Civic Intelligence

Bert Williams and Sons Inc

Plan context: Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust

EIN 94-2194847 • Napa, CA • 26 filings • 7 plans

525 North Bay DriveNapa, CA 94559
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$221,008

2024 Contributions

$74,853

Historical Graphs

Total Assets Over Time

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

$819,924$409,962$0200020122024YearValue
$221,008Latest year 2024

Participants Over Time

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

44220199920122024YearValue
18Latest 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
2024118$221,008$74,853$4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,308 at 6%; with 50% employer match about $69,308 at 4% or $46,206 at 6%; with 100% employer match about $51,981 at 4% or $34,654 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-18$221,008$74,853$4,159iApproximate average salary by contribution assumption: employee only about $103,963 at 4% or $69,308 at 6%; with 50% employer match about $69,308 at 4% or $46,206 at 6%; with 100% employer match about $51,981 at 4% or $34,654 at 6%.
2023120$641,386$75,119$3,756iApproximate average salary by contribution assumption: employee only about $93,899 at 4% or $62,599 at 6%; with 50% employer match about $62,599 at 4% or $41,733 at 6%; with 100% employer match about $46,949 at 4% or $31,300 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-20$641,386$75,119$3,756iApproximate average salary by contribution assumption: employee only about $93,899 at 4% or $62,599 at 6%; with 50% employer match about $62,599 at 4% or $41,733 at 6%; with 100% employer match about $46,949 at 4% or $31,300 at 6%.
2022120$551,876$80,234$4,012iApproximate average salary by contribution assumption: employee only about $100,293 at 4% or $66,862 at 6%; with 50% employer match about $66,862 at 4% or $44,574 at 6%; with 100% employer match about $50,146 at 4% or $33,431 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-20$551,876$80,234$4,012iApproximate average salary by contribution assumption: employee only about $100,293 at 4% or $66,862 at 6%; with 50% employer match about $66,862 at 4% or $44,574 at 6%; with 100% employer match about $50,146 at 4% or $33,431 at 6%.
2021119$819,924$67,440$3,549iApproximate average salary by contribution assumption: employee only about $88,737 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,439 at 6%; with 100% employer match about $44,368 at 4% or $29,579 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-19$819,924$67,440$3,549iApproximate average salary by contribution assumption: employee only about $88,737 at 4% or $59,158 at 6%; with 50% employer match about $59,158 at 4% or $39,439 at 6%; with 100% employer match about $44,368 at 4% or $29,579 at 6%.
2020118$707,435$63,777$3,543iApproximate average salary by contribution assumption: employee only about $88,579 at 4% or $59,053 at 6%; with 50% employer match about $59,053 at 4% or $39,369 at 6%; with 100% employer match about $44,290 at 4% or $29,526 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-18$707,435$63,777$3,543iApproximate average salary by contribution assumption: employee only about $88,579 at 4% or $59,053 at 6%; with 50% employer match about $59,053 at 4% or $39,369 at 6%; with 100% employer match about $44,290 at 4% or $29,526 at 6%.
2019116$566,133$61,054$3,816iApproximate average salary by contribution assumption: employee only about $95,397 at 4% or $63,598 at 6%; with 50% employer match about $63,598 at 4% or $42,399 at 6%; with 100% employer match about $47,698 at 4% or $31,799 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-16$566,133$61,054$3,816iApproximate average salary by contribution assumption: employee only about $95,397 at 4% or $63,598 at 6%; with 50% employer match about $63,598 at 4% or $42,399 at 6%; with 100% employer match about $47,698 at 4% or $31,799 at 6%.
2018117$442,956$64,628$3,802iApproximate average salary by contribution assumption: employee only about $95,041 at 4% or $63,361 at 6%; with 50% employer match about $63,361 at 4% or $42,241 at 6%; with 100% employer match about $47,521 at 4% or $31,680 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-17$442,956$64,628$3,802iApproximate average salary by contribution assumption: employee only about $95,041 at 4% or $63,361 at 6%; with 50% employer match about $63,361 at 4% or $42,241 at 6%; with 100% employer match about $47,521 at 4% or $31,680 at 6%.
2017117$648,976$68,455$4,027iApproximate average salary by contribution assumption: employee only about $100,669 at 4% or $67,113 at 6%; with 50% employer match about $67,113 at 4% or $44,742 at 6%; with 100% employer match about $50,335 at 4% or $33,556 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-17$648,976$68,455$4,027iApproximate average salary by contribution assumption: employee only about $100,669 at 4% or $67,113 at 6%; with 50% employer match about $67,113 at 4% or $44,742 at 6%; with 100% employer match about $50,335 at 4% or $33,556 at 6%.
