Civic Intelligence

Holzhauer, Hewett & Barta S.C.

Plan context: Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan

EIN 39-1140095 • Hartland, WI • 25 filings • 4 plans

520 Hartbrook DriveHartland, WI 53029
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$9,584,466

2024 Contributions

$335,525

Historical Graphs

Total Assets Over Time

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

$9,584,466$4,792,233$0200020132024YearValue
$9,584,466Latest year 2024

Participants Over Time

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

39200200020122024YearValue
38Latest 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
2024138$9,584,466$335,525$8,830iApproximate average salary by contribution assumption: employee only about $220,740 at 4% or $147,160 at 6%; with 50% employer match about $147,160 at 4% or $98,107 at 6%; with 100% employer match about $110,370 at 4% or $73,580 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-38$9,584,466$335,525$8,830iApproximate average salary by contribution assumption: employee only about $220,740 at 4% or $147,160 at 6%; with 50% employer match about $147,160 at 4% or $98,107 at 6%; with 100% employer match about $110,370 at 4% or $73,580 at 6%.
2023139$8,385,870$339,061$8,694iApproximate average salary by contribution assumption: employee only about $217,347 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,599 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-39$8,385,870$339,061$8,694iApproximate average salary by contribution assumption: employee only about $217,347 at 4% or $144,898 at 6%; with 50% employer match about $144,898 at 4% or $96,599 at 6%; with 100% employer match about $108,673 at 4% or $72,449 at 6%.
2022138$7,304,157$211,784$5,573iApproximate average salary by contribution assumption: employee only about $139,332 at 4% or $92,888 at 6%; with 50% employer match about $92,888 at 4% or $61,925 at 6%; with 100% employer match about $69,666 at 4% or $46,444 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-38$7,304,157$211,784$5,573iApproximate average salary by contribution assumption: employee only about $139,332 at 4% or $92,888 at 6%; with 50% employer match about $92,888 at 4% or $61,925 at 6%; with 100% employer match about $69,666 at 4% or $46,444 at 6%.
2021134$8,788,710$284,454$8,366iApproximate average salary by contribution assumption: employee only about $209,157 at 4% or $139,438 at 6%; with 50% employer match about $139,438 at 4% or $92,959 at 6%; with 100% employer match about $104,579 at 4% or $69,719 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-34$8,788,710$284,454$8,366iApproximate average salary by contribution assumption: employee only about $209,157 at 4% or $139,438 at 6%; with 50% employer match about $139,438 at 4% or $92,959 at 6%; with 100% employer match about $104,579 at 4% or $69,719 at 6%.
2020131$7,678,623$263,110$8,487iApproximate average salary by contribution assumption: employee only about $212,185 at 4% or $141,457 at 6%; with 50% employer match about $141,457 at 4% or $94,305 at 6%; with 100% employer match about $106,093 at 4% or $70,728 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-31$7,678,623$263,110$8,487iApproximate average salary by contribution assumption: employee only about $212,185 at 4% or $141,457 at 6%; with 50% employer match about $141,457 at 4% or $94,305 at 6%; with 100% employer match about $106,093 at 4% or $70,728 at 6%.
2019135$6,694,066$270,490$7,728iApproximate average salary by contribution assumption: employee only about $193,207 at 4% or $128,805 at 6%; with 50% employer match about $128,805 at 4% or $85,870 at 6%; with 100% employer match about $96,604 at 4% or $64,402 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-35$6,694,066$270,490$7,728iApproximate average salary by contribution assumption: employee only about $193,207 at 4% or $128,805 at 6%; with 50% employer match about $128,805 at 4% or $85,870 at 6%; with 100% employer match about $96,604 at 4% or $64,402 at 6%.
2018129$5,372,628$330,249$11,388iApproximate average salary by contribution assumption: employee only about $284,697 at 4% or $189,798 at 6%; with 50% employer match about $189,798 at 4% or $126,532 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-29$5,372,628$330,249$11,388iApproximate average salary by contribution assumption: employee only about $284,697 at 4% or $189,798 at 6%; with 50% employer match about $189,798 at 4% or $126,532 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
