Shafer Vineyards
Plan context: Shafer Vineyards 401K Profit Sharing Plan
EIN 94-2620001 • Napa, CA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$5,799,816
2024 Contributions
$815,260
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 | 35 | $5,799,816 | $815,260 | $23,293iApproximate average salary by contribution assumption: employee only about $582,329 at 4% or $388,219 at 6%; with 50% employer match about $388,219 at 4% or $258,813 at 6%; with 100% employer match about $291,164 at 4% or $194,110 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 35 | $5,799,816 | $815,260 | $23,293iApproximate average salary by contribution assumption: employee only about $582,329 at 4% or $388,219 at 6%; with 50% employer match about $388,219 at 4% or $258,813 at 6%; with 100% employer match about $291,164 at 4% or $194,110 at 6%. |
| 2023 | 1 | 31 | $4,746,923 | $752,324 | $24,269iApproximate average salary by contribution assumption: employee only about $606,713 at 4% or $404,475 at 6%; with 50% employer match about $404,475 at 4% or $269,650 at 6%; with 100% employer match about $303,356 at 4% or $202,238 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 31 | $4,746,923 | $752,324 | $24,269iApproximate average salary by contribution assumption: employee only about $606,713 at 4% or $404,475 at 6%; with 50% employer match about $404,475 at 4% or $269,650 at 6%; with 100% employer match about $303,356 at 4% or $202,238 at 6%. |
| 2022 | 1 | 20 | $5,168,487 | $468,792 | $23,440iApproximate average salary by contribution assumption: employee only about $585,990 at 4% or $390,660 at 6%; with 50% employer match about $390,660 at 4% or $260,440 at 6%; with 100% employer match about $292,995 at 4% or $195,330 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 20 | $5,168,487 | $468,792 | $23,440iApproximate average salary by contribution assumption: employee only about $585,990 at 4% or $390,660 at 6%; with 50% employer match about $390,660 at 4% or $260,440 at 6%; with 100% employer match about $292,995 at 4% or $195,330 at 6%. |
| 2021 | 1 | 18 | $6,039,824 | $237,780 | $13,210iApproximate average salary by contribution assumption: employee only about $330,250 at 4% or $220,167 at 6%; with 50% employer match about $220,167 at 4% or $146,778 at 6%; with 100% employer match about $165,125 at 4% or $110,083 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 18 | $6,039,824 | $237,780 | $13,210iApproximate average salary by contribution assumption: employee only about $330,250 at 4% or $220,167 at 6%; with 50% employer match about $220,167 at 4% or $146,778 at 6%; with 100% employer match about $165,125 at 4% or $110,083 at 6%. |
| 2020 | 1 | 21 | $8,425,664 | $443,822 | $21,134iApproximate average salary by contribution assumption: employee only about $528,360 at 4% or $352,240 at 6%; with 50% employer match about $352,240 at 4% or $234,826 at 6%; with 100% employer match about $264,180 at 4% or $176,120 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $8,425,664 | $443,822 | $21,134iApproximate average salary by contribution assumption: employee only about $528,360 at 4% or $352,240 at 6%; with 50% employer match about $352,240 at 4% or $234,826 at 6%; with 100% employer match about $264,180 at 4% or $176,120 at 6%. |
| 2019 | 1 | 21 | $9,303,392 | $935,494 | $44,547iApproximate average salary by contribution assumption: employee only about $1,113,683 at 4% or $742,456 at 6%; with 50% employer match about $742,456 at 4% or $494,970 at 6%; with 100% employer match about $556,842 at 4% or $371,228 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $9,303,392 | $935,494 | $44,547iApproximate average salary by contribution assumption: employee only about $1,113,683 at 4% or $742,456 at 6%; with 50% employer match about $742,456 at 4% or $494,970 at 6%; with 100% employer match about $556,842 at 4% or $371,228 at 6%. |
