Nw Financial Holdings Inc.
Plan context: Nw Financial Holdings Inc. Employee Stock Ownership Plan
EIN 85-6198935 • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$3,543,012
2024 Contributions
$202,328
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $3,543,012 | $202,328 | $12,646iApproximate average salary by contribution assumption: employee only about $316,138 at 4% or $210,758 at 6%; with 50% employer match about $210,758 at 4% or $140,506 at 6%; with 100% employer match about $158,069 at 4% or $105,379 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 16 | $3,543,012 | $202,328 | $12,646iApproximate average salary by contribution assumption: employee only about $316,138 at 4% or $210,758 at 6%; with 50% employer match about $210,758 at 4% or $140,506 at 6%; with 100% employer match about $158,069 at 4% or $105,379 at 6%. |
| 2023 | 1 | 19 | $2,121,750 | $189,871 | $9,993iApproximate average salary by contribution assumption: employee only about $249,830 at 4% or $166,554 at 6%; with 50% employer match about $166,554 at 4% or $111,036 at 6%; with 100% employer match about $124,915 at 4% or $83,277 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 19 | $2,121,750 | $189,871 | $9,993iApproximate average salary by contribution assumption: employee only about $249,830 at 4% or $166,554 at 6%; with 50% employer match about $166,554 at 4% or $111,036 at 6%; with 100% employer match about $124,915 at 4% or $83,277 at 6%. |
| 2022 | 1 | 20 | $2,925,023 | $214,953 | $10,748iApproximate average salary by contribution assumption: employee only about $268,691 at 4% or $179,128 at 6%; with 50% employer match about $179,128 at 4% or $119,418 at 6%; with 100% employer match about $134,346 at 4% or $89,564 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 20 | $2,925,023 | $214,953 | $10,748iApproximate average salary by contribution assumption: employee only about $268,691 at 4% or $179,128 at 6%; with 50% employer match about $179,128 at 4% or $119,418 at 6%; with 100% employer match about $134,346 at 4% or $89,564 at 6%. |
| 2021 | 1 | 25 | $1,739,000 | $184 | $7iApproximate average salary by contribution assumption: employee only about $184 at 4% or $123 at 6%; with 50% employer match about $123 at 4% or $82 at 6%; with 100% employer match about $92 at 4% or $61 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 25 | $1,739,000 | $184 | $7iApproximate average salary by contribution assumption: employee only about $184 at 4% or $123 at 6%; with 50% employer match about $123 at 4% or $82 at 6%; with 100% employer match about $92 at 4% or $61 at 6%. |
| 2020 | 1 | 25 | $4,490,000 | $126 | $5iApproximate average salary by contribution assumption: employee only about $126 at 4% or $84 at 6%; with 50% employer match about $84 at 4% or $56 at 6%; with 100% employer match about $63 at 4% or $42 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 25 | $4,490,000 | $126 | $5iApproximate average salary by contribution assumption: employee only about $126 at 4% or $84 at 6%; with 50% employer match about $84 at 4% or $56 at 6%; with 100% employer match about $63 at 4% or $42 at 6%. |
| 2019 | 1 | 22 | $5,000 | $2,065 | $94iApproximate average salary by contribution assumption: employee only about $2,347 at 4% or $1,564 at 6%; with 50% employer match about $1,564 at 4% or $1,043 at 6%; with 100% employer match about $1,173 at 4% or $782 at 6%. |
| Nw Financial Holdings Inc. Employee Stock Ownership Plan | - | 22 | $5,000 | $2,065 | $94iApproximate average salary by contribution assumption: employee only about $2,347 at 4% or $1,564 at 6%; with 50% employer match about $1,564 at 4% or $1,043 at 6%; with 100% employer match about $1,173 at 4% or $782 at 6%. |