2017128$5,582,413$247,996$8,857iApproximate average salary by contribution assumption: employee only about $221,425 at 4% or $147,617 at 6%; with 50% employer match about $147,617 at 4% or $98,411 at 6%; with 100% employer match about $110,713 at 4% or $73,808 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-28$5,582,413$247,996$8,857iApproximate average salary by contribution assumption: employee only about $221,425 at 4% or $147,617 at 6%; with 50% employer match about $147,617 at 4% or $98,411 at 6%; with 100% employer match about $110,713 at 4% or $73,808 at 6%.
2016127$4,611,078$218,444$8,091iApproximate average salary by contribution assumption: employee only about $202,263 at 4% or $134,842 at 6%; with 50% employer match about $134,842 at 4% or $89,895 at 6%; with 100% employer match about $101,131 at 4% or $67,421 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-27$4,611,078$218,444$8,091iApproximate average salary by contribution assumption: employee only about $202,263 at 4% or $134,842 at 6%; with 50% employer match about $134,842 at 4% or $89,895 at 6%; with 100% employer match about $101,131 at 4% or $67,421 at 6%.
2015127$4,161,919$203,633$7,542iApproximate average salary by contribution assumption: employee only about $188,549 at 4% or $125,699 at 6%; with 50% employer match about $125,699 at 4% or $83,800 at 6%; with 100% employer match about $94,275 at 4% or $62,850 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-27$4,161,919$203,633$7,542iApproximate average salary by contribution assumption: employee only about $188,549 at 4% or $125,699 at 6%; with 50% employer match about $125,699 at 4% or $83,800 at 6%; with 100% employer match about $94,275 at 4% or $62,850 at 6%.
2014124$4,059,982$195,678$8,153iApproximate average salary by contribution assumption: employee only about $203,831 at 4% or $135,888 at 6%; with 50% employer match about $135,888 at 4% or $90,592 at 6%; with 100% employer match about $101,916 at 4% or $67,944 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-24$4,059,982$195,678$8,153iApproximate average salary by contribution assumption: employee only about $203,831 at 4% or $135,888 at 6%; with 50% employer match about $135,888 at 4% or $90,592 at 6%; with 100% employer match about $101,916 at 4% or $67,944 at 6%.
2013125$3,696,760$200,958$8,038iApproximate average salary by contribution assumption: employee only about $200,958 at 4% or $133,972 at 6%; with 50% employer match about $133,972 at 4% or $89,315 at 6%; with 100% employer match about $100,479 at 4% or $66,986 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-25$3,696,760$200,958$8,038iApproximate average salary by contribution assumption: employee only about $200,958 at 4% or $133,972 at 6%; with 50% employer match about $133,972 at 4% or $89,315 at 6%; with 100% employer match about $100,479 at 4% or $66,986 at 6%.
2012121$3,020,794$175,194$8,343iApproximate average salary by contribution assumption: employee only about $208,564 at 4% or $139,043 at 6%; with 50% employer match about $139,043 at 4% or $92,695 at 6%; with 100% employer match about $104,282 at 4% or $69,521 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-21$3,020,794$175,194$8,343iApproximate average salary by contribution assumption: employee only about $208,564 at 4% or $139,043 at 6%; with 50% employer match about $139,043 at 4% or $92,695 at 6%; with 100% employer match about $104,282 at 4% or $69,521 at 6%.
2011122$2,501,502$172,941$7,861iApproximate average salary by contribution assumption: employee only about $196,524 at 4% or $131,016 at 6%; with 50% employer match about $131,016 at 4% or $87,344 at 6%; with 100% employer match about $98,262 at 4% or $65,508 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-22$2,501,502$172,941$7,861iApproximate average salary by contribution assumption: employee only about $196,524 at 4% or $131,016 at 6%; with 50% employer match about $131,016 at 4% or $87,344 at 6%; with 100% employer match about $98,262 at 4% or $65,508 at 6%.
2010122$2,331,224$170,156$7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,937 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-22$2,331,224$170,156$7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,937 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
2009119$1,949,965$188,481$9,920iApproximate average salary by contribution assumption: employee only about $248,001 at 4% or $165,334 at 6%; with 50% employer match about $165,334 at 4% or $110,223 at 6%; with 100% employer match about $124,001 at 4% or $82,667 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-19$1,949,965$188,481$9,920iApproximate average salary by contribution assumption: employee only about $248,001 at 4% or $165,334 at 6%; with 50% employer match about $165,334 at 4% or $110,223 at 6%; with 100% employer match about $124,001 at 4% or $82,667 at 6%.
