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  2. Ohnward Bancshares, Inc.
  • Retirement analytics
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Filings through Oct 24, 2026.

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Ohnward Bancshares, Inc.

EIN 42-0933516-financial services-Latest filing 2025
Plans
3
Retirement
2
$57.1M assets
Health & Benefits
1
$121K premiums
Participants
688
107 E. QUARRY ST - MAQUOKETA, IA 52060563-652-7821ohnward.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filings
#001401(k)-$43.8M - 325 part#002ESOP-$13.3M - 119 part#501Fully insured-$121K - 444 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $57.1M assets / 444 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$43.8M
  • PLAN AND TRUST (#002)$13.3M
Total $57.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)325
  • PLAN AND TRUST (#002)119
Total 444Select a row to open it

Benefits portfolio analytics

1 plan / $121K premiums / 444 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$121K
  • Long-term disability$121K
Total $121K2 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$43.8M
Participants325
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$13.3M
Participants119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

OHNWARD BANCSHARES INC LIFE AND DISABILITY PLAN

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$121K
Covered lives444
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN401(k)$43.8M3252025
#002OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$13.3M1192025
  • OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN$43.8M
    #001 · 401(k) · 2025325
  • OHNWARD BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST$13.3M
    #002 · ESOP · 2025119

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501OHNWARD BANCSHARES INC LIFE AND DISABILITY PLANFully insuredHARTFORD LIFE AND ACCIDENT$121K4442025
  • OHNWARD BANCSHARES INC LIFE AND DISABILITY PLAN$121K
    #501 · Fully insured · HARTFORD LIFE AND ACCIDENT · 2025444
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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