2023 Form 5500 filing — Herzog Contracting Corp. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015080348NAL0028970865001) for Herzog Contracting Corp. 401(K) Plan, reported by Herzog Contracting Corp. under EIN 43-0918005 and plan number 002. It reports 1,750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080348NAL0028970865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herzog Contracting Corp.
- EIN
- 43-0918005
- Plan number
- 002
- Location
- St Joseph, MO
- Participants
- 1,750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,262,327
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,262,327
- Employer contributions
- $6,897,290
- Participant contributions
- $11,371,512
- Total income / additions
- $37,017,386
- Benefits paid
- $10,054,835
- Administrative expenses
- $243,111
- Total expenses
- $10,302,614
- Net increase / (decrease)
- $26,714,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $192,140 | $0 |
| Ima Wealth Inc | NONE | $50,000 | not reported in the loaded dataset |