2008117$1,332,232$163,897$9,641iApproximate average salary by contribution assumption: employee only about $241,025 at 4% or $160,683 at 6%; with 50% employer match about $160,683 at 4% or $107,122 at 6%; with 100% employer match about $120,513 at 4% or $80,342 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-17$1,332,232$163,897$9,641iApproximate average salary by contribution assumption: employee only about $241,025 at 4% or $160,683 at 6%; with 50% employer match about $160,683 at 4% or $107,122 at 6%; with 100% employer match about $120,513 at 4% or $80,342 at 6%.
2007119$1,815,433$165,804$8,727iApproximate average salary by contribution assumption: employee only about $218,163 at 4% or $145,442 at 6%; with 50% employer match about $145,442 at 4% or $96,961 at 6%; with 100% employer match about $109,082 at 4% or $72,721 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-19$1,815,433$165,804$8,727iApproximate average salary by contribution assumption: employee only about $218,163 at 4% or $145,442 at 6%; with 50% employer match about $145,442 at 4% or $96,961 at 6%; with 100% employer match about $109,082 at 4% or $72,721 at 6%.
2006118$1,497,162$136,723$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,947 at 4% or $63,298 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-18$1,497,162$136,723$7,596iApproximate average salary by contribution assumption: employee only about $189,893 at 4% or $126,595 at 6%; with 50% employer match about $126,595 at 4% or $84,397 at 6%; with 100% employer match about $94,947 at 4% or $63,298 at 6%.
2005114$1,264,797$130,731$9,338iApproximate average salary by contribution assumption: employee only about $233,448 at 4% or $155,632 at 6%; with 50% employer match about $155,632 at 4% or $103,755 at 6%; with 100% employer match about $116,724 at 4% or $77,816 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-14$1,264,797$130,731$9,338iApproximate average salary by contribution assumption: employee only about $233,448 at 4% or $155,632 at 6%; with 50% employer match about $155,632 at 4% or $103,755 at 6%; with 100% employer match about $116,724 at 4% or $77,816 at 6%.
2004112$1,058,237$127,746$10,646iApproximate average salary by contribution assumption: employee only about $266,138 at 4% or $177,425 at 6%; with 50% employer match about $177,425 at 4% or $118,283 at 6%; with 100% employer match about $133,069 at 4% or $88,713 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-12$1,058,237$127,746$10,646iApproximate average salary by contribution assumption: employee only about $266,138 at 4% or $177,425 at 6%; with 50% employer match about $177,425 at 4% or $118,283 at 6%; with 100% employer match about $133,069 at 4% or $88,713 at 6%.
2003110$849,391$116,088$11,609iApproximate average salary by contribution assumption: employee only about $290,220 at 4% or $193,480 at 6%; with 50% employer match about $193,480 at 4% or $128,987 at 6%; with 100% employer match about $145,110 at 4% or $96,740 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-10$849,391$116,088$11,609iApproximate average salary by contribution assumption: employee only about $290,220 at 4% or $193,480 at 6%; with 50% employer match about $193,480 at 4% or $128,987 at 6%; with 100% employer match about $145,110 at 4% or $96,740 at 6%.
2002115$618,247$107,151$7,143iApproximate average salary by contribution assumption: employee only about $178,585 at 4% or $119,057 at 6%; with 50% employer match about $119,057 at 4% or $79,371 at 6%; with 100% employer match about $89,293 at 4% or $59,528 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-15$618,247$107,151$7,143iApproximate average salary by contribution assumption: employee only about $178,585 at 4% or $119,057 at 6%; with 50% employer match about $119,057 at 4% or $79,371 at 6%; with 100% employer match about $89,293 at 4% or $59,528 at 6%.
2001116$0$0-
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-16---
2000115$804,374$88,000$5,867iApproximate average salary by contribution assumption: employee only about $146,667 at 4% or $97,778 at 6%; with 50% employer match about $97,778 at 4% or $65,185 at 6%; with 100% employer match about $73,333 at 4% or $48,889 at 6%.
Holzhauer & Hewett, S.C. 401(K) Profit Sharing Plan-15$804,374$88,000$5,867iApproximate average salary by contribution assumption: employee only about $146,667 at 4% or $97,778 at 6%; with 50% employer match about $97,778 at 4% or $65,185 at 6%; with 100% employer match about $73,333 at 4% or $48,889 at 6%.