Civic Intelligence

H & W Holding Company

Plan context: H&W Holding Company Employee Stock Ownership Plan

EIN 26-3390485 • 17 filings • 2 plans

Current Snapshot

Latest Year

2025

2025 Participants

153

2025 Assets

$30,575,505

2025 Contributions

$2,603,936

Historical Graphs

Total Assets Over Time

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

$31,894,686$15,947,343$0200820162025YearValue
$30,575,505Latest year 2025

Participants Over Time

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

173870200820162025YearValue
153Latest year 2025

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
20251153$30,575,505$0-
H&W Holding Company Employee Stock Ownership Plan-153$30,575,505--
20231173$31,894,686$0-
H&W Holding Company Employee Stock Ownership Plan-173$31,894,686--
20221153$21,358,864$0-
H&W Holding Company Employee Stock Ownership Plan-153$21,358,864--
20211142$24,484,921$2,603,936$18,338iApproximate average salary by contribution assumption: employee only about $458,439 at 4% or $305,626 at 6%; with 50% employer match about $305,626 at 4% or $203,751 at 6%; with 100% employer match about $229,220 at 4% or $152,813 at 6%.
H&W Holding Company Employee Stock Ownership Plan-142$24,484,921$2,603,936$18,338iApproximate average salary by contribution assumption: employee only about $458,439 at 4% or $305,626 at 6%; with 50% employer match about $305,626 at 4% or $203,751 at 6%; with 100% employer match about $229,220 at 4% or $152,813 at 6%.
20201133$23,944,887$2,898,695$21,795iApproximate average salary by contribution assumption: employee only about $544,867 at 4% or $363,245 at 6%; with 50% employer match about $363,245 at 4% or $242,163 at 6%; with 100% employer match about $272,434 at 4% or $181,622 at 6%.
H&W Holding Company Employee Stock Ownership Plan-133$23,944,887$2,898,695$21,795iApproximate average salary by contribution assumption: employee only about $544,867 at 4% or $363,245 at 6%; with 50% employer match about $363,245 at 4% or $242,163 at 6%; with 100% employer match about $272,434 at 4% or $181,622 at 6%.
20191113$21,766,887$848,631$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,445 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
H&W Holding Company Employee Stock Ownership Plan-113$21,766,887$848,631$7,510iApproximate average salary by contribution assumption: employee only about $187,750 at 4% or $125,167 at 6%; with 50% employer match about $125,167 at 4% or $83,445 at 6%; with 100% employer match about $93,875 at 4% or $62,583 at 6%.
20181107$21,604,849$273,110$2,552iApproximate average salary by contribution assumption: employee only about $63,811 at 4% or $42,540 at 6%; with 50% employer match about $42,540 at 4% or $28,360 at 6%; with 100% employer match about $31,905 at 4% or $21,270 at 6%.
H&W Holding Company Employee Stock Ownership Plan-107$21,604,849$273,110$2,552iApproximate average salary by contribution assumption: employee only about $63,811 at 4% or $42,540 at 6%; with 50% employer match about $42,540 at 4% or $28,360 at 6%; with 100% employer match about $31,905 at 4% or $21,270 at 6%.
20171101$20,812,803$1,274,245$12,616iApproximate average salary by contribution assumption: employee only about $315,407 at 4% or $210,271 at 6%; with 50% employer match about $210,271 at 4% or $140,181 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%.
H&W Holding Company Employee Stock Ownership Plan-101$20,812,803$1,274,245$12,616iApproximate average salary by contribution assumption: employee only about $315,407 at 4% or $210,271 at 6%; with 50% employer match about $210,271 at 4% or $140,181 at 6%; with 100% employer match about $157,704 at 4% or $105,136 at 6%.
2016194$15,520,504$1,468,590$15,623iApproximate average salary by contribution assumption: employee only about $390,582 at 4% or $260,388 at 6%; with 50% employer match about $260,388 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%.
H&W Holding Company Employee Stock Ownership Plan-94$15,520,504$1,468,590$15,623iApproximate average salary by contribution assumption: employee only about $390,582 at 4% or $260,388 at 6%; with 50% employer match about $260,388 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%.
