Civic Intelligence

Phase 2 Cellars LLC DBA Tolosa Winery

Plan context: Phase 2 Cellars LLC 401(K) Profit Sharing Plan

EIN 77-0473707 • San Luis Obispo, CA • 25 filings • 3 plans

4910 Edna RoadSan Luis Obispo, CA 93401
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$3,842,279

2024 Contributions

$376,336

Historical Graphs

Total Assets Over Time

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

$3,842,279$1,921,140$0200020132024YearValue
$3,842,279Latest year 2024

Participants Over Time

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

74370200020122024YearValue
74Latest 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
2024174$3,842,279$376,336$5,086iApproximate average salary by contribution assumption: employee only about $127,141 at 4% or $84,760 at 6%; with 50% employer match about $84,760 at 4% or $56,507 at 6%; with 100% employer match about $63,570 at 4% or $42,380 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-74$3,842,279$376,336$5,086iApproximate average salary by contribution assumption: employee only about $127,141 at 4% or $84,760 at 6%; with 50% employer match about $84,760 at 4% or $56,507 at 6%; with 100% employer match about $63,570 at 4% or $42,380 at 6%.
2023164$3,349,077$397,288$6,208iApproximate average salary by contribution assumption: employee only about $155,191 at 4% or $103,460 at 6%; with 50% employer match about $103,460 at 4% or $68,974 at 6%; with 100% employer match about $77,595 at 4% or $51,730 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-64$3,349,077$397,288$6,208iApproximate average salary by contribution assumption: employee only about $155,191 at 4% or $103,460 at 6%; with 50% employer match about $103,460 at 4% or $68,974 at 6%; with 100% employer match about $77,595 at 4% or $51,730 at 6%.
2022167$2,986,446$338,086$5,046iApproximate average salary by contribution assumption: employee only about $126,151 at 4% or $84,101 at 6%; with 50% employer match about $84,101 at 4% or $56,067 at 6%; with 100% employer match about $63,076 at 4% or $42,050 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-67$2,986,446$338,086$5,046iApproximate average salary by contribution assumption: employee only about $126,151 at 4% or $84,101 at 6%; with 50% employer match about $84,101 at 4% or $56,067 at 6%; with 100% employer match about $63,076 at 4% or $42,050 at 6%.
2021160$3,491,063$288,470$4,808iApproximate average salary by contribution assumption: employee only about $120,196 at 4% or $80,131 at 6%; with 50% employer match about $80,131 at 4% or $53,420 at 6%; with 100% employer match about $60,098 at 4% or $40,065 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-60$3,491,063$288,470$4,808iApproximate average salary by contribution assumption: employee only about $120,196 at 4% or $80,131 at 6%; with 50% employer match about $80,131 at 4% or $53,420 at 6%; with 100% employer match about $60,098 at 4% or $40,065 at 6%.
2020157$3,670,457$309,435$5,429iApproximate average salary by contribution assumption: employee only about $135,717 at 4% or $90,478 at 6%; with 50% employer match about $90,478 at 4% or $60,319 at 6%; with 100% employer match about $67,859 at 4% or $45,239 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-57$3,670,457$309,435$5,429iApproximate average salary by contribution assumption: employee only about $135,717 at 4% or $90,478 at 6%; with 50% employer match about $90,478 at 4% or $60,319 at 6%; with 100% employer match about $67,859 at 4% or $45,239 at 6%.
2019154$3,358,846$357,812$6,626iApproximate average salary by contribution assumption: employee only about $165,654 at 4% or $110,436 at 6%; with 50% employer match about $110,436 at 4% or $73,624 at 6%; with 100% employer match about $82,827 at 4% or $55,218 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-54$3,358,846$357,812$6,626iApproximate average salary by contribution assumption: employee only about $165,654 at 4% or $110,436 at 6%; with 50% employer match about $110,436 at 4% or $73,624 at 6%; with 100% employer match about $82,827 at 4% or $55,218 at 6%.
2018151$2,873,717$287,477$5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-51$2,873,717$287,477$5,637iApproximate average salary by contribution assumption: employee only about $140,920 at 4% or $93,947 at 6%; with 50% employer match about $93,947 at 4% or $62,631 at 6%; with 100% employer match about $70,460 at 4% or $46,973 at 6%.
