Civic Intelligence

Winona Agency, Inc.

Plan context: Employee Stock Ownership Plan Esop of Winona Agency Inc.

EIN 41-0902639 • Winona, MN • 29 filings • 5 plans

174 Center St. PO Box 919Winona, MN 55987
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$12,244,065

2024 Contributions

$1,135,016

Historical Graphs

Total Assets Over Time

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

$12,244,065$6,122,033$0199920132024YearValue
$12,244,065Latest year 2024

Participants Over Time

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

64320199920122024YearValue
64Latest 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
2024264$12,244,065$1,135,016$17,735iApproximate average salary by contribution assumption: employee only about $443,366 at 4% or $295,577 at 6%; with 50% employer match about $295,577 at 4% or $197,051 at 6%; with 100% employer match about $221,683 at 4% or $147,789 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-52$10,500,697$626,463$12,047iApproximate average salary by contribution assumption: employee only about $301,184 at 4% or $200,789 at 6%; with 50% employer match about $200,789 at 4% or $133,860 at 6%; with 100% employer match about $150,592 at 4% or $100,395 at 6%.
Winona Agency Inc. 401(K) Savings Plan-64$1,743,368$508,553$7,946iApproximate average salary by contribution assumption: employee only about $198,654 at 4% or $132,436 at 6%; with 50% employer match about $132,436 at 4% or $88,290 at 6%; with 100% employer match about $99,327 at 4% or $66,218 at 6%.
2023261$10,213,150$1,272,151$20,855iApproximate average salary by contribution assumption: employee only about $521,373 at 4% or $347,582 at 6%; with 50% employer match about $347,582 at 4% or $231,721 at 6%; with 100% employer match about $260,687 at 4% or $173,791 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-51$9,067,001$621,510$12,186iApproximate average salary by contribution assumption: employee only about $304,662 at 4% or $203,108 at 6%; with 50% employer match about $203,108 at 4% or $135,405 at 6%; with 100% employer match about $152,331 at 4% or $101,554 at 6%.
Winona Agency Inc. 401(K) Savings Plan-61$1,146,149$650,641$10,666iApproximate average salary by contribution assumption: employee only about $266,656 at 4% or $177,771 at 6%; with 50% employer match about $177,771 at 4% or $118,514 at 6%; with 100% employer match about $133,328 at 4% or $88,885 at 6%.
2022256$8,740,428$1,357,736$24,245iApproximate average salary by contribution assumption: employee only about $606,132 at 4% or $404,088 at 6%; with 50% employer match about $404,088 at 4% or $269,392 at 6%; with 100% employer match about $303,066 at 4% or $202,044 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-56$8,312,592$894,250$15,969iApproximate average salary by contribution assumption: employee only about $399,219 at 4% or $266,146 at 6%; with 50% employer match about $266,146 at 4% or $177,431 at 6%; with 100% employer match about $199,609 at 4% or $133,073 at 6%.
Winona Agency Inc. 401(K) Savings Plan-55$427,836$463,486$8,427iApproximate average salary by contribution assumption: employee only about $210,675 at 4% or $140,450 at 6%; with 50% employer match about $140,450 at 4% or $93,634 at 6%; with 100% employer match about $105,338 at 4% or $70,225 at 6%.
2021148$7,685,533$852,434$17,759iApproximate average salary by contribution assumption: employee only about $443,976 at 4% or $295,984 at 6%; with 50% employer match about $295,984 at 4% or $197,323 at 6%; with 100% employer match about $221,988 at 4% or $147,992 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-48$7,685,533$852,434$17,759iApproximate average salary by contribution assumption: employee only about $443,976 at 4% or $295,984 at 6%; with 50% employer match about $295,984 at 4% or $197,323 at 6%; with 100% employer match about $221,988 at 4% or $147,992 at 6%.
2020153$7,831,763$955,518$18,029iApproximate average salary by contribution assumption: employee only about $450,716 at 4% or $300,477 at 6%; with 50% employer match about $300,477 at 4% or $200,318 at 6%; with 100% employer match about $225,358 at 4% or $150,239 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-53$7,831,763$955,518$18,029iApproximate average salary by contribution assumption: employee only about $450,716 at 4% or $300,477 at 6%; with 50% employer match about $300,477 at 4% or $200,318 at 6%; with 100% employer match about $225,358 at 4% or $150,239 at 6%.
2019156$8,044,899$1,146,699$20,477iApproximate average salary by contribution assumption: employee only about $511,919 at 4% or $341,279 at 6%; with 50% employer match about $341,279 at 4% or $227,520 at 6%; with 100% employer match about $255,960 at 4% or $170,640 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-56$8,044,899$1,146,699$20,477iApproximate average salary by contribution assumption: employee only about $511,919 at 4% or $341,279 at 6%; with 50% employer match about $341,279 at 4% or $227,520 at 6%; with 100% employer match about $255,960 at 4% or $170,640 at 6%.