2016113$519,610$34,532$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-13$519,610$34,532$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
2015113$533,955$49,295$3,792iApproximate average salary by contribution assumption: employee only about $94,798 at 4% or $63,199 at 6%; with 50% employer match about $63,199 at 4% or $42,132 at 6%; with 100% employer match about $47,399 at 4% or $31,599 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-13$533,955$49,295$3,792iApproximate average salary by contribution assumption: employee only about $94,798 at 4% or $63,199 at 6%; with 50% employer match about $63,199 at 4% or $42,132 at 6%; with 100% employer match about $47,399 at 4% or $31,599 at 6%.
2014115$745,320$49,664$3,311iApproximate average salary by contribution assumption: employee only about $82,773 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,387 at 4% or $27,591 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-15$745,320$49,664$3,311iApproximate average salary by contribution assumption: employee only about $82,773 at 4% or $55,182 at 6%; with 50% employer match about $55,182 at 4% or $36,788 at 6%; with 100% employer match about $41,387 at 4% or $27,591 at 6%.
2013116$676,282$58,648$3,666iApproximate average salary by contribution assumption: employee only about $91,638 at 4% or $61,092 at 6%; with 50% employer match about $61,092 at 4% or $40,728 at 6%; with 100% employer match about $45,819 at 4% or $30,546 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-16$676,282$58,648$3,666iApproximate average salary by contribution assumption: employee only about $91,638 at 4% or $61,092 at 6%; with 50% employer match about $61,092 at 4% or $40,728 at 6%; with 100% employer match about $45,819 at 4% or $30,546 at 6%.
2012117$566,575$47,472$2,792iApproximate average salary by contribution assumption: employee only about $69,812 at 4% or $46,541 at 6%; with 50% employer match about $46,541 at 4% or $31,027 at 6%; with 100% employer match about $34,906 at 4% or $23,271 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-17$566,575$47,472$2,792iApproximate average salary by contribution assumption: employee only about $69,812 at 4% or $46,541 at 6%; with 50% employer match about $46,541 at 4% or $31,027 at 6%; with 100% employer match about $34,906 at 4% or $23,271 at 6%.
2011116$489,689$41,138$2,571iApproximate average salary by contribution assumption: employee only about $64,278 at 4% or $42,852 at 6%; with 50% employer match about $42,852 at 4% or $28,568 at 6%; with 100% employer match about $32,139 at 4% or $21,426 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-16$489,689$41,138$2,571iApproximate average salary by contribution assumption: employee only about $64,278 at 4% or $42,852 at 6%; with 50% employer match about $42,852 at 4% or $28,568 at 6%; with 100% employer match about $32,139 at 4% or $21,426 at 6%.
2010116$451,860$44,236$2,765iApproximate average salary by contribution assumption: employee only about $69,119 at 4% or $46,079 at 6%; with 50% employer match about $46,079 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,040 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-16$451,860$44,236$2,765iApproximate average salary by contribution assumption: employee only about $69,119 at 4% or $46,079 at 6%; with 50% employer match about $46,079 at 4% or $30,719 at 6%; with 100% employer match about $34,559 at 4% or $23,040 at 6%.
200919$377,926$38,179$4,242iApproximate average salary by contribution assumption: employee only about $106,053 at 4% or $70,702 at 6%; with 50% employer match about $70,702 at 4% or $47,135 at 6%; with 100% employer match about $53,026 at 4% or $35,351 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-9$377,926$38,179$4,242iApproximate average salary by contribution assumption: employee only about $106,053 at 4% or $70,702 at 6%; with 50% employer match about $70,702 at 4% or $47,135 at 6%; with 100% employer match about $53,026 at 4% or $35,351 at 6%.
2008134$275,255$33,475$985iApproximate average salary by contribution assumption: employee only about $24,614 at 4% or $16,409 at 6%; with 50% employer match about $16,409 at 4% or $10,940 at 6%; with 100% employer match about $12,307 at 4% or $8,205 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-34$275,255$33,475$985iApproximate average salary by contribution assumption: employee only about $24,614 at 4% or $16,409 at 6%; with 50% employer match about $16,409 at 4% or $10,940 at 6%; with 100% employer match about $12,307 at 4% or $8,205 at 6%.
