Civic Intelligence

Wx

Plan context: Winery Exchange Inc., 401(K) Plan

EIN 94-3353812 • Novato, CA • 32 filings • 5 plans

500 Redwood BlvdSuite 200Novato, CA 94947
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$15,234,652

2024 Contributions

$2,530,205

Historical Graphs

Total Assets Over Time

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

$15,234,652$7,617,326$0200020132024YearValue
$15,234,652Latest year 2024

Participants Over Time

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

3181590200020132024YearValue
138Latest 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
20242138$15,234,652$2,530,205$18,335iApproximate average salary by contribution assumption: employee only about $458,370 at 4% or $305,580 at 6%; with 50% employer match about $305,580 at 4% or $203,720 at 6%; with 100% employer match about $229,185 at 4% or $152,790 at 6%.
Winery Exchange Inc., 401(K) Plan-138$15,234,652$2,530,205$18,335iApproximate average salary by contribution assumption: employee only about $458,370 at 4% or $305,580 at 6%; with 50% employer match about $305,580 at 4% or $203,720 at 6%; with 100% employer match about $229,185 at 4% or $152,790 at 6%.
Wx Health and Welfare Benefit Plan-135---
20232135$13,046,486$1,782,602$13,204iApproximate average salary by contribution assumption: employee only about $330,111 at 4% or $220,074 at 6%; with 50% employer match about $220,074 at 4% or $146,716 at 6%; with 100% employer match about $165,056 at 4% or $110,037 at 6%.
Winery Exchange Inc., 401(K) Plan-135$13,046,486$1,782,602$13,204iApproximate average salary by contribution assumption: employee only about $330,111 at 4% or $220,074 at 6%; with 50% employer match about $220,074 at 4% or $146,716 at 6%; with 100% employer match about $165,056 at 4% or $110,037 at 6%.
Wx Health and Welfare Benefit Plan-134---
20222318$11,346,541$1,480,167$4,655iApproximate average salary by contribution assumption: employee only about $116,365 at 4% or $77,577 at 6%; with 50% employer match about $77,577 at 4% or $51,718 at 6%; with 100% employer match about $58,183 at 4% or $38,788 at 6%.
Winery Exchange Inc., 401(K) Plan-136$11,346,541$1,480,167$10,884iApproximate average salary by contribution assumption: employee only about $272,090 at 4% or $181,393 at 6%; with 50% employer match about $181,393 at 4% or $120,929 at 6%; with 100% employer match about $136,045 at 4% or $90,697 at 6%.
Wx Health and Welfare Benefit Plan-318---
20212140$12,807,836$1,698,939$12,135iApproximate average salary by contribution assumption: employee only about $303,382 at 4% or $202,255 at 6%; with 50% employer match about $202,255 at 4% or $134,836 at 6%; with 100% employer match about $151,691 at 4% or $101,127 at 6%.
Winery Exchange Inc., 401(K) Plan-140$12,807,836$1,698,939$12,135iApproximate average salary by contribution assumption: employee only about $303,382 at 4% or $202,255 at 6%; with 50% employer match about $202,255 at 4% or $134,836 at 6%; with 100% employer match about $151,691 at 4% or $101,127 at 6%.
Wx Health and Welfare Benefit Plan-128---
20201139$10,501,195$1,500,063$10,792iApproximate average salary by contribution assumption: employee only about $269,796 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,909 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
Winery Exchange Inc., 401(K) Plan-139$10,501,195$1,500,063$10,792iApproximate average salary by contribution assumption: employee only about $269,796 at 4% or $179,864 at 6%; with 50% employer match about $179,864 at 4% or $119,909 at 6%; with 100% employer match about $134,898 at 4% or $89,932 at 6%.
20192112$8,104,058$920,628$8,220iApproximate average salary by contribution assumption: employee only about $205,497 at 4% or $136,998 at 6%; with 50% employer match about $136,998 at 4% or $91,332 at 6%; with 100% employer match about $102,749 at 4% or $68,499 at 6%.
Winery Exchange Inc., 401(K) Plan-112$8,104,058$920,628$8,220iApproximate average salary by contribution assumption: employee only about $205,497 at 4% or $136,998 at 6%; with 50% employer match about $136,998 at 4% or $91,332 at 6%; with 100% employer match about $102,749 at 4% or $68,499 at 6%.
Wx Health and Welfare Benefit Plan-96---
20182139$6,120,794$1,018,047$7,324iApproximate average salary by contribution assumption: employee only about $183,102 at 4% or $122,068 at 6%; with 50% employer match about $122,068 at 4% or $81,379 at 6%; with 100% employer match about $91,551 at 4% or $61,034 at 6%.
