Epic Wines
Plan context: Epic Wines 401-K Profit Sharing Plan
EIN 77-0471973 • Santa Rosa, CA • 30 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
1
2022 Assets
$825,960
2022 Contributions
$262,291
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Epic Wines 401-K Profit Sharing Plan | - | 0 | - | - | - |
| 2021 | 1 | 1 | $825,960 | $262,291 | $262,291iApproximate average salary by contribution assumption: employee only about $6,557,275 at 4% or $4,371,517 at 6%; with 50% employer match about $4,371,517 at 4% or $2,914,344 at 6%; with 100% employer match about $3,278,638 at 4% or $2,185,758 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 1 | $825,960 | $262,291 | $262,291iApproximate average salary by contribution assumption: employee only about $6,557,275 at 4% or $4,371,517 at 6%; with 50% employer match about $4,371,517 at 4% or $2,914,344 at 6%; with 100% employer match about $3,278,638 at 4% or $2,185,758 at 6%. |
| 2020 | 1 | 213 | $3,579,538 | $577,011 | $2,709iApproximate average salary by contribution assumption: employee only about $67,724 at 4% or $45,150 at 6%; with 50% employer match about $45,150 at 4% or $30,100 at 6%; with 100% employer match about $33,862 at 4% or $22,575 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 213 | $3,579,538 | $577,011 | $2,709iApproximate average salary by contribution assumption: employee only about $67,724 at 4% or $45,150 at 6%; with 50% employer match about $45,150 at 4% or $30,100 at 6%; with 100% employer match about $33,862 at 4% or $22,575 at 6%. |
| 2019 | 1 | 142 | $2,677,075 | $282,826 | $1,992iApproximate average salary by contribution assumption: employee only about $49,793 at 4% or $33,196 at 6%; with 50% employer match about $33,196 at 4% or $22,130 at 6%; with 100% employer match about $24,897 at 4% or $16,598 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 142 | $2,677,075 | $282,826 | $1,992iApproximate average salary by contribution assumption: employee only about $49,793 at 4% or $33,196 at 6%; with 50% employer match about $33,196 at 4% or $22,130 at 6%; with 100% employer match about $24,897 at 4% or $16,598 at 6%. |
| 2018 | 1 | 133 | $2,034,270 | $194,534 | $1,463iApproximate average salary by contribution assumption: employee only about $36,567 at 4% or $24,378 at 6%; with 50% employer match about $24,378 at 4% or $16,252 at 6%; with 100% employer match about $18,283 at 4% or $12,189 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 133 | $2,034,270 | $194,534 | $1,463iApproximate average salary by contribution assumption: employee only about $36,567 at 4% or $24,378 at 6%; with 50% employer match about $24,378 at 4% or $16,252 at 6%; with 100% employer match about $18,283 at 4% or $12,189 at 6%. |
| 2017 | 1 | 115 | $2,145,671 | $206,149 | $1,793iApproximate average salary by contribution assumption: employee only about $44,815 at 4% or $29,877 at 6%; with 50% employer match about $29,877 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,938 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 115 | $2,145,671 | $206,149 | $1,793iApproximate average salary by contribution assumption: employee only about $44,815 at 4% or $29,877 at 6%; with 50% employer match about $29,877 at 4% or $19,918 at 6%; with 100% employer match about $22,408 at 4% or $14,938 at 6%. |
| 2016 | 3 | 140 | $1,991,013 | $879,769 | $6,284iApproximate average salary by contribution assumption: employee only about $157,102 at 4% or $104,734 at 6%; with 50% employer match about $104,734 at 4% or $69,823 at 6%; with 100% employer match about $78,551 at 4% or $52,367 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 140 | $1,991,013 | $879,769 | $6,284iApproximate average salary by contribution assumption: employee only about $157,102 at 4% or $104,734 at 6%; with 50% employer match about $104,734 at 4% or $69,823 at 6%; with 100% employer match about $78,551 at 4% or $52,367 at 6%. |
| Epic Ventures Medical & Dental Plan | - | 0 | - | - | - |
| Epic Ventures Group Life & Ad&D Plan | - | 0 | - | - | - |
