?>
Logo

KOCH & BRIM LLP 401(K) PLAN 401k Plan overview

Plan NameKOCH & BRIM LLP 401(K) PLAN
Plan identification number 001

KOCH & BRIM LLP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KOCH & BRIM LLP has sponsored the creation of one or more 401k plans.

Company Name:KOCH & BRIM LLP
Employer identification number (EIN):880455584
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOCH & BRIM LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD KOCH2024-06-07 RICHARD KOCH2024-06-07
0012022-01-01RICHARD A KOCH2023-06-26 RICHARD A KOCH2023-06-26
0012021-01-01RICHARD A KOCH2022-07-13 RICHARD A KOCH2022-07-13
0012020-01-01RICHARD KOCH2021-06-14
0012018-01-01RICHARD KOCH2019-06-25
0012017-01-01RICHARD KOCH2018-09-13 RICHARD KOCH2018-09-13
0012016-01-01RICHARD KOCH2017-06-22
0012015-01-01RICHARD KOCH2016-10-15
0012014-01-01RICHARD KOCH2015-10-12
0012013-01-01RICHARD KOCH2014-05-29
0012012-01-01RICHARD KOCH2013-05-09
0012011-01-01RICHARD KOCH2012-06-04
0012010-01-01RICHARD KOCH2011-02-17

Plan Statistics for KOCH & BRIM LLP 401(K) PLAN

401k plan membership statisitcs for KOCH & BRIM LLP 401(K) PLAN

Measure Date Value
2025: KOCH & BRIM LLP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-157
Total number of particpants at end of year2025-04-156
Number of Participants With Account Balances2025-04-156
2024: KOCH & BRIM LLP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-077
Total number of particpants at end of year2024-06-077
Number of Participants With Account Balances2024-06-077

Financial Data on KOCH & BRIM LLP 401(K) PLAN

Measure Date Value
2025 : KOCH & BRIM LLP 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-15109466
Net assets as of the end of the plan year2025-04-154436423
Total assets as of the beginning of the plan year2025-04-153854052
Value of plan covered by a fidelity bond2025-04-15300000
Participant contributions to plan in this plan year2025-04-1545412
Other income to plan in this plan year2025-04-15548858
Plan net income in this plan year2025-04-15582371
Net assets as of the end of the plan year2025-04-154436423
Net assets as of the beginning of the plan year2025-04-153854052
Employer contributions to plan in this plan year2025-04-1597567
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1537765
2024 : KOCH & BRIM LLP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0791877
Net assets as of the end of the plan year2024-06-073854052
Total assets as of the beginning of the plan year2024-06-073313964
Value of plan covered by a fidelity bond2024-06-07300000
Participant contributions to plan in this plan year2024-06-0771599
Other income to plan in this plan year2024-06-07470987
Plan net income in this plan year2024-06-07540088
Net assets as of the end of the plan year2024-06-073854052
Net assets as of the beginning of the plan year2024-06-073313964
Employer contributions to plan in this plan year2024-06-0789379
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0731896

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3