Logo

HERZOG CONTRACTING CORP 401K PLAN 401k Plan overview

Plan NameHERZOG CONTRACTING CORP 401K PLAN
Plan identification number 002

HERZOG CONTRACTING CORP 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HERZOG CONTRACTING CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HERZOG CONTRACTING CORPORATION
Employer identification number (EIN):430918005
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERZOG CONTRACTING CORP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SHANDA DURBIN SHANDA DURBIN2018-10-15
0022016-01-01MANDY THOMPSON MANDY THOMPSON2017-10-16
0022015-01-01MANDY THOMPSON MANDY THOMPSON2016-10-17
0022014-01-01MANDY THOMPSON ARTHUR W. VANMETER2015-10-15
0022013-01-01MANDY THOMPSON MANDY THOMPSON2014-10-15
0022012-01-01ARTHUR W. VANMETER ARTHUR W. VANMETER2013-07-31
0022011-01-01ARTHUR W. VANMETER ARTHUR W. VANMETER2012-07-30
0022010-01-01ARTHUR W. VANMETER ARTHUR W. VANMETER2011-07-28
0022009-01-01ARTHUR W. VANMETER ARTHUR W. VANMETER2010-07-26

Plan Statistics for HERZOG CONTRACTING CORP 401K PLAN

401k plan membership statisitcs for HERZOG CONTRACTING CORP 401K PLAN

Measure Date Value
2022: HERZOG CONTRACTING CORP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,681
Total number of active participants reported on line 7a of the Form 55002022-01-011,355
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-01332
Total of all active and inactive participants2022-01-011,744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-011,753
Number of participants with account balances2022-01-011,634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: HERZOG CONTRACTING CORP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,645
Total number of active participants reported on line 7a of the Form 55002021-01-011,319
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01355
Total of all active and inactive participants2021-01-011,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-011,684
Number of participants with account balances2021-01-011,587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: HERZOG CONTRACTING CORP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,578
Total number of active participants reported on line 7a of the Form 55002020-01-011,364
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01281
Total of all active and inactive participants2020-01-011,646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-011,649
Number of participants with account balances2020-01-011,562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0135
2019: HERZOG CONTRACTING CORP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,241
Total number of active participants reported on line 7a of the Form 55002019-01-011,340
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01240
Total of all active and inactive participants2019-01-011,580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,581
Number of participants with account balances2019-01-011,474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0179
2018: HERZOG CONTRACTING CORP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,424
Total number of active participants reported on line 7a of the Form 55002018-01-011,122
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01159
Total of all active and inactive participants2018-01-011,289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-011,293
Number of participants with account balances2018-01-011,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01106
2017: HERZOG CONTRACTING CORP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,423
Total number of active participants reported on line 7a of the Form 55002017-01-011,161
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01168
Total of all active and inactive participants2017-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,334
Number of participants with account balances2017-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01114
2016: HERZOG CONTRACTING CORP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,461
Total number of active participants reported on line 7a of the Form 55002016-01-011,147
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01143
Total of all active and inactive participants2016-01-011,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,293
Number of participants with account balances2016-01-011,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0183
2015: HERZOG CONTRACTING CORP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,404
Total number of active participants reported on line 7a of the Form 55002015-01-011,089
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01265
Total of all active and inactive participants2015-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,355
Number of participants with account balances2015-01-011,202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01124
2014: HERZOG CONTRACTING CORP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,316
Total number of active participants reported on line 7a of the Form 55002014-01-01997
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01218
Total of all active and inactive participants2014-01-011,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,217
Number of participants with account balances2014-01-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0172
2013: HERZOG CONTRACTING CORP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,396
Total number of active participants reported on line 7a of the Form 55002013-01-011,002
Number of other retired or separated participants entitled to future benefits2013-01-01262
Total of all active and inactive participants2013-01-011,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,265
Number of participants with account balances2013-01-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01110
2012: HERZOG CONTRACTING CORP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,235
Total number of active participants reported on line 7a of the Form 55002012-01-011,040
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01234
Total of all active and inactive participants2012-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,275
Number of participants with account balances2012-01-011,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01103
2011: HERZOG CONTRACTING CORP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,135
Total number of active participants reported on line 7a of the Form 55002011-01-01884
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01203
Total of all active and inactive participants2011-01-011,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,089
Number of participants with account balances2011-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01111
2010: HERZOG CONTRACTING CORP 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,010
Total number of active participants reported on line 7a of the Form 55002010-01-01914
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01112
Total of all active and inactive participants2010-01-011,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,027
Number of participants with account balances2010-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0137
2009: HERZOG CONTRACTING CORP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01894
Total number of active participants reported on line 7a of the Form 55002009-01-01841
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01902
Number of participants with account balances2009-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on HERZOG CONTRACTING CORP 401K PLAN

