Clos Du Val Wine Co. Ltd.
Plan context: Clos Du Val Wine Company 401 K Profit Sharing Plan Trust
EIN 94-2197438 • Napa, CA • 24 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
58
2024 Assets
$3,809,742
2024 Contributions
$507,765
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 | 58 | $3,809,742 | $507,765 | $8,755iApproximate average salary by contribution assumption: employee only about $218,864 at 4% or $145,909 at 6%; with 50% employer match about $145,909 at 4% or $97,273 at 6%; with 100% employer match about $109,432 at 4% or $72,955 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 58 | $3,809,742 | $507,765 | $8,755iApproximate average salary by contribution assumption: employee only about $218,864 at 4% or $145,909 at 6%; with 50% employer match about $145,909 at 4% or $97,273 at 6%; with 100% employer match about $109,432 at 4% or $72,955 at 6%. |
| 2023 | 1 | 56 | $3,090,315 | $302,536 | $5,402iApproximate average salary by contribution assumption: employee only about $135,061 at 4% or $90,040 at 6%; with 50% employer match about $90,040 at 4% or $60,027 at 6%; with 100% employer match about $67,530 at 4% or $45,020 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 56 | $3,090,315 | $302,536 | $5,402iApproximate average salary by contribution assumption: employee only about $135,061 at 4% or $90,040 at 6%; with 50% employer match about $90,040 at 4% or $60,027 at 6%; with 100% employer match about $67,530 at 4% or $45,020 at 6%. |
| 2022 | 1 | 54 | $2,574,910 | $393,004 | $7,278iApproximate average salary by contribution assumption: employee only about $181,946 at 4% or $121,298 at 6%; with 50% employer match about $121,298 at 4% or $80,865 at 6%; with 100% employer match about $90,973 at 4% or $60,649 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 54 | $2,574,910 | $393,004 | $7,278iApproximate average salary by contribution assumption: employee only about $181,946 at 4% or $121,298 at 6%; with 50% employer match about $121,298 at 4% or $80,865 at 6%; with 100% employer match about $90,973 at 4% or $60,649 at 6%. |
| 2021 | 1 | 52 | $3,572,039 | $265,170 | $5,099iApproximate average salary by contribution assumption: employee only about $127,486 at 4% or $84,990 at 6%; with 50% employer match about $84,990 at 4% or $56,660 at 6%; with 100% employer match about $63,743 at 4% or $42,495 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 52 | $3,572,039 | $265,170 | $5,099iApproximate average salary by contribution assumption: employee only about $127,486 at 4% or $84,990 at 6%; with 50% employer match about $84,990 at 4% or $56,660 at 6%; with 100% employer match about $63,743 at 4% or $42,495 at 6%. |
| 2020 | 1 | 56 | $3,774,570 | $324,417 | $5,793iApproximate average salary by contribution assumption: employee only about $144,829 at 4% or $96,553 at 6%; with 50% employer match about $96,553 at 4% or $64,368 at 6%; with 100% employer match about $72,415 at 4% or $48,276 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 56 | $3,774,570 | $324,417 | $5,793iApproximate average salary by contribution assumption: employee only about $144,829 at 4% or $96,553 at 6%; with 50% employer match about $96,553 at 4% or $64,368 at 6%; with 100% employer match about $72,415 at 4% or $48,276 at 6%. |
| 2019 | 1 | 60 | $3,367,912 | $347,822 | $5,797iApproximate average salary by contribution assumption: employee only about $144,926 at 4% or $96,617 at 6%; with 50% employer match about $96,617 at 4% or $64,411 at 6%; with 100% employer match about $72,463 at 4% or $48,309 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 60 | $3,367,912 | $347,822 | $5,797iApproximate average salary by contribution assumption: employee only about $144,926 at 4% or $96,617 at 6%; with 50% employer match about $96,617 at 4% or $64,411 at 6%; with 100% employer match about $72,463 at 4% or $48,309 at 6%. |
| 2018 | 1 | 58 | $2,703,717 | $316,086 | $5,450iApproximate average salary by contribution assumption: employee only about $136,244 at 4% or $90,829 at 6%; with 50% employer match about $90,829 at 4% or $60,553 at 6%; with 100% employer match about $68,122 at 4% or $45,415 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 58 | $2,703,717 | $316,086 | $5,450iApproximate average salary by contribution assumption: employee only about $136,244 at 4% or $90,829 at 6%; with 50% employer match about $90,829 at 4% or $60,553 at 6%; with 100% employer match about $68,122 at 4% or $45,415 at 6%. |
