Civic Intelligence

Spottswoode Winery Inc.

Plan context: Spottswoode Retirement Plan

EIN 94-2856142 • St. Helena, CA • 30 filings • 2 plans

1902 Madrona AvenueSt. Helena, CA 94574
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$5,424,638

2024 Contributions

$302,828

Historical Graphs

Total Assets Over Time

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

$6,934,041$3,467,021$0199920122024YearValue
$5,424,638Latest year 2024

Participants Over Time

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

19100199920122024YearValue
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$5,424,638$302,828$16,824iApproximate average salary by contribution assumption: employee only about $420,594 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%.
Spottswoode Retirement Plan-18$5,424,638$302,828$16,824iApproximate average salary by contribution assumption: employee only about $420,594 at 4% or $280,396 at 6%; with 50% employer match about $280,396 at 4% or $186,931 at 6%; with 100% employer match about $210,297 at 4% or $140,198 at 6%.
2023119$6,694,611$282,308$14,858iApproximate average salary by contribution assumption: employee only about $371,458 at 4% or $247,639 at 6%; with 50% employer match about $247,639 at 4% or $165,092 at 6%; with 100% employer match about $185,729 at 4% or $123,819 at 6%.
Spottswoode Retirement Plan-19$6,694,611$282,308$14,858iApproximate average salary by contribution assumption: employee only about $371,458 at 4% or $247,639 at 6%; with 50% employer match about $247,639 at 4% or $165,092 at 6%; with 100% employer match about $185,729 at 4% or $123,819 at 6%.
2022118$6,198,232$500,953$27,831iApproximate average salary by contribution assumption: employee only about $695,768 at 4% or $463,845 at 6%; with 50% employer match about $463,845 at 4% or $309,230 at 6%; with 100% employer match about $347,884 at 4% or $231,923 at 6%.
Spottswoode Retirement Plan-18$6,198,232$500,953$27,831iApproximate average salary by contribution assumption: employee only about $695,768 at 4% or $463,845 at 6%; with 50% employer match about $463,845 at 4% or $309,230 at 6%; with 100% employer match about $347,884 at 4% or $231,923 at 6%.
2021118$6,934,041$555,603$30,867iApproximate average salary by contribution assumption: employee only about $771,671 at 4% or $514,447 at 6%; with 50% employer match about $514,447 at 4% or $342,965 at 6%; with 100% employer match about $385,835 at 4% or $257,224 at 6%.
Spottswoode Retirement Plan-18$6,934,041$555,603$30,867iApproximate average salary by contribution assumption: employee only about $771,671 at 4% or $514,447 at 6%; with 50% employer match about $514,447 at 4% or $342,965 at 6%; with 100% employer match about $385,835 at 4% or $257,224 at 6%.
2020119$5,654,483$360,159$18,956iApproximate average salary by contribution assumption: employee only about $473,893 at 4% or $315,929 at 6%; with 50% employer match about $315,929 at 4% or $210,619 at 6%; with 100% employer match about $236,947 at 4% or $157,964 at 6%.
Spottswoode Retirement Plan-19$5,654,483$360,159$18,956iApproximate average salary by contribution assumption: employee only about $473,893 at 4% or $315,929 at 6%; with 50% employer match about $315,929 at 4% or $210,619 at 6%; with 100% employer match about $236,947 at 4% or $157,964 at 6%.
2019117$6,269,496$451,901$26,582iApproximate average salary by contribution assumption: employee only about $664,560 at 4% or $443,040 at 6%; with 50% employer match about $443,040 at 4% or $295,360 at 6%; with 100% employer match about $332,280 at 4% or $221,520 at 6%.
Spottswoode Retirement Plan-17$6,269,496$451,901$26,582iApproximate average salary by contribution assumption: employee only about $664,560 at 4% or $443,040 at 6%; with 50% employer match about $443,040 at 4% or $295,360 at 6%; with 100% employer match about $332,280 at 4% or $221,520 at 6%.
2018115$5,495,470$398,189$26,546iApproximate average salary by contribution assumption: employee only about $663,648 at 4% or $442,432 at 6%; with 50% employer match about $442,432 at 4% or $294,955 at 6%; with 100% employer match about $331,824 at 4% or $221,216 at 6%.
Spottswoode Retirement Plan-15$5,495,470$398,189$26,546iApproximate average salary by contribution assumption: employee only about $663,648 at 4% or $442,432 at 6%; with 50% employer match about $442,432 at 4% or $294,955 at 6%; with 100% employer match about $331,824 at 4% or $221,216 at 6%.
2017116$5,305,243$347,720$21,733iApproximate average salary by contribution assumption: employee only about $543,313 at 4% or $362,208 at 6%; with 50% employer match about $362,208 at 4% or $241,472 at 6%; with 100% employer match about $271,656 at 4% or $181,104 at 6%.
