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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 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
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

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