2015185$13,316,335$863,249$10,156iApproximate average salary by contribution assumption: employee only about $253,897 at 4% or $169,265 at 6%; with 50% employer match about $169,265 at 4% or $112,843 at 6%; with 100% employer match about $126,948 at 4% or $84,632 at 6%.
H&W Holding Company Employee Stock Ownership Plan-85$13,316,335$863,249$10,156iApproximate average salary by contribution assumption: employee only about $253,897 at 4% or $169,265 at 6%; with 50% employer match about $169,265 at 4% or $112,843 at 6%; with 100% employer match about $126,948 at 4% or $84,632 at 6%.
2014198$5,202,000$490,113$5,001iApproximate average salary by contribution assumption: employee only about $125,029 at 4% or $83,353 at 6%; with 50% employer match about $83,353 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%.
H&W Holding Company Employee Stock Ownership Plan-98$5,202,000$490,113$5,001iApproximate average salary by contribution assumption: employee only about $125,029 at 4% or $83,353 at 6%; with 50% employer match about $83,353 at 4% or $55,568 at 6%; with 100% employer match about $62,514 at 4% or $41,676 at 6%.
2013188$1,998,000$463,537$5,267iApproximate average salary by contribution assumption: employee only about $131,687 at 4% or $87,791 at 6%; with 50% employer match about $87,791 at 4% or $58,527 at 6%; with 100% employer match about $65,843 at 4% or $43,896 at 6%.
H&W Holding Company Employee Stock Ownership Plan-88$1,998,000$463,537$5,267iApproximate average salary by contribution assumption: employee only about $131,687 at 4% or $87,791 at 6%; with 50% employer match about $87,791 at 4% or $58,527 at 6%; with 100% employer match about $65,843 at 4% or $43,896 at 6%.
2012189$810,000$430,615$4,838iApproximate average salary by contribution assumption: employee only about $120,959 at 4% or $80,640 at 6%; with 50% employer match about $80,640 at 4% or $53,760 at 6%; with 100% employer match about $60,480 at 4% or $40,320 at 6%.
H&W Holding Company Employee Stock Ownership Plan-89$810,000$430,615$4,838iApproximate average salary by contribution assumption: employee only about $120,959 at 4% or $80,640 at 6%; with 50% employer match about $80,640 at 4% or $53,760 at 6%; with 100% employer match about $60,480 at 4% or $40,320 at 6%.
2011192$594,000$405,625$4,409iApproximate average salary by contribution assumption: employee only about $110,224 at 4% or $73,483 at 6%; with 50% employer match about $73,483 at 4% or $48,989 at 6%; with 100% employer match about $55,112 at 4% or $36,741 at 6%.
H&W Holding Company Employee Stock Ownership Plan-92$594,000$405,625$4,409iApproximate average salary by contribution assumption: employee only about $110,224 at 4% or $73,483 at 6%; with 50% employer match about $73,483 at 4% or $48,989 at 6%; with 100% employer match about $55,112 at 4% or $36,741 at 6%.
2010196$162,000$406,558$4,235iApproximate average salary by contribution assumption: employee only about $105,874 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,055 at 6%; with 100% employer match about $52,937 at 4% or $35,291 at 6%.
H&W Holding Company Employee Stock Ownership Plan-96$162,000$406,558$4,235iApproximate average salary by contribution assumption: employee only about $105,874 at 4% or $70,583 at 6%; with 50% employer match about $70,583 at 4% or $47,055 at 6%; with 100% employer match about $52,937 at 4% or $35,291 at 6%.
20091116$72,000$0-
H&W Holding Company Employee Stock Ownership Plan-116$72,000--
20081148$1,914,633$1,197,881$8,094iApproximate average salary by contribution assumption: employee only about $202,345 at 4% or $134,897 at 6%; with 50% employer match about $134,897 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.
H&W Holding Company Employee Stock Ownership Plan-148$1,914,633$1,197,881$8,094iApproximate average salary by contribution assumption: employee only about $202,345 at 4% or $134,897 at 6%; with 50% employer match about $134,897 at 4% or $89,931 at 6%; with 100% employer match about $101,172 at 4% or $67,448 at 6%.