San Francisco Wine Exchange
Plan context: San Francisco Wine Exchange Retirement Plan
EIN 94-2378579 • Larkspur, CA • 15 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
20
2016 Assets
$1,751,381
2016 Contributions
$14,258
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $14,258 | - |
| San Francisco Wine Exchange Retirement Plan | - | 0 | $0 | $14,258 | - |
| 2015 | 1 | 20 | $1,751,381 | $169,861 | $8,493iApproximate average salary by contribution assumption: employee only about $212,326 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 20 | $1,751,381 | $169,861 | $8,493iApproximate average salary by contribution assumption: employee only about $212,326 at 4% or $141,551 at 6%; with 50% employer match about $141,551 at 4% or $94,367 at 6%; with 100% employer match about $106,163 at 4% or $70,775 at 6%. |
| 2014 | 1 | 20 | $3,837,272 | $190,643 | $9,532iApproximate average salary by contribution assumption: employee only about $238,304 at 4% or $158,869 at 6%; with 50% employer match about $158,869 at 4% or $105,913 at 6%; with 100% employer match about $119,152 at 4% or $79,435 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 20 | $3,837,272 | $190,643 | $9,532iApproximate average salary by contribution assumption: employee only about $238,304 at 4% or $158,869 at 6%; with 50% employer match about $158,869 at 4% or $105,913 at 6%; with 100% employer match about $119,152 at 4% or $79,435 at 6%. |
| 2013 | 1 | 22 | $3,639,921 | $195,046 | $8,866iApproximate average salary by contribution assumption: employee only about $221,643 at 4% or $147,762 at 6%; with 50% employer match about $147,762 at 4% or $98,508 at 6%; with 100% employer match about $110,822 at 4% or $73,881 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 22 | $3,639,921 | $195,046 | $8,866iApproximate average salary by contribution assumption: employee only about $221,643 at 4% or $147,762 at 6%; with 50% employer match about $147,762 at 4% or $98,508 at 6%; with 100% employer match about $110,822 at 4% or $73,881 at 6%. |
| 2012 | 1 | 22 | $2,918,156 | $248,752 | $11,307iApproximate average salary by contribution assumption: employee only about $282,673 at 4% or $188,448 at 6%; with 50% employer match about $188,448 at 4% or $125,632 at 6%; with 100% employer match about $141,336 at 4% or $94,224 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 22 | $2,918,156 | $248,752 | $11,307iApproximate average salary by contribution assumption: employee only about $282,673 at 4% or $188,448 at 6%; with 50% employer match about $188,448 at 4% or $125,632 at 6%; with 100% employer match about $141,336 at 4% or $94,224 at 6%. |
| 2011 | 1 | 15 | $2,313,822 | $103,429 | $6,895iApproximate average salary by contribution assumption: employee only about $172,382 at 4% or $114,921 at 6%; with 50% employer match about $114,921 at 4% or $76,614 at 6%; with 100% employer match about $86,191 at 4% or $57,461 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 15 | $2,313,822 | $103,429 | $6,895iApproximate average salary by contribution assumption: employee only about $172,382 at 4% or $114,921 at 6%; with 50% employer match about $114,921 at 4% or $76,614 at 6%; with 100% employer match about $86,191 at 4% or $57,461 at 6%. |
| 2010 | 1 | 14 | $2,253,090 | $97,053 | $6,932iApproximate average salary by contribution assumption: employee only about $173,309 at 4% or $115,539 at 6%; with 50% employer match about $115,539 at 4% or $77,026 at 6%; with 100% employer match about $86,654 at 4% or $57,770 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 14 | $2,253,090 | $97,053 | $6,932iApproximate average salary by contribution assumption: employee only about $173,309 at 4% or $115,539 at 6%; with 50% employer match about $115,539 at 4% or $77,026 at 6%; with 100% employer match about $86,654 at 4% or $57,770 at 6%. |
