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| Plan Name | TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MONICA FOX | 2024-07-16 | ||
| 001 | 2022-01-01 | MONICA FOX | 2023-07-11 | MONICA FOX | 2023-07-11 |
| 001 | 2021-01-01 | MONICA FOX | 2022-07-28 | ||
| 001 | 2020-01-01 | MONICA FOX | 2021-05-13 | ||
| 001 | 2019-01-01 | MONICA FOX | 2020-07-20 | ||
| 001 | 2018-01-01 | MONICA FOX | 2019-05-29 | ||
| 001 | 2017-01-01 | MONICA ROBERTS | 2018-05-08 | MONICA ROBERTS | 2018-05-08 |
| 001 | 2016-01-01 | MONICA ROBERTS | 2017-05-09 | MONICA ROBERTS | 2017-05-09 |
| 001 | 2015-01-01 | MONICA ROBERTS | 2016-06-16 | MONICA ROBERTS | 2016-06-16 |
| 001 | 2014-01-01 | MONICA ROBERTS | 2015-05-15 | MONICA ROBERTS | 2015-05-15 |
| 001 | 2013-01-01 | MONICA ROBERTS | 2014-05-28 | ||
| 001 | 2012-01-01 | MONICA ROBERTS | 2013-04-16 | MONICA ROBERTS | 2013-04-16 |
| 001 | 2011-01-01 | MONICA ROBERTS | 2012-04-25 | ||
| 001 | 2010-01-01 | MONICA FOX | 2011-05-16 | MONICA FOX | 2011-05-16 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-08 | 2 |
| Total number of particpants at end of year | 2025-07-08 | 2 |
| Number of Participants With Account Balances | 2025-07-08 | 2 |
| Total number of particpants at beginning of year | 2025-07-07 | 2 |
| Total number of particpants at end of year | 2025-07-07 | 2 |
| Number of Participants With Account Balances | 2025-07-07 | 2 |
| 2024: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-16 | 7 |
| Total number of particpants at end of year | 2024-07-16 | 2 |
| Number of Participants With Account Balances | 2024-07-16 | 2 |
| 2022: TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-07-28 | 8 |
| Total number of particpants at end of year | 2022-07-28 | 6 |
| Number of Participants With Account Balances | 2022-07-28 | 6 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-08 | 55 |
| Net assets as of the end of the plan year | 2025-07-08 | 629439 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 510849 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 60000 |
| Participant contributions to plan in this plan year | 2025-07-08 | 43142 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 0 |
| Other contributions to plan in this plan year | 2025-07-08 | 368 |
| Other income to plan in this plan year | 2025-07-08 | 33806 |
| Plan net income in this plan year | 2025-07-08 | 118590 |
| Net assets as of the end of the plan year | 2025-07-08 | 629439 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 510849 |
| Employer contributions to plan in this plan year | 2025-07-08 | 41329 |
| Fees paid to broker by Benefit Provider | 2025-07-08 | 96 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-08 | 55 |
| Total transfers to/from plan in this plan year | 2025-07-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-07 | 55 |
| Net assets as of the end of the plan year | 2025-07-07 | 629439 |
| Total assets as of the beginning of the plan year | 2025-07-07 | 510849 |
| Value of plan covered by a fidelity bond | 2025-07-07 | 60000 |
| Participant contributions to plan in this plan year | 2025-07-07 | 43142 |
| Other expenses paid from plan in this plan year | 2025-07-07 | 0 |
| Other contributions to plan in this plan year | 2025-07-07 | 368 |
| Other income to plan in this plan year | 2025-07-07 | 33806 |
| Plan net income in this plan year | 2025-07-07 | 118590 |
| Net assets as of the end of the plan year | 2025-07-07 | 629439 |
| Net assets as of the beginning of the plan year | 2025-07-07 | 510849 |
| Employer contributions to plan in this plan year | 2025-07-07 | 41329 |
| Fees paid to broker by Benefit Provider | 2025-07-07 | 96 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-07 | 55 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 18885 |
| Net assets as of the end of the plan year | 2024-07-16 | 510849 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 438003 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 33253 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 12 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 33625 |
| Plan net income in this plan year | 2024-07-16 | 72846 |
| Net assets as of the end of the plan year | 2024-07-16 | 510849 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 438003 |
| Employer contributions to plan in this plan year | 2024-07-16 | 24853 |
| Fees paid to broker by Benefit Provider | 2024-07-16 | 93 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 0 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF KOCH FOUNDATION, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-28 | 10 |
| Net assets as of the end of the plan year | 2022-07-28 | 424967 |
| Total assets as of the beginning of the plan year | 2022-07-28 | 368809 |
| Value of plan covered by a fidelity bond | 2022-07-28 | 50000 |
| Participant contributions to plan in this plan year | 2022-07-28 | 15516 |
| Other expenses paid from plan in this plan year | 2022-07-28 | 10 |
| Other contributions to plan in this plan year | 2022-07-28 | 0 |
| Other income to plan in this plan year | 2022-07-28 | 18691 |
| Plan net income in this plan year | 2022-07-28 | 56158 |
| Net assets as of the end of the plan year | 2022-07-28 | 424967 |
| Net assets as of the beginning of the plan year | 2022-07-28 | 368809 |
| Employer contributions to plan in this plan year | 2022-07-28 | 21961 |
| Fees paid to broker by Benefit Provider | 2022-07-28 | 92 |