Civic Intelligence

J. Herzog & Sons Inc.

Plan context: J. Herzog & Sons Inc. 401(K) Plan

EIN 84-0903728 • Denver, CO • 27 filings • 3 plans

1720 S. Bellaire St. Suite 1209Denver, CO 80222
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$2,369,106

2024 Contributions

$63,162

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,956,945$1,478,473$0199920122024YearValue
$2,369,106Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

3041520199920122024YearValue
16Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024116$2,369,106$63,162$3,948iApproximate average salary by contribution assumption: employee only about $98,691 at 4% or $65,794 at 6%; with 50% employer match about $65,794 at 4% or $43,863 at 6%; with 100% employer match about $49,345 at 4% or $32,897 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-16$2,369,106$63,162$3,948iApproximate average salary by contribution assumption: employee only about $98,691 at 4% or $65,794 at 6%; with 50% employer match about $65,794 at 4% or $43,863 at 6%; with 100% employer match about $49,345 at 4% or $32,897 at 6%.
2023116$1,761,211$52,506$3,282iApproximate average salary by contribution assumption: employee only about $82,041 at 4% or $54,694 at 6%; with 50% employer match about $54,694 at 4% or $36,463 at 6%; with 100% employer match about $41,020 at 4% or $27,347 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-16$1,761,211$52,506$3,282iApproximate average salary by contribution assumption: employee only about $82,041 at 4% or $54,694 at 6%; with 50% employer match about $54,694 at 4% or $36,463 at 6%; with 100% employer match about $41,020 at 4% or $27,347 at 6%.
2022116$1,911,943$228,891$14,306iApproximate average salary by contribution assumption: employee only about $357,642 at 4% or $238,428 at 6%; with 50% employer match about $238,428 at 4% or $158,952 at 6%; with 100% employer match about $178,821 at 4% or $119,214 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-16$1,911,943$228,891$14,306iApproximate average salary by contribution assumption: employee only about $357,642 at 4% or $238,428 at 6%; with 50% employer match about $238,428 at 4% or $158,952 at 6%; with 100% employer match about $178,821 at 4% or $119,214 at 6%.
2021117$2,290,612$195,984$11,528iApproximate average salary by contribution assumption: employee only about $288,212 at 4% or $192,141 at 6%; with 50% employer match about $192,141 at 4% or $128,094 at 6%; with 100% employer match about $144,106 at 4% or $96,071 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-17$2,290,612$195,984$11,528iApproximate average salary by contribution assumption: employee only about $288,212 at 4% or $192,141 at 6%; with 50% employer match about $192,141 at 4% or $128,094 at 6%; with 100% employer match about $144,106 at 4% or $96,071 at 6%.
2020118$2,417,457$43,513$2,417iApproximate average salary by contribution assumption: employee only about $60,435 at 4% or $40,290 at 6%; with 50% employer match about $40,290 at 4% or $26,860 at 6%; with 100% employer match about $30,217 at 4% or $20,145 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-18$2,417,457$43,513$2,417iApproximate average salary by contribution assumption: employee only about $60,435 at 4% or $40,290 at 6%; with 50% employer match about $40,290 at 4% or $26,860 at 6%; with 100% employer match about $30,217 at 4% or $20,145 at 6%.
2019119$2,445,076$41,535$2,186iApproximate average salary by contribution assumption: employee only about $54,651 at 4% or $36,434 at 6%; with 50% employer match about $36,434 at 4% or $24,289 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-19$2,445,076$41,535$2,186iApproximate average salary by contribution assumption: employee only about $54,651 at 4% or $36,434 at 6%; with 50% employer match about $36,434 at 4% or $24,289 at 6%; with 100% employer match about $27,326 at 4% or $18,217 at 6%.
2018120$2,054,057$67,995$3,400iApproximate average salary by contribution assumption: employee only about $84,994 at 4% or $56,663 at 6%; with 50% employer match about $56,663 at 4% or $37,775 at 6%; with 100% employer match about $42,497 at 4% or $28,331 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-20$2,054,057$67,995$3,400iApproximate average salary by contribution assumption: employee only about $84,994 at 4% or $56,663 at 6%; with 50% employer match about $56,663 at 4% or $37,775 at 6%; with 100% employer match about $42,497 at 4% or $28,331 at 6%.
2017135$2,488,966$146,786$4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,424 at 4% or $34,949 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-35$2,488,966$146,786$4,194iApproximate average salary by contribution assumption: employee only about $104,847 at 4% or $69,898 at 6%; with 50% employer match about $69,898 at 4% or $46,599 at 6%; with 100% employer match about $52,424 at 4% or $34,949 at 6%.