2017153$3,117,740$376,492$7,104iApproximate average salary by contribution assumption: employee only about $177,591 at 4% or $118,394 at 6%; with 50% employer match about $118,394 at 4% or $78,929 at 6%; with 100% employer match about $88,795 at 4% or $59,197 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-53$3,117,740$376,492$7,104iApproximate average salary by contribution assumption: employee only about $177,591 at 4% or $118,394 at 6%; with 50% employer match about $118,394 at 4% or $78,929 at 6%; with 100% employer match about $88,795 at 4% or $59,197 at 6%.
2016143$2,636,946$253,013$5,884iApproximate average salary by contribution assumption: employee only about $147,101 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,034 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-43$2,636,946$253,013$5,884iApproximate average salary by contribution assumption: employee only about $147,101 at 4% or $98,067 at 6%; with 50% employer match about $98,067 at 4% or $65,378 at 6%; with 100% employer match about $73,550 at 4% or $49,034 at 6%.
2015141$2,542,948$235,814$5,752iApproximate average salary by contribution assumption: employee only about $143,789 at 4% or $95,859 at 6%; with 50% employer match about $95,859 at 4% or $63,906 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-41$2,542,948$235,814$5,752iApproximate average salary by contribution assumption: employee only about $143,789 at 4% or $95,859 at 6%; with 50% employer match about $95,859 at 4% or $63,906 at 6%; with 100% employer match about $71,895 at 4% or $47,930 at 6%.
2014134$2,827,537$283,472$8,337iApproximate average salary by contribution assumption: employee only about $208,435 at 4% or $138,957 at 6%; with 50% employer match about $138,957 at 4% or $92,638 at 6%; with 100% employer match about $104,218 at 4% or $69,478 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-34$2,827,537$283,472$8,337iApproximate average salary by contribution assumption: employee only about $208,435 at 4% or $138,957 at 6%; with 50% employer match about $138,957 at 4% or $92,638 at 6%; with 100% employer match about $104,218 at 4% or $69,478 at 6%.
2013131$2,493,231$187,385$6,045iApproximate average salary by contribution assumption: employee only about $151,117 at 4% or $100,745 at 6%; with 50% employer match about $100,745 at 4% or $67,163 at 6%; with 100% employer match about $75,558 at 4% or $50,372 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-31$2,493,231$187,385$6,045iApproximate average salary by contribution assumption: employee only about $151,117 at 4% or $100,745 at 6%; with 50% employer match about $100,745 at 4% or $67,163 at 6%; with 100% employer match about $75,558 at 4% or $50,372 at 6%.
2012131$2,132,628$362,259$11,686iApproximate average salary by contribution assumption: employee only about $292,144 at 4% or $194,763 at 6%; with 50% employer match about $194,763 at 4% or $129,842 at 6%; with 100% employer match about $146,072 at 4% or $97,381 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-31$2,132,628$362,259$11,686iApproximate average salary by contribution assumption: employee only about $292,144 at 4% or $194,763 at 6%; with 50% employer match about $194,763 at 4% or $129,842 at 6%; with 100% employer match about $146,072 at 4% or $97,381 at 6%.
2011170$2,041,341$361,034$5,158iApproximate average salary by contribution assumption: employee only about $128,941 at 4% or $85,960 at 6%; with 50% employer match about $85,960 at 4% or $57,307 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-70$2,041,341$361,034$5,158iApproximate average salary by contribution assumption: employee only about $128,941 at 4% or $85,960 at 6%; with 50% employer match about $85,960 at 4% or $57,307 at 6%; with 100% employer match about $64,470 at 4% or $42,980 at 6%.
2010169$1,878,677$348,690$5,053iApproximate average salary by contribution assumption: employee only about $126,337 at 4% or $84,225 at 6%; with 50% employer match about $84,225 at 4% or $56,150 at 6%; with 100% employer match about $63,168 at 4% or $42,112 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-69$1,878,677$348,690$5,053iApproximate average salary by contribution assumption: employee only about $126,337 at 4% or $84,225 at 6%; with 50% employer match about $84,225 at 4% or $56,150 at 6%; with 100% employer match about $63,168 at 4% or $42,112 at 6%.
2009165$1,369,917$232,249$3,573iApproximate average salary by contribution assumption: employee only about $89,327 at 4% or $59,551 at 6%; with 50% employer match about $59,551 at 4% or $39,701 at 6%; with 100% employer match about $44,663 at 4% or $29,776 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-65$1,369,917$232,249$3,573iApproximate average salary by contribution assumption: employee only about $89,327 at 4% or $59,551 at 6%; with 50% employer match about $59,551 at 4% or $39,701 at 6%; with 100% employer match about $44,663 at 4% or $29,776 at 6%.
