Civic Intelligence

Heitz Wine Cellars

Plan context: Heitz Wine Cellars 401 K Profit Sharing Plan

EIN 94-6060839 • St. Helena, CA • 23 filings • 4 plans

500 Taplin RoadSt. Helena, CA 94574
Current Snapshot

Latest Year

2018

2018 Participants

22

2018 Assets

$7,290,698

2018 Contributions

$216,376

Historical Graphs

Total Assets Over Time

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

$7,290,698$3,645,349$0199920112017YearValue
$7,290,698Latest year 2017

Participants Over Time

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

23120199920092017YearValue
22Latest year 2017

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
201810$0$0-
Heitz Wine Cellars 401 K Profit Sharing Plan-0$0$0-
2017122$7,290,698$216,376$9,835iApproximate average salary by contribution assumption: employee only about $245,882 at 4% or $163,921 at 6%; with 50% employer match about $163,921 at 4% or $109,281 at 6%; with 100% employer match about $122,941 at 4% or $81,961 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-22$7,290,698$216,376$9,835iApproximate average salary by contribution assumption: employee only about $245,882 at 4% or $163,921 at 6%; with 50% employer match about $163,921 at 4% or $109,281 at 6%; with 100% employer match about $122,941 at 4% or $81,961 at 6%.
2016119$6,373,532$890,353$46,861iApproximate average salary by contribution assumption: employee only about $1,171,517 at 4% or $781,011 at 6%; with 50% employer match about $781,011 at 4% or $520,674 at 6%; with 100% employer match about $585,759 at 4% or $390,506 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-19$6,373,532$890,353$46,861iApproximate average salary by contribution assumption: employee only about $1,171,517 at 4% or $781,011 at 6%; with 50% employer match about $781,011 at 4% or $520,674 at 6%; with 100% employer match about $585,759 at 4% or $390,506 at 6%.
2015121$5,125,136$252,164$12,008iApproximate average salary by contribution assumption: employee only about $300,195 at 4% or $200,130 at 6%; with 50% employer match about $200,130 at 4% or $133,420 at 6%; with 100% employer match about $150,098 at 4% or $100,065 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-21$5,125,136$252,164$12,008iApproximate average salary by contribution assumption: employee only about $300,195 at 4% or $200,130 at 6%; with 50% employer match about $200,130 at 4% or $133,420 at 6%; with 100% employer match about $150,098 at 4% or $100,065 at 6%.
2014122$5,350,846$283,843$12,902iApproximate average salary by contribution assumption: employee only about $322,549 at 4% or $215,033 at 6%; with 50% employer match about $215,033 at 4% or $143,355 at 6%; with 100% employer match about $161,274 at 4% or $107,516 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-22$5,350,846$283,843$12,902iApproximate average salary by contribution assumption: employee only about $322,549 at 4% or $215,033 at 6%; with 50% employer match about $215,033 at 4% or $143,355 at 6%; with 100% employer match about $161,274 at 4% or $107,516 at 6%.
2013123$5,502,828$251,991$10,956iApproximate average salary by contribution assumption: employee only about $273,903 at 4% or $182,602 at 6%; with 50% employer match about $182,602 at 4% or $121,735 at 6%; with 100% employer match about $136,952 at 4% or $91,301 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-23$5,502,828$251,991$10,956iApproximate average salary by contribution assumption: employee only about $273,903 at 4% or $182,602 at 6%; with 50% employer match about $182,602 at 4% or $121,735 at 6%; with 100% employer match about $136,952 at 4% or $91,301 at 6%.
2012121$4,442,414$242,321$11,539iApproximate average salary by contribution assumption: employee only about $288,477 at 4% or $192,318 at 6%; with 50% employer match about $192,318 at 4% or $128,212 at 6%; with 100% employer match about $144,239 at 4% or $96,159 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-21$4,442,414$242,321$11,539iApproximate average salary by contribution assumption: employee only about $288,477 at 4% or $192,318 at 6%; with 50% employer match about $192,318 at 4% or $128,212 at 6%; with 100% employer match about $144,239 at 4% or $96,159 at 6%.
2011119$3,770,456$197,822$10,412iApproximate average salary by contribution assumption: employee only about $260,292 at 4% or $173,528 at 6%; with 50% employer match about $173,528 at 4% or $115,685 at 6%; with 100% employer match about $130,146 at 4% or $86,764 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-19$3,770,456$197,822$10,412iApproximate average salary by contribution assumption: employee only about $260,292 at 4% or $173,528 at 6%; with 50% employer match about $173,528 at 4% or $115,685 at 6%; with 100% employer match about $130,146 at 4% or $86,764 at 6%.
