Civic Intelligence

Margerum Enterprises Inc.

Plan context: Wine Cask Employees 401K Plan

EIN 95-3636229 • Los Olivos, CA • 9 filings • 1 plans

PO Box 824Los Olivos, CA 93441
Current Snapshot

Latest Year

2010

2010 Participants

89

2010 Assets

$234,155

2010 Contributions

$18,086

Historical Graphs

Total Assets Over Time

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

$284,555$142,278$0199920042007YearValue
$234,155Latest year 2007

Participants Over Time

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

116580199920032006YearValue
89Latest year 2006

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
201010$0$0-
Wine Cask Employees 401K Plan-0---
200710$234,155$18,086-
Wine Cask Employees 401K Plan-0$234,155$18,086-
2006189$0$0-
Wine Cask Employees 401K Plan-89---
20051116$284,555$61,063$526iApproximate average salary by contribution assumption: employee only about $13,160 at 4% or $8,773 at 6%; with 50% employer match about $8,773 at 4% or $5,849 at 6%; with 100% employer match about $6,580 at 4% or $4,387 at 6%.
Wine Cask Employees 401K Plan-116$284,555$61,063$526iApproximate average salary by contribution assumption: employee only about $13,160 at 4% or $8,773 at 6%; with 50% employer match about $8,773 at 4% or $5,849 at 6%; with 100% employer match about $6,580 at 4% or $4,387 at 6%.
2004168$211,798$38,959$573iApproximate average salary by contribution assumption: employee only about $14,323 at 4% or $9,549 at 6%; with 50% employer match about $9,549 at 4% or $6,366 at 6%; with 100% employer match about $7,162 at 4% or $4,774 at 6%.
Wine Cask Employees 401K Plan-68$211,798$38,959$573iApproximate average salary by contribution assumption: employee only about $14,323 at 4% or $9,549 at 6%; with 50% employer match about $9,549 at 4% or $6,366 at 6%; with 100% employer match about $7,162 at 4% or $4,774 at 6%.
2003160$187,101$46,742$779iApproximate average salary by contribution assumption: employee only about $19,476 at 4% or $12,984 at 6%; with 50% employer match about $12,984 at 4% or $8,656 at 6%; with 100% employer match about $9,738 at 4% or $6,492 at 6%.
Wine Cask Employees 401K Plan-60$187,101$46,742$779iApproximate average salary by contribution assumption: employee only about $19,476 at 4% or $12,984 at 6%; with 50% employer match about $12,984 at 4% or $8,656 at 6%; with 100% employer match about $9,738 at 4% or $6,492 at 6%.
2002144$0$0-
Wine Cask Employees 401K Plan-44---
2001157$0$0-
Wine Cask Employees 401K Plan-57---
1999199$16,641$14,598$147iApproximate average salary by contribution assumption: employee only about $3,686 at 4% or $2,458 at 6%; with 50% employer match about $2,458 at 4% or $1,638 at 6%; with 100% employer match about $1,843 at 4% or $1,229 at 6%.
Wine Cask Employees 401K Plan-99$16,641$14,598$147iApproximate average salary by contribution assumption: employee only about $3,686 at 4% or $2,458 at 6%; with 50% employer match about $2,458 at 4% or $1,638 at 6%; with 100% employer match about $1,843 at 4% or $1,229 at 6%.