Civic Intelligence

Foley Estates Vineyard & Winery LLC

Plan context: Foley Estates 401K Plan

EIN 77-0453888 • Solvang, CA • 8 filings • 2 plans

1711 Alamo Pintado RdSolvang, CA 93463
Current Snapshot

Latest Year

2009

2009 Participants

12

2009 Assets

$235,536

2009 Contributions

$450,090

Historical Graphs

Total Assets Over Time

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

$235,536$117,768$0200220052009YearValue
$235,536Latest year 2009

Participants Over Time

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

27140200120052009YearValue
12Latest year 2009

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
2009112$235,536$450,090$37,508iApproximate average salary by contribution assumption: employee only about $937,688 at 4% or $625,125 at 6%; with 50% employer match about $625,125 at 4% or $416,750 at 6%; with 100% employer match about $468,844 at 4% or $312,563 at 6%.
Foley Estates 401K Plan-12$235,536$450,090$37,508iApproximate average salary by contribution assumption: employee only about $937,688 at 4% or $625,125 at 6%; with 50% employer match about $625,125 at 4% or $416,750 at 6%; with 100% employer match about $468,844 at 4% or $312,563 at 6%.
200818$154,064$10,647$1,331iApproximate average salary by contribution assumption: employee only about $33,272 at 4% or $22,181 at 6%; with 50% employer match about $22,181 at 4% or $14,788 at 6%; with 100% employer match about $16,636 at 4% or $11,091 at 6%.
Foley Estates 401K Plan-8$154,064$10,647$1,331iApproximate average salary by contribution assumption: employee only about $33,272 at 4% or $22,181 at 6%; with 50% employer match about $22,181 at 4% or $14,788 at 6%; with 100% employer match about $16,636 at 4% or $11,091 at 6%.
2006116$214,554$39,789$2,487iApproximate average salary by contribution assumption: employee only about $62,170 at 4% or $41,447 at 6%; with 50% employer match about $41,447 at 4% or $27,631 at 6%; with 100% employer match about $31,085 at 4% or $20,723 at 6%.
Foley Estates 401K Plan-16$214,554$39,789$2,487iApproximate average salary by contribution assumption: employee only about $62,170 at 4% or $41,447 at 6%; with 50% employer match about $41,447 at 4% or $27,631 at 6%; with 100% employer match about $31,085 at 4% or $20,723 at 6%.
2005122$169,719$38,829$1,765iApproximate average salary by contribution assumption: employee only about $44,124 at 4% or $29,416 at 6%; with 50% employer match about $29,416 at 4% or $19,611 at 6%; with 100% employer match about $22,062 at 4% or $14,708 at 6%.
Foley Estates 401K Plan-22$169,719$38,829$1,765iApproximate average salary by contribution assumption: employee only about $44,124 at 4% or $29,416 at 6%; with 50% employer match about $29,416 at 4% or $19,611 at 6%; with 100% employer match about $22,062 at 4% or $14,708 at 6%.
2004117$153,401$36,064$2,121iApproximate average salary by contribution assumption: employee only about $53,035 at 4% or $35,357 at 6%; with 50% employer match about $35,357 at 4% or $23,571 at 6%; with 100% employer match about $26,518 at 4% or $17,678 at 6%.
Foley Estates 401K Plan-17$153,401$36,064$2,121iApproximate average salary by contribution assumption: employee only about $53,035 at 4% or $35,357 at 6%; with 50% employer match about $35,357 at 4% or $23,571 at 6%; with 100% employer match about $26,518 at 4% or $17,678 at 6%.
2003122$112,074$45,112$2,051iApproximate average salary by contribution assumption: employee only about $51,264 at 4% or $34,176 at 6%; with 50% employer match about $34,176 at 4% or $22,784 at 6%; with 100% employer match about $25,632 at 4% or $17,088 at 6%.
Foley Estates 401K Plan-22$112,074$45,112$2,051iApproximate average salary by contribution assumption: employee only about $51,264 at 4% or $34,176 at 6%; with 50% employer match about $34,176 at 4% or $22,784 at 6%; with 100% employer match about $25,632 at 4% or $17,088 at 6%.
2002127$61,001$39,686$1,470iApproximate average salary by contribution assumption: employee only about $36,746 at 4% or $24,498 at 6%; with 50% employer match about $24,498 at 4% or $16,332 at 6%; with 100% employer match about $18,373 at 4% or $12,249 at 6%.
Foley Estates 401K Plan-27$61,001$39,686$1,470iApproximate average salary by contribution assumption: employee only about $36,746 at 4% or $24,498 at 6%; with 50% employer match about $24,498 at 4% or $16,332 at 6%; with 100% employer match about $18,373 at 4% or $12,249 at 6%.
2001127$0$0-
Foley Estates 401K Plan-27---