Spottswoode Retirement Plan-16$5,305,243$347,720$21,733iApproximate average salary by contribution assumption: employee only about $543,313 at 4% or $362,208 at 6%; with 50% employer match about $362,208 at 4% or $241,472 at 6%; with 100% employer match about $271,656 at 4% or $181,104 at 6%.
2016114$4,387,536$343,822$24,559iApproximate average salary by contribution assumption: employee only about $613,968 at 4% or $409,312 at 6%; with 50% employer match about $409,312 at 4% or $272,875 at 6%; with 100% employer match about $306,984 at 4% or $204,656 at 6%.
Spottswoode Retirement Plan-14$4,387,536$343,822$24,559iApproximate average salary by contribution assumption: employee only about $613,968 at 4% or $409,312 at 6%; with 50% employer match about $409,312 at 4% or $272,875 at 6%; with 100% employer match about $306,984 at 4% or $204,656 at 6%.
2015112$3,814,416$273,458$22,788iApproximate average salary by contribution assumption: employee only about $569,704 at 4% or $379,803 at 6%; with 50% employer match about $379,803 at 4% or $253,202 at 6%; with 100% employer match about $284,852 at 4% or $189,901 at 6%.
Spottswoode Retirement Plan-12$3,814,416$273,458$22,788iApproximate average salary by contribution assumption: employee only about $569,704 at 4% or $379,803 at 6%; with 50% employer match about $379,803 at 4% or $253,202 at 6%; with 100% employer match about $284,852 at 4% or $189,901 at 6%.
2014113$3,547,687$269,053$20,696iApproximate average salary by contribution assumption: employee only about $517,410 at 4% or $344,940 at 6%; with 50% employer match about $344,940 at 4% or $229,960 at 6%; with 100% employer match about $258,705 at 4% or $172,470 at 6%.
Spottswoode Retirement Plan-13$3,547,687$269,053$20,696iApproximate average salary by contribution assumption: employee only about $517,410 at 4% or $344,940 at 6%; with 50% employer match about $344,940 at 4% or $229,960 at 6%; with 100% employer match about $258,705 at 4% or $172,470 at 6%.
2013112$3,159,680$234,359$19,530iApproximate average salary by contribution assumption: employee only about $488,248 at 4% or $325,499 at 6%; with 50% employer match about $325,499 at 4% or $216,999 at 6%; with 100% employer match about $244,124 at 4% or $162,749 at 6%.
Spottswoode Retirement Plan-12$3,159,680$234,359$19,530iApproximate average salary by contribution assumption: employee only about $488,248 at 4% or $325,499 at 6%; with 50% employer match about $325,499 at 4% or $216,999 at 6%; with 100% employer match about $244,124 at 4% or $162,749 at 6%.
2012112$2,660,800$245,327$20,444iApproximate average salary by contribution assumption: employee only about $511,098 at 4% or $340,732 at 6%; with 50% employer match about $340,732 at 4% or $227,155 at 6%; with 100% employer match about $255,549 at 4% or $170,366 at 6%.
Spottswoode Retirement Plan-12$2,660,800$245,327$20,444iApproximate average salary by contribution assumption: employee only about $511,098 at 4% or $340,732 at 6%; with 50% employer match about $340,732 at 4% or $227,155 at 6%; with 100% employer match about $255,549 at 4% or $170,366 at 6%.
2011110$2,185,854$0-
Spottswoode Retirement Plan-10$2,185,854--
2010112$2,264,831$231,206$19,267iApproximate average salary by contribution assumption: employee only about $481,679 at 4% or $321,119 at 6%; with 50% employer match about $321,119 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%.
Spottswoode Retirement Plan-12$2,264,831$231,206$19,267iApproximate average salary by contribution assumption: employee only about $481,679 at 4% or $321,119 at 6%; with 50% employer match about $321,119 at 4% or $214,080 at 6%; with 100% employer match about $240,840 at 4% or $160,560 at 6%.
200919$1,855,383$0-
Spottswoode Retirement Plan-9$1,855,383--
2008110$1,531,284$230,960$23,096iApproximate average salary by contribution assumption: employee only about $577,400 at 4% or $384,933 at 6%; with 50% employer match about $384,933 at 4% or $256,622 at 6%; with 100% employer match about $288,700 at 4% or $192,467 at 6%.
Spottswoode Retirement Plan-10$1,531,284$230,960$23,096iApproximate average salary by contribution assumption: employee only about $577,400 at 4% or $384,933 at 6%; with 50% employer match about $384,933 at 4% or $256,622 at 6%; with 100% employer match about $288,700 at 4% or $192,467 at 6%.
2007111$2,040,843$151,771$13,797iApproximate average salary by contribution assumption: employee only about $344,934 at 4% or $229,956 at 6%; with 50% employer match about $229,956 at 4% or $153,304 at 6%; with 100% employer match about $172,467 at 4% or $114,978 at 6%.
Spottswoode Retirement Plan-11$2,040,843$151,771$13,797iApproximate average salary by contribution assumption: employee only about $344,934 at 4% or $229,956 at 6%; with 50% employer match about $229,956 at 4% or $153,304 at 6%; with 100% employer match about $172,467 at 4% or $114,978 at 6%.
