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TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KOCH FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:KOCH FOUNDATION, INC.
Employer identification number (EIN):591885997
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about KOCH FOUNDATION, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1979-02-08
Company Identification Number: 745883
Legal Registered Office Address: 4421 NW 39TH AVE

GAINESVILLE

32606

More information about KOCH FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MONICA FOX2024-07-16
0012022-01-01MONICA FOX2023-07-11 MONICA FOX2023-07-11
0012021-01-01MONICA FOX2022-07-28
0012020-01-01MONICA FOX2021-05-13
0012019-01-01MONICA FOX2020-07-20
0012018-01-01MONICA FOX2019-05-29
0012017-01-01MONICA ROBERTS2018-05-08 MONICA ROBERTS2018-05-08
0012016-01-01MONICA ROBERTS2017-05-09 MONICA ROBERTS2017-05-09
0012015-01-01MONICA ROBERTS2016-06-16 MONICA ROBERTS2016-06-16
0012014-01-01MONICA ROBERTS2015-05-15 MONICA ROBERTS2015-05-15
0012013-01-01MONICA ROBERTS2014-05-28
0012012-01-01MONICA ROBERTS2013-04-16 MONICA ROBERTS2013-04-16
0012011-01-01MONICA ROBERTS2012-04-25
0012010-01-01MONICA FOX2011-05-16 MONICA FOX2011-05-16

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-082
Total number of particpants at end of year2025-07-082
Number of Participants With Account Balances2025-07-082
Total number of particpants at beginning of year2025-07-072
Total number of particpants at end of year2025-07-072
Number of Participants With Account Balances2025-07-072
2024: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-167
Total number of particpants at end of year2024-07-162
Number of Participants With Account Balances2024-07-162
2022: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-288
Total number of particpants at end of year2022-07-286
Number of Participants With Account Balances2022-07-286

Financial Data on TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0855
Net assets as of the end of the plan year2025-07-08629439
Total assets as of the beginning of the plan year2025-07-08510849
Value of plan covered by a fidelity bond2025-07-0860000
Participant contributions to plan in this plan year2025-07-0843142
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-08368
Other income to plan in this plan year2025-07-0833806
Plan net income in this plan year2025-07-08118590
Net assets as of the end of the plan year2025-07-08629439
Net assets as of the beginning of the plan year2025-07-08510849
Employer contributions to plan in this plan year2025-07-0841329
Fees paid to broker by Benefit Provider2025-07-0896
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0855
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-0755
Net assets as of the end of the plan year2025-07-07629439
Total assets as of the beginning of the plan year2025-07-07510849
Value of plan covered by a fidelity bond2025-07-0760000
Participant contributions to plan in this plan year2025-07-0743142
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-07368
Other income to plan in this plan year2025-07-0733806
Plan net income in this plan year2025-07-07118590
Net assets as of the end of the plan year2025-07-07629439
Net assets as of the beginning of the plan year2025-07-07510849
Employer contributions to plan in this plan year2025-07-0741329
Fees paid to broker by Benefit Provider2025-07-0796
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0755
2024 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1618885
Net assets as of the end of the plan year2024-07-16510849
Total assets as of the beginning of the plan year2024-07-16438003
Value of plan covered by a fidelity bond2024-07-1650000
Participant contributions to plan in this plan year2024-07-1633253
Other expenses paid from plan in this plan year2024-07-1612
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1633625
Plan net income in this plan year2024-07-1672846
Net assets as of the end of the plan year2024-07-16510849
Net assets as of the beginning of the plan year2024-07-16438003
Employer contributions to plan in this plan year2024-07-1624853
Fees paid to broker by Benefit Provider2024-07-1693
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-160
2022 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-2810
Net assets as of the end of the plan year2022-07-28424967
Total assets as of the beginning of the plan year2022-07-28368809
Value of plan covered by a fidelity bond2022-07-2850000
Participant contributions to plan in this plan year2022-07-2815516
Other expenses paid from plan in this plan year2022-07-2810
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-2818691
Plan net income in this plan year2022-07-2856158
Net assets as of the end of the plan year2022-07-28424967
Net assets as of the beginning of the plan year2022-07-28368809
Employer contributions to plan in this plan year2022-07-2821961
Fees paid to broker by Benefit Provider2022-07-2892

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