| 2017 | 1 | 54 | $3,048,588 | $364,651 | $6,753iApproximate average salary by contribution assumption: employee only about $168,820 at 4% or $112,547 at 6%; with 50% employer match about $112,547 at 4% or $75,031 at 6%; with 100% employer match about $84,410 at 4% or $56,273 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 54 | $3,048,588 | $364,651 | $6,753iApproximate average salary by contribution assumption: employee only about $168,820 at 4% or $112,547 at 6%; with 50% employer match about $112,547 at 4% or $75,031 at 6%; with 100% employer match about $84,410 at 4% or $56,273 at 6%. |
| 2016 | 1 | 52 | $2,619,839 | $656,103 | $12,617iApproximate average salary by contribution assumption: employee only about $315,434 at 4% or $210,289 at 6%; with 50% employer match about $210,289 at 4% or $140,193 at 6%; with 100% employer match about $157,717 at 4% or $105,145 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 52 | $2,619,839 | $656,103 | $12,617iApproximate average salary by contribution assumption: employee only about $315,434 at 4% or $210,289 at 6%; with 50% employer match about $210,289 at 4% or $140,193 at 6%; with 100% employer match about $157,717 at 4% or $105,145 at 6%. |
| 2015 | 1 | 50 | $2,352,628 | $326,747 | $6,535iApproximate average salary by contribution assumption: employee only about $163,374 at 4% or $108,916 at 6%; with 50% employer match about $108,916 at 4% or $72,610 at 6%; with 100% employer match about $81,687 at 4% or $54,458 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 50 | $2,352,628 | $326,747 | $6,535iApproximate average salary by contribution assumption: employee only about $163,374 at 4% or $108,916 at 6%; with 50% employer match about $108,916 at 4% or $72,610 at 6%; with 100% employer match about $81,687 at 4% or $54,458 at 6%. |
| 2014 | 1 | 63 | $3,077,747 | $382,193 | $6,067iApproximate average salary by contribution assumption: employee only about $151,664 at 4% or $101,109 at 6%; with 50% employer match about $101,109 at 4% or $67,406 at 6%; with 100% employer match about $75,832 at 4% or $50,555 at 6%. |
| Clos Du Val Wine Company 401 K Profit Sharing Plan Trust | - | 63 | $3,077,747 | $382,193 | $6,067iApproximate average salary by contribution assumption: employee only about $151,664 at 4% or $101,109 at 6%; with 50% employer match about $101,109 at 4% or $67,406 at 6%; with 100% employer match about $75,832 at 4% or $50,555 at 6%. |
| 2013 | 1 | 63 | $2,809,875 | $313,087 | $4,970iApproximate average salary by contribution assumption: employee only about $124,241 at 4% or $82,827 at 6%; with 50% employer match about $82,827 at 4% or $55,218 at 6%; with 100% employer match about $62,120 at 4% or $41,414 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 63 | $2,809,875 | $313,087 | $4,970iApproximate average salary by contribution assumption: employee only about $124,241 at 4% or $82,827 at 6%; with 50% employer match about $82,827 at 4% or $55,218 at 6%; with 100% employer match about $62,120 at 4% or $41,414 at 6%. |
| 2012 | 1 | 59 | $2,725,758 | $510,134 | $8,646iApproximate average salary by contribution assumption: employee only about $216,158 at 4% or $144,106 at 6%; with 50% employer match about $144,106 at 4% or $96,070 at 6%; with 100% employer match about $108,079 at 4% or $72,053 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 59 | $2,725,758 | $510,134 | $8,646iApproximate average salary by contribution assumption: employee only about $216,158 at 4% or $144,106 at 6%; with 50% employer match about $144,106 at 4% or $96,070 at 6%; with 100% employer match about $108,079 at 4% or $72,053 at 6%. |
| 2011 | 1 | 61 | $2,535,950 | $388,696 | $6,372iApproximate average salary by contribution assumption: employee only about $159,302 at 4% or $106,201 at 6%; with 50% employer match about $106,201 at 4% or $70,801 at 6%; with 100% employer match about $79,651 at 4% or $53,101 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 61 | $2,535,950 | $388,696 | $6,372iApproximate average salary by contribution assumption: employee only about $159,302 at 4% or $106,201 at 6%; with 50% employer match about $106,201 at 4% or $70,801 at 6%; with 100% employer match about $79,651 at 4% or $53,101 at 6%. |
