2023 Form 5500 filing — Koch Development Corporation 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240915130642NAL0000252291001) for Koch Development Corporation 401(K) Plan, reported by Koch Development Corporation under EIN 35-0809297 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.1MReported net assets$10,112,609
Participants174
Provider compensation$48.1K2 Schedule C row(s)$48,130
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240915130642NAL0000252291001
- Plan sponsor
- Koch Development Corporation
- EIN
- 35-0809297
- Plan number
- 002
- Location
- Santa Claus, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.1M total assets
Net assets$10.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,112,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,112,609
- Employer contributions
- $297,006
- Participant contributions
- $687,510
- Total income / additions
- $2,524,962
- Benefits paid
- $734,665
- Administrative expenses
- $48,130
- Total expenses
- $782,795
- Net increase / (decrease)
- $1,742,167
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,301 | $0 |
| German American Fin Adv And Tr Co | ADVISOR | $21,829 | not reported in the loaded dataset |