075$191,526$12,768iApproximate average salary by contribution assumption: employee only about $319,210 at 4% or $212,807 at 6%; with 50% employer match about $212,807 at 4% or $141,871 at 6%; with 100% employer match about $159,605 at 4% or $106,403 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-15$3,243,075$191,526$12,768iApproximate average salary by contribution assumption: employee only about $319,210 at 4% or $212,807 at 6%; with 50% employer match about $212,807 at 4% or $141,871 at 6%; with 100% employer match about $159,605 at 4% or $106,403 at 6%.
2008111$2,118,068$188,507$17,137iApproximate average salary by contribution assumption: employee only about $428,425 at 4% or $285,617 at 6%; with 50% employer match about $285,617 at 4% or $190,411 at 6%; with 100% employer match about $214,213 at 4% or $142,808 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-11$2,118,068$188,507$17,137iApproximate average salary by contribution assumption: employee only about $428,425 at 4% or $285,617 at 6%; with 50% employer match about $285,617 at 4% or $190,411 at 6%; with 100% employer match about $214,213 at 4% or $142,808 at 6%.
2007111$3,397,805$163,245$14,840iApproximate average salary by contribution assumption: employee only about $371,011 at 4% or $247,341 at 6%; with 50% employer match about $247,341 at 4% or $164,894 at 6%; with 100% employer match about $185,506 at 4% or $123,670 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-11$3,397,805$163,245$14,840iApproximate average salary by contribution assumption: employee only about $371,011 at 4% or $247,341 at 6%; with 50% employer match about $247,341 at 4% or $164,894 at 6%; with 100% employer match about $185,506 at 4% or $123,670 at 6%.
200619$2,957,371$126,982$14,109iApproximate average salary by contribution assumption: employee only about $352,728 at 4% or $235,152 at 6%; with 50% employer match about $235,152 at 4% or $156,768 at 6%; with 100% employer match about $176,364 at 4% or $117,576 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-9$2,957,371$126,982$14,109iApproximate average salary by contribution assumption: employee only about $352,728 at 4% or $235,152 at 6%; with 50% employer match about $235,152 at 4% or $156,768 at 6%; with 100% employer match about $176,364 at 4% or $117,576 at 6%.
200519$2,500,921$116,037$12,893iApproximate average salary by contribution assumption: employee only about $322,325 at 4% or $214,883 at 6%; with 50% employer match about $214,883 at 4% or $143,256 at 6%; with 100% employer match about $161,163 at 4% or $107,442 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-9$2,500,921$116,037$12,893iApproximate average salary by contribution assumption: employee only about $322,325 at 4% or $214,883 at 6%; with 50% employer match about $214,883 at 4% or $143,256 at 6%; with 100% employer match about $161,163 at 4% or $107,442 at 6%.
2004110$2,181,944$774,734$77,473iApproximate average salary by contribution assumption: employee only about $1,936,835 at 4% or $1,291,223 at 6%; with 50% employer match about $1,291,223 at 4% or $860,816 at 6%; with 100% employer match about $968,417 at 4% or $645,612 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-10$2,181,944$774,734$77,473iApproximate average salary by contribution assumption: employee only about $1,936,835 at 4% or $1,291,223 at 6%; with 50% employer match about $1,291,223 at 4% or $860,816 at 6%; with 100% employer match about $968,417 at 4% or $645,612 at 6%.
200318$1,254,746$50,472$6,309iApproximate average salary by contribution assumption: employee only about $157,725 at 4% or $105,150 at 6%; with 50% employer match about $105,150 at 4% or $70,100 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-8$1,254,746$50,472$6,309iApproximate average salary by contribution assumption: employee only about $157,725 at 4% or $105,150 at 6%; with 50% employer match about $105,150 at 4% or $70,100 at 6%; with 100% employer match about $78,863 at 4% or $52,575 at 6%.
200229$881,472$62,167$6,907iApproximate average salary by contribution assumption: employee only about $172,686 at 4% or $115,124 at 6%; with 50% employer match about $115,124 at 4% or $76,749 at 6%; with 100% employer match about $86,343 at 4% or $57,562 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-9$881,472$62,167$6,907iApproximate average salary by contribution assumption: employee only about $172,686 at 4% or $115,124 at 6%; with 50% employer match about $115,124 at 4% or $76,749 at 6%; with 100% employer match about $86,343 at 4% or $57,562 at 6%.
MORGAN WINERY, INC. MONEY PURCHASE PLAN AND TRUST-0---
2001210$0$0-
Morgan Winery Inc. Profit Sharing Plan and Trust-0---
MORGAN WINERY, INC. MONEY PURCHASE PLAN AND TRUST-10---
200028$1,136,476$120,089$15,011iApproximate average salary by contribution assumption: employee only about $375,278 at 4% or $250,185 at 6%; with 50% employer match about $250,185 at 4% or $166,790 at 6%; with 100% employer match about $187,639 at 4% or $125,093 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-8$588,832$50,200$6,275iApproximate average salary by contribution assumption: employee only about $156,875 at 4% or $104,583 at 6%; with 50% employer match about $104,583 at 4% or $69,722 at 6%; with 100% employer match about $78,438 at 4% or $52,292 at 6%.
MORGAN WINERY, INC. MONEY PURCHASE PLAN AND TRUST-8$547,644$69,889$8,736iApproximate average salary by contribution assumption: employee only about $218,403 at 4% or $145,602 at 6%; with 50% employer match about $145,602 at 4% or $97,068 at 6%; with 100% employer match about $109,202 at 4% or $72,801 at 6%.
199918$955,718$56,178$7,022iApproximate average salary by contribution assumption: employee only about $175,556 at 4% or $117,038 at 6%; with 50% employer match about $117,038 at 4% or $78,025 at 6%; with 100% employer match about $87,778 at 4% or $58,519 at 6%.
Morgan Winery Inc. Profit Sharing Plan and Trust-8$955,718$56,178$7,022iApproximate average salary by contribution assumption: employee only about $175,556 at 4% or $117,038 at 6%; with 50% employer match about $117,038 at 4% or $78,025 at 6%; with 100% employer match about $87,778 at 4% or $58,519 at 6%.