2018136$7,324,380$585,005$16,250iApproximate average salary by contribution assumption: employee only about $406,253 at 4% or $270,836 at 6%; with 50% employer match about $270,836 at 4% or $180,557 at 6%; with 100% employer match about $203,127 at 4% or $135,418 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-36$7,324,380$585,005$16,250iApproximate average salary by contribution assumption: employee only about $406,253 at 4% or $270,836 at 6%; with 50% employer match about $270,836 at 4% or $180,557 at 6%; with 100% employer match about $203,127 at 4% or $135,418 at 6%.
2017136$8,190,672$563,289$15,647iApproximate average salary by contribution assumption: employee only about $391,173 at 4% or $260,782 at 6%; with 50% employer match about $260,782 at 4% or $173,855 at 6%; with 100% employer match about $195,586 at 4% or $130,391 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-36$8,190,672$563,289$15,647iApproximate average salary by contribution assumption: employee only about $391,173 at 4% or $260,782 at 6%; with 50% employer match about $260,782 at 4% or $173,855 at 6%; with 100% employer match about $195,586 at 4% or $130,391 at 6%.
2016138$8,231,372$579,473$15,249iApproximate average salary by contribution assumption: employee only about $381,232 at 4% or $254,155 at 6%; with 50% employer match about $254,155 at 4% or $169,437 at 6%; with 100% employer match about $190,616 at 4% or $127,077 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-38$8,231,372$579,473$15,249iApproximate average salary by contribution assumption: employee only about $381,232 at 4% or $254,155 at 6%; with 50% employer match about $254,155 at 4% or $169,437 at 6%; with 100% employer match about $190,616 at 4% or $127,077 at 6%.
2015133$9,629,164$571,137$17,307iApproximate average salary by contribution assumption: employee only about $432,680 at 4% or $288,453 at 6%; with 50% employer match about $288,453 at 4% or $192,302 at 6%; with 100% employer match about $216,340 at 4% or $144,227 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-33$9,629,164$571,137$17,307iApproximate average salary by contribution assumption: employee only about $432,680 at 4% or $288,453 at 6%; with 50% employer match about $288,453 at 4% or $192,302 at 6%; with 100% employer match about $216,340 at 4% or $144,227 at 6%.
2014140$11,933,596$358,878$8,972iApproximate average salary by contribution assumption: employee only about $224,299 at 4% or $149,533 at 6%; with 50% employer match about $149,533 at 4% or $99,688 at 6%; with 100% employer match about $112,149 at 4% or $74,766 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-40$11,933,596$358,878$8,972iApproximate average salary by contribution assumption: employee only about $224,299 at 4% or $149,533 at 6%; with 50% employer match about $149,533 at 4% or $99,688 at 6%; with 100% employer match about $112,149 at 4% or $74,766 at 6%.
2013144$11,940,323$375,832$8,542iApproximate average salary by contribution assumption: employee only about $213,541 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-44$11,940,323$375,832$8,542iApproximate average salary by contribution assumption: employee only about $213,541 at 4% or $142,361 at 6%; with 50% employer match about $142,361 at 4% or $94,907 at 6%; with 100% employer match about $106,770 at 4% or $71,180 at 6%.
2012144$10,979,188$260,568$5,922iApproximate average salary by contribution assumption: employee only about $148,050 at 4% or $98,700 at 6%; with 50% employer match about $98,700 at 4% or $65,800 at 6%; with 100% employer match about $74,025 at 4% or $49,350 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-44$10,979,188$260,568$5,922iApproximate average salary by contribution assumption: employee only about $148,050 at 4% or $98,700 at 6%; with 50% employer match about $98,700 at 4% or $65,800 at 6%; with 100% employer match about $74,025 at 4% or $49,350 at 6%.
2011145$10,556,881$212,850$4,730iApproximate average salary by contribution assumption: employee only about $118,250 at 4% or $78,833 at 6%; with 50% employer match about $78,833 at 4% or $52,556 at 6%; with 100% employer match about $59,125 at 4% or $39,417 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-45$10,556,881$212,850$4,730iApproximate average salary by contribution assumption: employee only about $118,250 at 4% or $78,833 at 6%; with 50% employer match about $78,833 at 4% or $52,556 at 6%; with 100% employer match about $59,125 at 4% or $39,417 at 6%.