Measure Date Value
2022 : HERZOG CONTRACTING CORP 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$206,916
Total transfer of assets from this plan2022-12-31$897,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,792,277
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,959,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,737,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,507,807
Value of total assets at end of year2022-12-31$101,609,761
Value of total assets at beginning of year2022-12-31$117,051,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$221,823
Total interest from all sources2022-12-31$147,772
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,325,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,325,449
Administrative expenses professional fees incurred2022-12-31$50,600
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,373,355
Participant contributions at end of year2022-12-31$3,303,070
Participant contributions at beginning of year2022-12-31$2,933,385
Participant contributions at end of year2022-12-31$171,340
Participant contributions at beginning of year2022-12-31$164,751
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$770,442
Administrative expenses (other) incurred2022-12-31$171,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,751,585
Value of net assets at end of year (total assets less liabilities)2022-12-31$101,609,761
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$117,051,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$83,668,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,205,339
Value of interest in pooled separate accounts at end of year2022-12-31$10,054,126
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,146,798
Interest on participant loans2022-12-31$147,772
Value of interest in common/collective trusts at end of year2022-12-31$2,744,235
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,001,819
Net investment gain/loss from pooled separate accounts2022-12-31$346,234
Net investment gain or loss from common/collective trusts2022-12-31$-1,117,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,364,010
Employer contributions (assets) at end of year2022-12-31$1,668,387
Employer contributions (assets) at beginning of year2022-12-31$1,601,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,737,485
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : HERZOG CONTRACTING CORP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$275,314
Total transfer of assets from this plan2021-12-31$126,918
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$30,318,270
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,231,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,986,187
Expenses. Certain deemed distributions of participant loans2021-12-31$3,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,443,781
Value of total assets at end of year2021-12-31$117,051,496
Value of total assets at beginning of year2021-12-31$96,816,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$241,824
Total interest from all sources2021-12-31$136,233
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,468,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,468,217
Administrative expenses professional fees incurred2021-12-31$50,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,743,788
Participant contributions at end of year2021-12-31$2,933,385
Participant contributions at beginning of year2021-12-31$2,563,248
Participant contributions at end of year2021-12-31$164,751
Participant contributions at beginning of year2021-12-31$137,375
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$525,717
Administrative expenses (other) incurred2021-12-31$191,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,087,047
Value of net assets at end of year (total assets less liabilities)2021-12-31$117,051,496
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$96,816,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$105,205,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,677,842
Value of interest in pooled separate accounts at end of year2021-12-31$7,146,798
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,851,294
Interest on participant loans2021-12-31$136,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,024,822
Net investment gain/loss from pooled separate accounts2021-12-31$245,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,174,276
Employer contributions (assets) at end of year2021-12-31$1,601,223
Employer contributions (assets) at beginning of year2021-12-31$1,586,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,986,187
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : HERZOG CONTRACTING CORP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$129,984
Total transfer of assets from this plan2020-12-31$246,561
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$28,895,363
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,921,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,709,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,499,907
Value of total assets at end of year2020-12-31$96,816,053
Value of total assets at beginning of year2020-12-31$74,958,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$212,032
Total interest from all sources2020-12-31$129,668
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,401,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,401,799
Administrative expenses professional fees incurred2020-12-31$51,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,525,003
Participant contributions at end of year2020-12-31$2,563,248
Participant contributions at beginning of year2020-12-31$1,936,821
Participant contributions at end of year2020-12-31$137,375
Participant contributions at beginning of year2020-12-31$208
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$252,069
Administrative expenses (other) incurred2020-12-31$160,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,974,210
Value of net assets at end of year (total assets less liabilities)2020-12-31$96,816,053
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$74,958,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,677,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,662,436
Value of interest in pooled separate accounts at end of year2020-12-31$6,851,294
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,273,680
Interest on participant loans2020-12-31$129,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,623,837
Net investment gain/loss from pooled separate accounts2020-12-31$240,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,722,835
Employer contributions (assets) at end of year2020-12-31$1,586,294
Employer contributions (assets) at beginning of year2020-12-31$1,085,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,709,121
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : HERZOG CONTRACTING CORP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$245,237
Total transfer of assets from this plan2019-12-31$601,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,553
Total income from all sources (including contributions)2019-12-31$24,796,367
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,343,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,159,096
Expenses. Certain deemed distributions of participant loans2019-12-31$15,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,086,914
Value of total assets at end of year2019-12-31$74,958,420
Value of total assets at beginning of year2019-12-31$54,882,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$169,283
Total interest from all sources2019-12-31$117,420
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,300,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,300,889
Administrative expenses professional fees incurred2019-12-31$38,400
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,255,746
Participant contributions at end of year2019-12-31$1,936,821
Participant contributions at beginning of year2019-12-31$2,039,283
Participant contributions at end of year2019-12-31$208
Participant contributions at beginning of year2019-12-31$100,279
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,085,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$20,553
Administrative expenses (other) incurred2019-12-31$130,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$20,452,804
Value of net assets at end of year (total assets less liabilities)2019-12-31$74,958,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,861,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,662,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$5,273,680
Value of interest in pooled separate accounts at beginning of year2019-12-31$51,623,459
Interest on participant loans2019-12-31$117,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,090,165
Net investment gain/loss from pooled separate accounts2019-12-31$200,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,745,187
Employer contributions (assets) at end of year2019-12-31$1,085,275
Employer contributions (assets) at beginning of year2019-12-31$1,119,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,159,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : HERZOG CONTRACTING CORP 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,085,953
Total unrealized appreciation/depreciation of assets2018-12-31$-3,085,953
Total transfer of assets to this plan2018-12-31$319,369
