Koch Automotive Group 401(K) Plan — Form 5500 plan (Koch Holdings Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Koch Automotive Group 401(K) Plan is a benefit plan reported by Koch Holdings Inc. under EIN 23-2771501 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $12,381,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koch Holdings Inc.
- EIN
- 23-2771501
- Plan number
- 001
- Plan type
- 2
- Location
- Easton, PA
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $12,381,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20240925072218NAL0013951985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,381,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,381,549
- Net assets (BOY)
- $9,624,594
Income & contributions
- Employer contributions
- $101,955
- Participant contributions
- $1,669,466
- Total contributions
- $2,000,186
- Total income / additions
- $3,866,479
Expenses & distributions
- Benefits paid
- $1,096,626
- Administrative expenses
- $9,655
- Total expenses
- $1,109,524
- Net increase / (decrease)
- $2,756,955
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $9,655 | $0 | 2023 |