| 2015 | 3 | 173 | $1,767,136 | $438,316 | $2,534iApproximate average salary by contribution assumption: employee only about $63,340 at 4% or $42,227 at 6%; with 50% employer match about $42,227 at 4% or $28,151 at 6%; with 100% employer match about $31,670 at 4% or $21,113 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 58 | $1,767,136 | $438,316 | $7,557iApproximate average salary by contribution assumption: employee only about $188,929 at 4% or $125,953 at 6%; with 50% employer match about $125,953 at 4% or $83,969 at 6%; with 100% employer match about $94,465 at 4% or $62,976 at 6%. |
| Epic Ventures Medical & Dental Plan | - | 147 | - | - | - |
| Epic Ventures Group Life & Ad&D Plan | - | 173 | - | - | - |
| 2014 | 3 | 171 | $1,409,057 | $184,668 | $1,080iApproximate average salary by contribution assumption: employee only about $26,998 at 4% or $17,999 at 6%; with 50% employer match about $17,999 at 4% or $11,999 at 6%; with 100% employer match about $13,499 at 4% or $8,999 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 33 | $1,409,057 | $184,668 | $5,596iApproximate average salary by contribution assumption: employee only about $139,900 at 4% or $93,267 at 6%; with 50% employer match about $93,267 at 4% or $62,178 at 6%; with 100% employer match about $69,950 at 4% or $46,633 at 6%. |
| Epic Ventures Group Life & Ad&D Plan | - | 171 | - | - | - |
| Epic Ventures Medical & Dental Plan | - | 135 | - | - | - |
| 2013 | 1 | 31 | $1,512,811 | $297,340 | $9,592iApproximate average salary by contribution assumption: employee only about $239,790 at 4% or $159,860 at 6%; with 50% employer match about $159,860 at 4% or $106,573 at 6%; with 100% employer match about $119,895 at 4% or $79,930 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 31 | $1,512,811 | $297,340 | $9,592iApproximate average salary by contribution assumption: employee only about $239,790 at 4% or $159,860 at 6%; with 50% employer match about $159,860 at 4% or $106,573 at 6%; with 100% employer match about $119,895 at 4% or $79,930 at 6%. |
| 2012 | 1 | 30 | $1,079,039 | $139,677 | $4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 30 | $1,079,039 | $139,677 | $4,656iApproximate average salary by contribution assumption: employee only about $116,397 at 4% or $77,598 at 6%; with 50% employer match about $77,598 at 4% or $51,732 at 6%; with 100% employer match about $58,199 at 4% or $38,799 at 6%. |
| 2011 | 1 | 30 | $834,016 | $59,976 | $1,999iApproximate average salary by contribution assumption: employee only about $49,980 at 4% or $33,320 at 6%; with 50% employer match about $33,320 at 4% or $22,213 at 6%; with 100% employer match about $24,990 at 4% or $16,660 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 30 | $834,016 | $59,976 | $1,999iApproximate average salary by contribution assumption: employee only about $49,980 at 4% or $33,320 at 6%; with 50% employer match about $33,320 at 4% or $22,213 at 6%; with 100% employer match about $24,990 at 4% or $16,660 at 6%. |
| 2010 | 1 | 28 | $1,102,744 | $56,602 | $2,022iApproximate average salary by contribution assumption: employee only about $50,538 at 4% or $33,692 at 6%; with 50% employer match about $33,692 at 4% or $22,461 at 6%; with 100% employer match about $25,269 at 4% or $16,846 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 28 | $1,102,744 | $56,602 | $2,022iApproximate average salary by contribution assumption: employee only about $50,538 at 4% or $33,692 at 6%; with 50% employer match about $33,692 at 4% or $22,461 at 6%; with 100% employer match about $25,269 at 4% or $16,846 at 6%. |
| 2009 | 1 | 35 | $1,205,410 | $97,496 | $2,786iApproximate average salary by contribution assumption: employee only about $69,640 at 4% or $46,427 at 6%; with 50% employer match about $46,427 at 4% or $30,951 at 6%; with 100% employer match about $34,820 at 4% or $23,213 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 35 | $1,205,410 | $97,496 | $2,786iApproximate average salary by contribution assumption: employee only about $69,640 at 4% or $46,427 at 6%; with 50% employer match about $46,427 at 4% or $30,951 at 6%; with 100% employer match about $34,820 at 4% or $23,213 at 6%. |
| 2008 | 1 | 67 | $0 | $0 | - |
| Epic Wines 401-K Profit Sharing Plan | - | 67 | - | - | - |
| 2007 | 1 | 54 | $1,166,772 | $146,766 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 54 | $1,166,772 | $146,766 | $2,718iApproximate average salary by contribution assumption: employee only about $67,947 at 4% or $45,298 at 6%; with 50% employer match about $45,298 at 4% or $30,199 at 6%; with 100% employer match about $33,974 at 4% or $22,649 at 6%. |