Winery Exchange Inc., 401(K) Plan-139$6,120,794$1,018,047$7,324iApproximate average salary by contribution assumption: employee only about $183,102 at 4% or $122,068 at 6%; with 50% employer match about $122,068 at 4% or $81,379 at 6%; with 100% employer match about $91,551 at 4% or $61,034 at 6%.
Wx Health and Welfare Benefit Plan-110---
2017299$6,109,114$876,856$8,857iApproximate average salary by contribution assumption: employee only about $221,428 at 4% or $147,619 at 6%; with 50% employer match about $147,619 at 4% or $98,413 at 6%; with 100% employer match about $110,714 at 4% or $73,809 at 6%.
Winery Exchange Inc., 401(K) Plan-99$6,109,114$876,856$8,857iApproximate average salary by contribution assumption: employee only about $221,428 at 4% or $147,619 at 6%; with 50% employer match about $147,619 at 4% or $98,413 at 6%; with 100% employer match about $110,714 at 4% or $73,809 at 6%.
Wx Health and Welfare Benefit Plan-98---
20161118$0$0-
Wx Health and Welfare Benefit Plan-118---
20152116$4,335,079$1,475,710$12,722iApproximate average salary by contribution assumption: employee only about $318,041 at 4% or $212,027 at 6%; with 50% employer match about $212,027 at 4% or $141,352 at 6%; with 100% employer match about $159,020 at 4% or $106,014 at 6%.
Winery Exchange Inc., 401(K) Plan-116$4,335,079$1,475,710$12,722iApproximate average salary by contribution assumption: employee only about $318,041 at 4% or $212,027 at 6%; with 50% employer match about $212,027 at 4% or $141,352 at 6%; with 100% employer match about $159,020 at 4% or $106,014 at 6%.
Wx Health and Welfare Benefit Plan-114---
2014166$4,184,804$752,967$11,409iApproximate average salary by contribution assumption: employee only about $285,215 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,072 at 6%.
Winery Exchange Inc., 401(K) Plan-66$4,184,804$752,967$11,409iApproximate average salary by contribution assumption: employee only about $285,215 at 4% or $190,143 at 6%; with 50% employer match about $190,143 at 4% or $126,762 at 6%; with 100% employer match about $142,607 at 4% or $95,072 at 6%.
2013163$3,943,759$543,814$8,632iApproximate average salary by contribution assumption: employee only about $215,799 at 4% or $143,866 at 6%; with 50% employer match about $143,866 at 4% or $95,911 at 6%; with 100% employer match about $107,900 at 4% or $71,933 at 6%.
Winery Exchange Inc., 401(K) Plan-63$3,943,759$543,814$8,632iApproximate average salary by contribution assumption: employee only about $215,799 at 4% or $143,866 at 6%; with 50% employer match about $143,866 at 4% or $95,911 at 6%; with 100% employer match about $107,900 at 4% or $71,933 at 6%.
2012155$2,780,371$394,205$7,167iApproximate average salary by contribution assumption: employee only about $179,184 at 4% or $119,456 at 6%; with 50% employer match about $119,456 at 4% or $79,637 at 6%; with 100% employer match about $89,592 at 4% or $59,728 at 6%.
Winery Exchange Inc., 401(K) Plan-55$2,780,371$394,205$7,167iApproximate average salary by contribution assumption: employee only about $179,184 at 4% or $119,456 at 6%; with 50% employer match about $119,456 at 4% or $79,637 at 6%; with 100% employer match about $89,592 at 4% or $59,728 at 6%.
2011148$2,154,046$553,512$11,532iApproximate average salary by contribution assumption: employee only about $288,288 at 4% or $192,192 at 6%; with 50% employer match about $192,192 at 4% or $128,128 at 6%; with 100% employer match about $144,144 at 4% or $96,096 at 6%.
Winery Exchange Inc., 401(K) Plan-48$2,154,046$553,512$11,532iApproximate average salary by contribution assumption: employee only about $288,288 at 4% or $192,192 at 6%; with 50% employer match about $192,192 at 4% or $128,128 at 6%; with 100% employer match about $144,144 at 4% or $96,096 at 6%.
2010145$1,794,881$278,446$6,188iApproximate average salary by contribution assumption: employee only about $154,692 at 4% or $103,128 at 6%; with 50% employer match about $103,128 at 4% or $68,752 at 6%; with 100% employer match about $77,346 at 4% or $51,564 at 6%.
Winery Exchange Inc., 401(K) Plan-45$1,794,881$278,446$6,188iApproximate average salary by contribution assumption: employee only about $154,692 at 4% or $103,128 at 6%; with 50% employer match about $103,128 at 4% or $68,752 at 6%; with 100% employer match about $77,346 at 4% or $51,564 at 6%.
