Civic Intelligence

Wine Exchange

Plan context: Wine Exchange 401(K) Profit Sharing Plan

EIN 95-3771459 • Orange, CA • 17 filings • 3 plans

P.O. Box 3109Orange, CA 92857-3109
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$57,143

2016 Contributions

$128,652

Historical Graphs

Total Assets Over Time

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

$2,120,351$1,060,176$0200020082015YearValue
$57,143Latest year 2015

Participants Over Time

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

25130200020082015YearValue
2Latest year 2015

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
201610$0$0-
Wine Exchange 401(K) Profit Sharing Plan-0$0--
201512$57,143$0-
Wine Exchange 401(K) Profit Sharing Plan-2$57,143$0-
2014119$2,120,351$128,652$6,771iApproximate average salary by contribution assumption: employee only about $169,279 at 4% or $112,853 at 6%; with 50% employer match about $112,853 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-19$2,120,351$128,652$6,771iApproximate average salary by contribution assumption: employee only about $169,279 at 4% or $112,853 at 6%; with 50% employer match about $112,853 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%.
2013120$1,858,341$126,987$6,349iApproximate average salary by contribution assumption: employee only about $158,734 at 4% or $105,823 at 6%; with 50% employer match about $105,823 at 4% or $70,548 at 6%; with 100% employer match about $79,367 at 4% or $52,911 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-20$1,858,341$126,987$6,349iApproximate average salary by contribution assumption: employee only about $158,734 at 4% or $105,823 at 6%; with 50% employer match about $105,823 at 4% or $70,548 at 6%; with 100% employer match about $79,367 at 4% or $52,911 at 6%.
2012121$1,716,329$123,090$5,861iApproximate average salary by contribution assumption: employee only about $146,536 at 4% or $97,690 at 6%; with 50% employer match about $97,690 at 4% or $65,127 at 6%; with 100% employer match about $73,268 at 4% or $48,845 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-21$1,716,329$123,090$5,861iApproximate average salary by contribution assumption: employee only about $146,536 at 4% or $97,690 at 6%; with 50% employer match about $97,690 at 4% or $65,127 at 6%; with 100% employer match about $73,268 at 4% or $48,845 at 6%.
2011122$1,424,303$121,847$5,539iApproximate average salary by contribution assumption: employee only about $138,463 at 4% or $92,308 at 6%; with 50% employer match about $92,308 at 4% or $61,539 at 6%; with 100% employer match about $69,231 at 4% or $46,154 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-22$1,424,303$121,847$5,539iApproximate average salary by contribution assumption: employee only about $138,463 at 4% or $92,308 at 6%; with 50% employer match about $92,308 at 4% or $61,539 at 6%; with 100% employer match about $69,231 at 4% or $46,154 at 6%.
2010121$1,230,905$133,243$6,345iApproximate average salary by contribution assumption: employee only about $158,623 at 4% or $105,748 at 6%; with 50% employer match about $105,748 at 4% or $70,499 at 6%; with 100% employer match about $79,311 at 4% or $52,874 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-21$1,230,905$133,243$6,345iApproximate average salary by contribution assumption: employee only about $158,623 at 4% or $105,748 at 6%; with 50% employer match about $105,748 at 4% or $70,499 at 6%; with 100% employer match about $79,311 at 4% or $52,874 at 6%.
2009122$1,011,726$130,353$5,925iApproximate average salary by contribution assumption: employee only about $148,128 at 4% or $98,752 at 6%; with 50% employer match about $98,752 at 4% or $65,835 at 6%; with 100% employer match about $74,064 at 4% or $49,376 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-22$1,011,726$130,353$5,925iApproximate average salary by contribution assumption: employee only about $148,128 at 4% or $98,752 at 6%; with 50% employer match about $98,752 at 4% or $65,835 at 6%; with 100% employer match about $74,064 at 4% or $49,376 at 6%.
2008125$739,022$153,768$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-25$739,022$153,768$6,151iApproximate average salary by contribution assumption: employee only about $153,768 at 4% or $102,512 at 6%; with 50% employer match about $102,512 at 4% or $68,341 at 6%; with 100% employer match about $76,884 at 4% or $51,256 at 6%.
2007124$764,499$157,153$6,548iApproximate average salary by contribution assumption: employee only about $163,701 at 4% or $109,134 at 6%; with 50% employer match about $109,134 at 4% or $72,756 at 6%; with 100% employer match about $81,851 at 4% or $54,567 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-24$764,499$157,153$6,548iApproximate average salary by contribution assumption: employee only about $163,701 at 4% or $109,134 at 6%; with 50% employer match about $109,134 at 4% or $72,756 at 6%; with 100% employer match about $81,851 at 4% or $54,567 at 6%.
2006123$622,698$134,289$5,839iApproximate average salary by contribution assumption: employee only about $145,966 at 4% or $97,311 at 6%; with 50% employer match about $97,311 at 4% or $64,874 at 6%; with 100% employer match about $72,983 at 4% or $48,655 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-23$622,698$134,289$5,839iApproximate average salary by contribution assumption: employee only about $145,966 at 4% or $97,311 at 6%; with 50% employer match about $97,311 at 4% or $64,874 at 6%; with 100% employer match about $72,983 at 4% or $48,655 at 6%.
2005120$469,481$120,737$6,037iApproximate average salary by contribution assumption: employee only about $150,921 at 4% or $100,614 at 6%; with 50% employer match about $100,614 at 4% or $67,076 at 6%; with 100% employer match about $75,461 at 4% or $50,307 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-20$469,481$120,737$6,037iApproximate average salary by contribution assumption: employee only about $150,921 at 4% or $100,614 at 6%; with 50% employer match about $100,614 at 4% or $67,076 at 6%; with 100% employer match about $75,461 at 4% or $50,307 at 6%.
2004119$327,817$115,613$6,085iApproximate average salary by contribution assumption: employee only about $152,122 at 4% or $101,415 at 6%; with 50% employer match about $101,415 at 4% or $67,610 at 6%; with 100% employer match about $76,061 at 4% or $50,707 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-19$327,817$115,613$6,085iApproximate average salary by contribution assumption: employee only about $152,122 at 4% or $101,415 at 6%; with 50% employer match about $101,415 at 4% or $67,610 at 6%; with 100% employer match about $76,061 at 4% or $50,707 at 6%.
2003117$190,536$60,000$3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-17$190,536$60,000$3,529iApproximate average salary by contribution assumption: employee only about $88,235 at 4% or $58,824 at 6%; with 50% employer match about $58,824 at 4% or $39,216 at 6%; with 100% employer match about $44,118 at 4% or $29,412 at 6%.
2002116$200,813$60,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-16$200,813$60,000$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
2001116$0$0-
Wine Exchange 401(K) Profit Sharing Plan-16---
2000111$74,820$74,820$6,802iApproximate average salary by contribution assumption: employee only about $170,045 at 4% or $113,364 at 6%; with 50% employer match about $113,364 at 4% or $75,576 at 6%; with 100% employer match about $85,023 at 4% or $56,682 at 6%.
Wine Exchange 401(K) Profit Sharing Plan-11$74,820$74,820$6,802iApproximate average salary by contribution assumption: employee only about $170,045 at 4% or $113,364 at 6%; with 50% employer match about $113,364 at 4% or $75,576 at 6%; with 100% employer match about $85,023 at 4% or $56,682 at 6%.