Civic Intelligence

H & W MANAGEMENT COMPANY

Plan context: H & W MANAGEMENT COMPANY 401(K) PLAN

EIN 61-1098284 • Lexington, KY • 12 filings • 4 plans

300 W Vine St Ste 806Lexington, KY 40507-1812
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$2,791,906

2025 Contributions

$183,845

Historical Graphs

Total Assets Over Time

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

$2,791,906$1,395,953$0201620212025YearValue
$2,791,906Latest year 2025

Participants Over Time

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

1580201620212025YearValue
15Latest 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
2025115$2,791,906$183,845$12,256iApproximate average salary by contribution assumption: employee only about $306,408 at 4% or $204,272 at 6%; with 50% employer match about $204,272 at 4% or $136,181 at 6%; with 100% employer match about $153,204 at 4% or $102,136 at 6%.
H & W MANAGEMENT COMPANY 401(K) PLAN-15$2,791,906$183,845$12,256iApproximate average salary by contribution assumption: employee only about $306,408 at 4% or $204,272 at 6%; with 50% employer match about $204,272 at 4% or $136,181 at 6%; with 100% employer match about $153,204 at 4% or $102,136 at 6%.
2024112$2,280,405$133,367$11,114iApproximate average salary by contribution assumption: employee only about $277,848 at 4% or $185,232 at 6%; with 50% employer match about $185,232 at 4% or $123,488 at 6%; with 100% employer match about $138,924 at 4% or $92,616 at 6%.
H & W MANAGEMENT COMPANY 401(K) PLAN-12$2,280,405$133,367$11,114iApproximate average salary by contribution assumption: employee only about $277,848 at 4% or $185,232 at 6%; with 50% employer match about $185,232 at 4% or $123,488 at 6%; with 100% employer match about $138,924 at 4% or $92,616 at 6%.
2023112$1,844,188$125,142$10,429iApproximate average salary by contribution assumption: employee only about $260,713 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%.
H & W MANAGEMENT COMPANY 401(K) PLAN-12$1,844,188$125,142$10,429iApproximate average salary by contribution assumption: employee only about $260,713 at 4% or $173,808 at 6%; with 50% employer match about $173,808 at 4% or $115,872 at 6%; with 100% employer match about $130,356 at 4% or $86,904 at 6%.
2022112$1,511,767$122,542$10,212iApproximate average salary by contribution assumption: employee only about $255,296 at 4% or $170,197 at 6%; with 50% employer match about $170,197 at 4% or $113,465 at 6%; with 100% employer match about $127,648 at 4% or $85,099 at 6%.
H & W MANAGEMENT COMPANY 401(K) PLAN-12$1,511,767$122,542$10,212iApproximate average salary by contribution assumption: employee only about $255,296 at 4% or $170,197 at 6%; with 50% employer match about $170,197 at 4% or $113,465 at 6%; with 100% employer match about $127,648 at 4% or $85,099 at 6%.
2021213$1,738,675$142,037$10,926iApproximate average salary by contribution assumption: employee only about $273,148 at 4% or $182,099 at 6%; with 50% employer match about $182,099 at 4% or $121,399 at 6%; with 100% employer match about $136,574 at 4% or $91,049 at 6%.
H & W MANAGEMENT 401(K)-13$1,738,675$131,752$10,135iApproximate average salary by contribution assumption: employee only about $253,369 at 4% or $168,913 at 6%; with 50% employer match about $168,913 at 4% or $112,609 at 6%; with 100% employer match about $126,685 at 4% or $84,456 at 6%.
H & W MANAGEMENT CBS BENEFIT PLAN-0$0$10,285-
2020213$1,396,867$266,311$20,485iApproximate average salary by contribution assumption: employee only about $512,137 at 4% or $341,424 at 6%; with 50% employer match about $341,424 at 4% or $227,616 at 6%; with 100% employer match about $256,068 at 4% or $170,712 at 6%.
H & W MANAGEMENT 401(K)-13$1,383,452$131,186$10,091iApproximate average salary by contribution assumption: employee only about $252,281 at 4% or $168,187 at 6%; with 50% employer match about $168,187 at 4% or $112,125 at 6%; with 100% employer match about $126,140 at 4% or $84,094 at 6%.
H & W MANAGEMENT CBS BENEFIT PLAN-13$13,415$135,125$10,394iApproximate average salary by contribution assumption: employee only about $259,856 at 4% or $173,237 at 6%; with 50% employer match about $173,237 at 4% or $115,491 at 6%; with 100% employer match about $129,928 at 4% or $86,619 at 6%.
2019114$1,000,222$127,155$9,083iApproximate average salary by contribution assumption: employee only about $227,063 at 4% or $151,375 at 6%; with 50% employer match about $151,375 at 4% or $100,917 at 6%; with 100% employer match about $113,531 at 4% or $75,688 at 6%.
H & W MANAGEMENT 401(K)-14$1,000,222$127,155$9,083iApproximate average salary by contribution assumption: employee only about $227,063 at 4% or $151,375 at 6%; with 50% employer match about $151,375 at 4% or $100,917 at 6%; with 100% employer match about $113,531 at 4% or $75,688 at 6%.
2018113$686,014$114,501$8,808iApproximate average salary by contribution assumption: employee only about $220,194 at 4% or $146,796 at 6%; with 50% employer match about $146,796 at 4% or $97,864 at 6%; with 100% employer match about $110,097 at 4% or $73,398 at 6%.
H & W MANAGEMENT 401(K)-13$686,014$114,501$8,808iApproximate average salary by contribution assumption: employee only about $220,194 at 4% or $146,796 at 6%; with 50% employer match about $146,796 at 4% or $97,864 at 6%; with 100% employer match about $110,097 at 4% or $73,398 at 6%.
2017113$627,758$126,736$9,749iApproximate average salary by contribution assumption: employee only about $243,723 at 4% or $162,482 at 6%; with 50% employer match about $162,482 at 4% or $108,321 at 6%; with 100% employer match about $121,862 at 4% or $81,241 at 6%.
H & W MANAGEMENT 401(K)-13$627,758$126,736$9,749iApproximate average salary by contribution assumption: employee only about $243,723 at 4% or $162,482 at 6%; with 50% employer match about $162,482 at 4% or $108,321 at 6%; with 100% employer match about $121,862 at 4% or $81,241 at 6%.
2016111$410,153$366,270$33,297iApproximate average salary by contribution assumption: employee only about $832,432 at 4% or $554,955 at 6%; with 50% employer match about $554,955 at 4% or $369,970 at 6%; with 100% employer match about $416,216 at 4% or $277,477 at 6%.
H & W MANAGEMENT 401K-11$410,153$366,270$33,297iApproximate average salary by contribution assumption: employee only about $832,432 at 4% or $554,955 at 6%; with 50% employer match about $554,955 at 4% or $369,970 at 6%; with 100% employer match about $416,216 at 4% or $277,477 at 6%.