| 2010 | 1 | 58 | $2,545,932 | $246,328 | $4,247iApproximate average salary by contribution assumption: employee only about $106,176 at 4% or $70,784 at 6%; with 50% employer match about $70,784 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 58 | $2,545,932 | $246,328 | $4,247iApproximate average salary by contribution assumption: employee only about $106,176 at 4% or $70,784 at 6%; with 50% employer match about $70,784 at 4% or $47,189 at 6%; with 100% employer match about $53,088 at 4% or $35,392 at 6%. |
| 2009 | 1 | 57 | $2,556,685 | $251,471 | $4,412iApproximate average salary by contribution assumption: employee only about $110,294 at 4% or $73,530 at 6%; with 50% employer match about $73,530 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 57 | $2,556,685 | $251,471 | $4,412iApproximate average salary by contribution assumption: employee only about $110,294 at 4% or $73,530 at 6%; with 50% employer match about $73,530 at 4% or $49,020 at 6%; with 100% employer match about $55,147 at 4% or $36,765 at 6%. |
| 2008 | 1 | 50 | $2,122,437 | $301,408 | $6,028iApproximate average salary by contribution assumption: employee only about $150,704 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,980 at 6%; with 100% employer match about $75,352 at 4% or $50,235 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 50 | $2,122,437 | $301,408 | $6,028iApproximate average salary by contribution assumption: employee only about $150,704 at 4% or $100,469 at 6%; with 50% employer match about $100,469 at 4% or $66,980 at 6%; with 100% employer match about $75,352 at 4% or $50,235 at 6%. |
| 2007 | 1 | 54 | $0 | $0 | - |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 54 | - | - | - |
| 2006 | 1 | 42 | $2,330,912 | $308,182 | $7,338iApproximate average salary by contribution assumption: employee only about $183,442 at 4% or $122,294 at 6%; with 50% employer match about $122,294 at 4% or $81,530 at 6%; with 100% employer match about $91,721 at 4% or $61,147 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 42 | $2,330,912 | $308,182 | $7,338iApproximate average salary by contribution assumption: employee only about $183,442 at 4% or $122,294 at 6%; with 50% employer match about $122,294 at 4% or $81,530 at 6%; with 100% employer match about $91,721 at 4% or $61,147 at 6%. |
| 2005 | 1 | 38 | $1,984,224 | $304,404 | $8,011iApproximate average salary by contribution assumption: employee only about $200,266 at 4% or $133,511 at 6%; with 50% employer match about $133,511 at 4% or $89,007 at 6%; with 100% employer match about $100,133 at 4% or $66,755 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 38 | $1,984,224 | $304,404 | $8,011iApproximate average salary by contribution assumption: employee only about $200,266 at 4% or $133,511 at 6%; with 50% employer match about $133,511 at 4% or $89,007 at 6%; with 100% employer match about $100,133 at 4% or $66,755 at 6%. |
| 2004 | 1 | 42 | $1,607,675 | $270,996 | $6,452iApproximate average salary by contribution assumption: employee only about $161,307 at 4% or $107,538 at 6%; with 50% employer match about $107,538 at 4% or $71,692 at 6%; with 100% employer match about $80,654 at 4% or $53,769 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 42 | $1,607,675 | $270,996 | $6,452iApproximate average salary by contribution assumption: employee only about $161,307 at 4% or $107,538 at 6%; with 50% employer match about $107,538 at 4% or $71,692 at 6%; with 100% employer match about $80,654 at 4% or $53,769 at 6%. |
| 2002 | 1 | 55 | $1,174,434 | $220,576 | $4,010iApproximate average salary by contribution assumption: employee only about $100,262 at 4% or $66,841 at 6%; with 50% employer match about $66,841 at 4% or $44,561 at 6%; with 100% employer match about $50,131 at 4% or $33,421 at 6%. |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 55 | $1,174,434 | $220,576 | $4,010iApproximate average salary by contribution assumption: employee only about $100,262 at 4% or $66,841 at 6%; with 50% employer match about $66,841 at 4% or $44,561 at 6%; with 100% employer match about $50,131 at 4% or $33,421 at 6%. |
| 2001 | 1 | 55 | $0 | $0 | - |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 55 | - | - | - |
| 1999 | 1 | 0 | $1,056,967 | $180,229 | - |
| Clos Du Val Wine Co. Ltd. Profit Sharing Plan | - | 0 | $1,056,967 | $180,229 | - |