Joseph Phelps Vineyards LLC
Plan context: Joseph Phelps Vineyards 401(K) Profit Sharing Plan
EIN 94-2899644 • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
146
2024 Assets
$18,320,691
2024 Contributions
$1,675,902
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 | 146 | $18,320,691 | $1,675,902 | $11,479iApproximate average salary by contribution assumption: employee only about $286,970 at 4% or $191,313 at 6%; with 50% employer match about $191,313 at 4% or $127,542 at 6%; with 100% employer match about $143,485 at 4% or $95,657 at 6%. |
| Joseph Phelps Vineyards 401(K) Profit Sharing Plan | - | 146 | $18,320,691 | $1,675,902 | $11,479iApproximate average salary by contribution assumption: employee only about $286,970 at 4% or $191,313 at 6%; with 50% employer match about $191,313 at 4% or $127,542 at 6%; with 100% employer match about $143,485 at 4% or $95,657 at 6%. |
| 2023 | 1 | 150 | $17,171,798 | $1,865,105 | $12,434iApproximate average salary by contribution assumption: employee only about $310,851 at 4% or $207,234 at 6%; with 50% employer match about $207,234 at 4% or $138,156 at 6%; with 100% employer match about $155,425 at 4% or $103,617 at 6%. |
| Joseph Phelps Vineyards 401(K) Profit Sharing Plan | - | 150 | $17,171,798 | $1,865,105 | $12,434iApproximate average salary by contribution assumption: employee only about $310,851 at 4% or $207,234 at 6%; with 50% employer match about $207,234 at 4% or $138,156 at 6%; with 100% employer match about $155,425 at 4% or $103,617 at 6%. |
| 2022 | 1 | 161 | $16,001,379 | $1,441,969 | $8,956iApproximate average salary by contribution assumption: employee only about $223,908 at 4% or $149,272 at 6%; with 50% employer match about $149,272 at 4% or $99,515 at 6%; with 100% employer match about $111,954 at 4% or $74,636 at 6%. |
| Joseph Phelps Vineyards 401(K) Profit Sharing Plan | - | 161 | $16,001,379 | $1,441,969 | $8,956iApproximate average salary by contribution assumption: employee only about $223,908 at 4% or $149,272 at 6%; with 50% employer match about $149,272 at 4% or $99,515 at 6%; with 100% employer match about $111,954 at 4% or $74,636 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| JOSEPH PHELPS VINEYARDS LTD AND DENTAL PLANS | - | 0 | - | - | - |