2016150$2,802,853$218,519$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-50$2,802,853$218,519$4,370iApproximate average salary by contribution assumption: employee only about $109,260 at 4% or $72,840 at 6%; with 50% employer match about $72,840 at 4% or $48,560 at 6%; with 100% employer match about $54,630 at 4% or $36,420 at 6%.
2015162$2,904,406$243,347$3,925iApproximate average salary by contribution assumption: employee only about $98,124 at 4% or $65,416 at 6%; with 50% employer match about $65,416 at 4% or $43,611 at 6%; with 100% employer match about $49,062 at 4% or $32,708 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-62$2,904,406$243,347$3,925iApproximate average salary by contribution assumption: employee only about $98,124 at 4% or $65,416 at 6%; with 50% employer match about $65,416 at 4% or $43,611 at 6%; with 100% employer match about $49,062 at 4% or $32,708 at 6%.
2014159$2,956,945$255,530$4,331iApproximate average salary by contribution assumption: employee only about $108,275 at 4% or $72,184 at 6%; with 50% employer match about $72,184 at 4% or $48,122 at 6%; with 100% employer match about $54,138 at 4% or $36,092 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-59$2,956,945$255,530$4,331iApproximate average salary by contribution assumption: employee only about $108,275 at 4% or $72,184 at 6%; with 50% employer match about $72,184 at 4% or $48,122 at 6%; with 100% employer match about $54,138 at 4% or $36,092 at 6%.
2013167$2,890,838$258,874$3,864iApproximate average salary by contribution assumption: employee only about $96,595 at 4% or $64,397 at 6%; with 50% employer match about $64,397 at 4% or $42,931 at 6%; with 100% employer match about $48,297 at 4% or $32,198 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-67$2,890,838$258,874$3,864iApproximate average salary by contribution assumption: employee only about $96,595 at 4% or $64,397 at 6%; with 50% employer match about $64,397 at 4% or $42,931 at 6%; with 100% employer match about $48,297 at 4% or $32,198 at 6%.
2012169$2,070,051$246,148$3,567iApproximate average salary by contribution assumption: employee only about $89,184 at 4% or $59,456 at 6%; with 50% employer match about $59,456 at 4% or $39,637 at 6%; with 100% employer match about $44,592 at 4% or $29,728 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-69$2,070,051$246,148$3,567iApproximate average salary by contribution assumption: employee only about $89,184 at 4% or $59,456 at 6%; with 50% employer match about $59,456 at 4% or $39,637 at 6%; with 100% employer match about $44,592 at 4% or $29,728 at 6%.
2011186$1,726,566$271,110$3,152iApproximate average salary by contribution assumption: employee only about $78,811 at 4% or $52,541 at 6%; with 50% employer match about $52,541 at 4% or $35,027 at 6%; with 100% employer match about $39,406 at 4% or $26,270 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-86$1,726,566$271,110$3,152iApproximate average salary by contribution assumption: employee only about $78,811 at 4% or $52,541 at 6%; with 50% employer match about $52,541 at 4% or $35,027 at 6%; with 100% employer match about $39,406 at 4% or $26,270 at 6%.
20101262$1,865,124$254,092$970iApproximate average salary by contribution assumption: employee only about $24,245 at 4% or $16,164 at 6%; with 50% employer match about $16,164 at 4% or $10,776 at 6%; with 100% employer match about $12,123 at 4% or $8,082 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-262$1,865,124$254,092$970iApproximate average salary by contribution assumption: employee only about $24,245 at 4% or $16,164 at 6%; with 50% employer match about $16,164 at 4% or $10,776 at 6%; with 100% employer match about $12,123 at 4% or $8,082 at 6%.
20091248$1,640,830$277,311$1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,636 at 6%; with 50% employer match about $18,636 at 4% or $12,424 at 6%; with 100% employer match about $13,977 at 4% or $9,318 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-248$1,640,830$277,311$1,118iApproximate average salary by contribution assumption: employee only about $27,955 at 4% or $18,636 at 6%; with 50% employer match about $18,636 at 4% or $12,424 at 6%; with 100% employer match about $13,977 at 4% or $9,318 at 6%.
20081266$1,196,694$293,825$1,105iApproximate average salary by contribution assumption: employee only about $27,615 at 4% or $18,410 at 6%; with 50% employer match about $18,410 at 4% or $12,273 at 6%; with 100% employer match about $13,808 at 4% or $9,205 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-266$1,196,694$293,825$1,105iApproximate average salary by contribution assumption: employee only about $27,615 at 4% or $18,410 at 6%; with 50% employer match about $18,410 at 4% or $12,273 at 6%; with 100% employer match about $13,808 at 4% or $9,205 at 6%.