2008158$870,748$296,794$5,117iApproximate average salary by contribution assumption: employee only about $127,928 at 4% or $85,286 at 6%; with 50% employer match about $85,286 at 4% or $56,857 at 6%; with 100% employer match about $63,964 at 4% or $42,643 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-58$870,748$296,794$5,117iApproximate average salary by contribution assumption: employee only about $127,928 at 4% or $85,286 at 6%; with 50% employer match about $85,286 at 4% or $56,857 at 6%; with 100% employer match about $63,964 at 4% or $42,643 at 6%.
2007161$1,019,071$330,776$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-61$1,019,071$330,776$5,423iApproximate average salary by contribution assumption: employee only about $135,564 at 4% or $90,376 at 6%; with 50% employer match about $90,376 at 4% or $60,251 at 6%; with 100% employer match about $67,782 at 4% or $45,188 at 6%.
2006145$686,903$285,612$6,347iApproximate average salary by contribution assumption: employee only about $158,673 at 4% or $105,782 at 6%; with 50% employer match about $105,782 at 4% or $70,521 at 6%; with 100% employer match about $79,337 at 4% or $52,891 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-45$686,903$285,612$6,347iApproximate average salary by contribution assumption: employee only about $158,673 at 4% or $105,782 at 6%; with 50% employer match about $105,782 at 4% or $70,521 at 6%; with 100% employer match about $79,337 at 4% or $52,891 at 6%.
2005139$413,307$121,975$3,128iApproximate average salary by contribution assumption: employee only about $78,189 at 4% or $52,126 at 6%; with 50% employer match about $52,126 at 4% or $34,751 at 6%; with 100% employer match about $39,095 at 4% or $26,063 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-39$413,307$121,975$3,128iApproximate average salary by contribution assumption: employee only about $78,189 at 4% or $52,126 at 6%; with 50% employer match about $52,126 at 4% or $34,751 at 6%; with 100% employer match about $39,095 at 4% or $26,063 at 6%.
2004139$317,485$112,142$2,875iApproximate average salary by contribution assumption: employee only about $71,886 at 4% or $47,924 at 6%; with 50% employer match about $47,924 at 4% or $31,949 at 6%; with 100% employer match about $35,943 at 4% or $23,962 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-39$317,485$112,142$2,875iApproximate average salary by contribution assumption: employee only about $71,886 at 4% or $47,924 at 6%; with 50% employer match about $47,924 at 4% or $31,949 at 6%; with 100% employer match about $35,943 at 4% or $23,962 at 6%.
2003138$187,766$94,540$2,488iApproximate average salary by contribution assumption: employee only about $62,197 at 4% or $41,465 at 6%; with 50% employer match about $41,465 at 4% or $27,643 at 6%; with 100% employer match about $31,099 at 4% or $20,732 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-38$187,766$94,540$2,488iApproximate average salary by contribution assumption: employee only about $62,197 at 4% or $41,465 at 6%; with 50% employer match about $41,465 at 4% or $27,643 at 6%; with 100% employer match about $31,099 at 4% or $20,732 at 6%.
2002134$83,144$62,738$1,845iApproximate average salary by contribution assumption: employee only about $46,131 at 4% or $30,754 at 6%; with 50% employer match about $30,754 at 4% or $20,503 at 6%; with 100% employer match about $23,065 at 4% or $15,377 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-34$83,144$62,738$1,845iApproximate average salary by contribution assumption: employee only about $46,131 at 4% or $30,754 at 6%; with 50% employer match about $30,754 at 4% or $20,503 at 6%; with 100% employer match about $23,065 at 4% or $15,377 at 6%.
2001114$0$0-
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-14---
2000115$12,999$15,103$1,007iApproximate average salary by contribution assumption: employee only about $25,172 at 4% or $16,781 at 6%; with 50% employer match about $16,781 at 4% or $11,187 at 6%; with 100% employer match about $12,586 at 4% or $8,391 at 6%.
Phase 2 Cellars LLC 401(K) Profit Sharing Plan-15$12,999$15,103$1,007iApproximate average salary by contribution assumption: employee only about $25,172 at 4% or $16,781 at 6%; with 50% employer match about $16,781 at 4% or $11,187 at 6%; with 100% employer match about $12,586 at 4% or $8,391 at 6%.