Berntsen Wine Investment
Plan context: Berntsen Wine Investment Retirement Plan
EIN 82-1827782 • 4 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
1
2020 Assets
$261,155
2020 Contributions
$149,352
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 1 | $261,155 | $0 | - |
| Berntsen Wine Investment Retirement Plan | - | 1 | $261,155 | - | - |
| 2019 | 1 | 1 | $149,305 | $0 | - |
| Berntsen Wine Investment Retirement Plan | - | 1 | $149,305 | - | - |
| 2018 | 1 | 1 | $130,000 | $0 | - |
| Berntsen Wine Investment Retirement Plan | - | 1 | $130,000 | - | - |
| 2017 | 1 | 1 | $149,352 | $149,352 | $149,352iApproximate average salary by contribution assumption: employee only about $3,733,800 at 4% or $2,489,200 at 6%; with 50% employer match about $2,489,200 at 4% or $1,659,467 at 6%; with 100% employer match about $1,866,900 at 4% or $1,244,600 at 6%. |
| Berntsen Wine Investment Retirement Plan | - | 1 | $149,352 | $149,352 | $149,352iApproximate average salary by contribution assumption: employee only about $3,733,800 at 4% or $2,489,200 at 6%; with 50% employer match about $2,489,200 at 4% or $1,659,467 at 6%; with 100% employer match about $1,866,900 at 4% or $1,244,600 at 6%. |