20071304$1,487,426$268,428$883iApproximate average salary by contribution assumption: employee only about $22,075 at 4% or $14,716 at 6%; with 50% employer match about $14,716 at 4% or $9,811 at 6%; with 100% employer match about $11,037 at 4% or $7,358 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-304$1,487,426$268,428$883iApproximate average salary by contribution assumption: employee only about $22,075 at 4% or $14,716 at 6%; with 50% employer match about $14,716 at 4% or $9,811 at 6%; with 100% employer match about $11,037 at 4% or $7,358 at 6%.
20061293$1,286,424$247,864$846iApproximate average salary by contribution assumption: employee only about $21,149 at 4% or $14,099 at 6%; with 50% employer match about $14,099 at 4% or $9,399 at 6%; with 100% employer match about $10,574 at 4% or $7,050 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-293$1,286,424$247,864$846iApproximate average salary by contribution assumption: employee only about $21,149 at 4% or $14,099 at 6%; with 50% employer match about $14,099 at 4% or $9,399 at 6%; with 100% employer match about $10,574 at 4% or $7,050 at 6%.
20051164$1,101,684$249,598$1,522iApproximate average salary by contribution assumption: employee only about $38,048 at 4% or $25,366 at 6%; with 50% employer match about $25,366 at 4% or $16,910 at 6%; with 100% employer match about $19,024 at 4% or $12,683 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-164$1,101,684$249,598$1,522iApproximate average salary by contribution assumption: employee only about $38,048 at 4% or $25,366 at 6%; with 50% employer match about $25,366 at 4% or $16,910 at 6%; with 100% employer match about $19,024 at 4% or $12,683 at 6%.
20041137$882,593$241,599$1,763iApproximate average salary by contribution assumption: employee only about $44,087 at 4% or $29,392 at 6%; with 50% employer match about $29,392 at 4% or $19,594 at 6%; with 100% employer match about $22,044 at 4% or $14,696 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-137$882,593$241,599$1,763iApproximate average salary by contribution assumption: employee only about $44,087 at 4% or $29,392 at 6%; with 50% employer match about $29,392 at 4% or $19,594 at 6%; with 100% employer match about $22,044 at 4% or $14,696 at 6%.
20031138$639,781$205,539$1,489iApproximate average salary by contribution assumption: employee only about $37,235 at 4% or $24,824 at 6%; with 50% employer match about $24,824 at 4% or $16,549 at 6%; with 100% employer match about $18,618 at 4% or $12,412 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-138$639,781$205,539$1,489iApproximate average salary by contribution assumption: employee only about $37,235 at 4% or $24,824 at 6%; with 50% employer match about $24,824 at 4% or $16,549 at 6%; with 100% employer match about $18,618 at 4% or $12,412 at 6%.
20021151$365,056$174,052$1,153iApproximate average salary by contribution assumption: employee only about $28,817 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,606 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-151$365,056$174,052$1,153iApproximate average salary by contribution assumption: employee only about $28,817 at 4% or $19,211 at 6%; with 50% employer match about $19,211 at 4% or $12,807 at 6%; with 100% employer match about $14,408 at 4% or $9,606 at 6%.
2001280$297,037$109,279$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,766 at 6%; with 50% employer match about $22,766 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-80$297,037$109,279$1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,766 at 6%; with 50% employer match about $22,766 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%.
J HERZOG & SONS INC WELFARE PLAN-60---
2000148$256,911$85,862$1,789iApproximate average salary by contribution assumption: employee only about $44,720 at 4% or $29,813 at 6%; with 50% employer match about $29,813 at 4% or $19,875 at 6%; with 100% employer match about $22,360 at 4% or $14,907 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-48$256,911$85,862$1,789iApproximate average salary by contribution assumption: employee only about $44,720 at 4% or $29,813 at 6%; with 50% employer match about $29,813 at 4% or $19,875 at 6%; with 100% employer match about $22,360 at 4% or $14,907 at 6%.
1999135$251,125$122,481$3,499iApproximate average salary by contribution assumption: employee only about $87,486 at 4% or $58,324 at 6%; with 50% employer match about $58,324 at 4% or $38,883 at 6%; with 100% employer match about $43,743 at 4% or $29,162 at 6%.
J. Herzog & Sons Inc. 401(K) Plan-35$251,125$122,481$3,499iApproximate average salary by contribution assumption: employee only about $87,486 at 4% or $58,324 at 6%; with 50% employer match about $58,324 at 4% or $38,883 at 6%; with 100% employer match about $43,743 at 4% or $29,162 at 6%.