2010120$3,687,449$228,594$11,430iApproximate average salary by contribution assumption: employee only about $285,743 at 4% or $190,495 at 6%; with 50% employer match about $190,495 at 4% or $126,997 at 6%; with 100% employer match about $142,871 at 4% or $95,248 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-20$3,687,449$228,594$11,430iApproximate average salary by contribution assumption: employee only about $285,743 at 4% or $190,495 at 6%; with 50% employer match about $190,495 at 4% or $126,997 at 6%; with 100% employer match about $142,871 at 4% or $95,248 at 6%.
2009120$2,863,339$222,540$11,127iApproximate average salary by contribution assumption: employee only about $278,175 at 4% or $185,450 at 6%; with 50% employer match about $185,450 at 4% or $123,633 at 6%; with 100% employer match about $139,088 at 4% or $92,725 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-20$2,863,339$222,540$11,127iApproximate average salary by contribution assumption: employee only about $278,175 at 4% or $185,450 at 6%; with 50% employer match about $185,450 at 4% or $123,633 at 6%; with 100% employer match about $139,088 at 4% or $92,725 at 6%.
2008115$0$0-
Heitz Wine Cellars 401 K Profit Sharing Plan-15---
2007113$0$0-
Heitz Wine Cellars 401 K Profit Sharing Plan-13---
2005114$2,325,432$276,302$19,736iApproximate average salary by contribution assumption: employee only about $493,396 at 4% or $328,931 at 6%; with 50% employer match about $328,931 at 4% or $219,287 at 6%; with 100% employer match about $246,698 at 4% or $164,465 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-14$2,325,432$276,302$19,736iApproximate average salary by contribution assumption: employee only about $493,396 at 4% or $328,931 at 6%; with 50% employer match about $328,931 at 4% or $219,287 at 6%; with 100% employer match about $246,698 at 4% or $164,465 at 6%.
2004117$2,057,675$189,708$11,159iApproximate average salary by contribution assumption: employee only about $278,982 at 4% or $185,988 at 6%; with 50% employer match about $185,988 at 4% or $123,992 at 6%; with 100% employer match about $139,491 at 4% or $92,994 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-17$2,057,675$189,708$11,159iApproximate average salary by contribution assumption: employee only about $278,982 at 4% or $185,988 at 6%; with 50% employer match about $185,988 at 4% or $123,992 at 6%; with 100% employer match about $139,491 at 4% or $92,994 at 6%.
2003115$1,727,306$167,092$11,139iApproximate average salary by contribution assumption: employee only about $278,487 at 4% or $185,658 at 6%; with 50% employer match about $185,658 at 4% or $123,772 at 6%; with 100% employer match about $139,243 at 4% or $92,829 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-15$1,727,306$167,092$11,139iApproximate average salary by contribution assumption: employee only about $278,487 at 4% or $185,658 at 6%; with 50% employer match about $185,658 at 4% or $123,772 at 6%; with 100% employer match about $139,243 at 4% or $92,829 at 6%.
2002214$0$0-
Heitz Wine Cellars Money Purchase Pension Plan-0---
Heitz Wine Cellars 401 K Profit Sharing Plan-14---
2001214$0$0-
Heitz Wine Cellars 401 K Profit Sharing Plan-14---
Heitz Wine Cellars Money Purchase Pension Plan-14---
2000215$1,189,146$176,013$11,734iApproximate average salary by contribution assumption: employee only about $293,355 at 4% or $195,570 at 6%; with 50% employer match about $195,570 at 4% or $130,380 at 6%; with 100% employer match about $146,678 at 4% or $97,785 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-15$1,152,616$154,773$10,318iApproximate average salary by contribution assumption: employee only about $257,955 at 4% or $171,970 at 6%; with 50% employer match about $171,970 at 4% or $114,647 at 6%; with 100% employer match about $128,978 at 4% or $85,985 at 6%.
Heitz Wine Cellars Money Purchase Pension Plan-11$36,530$21,240$1,931iApproximate average salary by contribution assumption: employee only about $48,273 at 4% or $32,182 at 6%; with 50% employer match about $32,182 at 4% or $21,455 at 6%; with 100% employer match about $24,136 at 4% or $16,091 at 6%.
199928$1,196,150$93,504$11,688iApproximate average salary by contribution assumption: employee only about $292,200 at 4% or $194,800 at 6%; with 50% employer match about $194,800 at 4% or $129,867 at 6%; with 100% employer match about $146,100 at 4% or $97,400 at 6%.
Heitz Wine Cellars 401 K Profit Sharing Plan-8$1,180,116$77,470$9,684iApproximate average salary by contribution assumption: employee only about $242,094 at 4% or $161,396 at 6%; with 50% employer match about $161,396 at 4% or $107,597 at 6%; with 100% employer match about $121,047 at 4% or $80,698 at 6%.
Heitz Wine Cellars Money Purchase Pension Plan-8$16,034$16,034$2,004iApproximate average salary by contribution assumption: employee only about $50,106 at 4% or $33,404 at 6%; with 50% employer match about $33,404 at 4% or $22,269 at 6%; with 100% employer match about $25,053 at 4% or $16,702 at 6%.