2009168$1,352,838$258,199$3,797iApproximate average salary by contribution assumption: employee only about $94,926 at 4% or $63,284 at 6%; with 50% employer match about $63,284 at 4% or $42,189 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%.
Winery Exchange Inc., 401(K) Plan-68$1,352,838$258,199$3,797iApproximate average salary by contribution assumption: employee only about $94,926 at 4% or $63,284 at 6%; with 50% employer match about $63,284 at 4% or $42,189 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%.
2008160$855,575$305,041$5,084iApproximate average salary by contribution assumption: employee only about $127,100 at 4% or $84,734 at 6%; with 50% employer match about $84,734 at 4% or $56,489 at 6%; with 100% employer match about $63,550 at 4% or $42,367 at 6%.
Winery Exchange Inc., 401(K) Plan-60$855,575$305,041$5,084iApproximate average salary by contribution assumption: employee only about $127,100 at 4% or $84,734 at 6%; with 50% employer match about $84,734 at 4% or $56,489 at 6%; with 100% employer match about $63,550 at 4% or $42,367 at 6%.
2007160$0$0-
Winery Exchange Inc., 401(K) Plan-60---
2006164$911,627$199,350$3,115iApproximate average salary by contribution assumption: employee only about $77,871 at 4% or $51,914 at 6%; with 50% employer match about $51,914 at 4% or $34,609 at 6%; with 100% employer match about $38,936 at 4% or $25,957 at 6%.
Winery Exchange Inc., 401(K) Plan-64$911,627$199,350$3,115iApproximate average salary by contribution assumption: employee only about $77,871 at 4% or $51,914 at 6%; with 50% employer match about $51,914 at 4% or $34,609 at 6%; with 100% employer match about $38,936 at 4% or $25,957 at 6%.
2005156$780,030$198,121$3,538iApproximate average salary by contribution assumption: employee only about $88,447 at 4% or $58,965 at 6%; with 50% employer match about $58,965 at 4% or $39,310 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%.
Winery Exchange Inc., 401(K) Plan-56$780,030$198,121$3,538iApproximate average salary by contribution assumption: employee only about $88,447 at 4% or $58,965 at 6%; with 50% employer match about $58,965 at 4% or $39,310 at 6%; with 100% employer match about $44,223 at 4% or $29,482 at 6%.
2003129$422,549$155,171$5,351iApproximate average salary by contribution assumption: employee only about $133,768 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,452 at 6%; with 100% employer match about $66,884 at 4% or $44,589 at 6%.
Winery Exchange Inc., 401(K) Plan-29$422,549$155,171$5,351iApproximate average salary by contribution assumption: employee only about $133,768 at 4% or $89,179 at 6%; with 50% employer match about $89,179 at 4% or $59,452 at 6%; with 100% employer match about $66,884 at 4% or $44,589 at 6%.
2002125$312,717$116,311$4,652iApproximate average salary by contribution assumption: employee only about $116,311 at 4% or $77,541 at 6%; with 50% employer match about $77,541 at 4% or $51,694 at 6%; with 100% employer match about $58,155 at 4% or $38,770 at 6%.
Winery Exchange Inc., 401(K) Plan-25$312,717$116,311$4,652iApproximate average salary by contribution assumption: employee only about $116,311 at 4% or $77,541 at 6%; with 50% employer match about $77,541 at 4% or $51,694 at 6%; with 100% employer match about $58,155 at 4% or $38,770 at 6%.
2001129$415,303$305,958$10,550iApproximate average salary by contribution assumption: employee only about $263,757 at 4% or $175,838 at 6%; with 50% employer match about $175,838 at 4% or $117,225 at 6%; with 100% employer match about $131,878 at 4% or $87,919 at 6%.
Winery Exchange Inc., 401(K) Plan-29$415,303$305,958$10,550iApproximate average salary by contribution assumption: employee only about $263,757 at 4% or $175,838 at 6%; with 50% employer match about $175,838 at 4% or $117,225 at 6%; with 100% employer match about $131,878 at 4% or $87,919 at 6%.
2000138$262,544$267,603$7,042iApproximate average salary by contribution assumption: employee only about $176,055 at 4% or $117,370 at 6%; with 50% employer match about $117,370 at 4% or $78,246 at 6%; with 100% employer match about $88,027 at 4% or $58,685 at 6%.
Winery Exchange Inc., 401(K) Plan-38$262,544$267,603$7,042iApproximate average salary by contribution assumption: employee only about $176,055 at 4% or $117,370 at 6%; with 50% employer match about $117,370 at 4% or $78,246 at 6%; with 100% employer match about $88,027 at 4% or $58,685 at 6%.