Koch & Co., Inc. 401(K) Plan — Form 5500 plan (Koch & Co., 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 & Co., Inc. 401(K) Plan is a benefit plan reported by Koch & Co., Inc. under EIN 48-1090100 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $16,207,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Koch & Co., Inc.
EIN
48-1090100
Plan number
001
Plan type
2
Location
Seneca, KS
Latest filing year
2023
Participants
652
End-of-year plan assets
$16,207,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20240626052315NAL0011779600001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,207,974
Total liabilities (EOY)
$0
Net assets (EOY)
$16,207,974
Net assets (BOY)
$12,609,036

Income & contributions

Employer contributions
$573,342
Participant contributions
$1,583,746
Total contributions
$2,186,169
Total income / additions
$4,757,224

Expenses & distributions

Benefits paid
$1,079,144
Administrative expenses
$74,731
Total expenses
$1,158,286
Net increase / (decrease)
$3,598,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$38,646$02023
Stifel NicolausINVESTMENT/FINANCIAL ADVI$36,084$02023

Related Form 5500 pages