| 2018 | 1 | 21 | $7,520,853 | $484,433 | $23,068iApproximate average salary by contribution assumption: employee only about $576,706 at 4% or $384,471 at 6%; with 50% employer match about $384,471 at 4% or $256,314 at 6%; with 100% employer match about $288,353 at 4% or $192,235 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $7,520,853 | $484,433 | $23,068iApproximate average salary by contribution assumption: employee only about $576,706 at 4% or $384,471 at 6%; with 50% employer match about $384,471 at 4% or $256,314 at 6%; with 100% employer match about $288,353 at 4% or $192,235 at 6%. |
| 2017 | 1 | 22 | $7,882,125 | $414,436 | $18,838iApproximate average salary by contribution assumption: employee only about $470,950 at 4% or $313,967 at 6%; with 50% employer match about $313,967 at 4% or $209,311 at 6%; with 100% employer match about $235,475 at 4% or $156,983 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 22 | $7,882,125 | $414,436 | $18,838iApproximate average salary by contribution assumption: employee only about $470,950 at 4% or $313,967 at 6%; with 50% employer match about $313,967 at 4% or $209,311 at 6%; with 100% employer match about $235,475 at 4% or $156,983 at 6%. |
| 2016 | 1 | 22 | $6,484,837 | $401,652 | $18,257iApproximate average salary by contribution assumption: employee only about $456,423 at 4% or $304,282 at 6%; with 50% employer match about $304,282 at 4% or $202,855 at 6%; with 100% employer match about $228,211 at 4% or $152,141 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 22 | $6,484,837 | $401,652 | $18,257iApproximate average salary by contribution assumption: employee only about $456,423 at 4% or $304,282 at 6%; with 50% employer match about $304,282 at 4% or $202,855 at 6%; with 100% employer match about $228,211 at 4% or $152,141 at 6%. |
| 2015 | 1 | 23 | $5,880,684 | $636,311 | $27,666iApproximate average salary by contribution assumption: employee only about $691,642 at 4% or $461,095 at 6%; with 50% employer match about $461,095 at 4% or $307,397 at 6%; with 100% employer match about $345,821 at 4% or $230,547 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 23 | $5,880,684 | $636,311 | $27,666iApproximate average salary by contribution assumption: employee only about $691,642 at 4% or $461,095 at 6%; with 50% employer match about $461,095 at 4% or $307,397 at 6%; with 100% employer match about $345,821 at 4% or $230,547 at 6%. |
| 2014 | 1 | 21 | $5,375,832 | $522,715 | $24,891iApproximate average salary by contribution assumption: employee only about $622,280 at 4% or $414,853 at 6%; with 50% employer match about $414,853 at 4% or $276,569 at 6%; with 100% employer match about $311,140 at 4% or $207,427 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $5,375,832 | $522,715 | $24,891iApproximate average salary by contribution assumption: employee only about $622,280 at 4% or $414,853 at 6%; with 50% employer match about $414,853 at 4% or $276,569 at 6%; with 100% employer match about $311,140 at 4% or $207,427 at 6%. |
| 2013 | 1 | 21 | $4,659,514 | $357,340 | $17,016iApproximate average salary by contribution assumption: employee only about $425,405 at 4% or $283,603 at 6%; with 50% employer match about $283,603 at 4% or $189,069 at 6%; with 100% employer match about $212,702 at 4% or $141,802 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $4,659,514 | $357,340 | $17,016iApproximate average salary by contribution assumption: employee only about $425,405 at 4% or $283,603 at 6%; with 50% employer match about $283,603 at 4% or $189,069 at 6%; with 100% employer match about $212,702 at 4% or $141,802 at 6%. |
| 2012 | 1 | 21 | $3,652,299 | $331,909 | $15,805iApproximate average salary by contribution assumption: employee only about $395,130 at 4% or $263,420 at 6%; with 50% employer match about $263,420 at 4% or $175,613 at 6%; with 100% employer match about $197,565 at 4% or $131,710 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $3,652,299 | $331,909 | $15,805iApproximate average salary by contribution assumption: employee only about $395,130 at 4% or $263,420 at 6%; with 50% employer match about $263,420 at 4% or $175,613 at 6%; with 100% employer match about $197,565 at 4% or $131,710 at 6%. |