2010147$10,307,650$213,050$4,533iApproximate average salary by contribution assumption: employee only about $113,324 at 4% or $75,550 at 6%; with 50% employer match about $75,550 at 4% or $50,366 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-47$10,307,650$213,050$4,533iApproximate average salary by contribution assumption: employee only about $113,324 at 4% or $75,550 at 6%; with 50% employer match about $75,550 at 4% or $50,366 at 6%; with 100% employer match about $56,662 at 4% or $37,775 at 6%.
2009143$10,019,178$239,510$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-43$10,019,178$239,510$5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%.
2008143$9,904,841$215,517$5,012iApproximate average salary by contribution assumption: employee only about $125,301 at 4% or $83,534 at 6%; with 50% employer match about $83,534 at 4% or $55,689 at 6%; with 100% employer match about $62,650 at 4% or $41,767 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-43$9,904,841$215,517$5,012iApproximate average salary by contribution assumption: employee only about $125,301 at 4% or $83,534 at 6%; with 50% employer match about $83,534 at 4% or $55,689 at 6%; with 100% employer match about $62,650 at 4% or $41,767 at 6%.
2007140$0$0-
Employee Stock Ownership Plan Esop of Winona Agency Inc.-40---
2006138$10,789,492$300,058$7,896iApproximate average salary by contribution assumption: employee only about $197,407 at 4% or $131,604 at 6%; with 50% employer match about $131,604 at 4% or $87,736 at 6%; with 100% employer match about $98,703 at 4% or $65,802 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-38$10,789,492$300,058$7,896iApproximate average salary by contribution assumption: employee only about $197,407 at 4% or $131,604 at 6%; with 50% employer match about $131,604 at 4% or $87,736 at 6%; with 100% employer match about $98,703 at 4% or $65,802 at 6%.
2005140$9,389,206$390,512$9,763iApproximate average salary by contribution assumption: employee only about $244,070 at 4% or $162,713 at 6%; with 50% employer match about $162,713 at 4% or $108,476 at 6%; with 100% employer match about $122,035 at 4% or $81,357 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-40$9,389,206$390,512$9,763iApproximate average salary by contribution assumption: employee only about $244,070 at 4% or $162,713 at 6%; with 50% employer match about $162,713 at 4% or $108,476 at 6%; with 100% employer match about $122,035 at 4% or $81,357 at 6%.
2004138$7,911,078$315,551$8,304iApproximate average salary by contribution assumption: employee only about $207,599 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,266 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-38$7,911,078$315,551$8,304iApproximate average salary by contribution assumption: employee only about $207,599 at 4% or $138,400 at 6%; with 50% employer match about $138,400 at 4% or $92,266 at 6%; with 100% employer match about $103,800 at 4% or $69,200 at 6%.
2003134$0$0-
Employee Stock Ownership Plan Esop of Winona Agency Inc.-34---
2002129$5,943,202$272,922$9,411iApproximate average salary by contribution assumption: employee only about $235,278 at 4% or $156,852 at 6%; with 50% employer match about $156,852 at 4% or $104,568 at 6%; with 100% employer match about $117,639 at 4% or $78,426 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-29$5,943,202$272,922$9,411iApproximate average salary by contribution assumption: employee only about $235,278 at 4% or $156,852 at 6%; with 50% employer match about $156,852 at 4% or $104,568 at 6%; with 100% employer match about $117,639 at 4% or $78,426 at 6%.
2001127$0$0-
Employee Stock Ownership Plan Esop of Winona Agency Inc.-27---
2000129$5,549,837$242,323$8,356iApproximate average salary by contribution assumption: employee only about $208,899 at 4% or $139,266 at 6%; with 50% employer match about $139,266 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-29$5,549,837$242,323$8,356iApproximate average salary by contribution assumption: employee only about $208,899 at 4% or $139,266 at 6%; with 50% employer match about $139,266 at 4% or $92,844 at 6%; with 100% employer match about $104,450 at 4% or $69,633 at 6%.
1999131$5,002,960$220,888$7,125iApproximate average salary by contribution assumption: employee only about $178,135 at 4% or $118,757 at 6%; with 50% employer match about $118,757 at 4% or $79,171 at 6%; with 100% employer match about $89,068 at 4% or $59,378 at 6%.
Employee Stock Ownership Plan Esop of Winona Agency Inc.-31$5,002,960$220,888$7,125iApproximate average salary by contribution assumption: employee only about $178,135 at 4% or $118,757 at 6%; with 50% employer match about $118,757 at 4% or $79,171 at 6%; with 100% employer match about $89,068 at 4% or $59,378 at 6%.