Civic Intelligence

Aubert Winegrowing Incorporated DBA Aubert Wines

Plan context: Aubert Wines 401(K) Profit Sharing Plan

EIN 94-3331591 • Calistoga, CA • 21 filings • 4 plans

333 Silverado TrailCalistoga, CA 94515
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,105,405

2024 Contributions

$273,163

Historical Graphs

Total Assets Over Time

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

$5,161,327$2,580,664$0200820182024YearValue
$5,105,405Latest year 2024

Participants Over Time

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

1160200820182024YearValue
11Latest 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
2024111$5,105,405$273,163$24,833iApproximate average salary by contribution assumption: employee only about $620,825 at 4% or $413,883 at 6%; with 50% employer match about $413,883 at 4% or $275,922 at 6%; with 100% employer match about $310,413 at 4% or $206,942 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-11$5,105,405$273,163$24,833iApproximate average salary by contribution assumption: employee only about $620,825 at 4% or $413,883 at 6%; with 50% employer match about $413,883 at 4% or $275,922 at 6%; with 100% employer match about $310,413 at 4% or $206,942 at 6%.
2023111$3,855,699$239,473$21,770iApproximate average salary by contribution assumption: employee only about $544,257 at 4% or $362,838 at 6%; with 50% employer match about $362,838 at 4% or $241,892 at 6%; with 100% employer match about $272,128 at 4% or $181,419 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-11$3,855,699$239,473$21,770iApproximate average salary by contribution assumption: employee only about $544,257 at 4% or $362,838 at 6%; with 50% employer match about $362,838 at 4% or $241,892 at 6%; with 100% employer match about $272,128 at 4% or $181,419 at 6%.
202218$2,879,813$240,417$30,052iApproximate average salary by contribution assumption: employee only about $751,303 at 4% or $500,869 at 6%; with 50% employer match about $500,869 at 4% or $333,913 at 6%; with 100% employer match about $375,652 at 4% or $250,434 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-8$2,879,813$240,417$30,052iApproximate average salary by contribution assumption: employee only about $751,303 at 4% or $500,869 at 6%; with 50% employer match about $500,869 at 4% or $333,913 at 6%; with 100% employer match about $375,652 at 4% or $250,434 at 6%.
202117$3,652,613$236,529$33,790iApproximate average salary by contribution assumption: employee only about $844,746 at 4% or $563,164 at 6%; with 50% employer match about $563,164 at 4% or $375,443 at 6%; with 100% employer match about $422,373 at 4% or $281,582 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-7$3,652,613$236,529$33,790iApproximate average salary by contribution assumption: employee only about $844,746 at 4% or $563,164 at 6%; with 50% employer match about $563,164 at 4% or $375,443 at 6%; with 100% employer match about $422,373 at 4% or $281,582 at 6%.
202016$2,992,899$89,500$14,917iApproximate average salary by contribution assumption: employee only about $372,917 at 4% or $248,611 at 6%; with 50% employer match about $248,611 at 4% or $165,741 at 6%; with 100% employer match about $186,458 at 4% or $124,306 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-6$2,992,899$89,500$14,917iApproximate average salary by contribution assumption: employee only about $372,917 at 4% or $248,611 at 6%; with 50% employer match about $248,611 at 4% or $165,741 at 6%; with 100% employer match about $186,458 at 4% or $124,306 at 6%.
201918$2,207,902$80,940$10,118iApproximate average salary by contribution assumption: employee only about $252,938 at 4% or $168,625 at 6%; with 50% employer match about $168,625 at 4% or $112,417 at 6%; with 100% employer match about $126,469 at 4% or $84,313 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-8$2,207,902$80,940$10,118iApproximate average salary by contribution assumption: employee only about $252,938 at 4% or $168,625 at 6%; with 50% employer match about $168,625 at 4% or $112,417 at 6%; with 100% employer match about $126,469 at 4% or $84,313 at 6%.
201816$1,716,203$488,427$81,405iApproximate average salary by contribution assumption: employee only about $2,035,113 at 4% or $1,356,742 at 6%; with 50% employer match about $1,356,742 at 4% or $904,494 at 6%; with 100% employer match about $1,017,556 at 4% or $678,371 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-6$1,716,203$488,427$81,405iApproximate average salary by contribution assumption: employee only about $2,035,113 at 4% or $1,356,742 at 6%; with 50% employer match about $1,356,742 at 4% or $904,494 at 6%; with 100% employer match about $1,017,556 at 4% or $678,371 at 6%.
201725$1,348,298$200,676$40,135iApproximate average salary by contribution assumption: employee only about $1,003,380 at 4% or $668,920 at 6%; with 50% employer match about $668,920 at 4% or $445,947 at 6%; with 100% employer match about $501,690 at 4% or $334,460 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-5$1,348,298$200,676$40,135iApproximate average salary by contribution assumption: employee only about $1,003,380 at 4% or $668,920 at 6%; with 50% employer match about $668,920 at 4% or $445,947 at 6%; with 100% employer match about $501,690 at 4% or $334,460 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-0$0$0-