| 2011 | 1 | 22 | $2,936,169 | $263,464 | $11,976iApproximate average salary by contribution assumption: employee only about $299,391 at 4% or $199,594 at 6%; with 50% employer match about $199,594 at 4% or $133,063 at 6%; with 100% employer match about $149,695 at 4% or $99,797 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 22 | $2,936,169 | $263,464 | $11,976iApproximate average salary by contribution assumption: employee only about $299,391 at 4% or $199,594 at 6%; with 50% employer match about $199,594 at 4% or $133,063 at 6%; with 100% employer match about $149,695 at 4% or $99,797 at 6%. |
| 2010 | 1 | 24 | $2,953,451 | $253,318 | $10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,915 at 6%; with 50% employer match about $175,915 at 4% or $117,277 at 6%; with 100% employer match about $131,936 at 4% or $87,958 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 24 | $2,953,451 | $253,318 | $10,555iApproximate average salary by contribution assumption: employee only about $263,873 at 4% or $175,915 at 6%; with 50% employer match about $175,915 at 4% or $117,277 at 6%; with 100% employer match about $131,936 at 4% or $87,958 at 6%. |
| 2009 | 1 | 21 | $2,339,255 | $254,429 | $12,116iApproximate average salary by contribution assumption: employee only about $302,892 at 4% or $201,928 at 6%; with 50% employer match about $201,928 at 4% or $134,619 at 6%; with 100% employer match about $151,446 at 4% or $100,964 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $2,339,255 | $254,429 | $12,116iApproximate average salary by contribution assumption: employee only about $302,892 at 4% or $201,928 at 6%; with 50% employer match about $201,928 at 4% or $134,619 at 6%; with 100% employer match about $151,446 at 4% or $100,964 at 6%. |
| 2008 | 1 | 21 | $1,499,250 | $313,421 | $14,925iApproximate average salary by contribution assumption: employee only about $373,120 at 4% or $248,747 at 6%; with 50% employer match about $248,747 at 4% or $165,831 at 6%; with 100% employer match about $186,560 at 4% or $124,373 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 21 | $1,499,250 | $313,421 | $14,925iApproximate average salary by contribution assumption: employee only about $373,120 at 4% or $248,747 at 6%; with 50% employer match about $248,747 at 4% or $165,831 at 6%; with 100% employer match about $186,560 at 4% or $124,373 at 6%. |
| 2007 | 1 | 22 | $2,037,362 | $225,376 | $10,244iApproximate average salary by contribution assumption: employee only about $256,109 at 4% or $170,739 at 6%; with 50% employer match about $170,739 at 4% or $113,826 at 6%; with 100% employer match about $128,055 at 4% or $85,370 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 22 | $2,037,362 | $225,376 | $10,244iApproximate average salary by contribution assumption: employee only about $256,109 at 4% or $170,739 at 6%; with 50% employer match about $170,739 at 4% or $113,826 at 6%; with 100% employer match about $128,055 at 4% or $85,370 at 6%. |
| 2006 | 1 | 16 | $1,711,285 | $228,855 | $14,303iApproximate average salary by contribution assumption: employee only about $357,586 at 4% or $238,391 at 6%; with 50% employer match about $238,391 at 4% or $158,927 at 6%; with 100% employer match about $178,793 at 4% or $119,195 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 16 | $1,711,285 | $228,855 | $14,303iApproximate average salary by contribution assumption: employee only about $357,586 at 4% or $238,391 at 6%; with 50% employer match about $238,391 at 4% or $158,927 at 6%; with 100% employer match about $178,793 at 4% or $119,195 at 6%. |