Total transfer of assets from this plan2018-12-31$368,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$958,956
Total income from all sources (including contributions)2018-12-31$4,308,479
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,120,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$6,088,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,294,073
Value of total assets at end of year2018-12-31$54,882,380
Value of total assets at beginning of year2018-12-31$57,681,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,706
Total interest from all sources2018-12-31$100,359
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,674,032
Participant contributions at end of year2018-12-31$2,039,283
Participant contributions at beginning of year2018-12-31$1,913,340
Participant contributions at end of year2018-12-31$100,279
Participant contributions at beginning of year2018-12-31$93,411
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$490,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$20,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$958,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,811,544
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,861,827
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$56,722,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$31,706
Value of interest in pooled separate accounts at end of year2018-12-31$51,623,459
Value of interest in pooled separate accounts at beginning of year2018-12-31$49,167,757
Interest on participant loans2018-12-31$100,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,435,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,129,553
Employer contributions (assets) at end of year2018-12-31$1,119,359
Employer contributions (assets) at beginning of year2018-12-31$1,071,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,088,317
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : HERZOG CONTRACTING CORP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$373,558
Total transfer of assets from this plan2017-12-31$1,108,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$958,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,973
Total income from all sources (including contributions)2017-12-31$15,071,040
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,837,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,792,240
Value of total corrective distributions2017-12-31$828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,965,864
Value of total assets at end of year2017-12-31$57,681,120
Value of total assets at beginning of year2017-12-31$46,230,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,022
Total interest from all sources2017-12-31$76,715
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,001,808
Participant contributions at end of year2017-12-31$1,913,340
Participant contributions at beginning of year2017-12-31$1,430,435
Participant contributions at end of year2017-12-31$93,411
Participant contributions at beginning of year2017-12-31$86,970
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$894,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$958,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,973
Other income not declared elsewhere2017-12-31$8,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$11,233,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$56,722,164
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$46,223,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,472
Value of interest in pooled separate accounts at end of year2017-12-31$49,167,757
Value of interest in pooled separate accounts at beginning of year2017-12-31$38,200,920
Interest on participant loans2017-12-31$76,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,435,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,530,500
Net investment gain or loss from common/collective trusts2017-12-31$8,020,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,069,438
Employer contributions (assets) at end of year2017-12-31$1,071,494
Employer contributions (assets) at beginning of year2017-12-31$981,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,792,240
Contract administrator fees2017-12-31$9,550
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : HERZOG CONTRACTING CORP 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$37,338
Total transfer of assets from this plan2016-12-31$63
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,735
Total income from all sources (including contributions)2016-12-31$8,540,450
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,337,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,234,772
Value of total corrective distributions2016-12-31$4,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,804,725
Value of total assets at end of year2016-12-31$46,230,223
Value of total assets at beginning of year2016-12-31$40,987,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$98,375
Total interest from all sources2016-12-31$60,404
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$68,082
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,572,563
Participant contributions at end of year2016-12-31$1,430,435
Participant contributions at beginning of year2016-12-31$1,394,558
Participant contributions at end of year2016-12-31$86,970
Participant contributions at beginning of year2016-12-31$76,932
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$250,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$4,735
Other income not declared elsewhere2016-12-31$16,276
Administrative expenses (other) incurred2016-12-31$30,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,202,947
Value of net assets at end of year (total assets less liabilities)2016-12-31$46,223,250
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,983,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$38,200,920
Value of interest in pooled separate accounts at beginning of year2016-12-31$34,166,844
Interest on participant loans2016-12-31$60,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,530,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,445,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,659,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$981,398
Employer contributions (assets) at end of year2016-12-31$981,398
Employer contributions (assets) at beginning of year2016-12-31$904,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,234,772
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : HERZOG CONTRACTING CORP 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-593,341
Total unrealized appreciation/depreciation of assets2015-12-31$-593,341
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$6,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,981
Total income from all sources (including contributions)2015-12-31$4,973,868
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,332,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,262,673
Value of total corrective distributions2015-12-31$57
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,513,621
Value of total assets at end of year2015-12-31$40,987,763
Value of total assets at beginning of year2015-12-31$39,349,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$69,297
Total interest from all sources2015-12-31$53,588
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$37,119
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,240,442
Participant contributions at end of year2015-12-31$1,394,558
Participant contributions at beginning of year2015-12-31$1,268,645
Participant contributions at end of year2015-12-31$76,932
Participant contributions at beginning of year2015-12-31$83,405
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$369,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$4,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,981
Administrative expenses (other) incurred2015-12-31$32,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,641,841
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,983,028
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,347,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$34,166,844
Value of interest in pooled separate accounts at beginning of year2015-12-31$32,741,059
Interest on participant loans2015-12-31$53,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,445,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,453,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$904,010
Employer contributions (assets) at end of year2015-12-31$904,010
Employer contributions (assets) at beginning of year2015-12-31$803,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,262,673
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HERZOG CONTRACTING CORP 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$68
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$423
Total income from all sources (including contributions)2014-12-31$6,540,741
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,971,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,903,060
Value of total corrective distributions2014-12-31$22,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,580,204
Value of total assets at end of year2014-12-31$39,349,751
Value of total assets at beginning of year2014-12-31$34,778,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$46,284
Total interest from all sources2014-12-31$43,052
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$22,993