2006110$1,784,520$230,299$23,030iApproximate average salary by contribution assumption: employee only about $575,748 at 4% or $383,832 at 6%; with 50% employer match about $383,832 at 4% or $255,888 at 6%; with 100% employer match about $287,874 at 4% or $191,916 at 6%.
Spottswoode Retirement Plan-10$1,784,520$230,299$23,030iApproximate average salary by contribution assumption: employee only about $575,748 at 4% or $383,832 at 6%; with 50% employer match about $383,832 at 4% or $255,888 at 6%; with 100% employer match about $287,874 at 4% or $191,916 at 6%.
2005111$1,380,910$210,588$19,144iApproximate average salary by contribution assumption: employee only about $478,609 at 4% or $319,073 at 6%; with 50% employer match about $319,073 at 4% or $212,715 at 6%; with 100% employer match about $239,305 at 4% or $159,536 at 6%.
Spottswoode Retirement Plan-11$1,380,910$210,588$19,144iApproximate average salary by contribution assumption: employee only about $478,609 at 4% or $319,073 at 6%; with 50% employer match about $319,073 at 4% or $212,715 at 6%; with 100% employer match about $239,305 at 4% or $159,536 at 6%.
200419$1,114,796$209,267$23,252iApproximate average salary by contribution assumption: employee only about $581,297 at 4% or $387,531 at 6%; with 50% employer match about $387,531 at 4% or $258,354 at 6%; with 100% employer match about $290,649 at 4% or $193,766 at 6%.
Spottswoode Retirement Plan-9$1,114,796$209,267$23,252iApproximate average salary by contribution assumption: employee only about $581,297 at 4% or $387,531 at 6%; with 50% employer match about $387,531 at 4% or $258,354 at 6%; with 100% employer match about $290,649 at 4% or $193,766 at 6%.
200318$875,688$156,084$19,511iApproximate average salary by contribution assumption: employee only about $487,763 at 4% or $325,175 at 6%; with 50% employer match about $325,175 at 4% or $216,783 at 6%; with 100% employer match about $243,881 at 4% or $162,588 at 6%.
Spottswoode Retirement Plan-8$875,688$156,084$19,511iApproximate average salary by contribution assumption: employee only about $487,763 at 4% or $325,175 at 6%; with 50% employer match about $325,175 at 4% or $216,783 at 6%; with 100% employer match about $243,881 at 4% or $162,588 at 6%.
2002210$653,589$372,705$37,271iApproximate average salary by contribution assumption: employee only about $931,763 at 4% or $621,175 at 6%; with 50% employer match about $621,175 at 4% or $414,117 at 6%; with 100% employer match about $465,881 at 4% or $310,588 at 6%.
Spottswoode Retirement Plan-10$653,589$372,705$37,271iApproximate average salary by contribution assumption: employee only about $931,763 at 4% or $621,175 at 6%; with 50% employer match about $621,175 at 4% or $414,117 at 6%; with 100% employer match about $465,881 at 4% or $310,588 at 6%.
Spottswoode Retirement Plan-0---
200129$0$0-
Spottswoode Retirement Plan-9---
Spottswoode Retirement Plan-9---
200027$442,742$124,236$17,748iApproximate average salary by contribution assumption: employee only about $443,700 at 4% or $295,800 at 6%; with 50% employer match about $295,800 at 4% or $197,200 at 6%; with 100% employer match about $221,850 at 4% or $147,900 at 6%.
Spottswoode Retirement Plan-7$285,860$72,355$10,336iApproximate average salary by contribution assumption: employee only about $258,411 at 4% or $172,274 at 6%; with 50% employer match about $172,274 at 4% or $114,849 at 6%; with 100% employer match about $129,205 at 4% or $86,137 at 6%.
Spottswoode Retirement Plan-7$156,882$51,881$7,412iApproximate average salary by contribution assumption: employee only about $185,289 at 4% or $123,526 at 6%; with 50% employer match about $123,526 at 4% or $82,351 at 6%; with 100% employer match about $92,645 at 4% or $61,763 at 6%.
199929$481,750$111,075$12,342iApproximate average salary by contribution assumption: employee only about $308,542 at 4% or $205,694 at 6%; with 50% employer match about $205,694 at 4% or $137,130 at 6%; with 100% employer match about $154,271 at 4% or $102,847 at 6%.
Spottswoode Retirement Plan-9$325,076$66,614$7,402iApproximate average salary by contribution assumption: employee only about $185,039 at 4% or $123,359 at 6%; with 50% employer match about $123,359 at 4% or $82,240 at 6%; with 100% employer match about $92,519 at 4% or $61,680 at 6%.
Spottswoode Retirement Plan-9$156,674$44,461$4,940iApproximate average salary by contribution assumption: employee only about $123,503 at 4% or $82,335 at 6%; with 50% employer match about $82,335 at 4% or $54,890 at 6%; with 100% employer match about $61,751 at 4% or $41,168 at 6%.