| 2005 | 1 | 18 | $1,327,841 | $182,496 | $10,139iApproximate average salary by contribution assumption: employee only about $253,467 at 4% or $168,978 at 6%; with 50% employer match about $168,978 at 4% or $112,652 at 6%; with 100% employer match about $126,733 at 4% or $84,489 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 18 | $1,327,841 | $182,496 | $10,139iApproximate average salary by contribution assumption: employee only about $253,467 at 4% or $168,978 at 6%; with 50% employer match about $168,978 at 4% or $112,652 at 6%; with 100% employer match about $126,733 at 4% or $84,489 at 6%. |
| 2004 | 1 | 15 | $1,040,433 | $170,895 | $11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 15 | $1,040,433 | $170,895 | $11,393iApproximate average salary by contribution assumption: employee only about $284,825 at 4% or $189,883 at 6%; with 50% employer match about $189,883 at 4% or $126,589 at 6%; with 100% employer match about $142,413 at 4% or $94,942 at 6%. |
| 2003 | 1 | 14 | $805,544 | $170,223 | $12,159iApproximate average salary by contribution assumption: employee only about $303,970 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,098 at 6%; with 100% employer match about $151,985 at 4% or $101,323 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 14 | $805,544 | $170,223 | $12,159iApproximate average salary by contribution assumption: employee only about $303,970 at 4% or $202,646 at 6%; with 50% employer match about $202,646 at 4% or $135,098 at 6%; with 100% employer match about $151,985 at 4% or $101,323 at 6%. |
| 2002 | 1 | 15 | $527,416 | $148,066 | $9,871iApproximate average salary by contribution assumption: employee only about $246,777 at 4% or $164,518 at 6%; with 50% employer match about $164,518 at 4% or $109,679 at 6%; with 100% employer match about $123,388 at 4% or $82,259 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 15 | $527,416 | $148,066 | $9,871iApproximate average salary by contribution assumption: employee only about $246,777 at 4% or $164,518 at 6%; with 50% employer match about $164,518 at 4% or $109,679 at 6%; with 100% employer match about $123,388 at 4% or $82,259 at 6%. |
| 2001 | 1 | 15 | $475,078 | $141,152 | $9,410iApproximate average salary by contribution assumption: employee only about $235,253 at 4% or $156,836 at 6%; with 50% employer match about $156,836 at 4% or $104,557 at 6%; with 100% employer match about $117,627 at 4% or $78,418 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 15 | $475,078 | $141,152 | $9,410iApproximate average salary by contribution assumption: employee only about $235,253 at 4% or $156,836 at 6%; with 50% employer match about $156,836 at 4% or $104,557 at 6%; with 100% employer match about $117,627 at 4% or $78,418 at 6%. |
| 2000 | 1 | 14 | $368,912 | $132,848 | $9,489iApproximate average salary by contribution assumption: employee only about $237,229 at 4% or $158,152 at 6%; with 50% employer match about $158,152 at 4% or $105,435 at 6%; with 100% employer match about $118,614 at 4% or $79,076 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 14 | $368,912 | $132,848 | $9,489iApproximate average salary by contribution assumption: employee only about $237,229 at 4% or $158,152 at 6%; with 50% employer match about $158,152 at 4% or $105,435 at 6%; with 100% employer match about $118,614 at 4% or $79,076 at 6%. |
| 1999 | 1 | 15 | $284,930 | $127,469 | $8,498iApproximate average salary by contribution assumption: employee only about $212,448 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,421 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%. |
| Shafer Vineyards 401K Profit Sharing Plan | - | 15 | $284,930 | $127,469 | $8,498iApproximate average salary by contribution assumption: employee only about $212,448 at 4% or $141,632 at 6%; with 50% employer match about $141,632 at 4% or $94,421 at 6%; with 100% employer match about $106,224 at 4% or $70,816 at 6%. |