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,734,078
Participant contributions at end of year2014-12-31$1,268,645
Participant contributions at beginning of year2014-12-31$934,653
Participant contributions at end of year2014-12-31$83,405
Participant contributions at beginning of year2014-12-31$4,975
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$423
Other income not declared elsewhere2014-12-31$-3,594
Administrative expenses (other) incurred2014-12-31$23,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,569,381
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,347,770
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,778,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$32,741,059
Value of interest in pooled separate accounts at beginning of year2014-12-31$28,901,215
Interest on participant loans2014-12-31$43,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,453,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,234,962
Net investment gain/loss from pooled separate accounts2014-12-31$1,921,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$803,108
Employer contributions (assets) at end of year2014-12-31$803,108
Employer contributions (assets) at beginning of year2014-12-31$703,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,903,060
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : HERZOG CONTRACTING CORP 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$19,815
Total transfer of assets from this plan2013-12-31$530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,456
Total income from all sources (including contributions)2013-12-31$9,605,515
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,928,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,880,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,226,175
Value of total assets at end of year2013-12-31$34,778,880
Value of total assets at beginning of year2013-12-31$28,084,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$48,429
Total interest from all sources2013-12-31$36,412
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$29,133
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,515,575
Participant contributions at end of year2013-12-31$934,653
Participant contributions at beginning of year2013-12-31$761,380
Participant contributions at end of year2013-12-31$4,975
Participant contributions at beginning of year2013-12-31$12,076
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,456
Other income not declared elsewhere2013-12-31$-16,084
Administrative expenses (other) incurred2013-12-31$19,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,677,018
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,778,457
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,082,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$28,901,215
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,292,197
Interest on participant loans2013-12-31$36,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,234,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,248,010
Net investment gain/loss from pooled separate accounts2013-12-31$5,359,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$703,075
Employer contributions (assets) at end of year2013-12-31$703,075
Employer contributions (assets) at beginning of year2013-12-31$770,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,880,068
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : HERZOG CONTRACTING CORP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$22,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,332
Total income from all sources (including contributions)2012-12-31$8,131,870
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,250,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,206,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,092,225
Value of total assets at end of year2012-12-31$28,084,610
Value of total assets at beginning of year2012-12-31$21,224,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$43,709
Total interest from all sources2012-12-31$29,184
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$24,234
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,586,697
Participant contributions at end of year2012-12-31$761,380
Participant contributions at beginning of year2012-12-31$563,035
Participant contributions at end of year2012-12-31$12,076
Participant contributions at beginning of year2012-12-31$46,906
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$734,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,332
Other income not declared elsewhere2012-12-31$-20,873
Administrative expenses (other) incurred2012-12-31$19,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,881,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,082,154
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,223,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$22,292,197
Value of interest in pooled separate accounts at beginning of year2012-12-31$17,148,906
Interest on participant loans2012-12-31$29,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,248,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,855,999
Net investment gain/loss from pooled separate accounts2012-12-31$3,031,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$770,947
Employer contributions (assets) at end of year2012-12-31$770,947
Employer contributions (assets) at beginning of year2012-12-31$609,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,206,691
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : HERZOG CONTRACTING CORP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,524,782
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,264,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,225,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,957,133
Value of total assets at end of year2011-12-31$21,224,640
Value of total assets at beginning of year2011-12-31$18,963,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,466
Total interest from all sources2011-12-31$22,071
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$38,723
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,891,792
Participant contributions at end of year2011-12-31$563,035
Participant contributions at beginning of year2011-12-31$473,518
Participant contributions at end of year2011-12-31$46,906
Participant contributions at beginning of year2011-12-31$37,804
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$455,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,332
Other income not declared elsewhere2011-12-31$-11,333
Administrative expenses (other) incurred2011-12-31$743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,260,041
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,223,308
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,963,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$17,148,906
Value of interest in pooled separate accounts at beginning of year2011-12-31$15,807,796
Interest on participant loans2011-12-31$22,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,855,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,047,246
Net investment gain/loss from pooled separate accounts2011-12-31$-443,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$609,794
Employer contributions (assets) at end of year2011-12-31$609,794
Employer contributions (assets) at beginning of year2011-12-31$596,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,225,275
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : HERZOG CONTRACTING CORP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,506,033
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$665,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$624,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,495,558
Value of total assets at end of year2010-12-31$18,963,267
Value of total assets at beginning of year2010-12-31$14,122,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,139
Total interest from all sources2010-12-31$17,429
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$33,607
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,749,662
Participant contributions at end of year2010-12-31$473,518
Participant contributions at beginning of year2010-12-31$321,087
Participant contributions at end of year2010-12-31$37,804
Participant contributions at beginning of year2010-12-31$27,812
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$148,993
Other income not declared elsewhere2010-12-31$-13,938
Administrative expenses (other) incurred2010-12-31$7,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,840,431
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,963,267
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,122,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$15,807,796
Value of interest in pooled separate accounts at beginning of year2010-12-31$11,600,000
Interest on participant loans2010-12-31$17,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,047,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,751,000
Net investment gain/loss from pooled separate accounts2010-12-31$2,006,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$596,903
Employer contributions (assets) at end of year2010-12-31$596,903
Employer contributions (assets) at beginning of year2010-12-31$422,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$624,463
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for HERZOG CONTRACTING CORP 401K PLAN

