Plan5500

Herzog Contracting Corp. 401(K) Plan — Form 5500 plan (Herzog Contracting Corp.)

Plain-English plan 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, Herzog Contracting Corp. 401(K) Plan is a benefit plan reported by Herzog Contracting Corp. under EIN 43-0918005 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,750 participants and $126,262,327 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Herzog Contracting Corp.
EIN
43-0918005
Plan number
002
Plan type
2
Location
St Joseph, MO
Latest filing year
2023
Participants
1,750
End-of-year plan assets
$126,262,327

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,750H, C20241015080348NAL0028970865001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$126,262,327
Total liabilities (EOY)
$0
Net assets (EOY)
$126,262,327
Net assets (BOY)
$101,609,761

Income & contributions

Employer contributions
$6,897,290
Participant contributions
$11,371,512
Total contributions
$18,666,495
Total income / additions
$37,017,386

Expenses & distributions

Benefits paid
$10,054,835
Administrative expenses
$243,111
Total expenses
$10,302,614
Net increase / (decrease)
$26,714,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$192,140$02023
Ima Wealth IncNONE$50,000not reported in the loaded dataset2023

Related Form 5500 pages