| 2006 | 1 | 56 | $1,006,028 | $145,658 | $2,601iApproximate average salary by contribution assumption: employee only about $65,026 at 4% or $43,351 at 6%; with 50% employer match about $43,351 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 56 | $1,006,028 | $145,658 | $2,601iApproximate average salary by contribution assumption: employee only about $65,026 at 4% or $43,351 at 6%; with 50% employer match about $43,351 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%. |
| 2005 | 1 | 50 | $767,255 | $96,123 | $1,922iApproximate average salary by contribution assumption: employee only about $48,062 at 4% or $32,041 at 6%; with 50% employer match about $32,041 at 4% or $21,361 at 6%; with 100% employer match about $24,031 at 4% or $16,021 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 50 | $767,255 | $96,123 | $1,922iApproximate average salary by contribution assumption: employee only about $48,062 at 4% or $32,041 at 6%; with 50% employer match about $32,041 at 4% or $21,361 at 6%; with 100% employer match about $24,031 at 4% or $16,021 at 6%. |
| 2004 | 1 | 45 | $651,475 | $59,969 | $1,333iApproximate average salary by contribution assumption: employee only about $33,316 at 4% or $22,211 at 6%; with 50% employer match about $22,211 at 4% or $14,807 at 6%; with 100% employer match about $16,658 at 4% or $11,105 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 45 | $651,475 | $59,969 | $1,333iApproximate average salary by contribution assumption: employee only about $33,316 at 4% or $22,211 at 6%; with 50% employer match about $22,211 at 4% or $14,807 at 6%; with 100% employer match about $16,658 at 4% or $11,105 at 6%. |
| 2003 | 1 | 41 | $539,050 | $50,179 | $1,224iApproximate average salary by contribution assumption: employee only about $30,597 at 4% or $20,398 at 6%; with 50% employer match about $20,398 at 4% or $13,599 at 6%; with 100% employer match about $15,298 at 4% or $10,199 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 41 | $539,050 | $50,179 | $1,224iApproximate average salary by contribution assumption: employee only about $30,597 at 4% or $20,398 at 6%; with 50% employer match about $20,398 at 4% or $13,599 at 6%; with 100% employer match about $15,298 at 4% or $10,199 at 6%. |
| 2002 | 1 | 38 | $432,541 | $71,729 | $1,888iApproximate average salary by contribution assumption: employee only about $47,190 at 4% or $31,460 at 6%; with 50% employer match about $31,460 at 4% or $20,973 at 6%; with 100% employer match about $23,595 at 4% or $15,730 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 38 | $432,541 | $71,729 | $1,888iApproximate average salary by contribution assumption: employee only about $47,190 at 4% or $31,460 at 6%; with 50% employer match about $31,460 at 4% or $20,973 at 6%; with 100% employer match about $23,595 at 4% or $15,730 at 6%. |
| 2001 | 1 | 36 | $0 | $0 | - |
| Epic Wines 401-K Profit Sharing Plan | - | 36 | - | - | - |
| 2000 | 1 | 30 | $405,703 | $60,032 | $2,001iApproximate average salary by contribution assumption: employee only about $50,027 at 4% or $33,351 at 6%; with 50% employer match about $33,351 at 4% or $22,234 at 6%; with 100% employer match about $25,013 at 4% or $16,676 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 30 | $405,703 | $60,032 | $2,001iApproximate average salary by contribution assumption: employee only about $50,027 at 4% or $33,351 at 6%; with 50% employer match about $33,351 at 4% or $22,234 at 6%; with 100% employer match about $25,013 at 4% or $16,676 at 6%. |
| 1999 | 1 | 24 | $371,245 | $240,284 | $10,012iApproximate average salary by contribution assumption: employee only about $250,296 at 4% or $166,864 at 6%; with 50% employer match about $166,864 at 4% or $111,243 at 6%; with 100% employer match about $125,148 at 4% or $83,432 at 6%. |
| Epic Wines 401-K Profit Sharing Plan | - | 24 | $371,245 | $240,284 | $10,012iApproximate average salary by contribution assumption: employee only about $250,296 at 4% or $166,864 at 6%; with 50% employer match about $166,864 at 4% or $111,243 at 6%; with 100% employer match about $125,148 at 4% or $83,432 at 6%. |