2022: HERZOG CONTRACTING CORP 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERZOG CONTRACTING CORP 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERZOG CONTRACTING CORP 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERZOG CONTRACTING CORP 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HERZOG CONTRACTING CORP 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HERZOG CONTRACTING CORP 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HERZOG CONTRACTING CORP 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HERZOG CONTRACTING CORP 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HERZOG CONTRACTING CORP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERZOG CONTRACTING CORP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERZOG CONTRACTING CORP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERZOG CONTRACTING CORP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HERZOG CONTRACTING CORP 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HERZOG CONTRACTING CORP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21094
Policy instance 1
Insurance contract or identification numberSGIC 21094
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21094
Policy instance 1
Insurance contract or identification numberSGIC 21094
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21094
Policy instance 1
Insurance contract or identification numberSGIC 21094
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 21094
Policy instance 1
Insurance contract or identification numberSGIC 21094
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $75,420
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,913
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Number of Individuals Covered1693
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $71,330
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,917
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $64,864
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,579
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $71,487
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,693
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $78,056
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,056
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Number of Individuals Covered1193
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $67,327
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,327
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Number of Individuals Covered1032
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $53,253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number84063
Policy instance 1
Insurance contract or identification number84063
Number of Individuals Covered1015
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $40,984
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,984
Insurance broker organization code?3
Insurance broker nameGREG A. HARVEY

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1