| 2009 | 1 | 16 | $1,902,263 | $170,808 | $10,676iApproximate average salary by contribution assumption: employee only about $266,888 at 4% or $177,925 at 6%; with 50% employer match about $177,925 at 4% or $118,617 at 6%; with 100% employer match about $133,444 at 4% or $88,963 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 16 | $1,902,263 | $170,808 | $10,676iApproximate average salary by contribution assumption: employee only about $266,888 at 4% or $177,925 at 6%; with 50% employer match about $177,925 at 4% or $118,617 at 6%; with 100% employer match about $133,444 at 4% or $88,963 at 6%. |
| 2008 | 1 | 13 | $1,340,659 | $187,147 | $14,396iApproximate average salary by contribution assumption: employee only about $359,898 at 4% or $239,932 at 6%; with 50% employer match about $239,932 at 4% or $159,955 at 6%; with 100% employer match about $179,949 at 4% or $119,966 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 13 | $1,340,659 | $187,147 | $14,396iApproximate average salary by contribution assumption: employee only about $359,898 at 4% or $239,932 at 6%; with 50% employer match about $239,932 at 4% or $159,955 at 6%; with 100% employer match about $179,949 at 4% or $119,966 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| San Francisco Wine Exchange Retirement Plan | - | 16 | - | - | - |
| 2006 | 1 | 15 | $1,620,589 | $209,934 | $13,996iApproximate average salary by contribution assumption: employee only about $349,890 at 4% or $233,260 at 6%; with 50% employer match about $233,260 at 4% or $155,507 at 6%; with 100% employer match about $174,945 at 4% or $116,630 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 15 | $1,620,589 | $209,934 | $13,996iApproximate average salary by contribution assumption: employee only about $349,890 at 4% or $233,260 at 6%; with 50% employer match about $233,260 at 4% or $155,507 at 6%; with 100% employer match about $174,945 at 4% or $116,630 at 6%. |
| 2005 | 1 | 12 | $1,265,537 | $268,784 | $22,399iApproximate average salary by contribution assumption: employee only about $559,967 at 4% or $373,311 at 6%; with 50% employer match about $373,311 at 4% or $248,874 at 6%; with 100% employer match about $279,983 at 4% or $186,656 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 12 | $1,265,537 | $268,784 | $22,399iApproximate average salary by contribution assumption: employee only about $559,967 at 4% or $373,311 at 6%; with 50% employer match about $373,311 at 4% or $248,874 at 6%; with 100% employer match about $279,983 at 4% or $186,656 at 6%. |
| 2004 | 1 | 13 | $931,402 | $475,346 | $36,565iApproximate average salary by contribution assumption: employee only about $914,127 at 4% or $609,418 at 6%; with 50% employer match about $609,418 at 4% or $406,279 at 6%; with 100% employer match about $457,063 at 4% or $304,709 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 13 | $931,402 | $475,346 | $36,565iApproximate average salary by contribution assumption: employee only about $914,127 at 4% or $609,418 at 6%; with 50% employer match about $609,418 at 4% or $406,279 at 6%; with 100% employer match about $457,063 at 4% or $304,709 at 6%. |
| 2003 | 1 | 12 | $399,884 | $320,528 | $26,711iApproximate average salary by contribution assumption: employee only about $667,767 at 4% or $445,178 at 6%; with 50% employer match about $445,178 at 4% or $296,785 at 6%; with 100% employer match about $333,883 at 4% or $222,589 at 6%. |
| San Francisco Wine Exchange Retirement Plan | - | 12 | $399,884 | $320,528 | $26,711iApproximate average salary by contribution assumption: employee only about $667,767 at 4% or $445,178 at 6%; with 50% employer match about $445,178 at 4% or $296,785 at 6%; with 100% employer match about $333,883 at 4% or $222,589 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| San Francisco Wine Exchange Retirement Plan | - | 10 | - | - | - |