201626$5,161,327$806,012$134,335iApproximate average salary by contribution assumption: employee only about $3,358,383 at 4% or $2,238,922 at 6%; with 50% employer match about $2,238,922 at 4% or $1,492,615 at 6%; with 100% employer match about $1,679,192 at 4% or $1,119,461 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-6$4,127,361$608,104$101,351iApproximate average salary by contribution assumption: employee only about $2,533,767 at 4% or $1,689,178 at 6%; with 50% employer match about $1,689,178 at 4% or $1,126,119 at 6%; with 100% employer match about $1,266,883 at 4% or $844,589 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-5$1,033,966$197,908$39,582iApproximate average salary by contribution assumption: employee only about $989,540 at 4% or $659,693 at 6%; with 50% employer match about $659,693 at 4% or $439,796 at 6%; with 100% employer match about $494,770 at 4% or $329,847 at 6%.
201525$4,027,025$729,901$145,980iApproximate average salary by contribution assumption: employee only about $3,649,505 at 4% or $2,433,003 at 6%; with 50% employer match about $2,433,003 at 4% or $1,622,002 at 6%; with 100% employer match about $1,824,753 at 4% or $1,216,502 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-5$3,232,867$563,016$112,603iApproximate average salary by contribution assumption: employee only about $2,815,080 at 4% or $1,876,720 at 6%; with 50% employer match about $1,876,720 at 4% or $1,251,147 at 6%; with 100% employer match about $1,407,540 at 4% or $938,360 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-5$794,158$166,885$33,377iApproximate average salary by contribution assumption: employee only about $834,425 at 4% or $556,283 at 6%; with 50% employer match about $556,283 at 4% or $370,856 at 6%; with 100% employer match about $417,213 at 4% or $278,142 at 6%.
201425$3,385,196$630,507$126,101iApproximate average salary by contribution assumption: employee only about $3,152,535 at 4% or $2,101,690 at 6%; with 50% employer match about $2,101,690 at 4% or $1,401,127 at 6%; with 100% employer match about $1,576,268 at 4% or $1,050,845 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-5$2,712,530$419,797$83,959iApproximate average salary by contribution assumption: employee only about $2,098,985 at 4% or $1,399,323 at 6%; with 50% employer match about $1,399,323 at 4% or $932,882 at 6%; with 100% employer match about $1,049,493 at 4% or $699,662 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-5$672,666$210,710$42,142iApproximate average salary by contribution assumption: employee only about $1,053,550 at 4% or $702,367 at 6%; with 50% employer match about $702,367 at 4% or $468,244 at 6%; with 100% employer match about $526,775 at 4% or $351,183 at 6%.
201323$2,599,305$530,726$176,909iApproximate average salary by contribution assumption: employee only about $4,422,717 at 4% or $2,948,478 at 6%; with 50% employer match about $2,948,478 at 4% or $1,965,652 at 6%; with 100% employer match about $2,211,358 at 4% or $1,474,239 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-3$2,141,013$439,488$146,496iApproximate average salary by contribution assumption: employee only about $3,662,400 at 4% or $2,441,600 at 6%; with 50% employer match about $2,441,600 at 4% or $1,627,733 at 6%; with 100% employer match about $1,831,200 at 4% or $1,220,800 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-3$458,292$91,238$30,413iApproximate average salary by contribution assumption: employee only about $760,317 at 4% or $506,878 at 6%; with 50% employer match about $506,878 at 4% or $337,919 at 6%; with 100% employer match about $380,158 at 4% or $253,439 at 6%.
201223$1,731,695$382,796$127,599iApproximate average salary by contribution assumption: employee only about $3,189,967 at 4% or $2,126,644 at 6%; with 50% employer match about $2,126,644 at 4% or $1,417,763 at 6%; with 100% employer match about $1,594,983 at 4% or $1,063,322 at 6%.
AUBERT WINES DEFINED BENEFIT PLAN-3$1,407,247$339,478$113,159iApproximate average salary by contribution assumption: employee only about $2,828,983 at 4% or $1,885,989 at 6%; with 50% employer match about $1,885,989 at 4% or $1,257,326 at 6%; with 100% employer match about $1,414,492 at 4% or $942,994 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-3$324,448$43,318$14,439iApproximate average salary by contribution assumption: employee only about $360,983 at 4% or $240,656 at 6%; with 50% employer match about $240,656 at 4% or $160,437 at 6%; with 100% employer match about $180,492 at 4% or $120,328 at 6%.
200822$241,333$241,333$120,667iApproximate average salary by contribution assumption: employee only about $3,016,663 at 4% or $2,011,108 at 6%; with 50% employer match about $2,011,108 at 4% or $1,340,739 at 6%; with 100% employer match about $1,508,331 at 4% or $1,005,554 at 6%.
AUBERT WINES DEFINED BENEFIT PENSION PLAN-2$182,733$182,733$91,367iApproximate average salary by contribution assumption: employee only about $2,284,163 at 4% or $1,522,775 at 6%; with 50% employer match about $1,522,775 at 4% or $1,015,183 at 6%; with 100% employer match about $1,142,081 at 4% or $761,388 at 6%.
Aubert Wines 401(K) Profit Sharing Plan-2$58,600$58,600$29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%.