STANLEY M HERZOG CHARITABLE FOUNDATION
Plan context: STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN
EIN 81-4698720 • Smithville, MO • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
45
2025 Assets
$2,293,895
2025 Contributions
$571,077
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 45 | $2,293,895 | $571,077 | $12,691iApproximate average salary by contribution assumption: employee only about $317,265 at 4% or $211,510 at 6%; with 50% employer match about $211,510 at 4% or $141,007 at 6%; with 100% employer match about $158,633 at 4% or $105,755 at 6%. |
| STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN | - | 45 | $2,293,895 | $571,077 | $12,691iApproximate average salary by contribution assumption: employee only about $317,265 at 4% or $211,510 at 6%; with 50% employer match about $211,510 at 4% or $141,007 at 6%; with 100% employer match about $158,633 at 4% or $105,755 at 6%. |
| 2024 | 1 | 33 | $1,448,203 | $486,034 | $14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%. |
| STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN | - | 33 | $1,448,203 | $486,034 | $14,728iApproximate average salary by contribution assumption: employee only about $368,208 at 4% or $245,472 at 6%; with 50% employer match about $245,472 at 4% or $163,648 at 6%; with 100% employer match about $184,104 at 4% or $122,736 at 6%. |
| 2023 | 1 | 24 | $816,371 | $330,236 | $13,760iApproximate average salary by contribution assumption: employee only about $343,996 at 4% or $229,331 at 6%; with 50% employer match about $229,331 at 4% or $152,887 at 6%; with 100% employer match about $171,998 at 4% or $114,665 at 6%. |
| STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN | - | 24 | $816,371 | $330,236 | $13,760iApproximate average salary by contribution assumption: employee only about $343,996 at 4% or $229,331 at 6%; with 50% employer match about $229,331 at 4% or $152,887 at 6%; with 100% employer match about $171,998 at 4% or $114,665 at 6%. |
| 2022 | 1 | 14 | $379,978 | $324,433 | $23,174iApproximate average salary by contribution assumption: employee only about $579,345 at 4% or $386,230 at 6%; with 50% employer match about $386,230 at 4% or $257,487 at 6%; with 100% employer match about $289,672 at 4% or $193,115 at 6%. |
| STANLEY HERZOG CHARITABLE FOUNDATION 401(K) PLAN | - | 14 | $379,978 | $324,433 | $23,174iApproximate average salary by contribution assumption: employee only about $579,345 at 4% or $386,230 at 6%; with 50% employer match about $386,230 at 4% or $257,487 at 6%; with 100% employer match about $289,672 at 4% or $193,115 at 6%. |
| 2021 | 1 | 9 | $200,590 | $191,212 | $21,246iApproximate average salary by contribution assumption: employee only about $531,144 at 4% or $354,096 at 6%; with 50% employer match about $354,096 at 4% or $236,064 at 6%; with 100% employer match about $265,572 at 4% or $177,048 at 6%. |
| STANLEY M HERZOG CHARITABLE FO 401(K) PROFIT SHARING PLAN & TRUST | - | 9 | $200,590 | $191,212 | $21,246iApproximate average salary by contribution assumption: employee only about $531,144 at 4% or $354,096 at 6%; with 50% employer match about $354,096 at 4% or $236,064 at 6%; with 100% employer match about $265,572 at 4% or $177,048 at 6%. |