WILLAMETTE VALLEY WINERIES ASSOCIATION
Plan context: WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST
EIN 93-0918717 • Portland, OR • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$776,302
2024 Contributions
$40,753
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $776,302 | $40,753 | $8,151iApproximate average salary by contribution assumption: employee only about $203,765 at 4% or $135,843 at 6%; with 50% employer match about $135,843 at 4% or $90,562 at 6%; with 100% employer match about $101,883 at 4% or $67,922 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $776,302 | $40,753 | $8,151iApproximate average salary by contribution assumption: employee only about $203,765 at 4% or $135,843 at 6%; with 50% employer match about $135,843 at 4% or $90,562 at 6%; with 100% employer match about $101,883 at 4% or $67,922 at 6%. |
| 2023 | 1 | 5 | $640,447 | $52,587 | $10,517iApproximate average salary by contribution assumption: employee only about $262,935 at 4% or $175,290 at 6%; with 50% employer match about $175,290 at 4% or $116,860 at 6%; with 100% employer match about $131,468 at 4% or $87,645 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $640,447 | $52,587 | $10,517iApproximate average salary by contribution assumption: employee only about $262,935 at 4% or $175,290 at 6%; with 50% employer match about $175,290 at 4% or $116,860 at 6%; with 100% employer match about $131,468 at 4% or $87,645 at 6%. |
| 2022 | 1 | 5 | $489,628 | $59,502 | $11,900iApproximate average salary by contribution assumption: employee only about $297,510 at 4% or $198,340 at 6%; with 50% employer match about $198,340 at 4% or $132,227 at 6%; with 100% employer match about $148,755 at 4% or $99,170 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $489,628 | $59,502 | $11,900iApproximate average salary by contribution assumption: employee only about $297,510 at 4% or $198,340 at 6%; with 50% employer match about $198,340 at 4% or $132,227 at 6%; with 100% employer match about $148,755 at 4% or $99,170 at 6%. |
| 2021 | 1 | 5 | $564,839 | $58,008 | $11,602iApproximate average salary by contribution assumption: employee only about $290,040 at 4% or $193,360 at 6%; with 50% employer match about $193,360 at 4% or $128,907 at 6%; with 100% employer match about $145,020 at 4% or $96,680 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $564,839 | $58,008 | $11,602iApproximate average salary by contribution assumption: employee only about $290,040 at 4% or $193,360 at 6%; with 50% employer match about $193,360 at 4% or $128,907 at 6%; with 100% employer match about $145,020 at 4% or $96,680 at 6%. |
| 2020 | 1 | 5 | $453,802 | $54,890 | $10,978iApproximate average salary by contribution assumption: employee only about $274,450 at 4% or $182,967 at 6%; with 50% employer match about $182,967 at 4% or $121,978 at 6%; with 100% employer match about $137,225 at 4% or $91,483 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $453,802 | $54,890 | $10,978iApproximate average salary by contribution assumption: employee only about $274,450 at 4% or $182,967 at 6%; with 50% employer match about $182,967 at 4% or $121,978 at 6%; with 100% employer match about $137,225 at 4% or $91,483 at 6%. |
| 2019 | 1 | 5 | $322,372 | $37,941 | $7,588iApproximate average salary by contribution assumption: employee only about $189,705 at 4% or $126,470 at 6%; with 50% employer match about $126,470 at 4% or $84,313 at 6%; with 100% employer match about $94,853 at 4% or $63,235 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $322,372 | $37,941 | $7,588iApproximate average salary by contribution assumption: employee only about $189,705 at 4% or $126,470 at 6%; with 50% employer match about $126,470 at 4% or $84,313 at 6%; with 100% employer match about $94,853 at 4% or $63,235 at 6%. |
| 2018 | 1 | 5 | $221,703 | $245,456 | $49,091iApproximate average salary by contribution assumption: employee only about $1,227,280 at 4% or $818,187 at 6%; with 50% employer match about $818,187 at 4% or $545,458 at 6%; with 100% employer match about $613,640 at 4% or $409,093 at 6%. |
| WILLAMETTE VALLEY WINERIES ASS 401 K PROFIT SHARING PLAN TRUST | - | 5 | $221,703 | $245,456 | $49,091iApproximate average salary by contribution assumption: employee only about $1,227,280 at 4% or $818,187 at 6%; with 50% employer match about $818,187 at 4% or $545,458 at 6%; with 100% employer match about $613,640 at 4% or $409,093 at 6%. |