2007143$415,089$32,394$753iApproximate average salary by contribution assumption: employee only about $18,834 at 4% or $12,556 at 6%; with 50% employer match about $12,556 at 4% or $8,371 at 6%; with 100% employer match about $9,417 at 4% or $6,278 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-43$415,089$32,394$753iApproximate average salary by contribution assumption: employee only about $18,834 at 4% or $12,556 at 6%; with 50% employer match about $12,556 at 4% or $8,371 at 6%; with 100% employer match about $9,417 at 4% or $6,278 at 6%.
2006144$382,925$31,499$716iApproximate average salary by contribution assumption: employee only about $17,897 at 4% or $11,931 at 6%; with 50% employer match about $11,931 at 4% or $7,954 at 6%; with 100% employer match about $8,949 at 4% or $5,966 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-44$382,925$31,499$716iApproximate average salary by contribution assumption: employee only about $17,897 at 4% or $11,931 at 6%; with 50% employer match about $11,931 at 4% or $7,954 at 6%; with 100% employer match about $8,949 at 4% or $5,966 at 6%.
2005114$319,766$30,224$2,159iApproximate average salary by contribution assumption: employee only about $53,971 at 4% or $35,981 at 6%; with 50% employer match about $35,981 at 4% or $23,987 at 6%; with 100% employer match about $26,986 at 4% or $17,990 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-14$319,766$30,224$2,159iApproximate average salary by contribution assumption: employee only about $53,971 at 4% or $35,981 at 6%; with 50% employer match about $35,981 at 4% or $23,987 at 6%; with 100% employer match about $26,986 at 4% or $17,990 at 6%.
2004121$298,911$31,018$1,477iApproximate average salary by contribution assumption: employee only about $36,926 at 4% or $24,617 at 6%; with 50% employer match about $24,617 at 4% or $16,412 at 6%; with 100% employer match about $18,463 at 4% or $12,309 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-21$298,911$31,018$1,477iApproximate average salary by contribution assumption: employee only about $36,926 at 4% or $24,617 at 6%; with 50% employer match about $24,617 at 4% or $16,412 at 6%; with 100% employer match about $18,463 at 4% or $12,309 at 6%.
2003129$258,128$73,990$2,551iApproximate average salary by contribution assumption: employee only about $63,784 at 4% or $42,523 at 6%; with 50% employer match about $42,523 at 4% or $28,349 at 6%; with 100% employer match about $31,892 at 4% or $21,261 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-29$258,128$73,990$2,551iApproximate average salary by contribution assumption: employee only about $63,784 at 4% or $42,523 at 6%; with 50% employer match about $42,523 at 4% or $28,349 at 6%; with 100% employer match about $31,892 at 4% or $21,261 at 6%.
2002134$159,366$50,939$1,498iApproximate average salary by contribution assumption: employee only about $37,455 at 4% or $24,970 at 6%; with 50% employer match about $24,970 at 4% or $16,647 at 6%; with 100% employer match about $18,728 at 4% or $12,485 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-34$159,366$50,939$1,498iApproximate average salary by contribution assumption: employee only about $37,455 at 4% or $24,970 at 6%; with 50% employer match about $24,970 at 4% or $16,647 at 6%; with 100% employer match about $18,728 at 4% or $12,485 at 6%.
2001131$147,883$40,174$1,296iApproximate average salary by contribution assumption: employee only about $32,398 at 4% or $21,599 at 6%; with 50% employer match about $21,599 at 4% or $14,399 at 6%; with 100% employer match about $16,199 at 4% or $10,799 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-31$147,883$40,174$1,296iApproximate average salary by contribution assumption: employee only about $32,398 at 4% or $21,599 at 6%; with 50% employer match about $21,599 at 4% or $14,399 at 6%; with 100% employer match about $16,199 at 4% or $10,799 at 6%.
2000127$146,586$53,132$1,968iApproximate average salary by contribution assumption: employee only about $49,196 at 4% or $32,798 at 6%; with 50% employer match about $32,798 at 4% or $21,865 at 6%; with 100% employer match about $24,598 at 4% or $16,399 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-27$146,586$53,132$1,968iApproximate average salary by contribution assumption: employee only about $49,196 at 4% or $32,798 at 6%; with 50% employer match about $32,798 at 4% or $21,865 at 6%; with 100% employer match about $24,598 at 4% or $16,399 at 6%.
1999116$0$4,170$261iApproximate average salary by contribution assumption: employee only about $6,516 at 4% or $4,344 at 6%; with 50% employer match about $4,344 at 4% or $2,896 at 6%; with 100% employer match about $3,258 at 4% or $2,172 at 6%.
Bert Williams and Sons Inc 401K Profit Sharing Plan & Trust-16-$4,170$261iApproximate average salary by contribution assumption: employee only about $6,516 at 4% or $4,344 at 6%; with 50% employer match about $4,344 at 4% or $2,896 at 6%; with 100% employer match about $3,258 at 4% or $2,172 at 6%.
Bert Williams and Sons Inc | EIN 94-2194847 | 2024 Form 5500 Company Profile