401k Plan data: CHARLES KOCH FOUNDATION SAVINGS PLAN plan

CHARLES KOCH FOUNDATION SAVINGS PLAN 401k Plan overview

Plan Name	CHARLES KOCH FOUNDATION SAVINGS PLAN
Plan identification number	001

CHARLES KOCH FOUNDATION SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

CHARLES G. KOCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: CHARLES G. KOCH FOUNDATION

Employer identification number (EIN): 480918408

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES KOCH FOUNDATION SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 KATEY ROBERTS
001 2017-01-01 KATEY ROBERTS
001 2016-01-01 LEA DULANI
001 2015-01-01 GUY BARKWILL
001 2014-01-01 DUSTIN PERRY
001 2013-01-01
001 2012-01-01 ELLISON SIPLE ELLISON SIPLE 2013-10-14
001 2011-01-01 HEATHER D. LOVE HEATHER D. LOVE 2012-10-11
001 2010-01-01 ELLISON SIPLE ELLISON SIPLE 2011-10-11
001 2009-01-01 VONDA HOLLIMAN VONDA HOLLIMAN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	KATEY ROBERTS
001	2017-01-01	KATEY ROBERTS
001	2016-01-01	LEA DULANI
001	2015-01-01	GUY BARKWILL
001	2014-01-01	DUSTIN PERRY
001	2013-01-01
001	2012-01-01	ELLISON SIPLE	ELLISON SIPLE	2013-10-14
001	2011-01-01	HEATHER D. LOVE	HEATHER D. LOVE	2012-10-11
001	2010-01-01	ELLISON SIPLE	ELLISON SIPLE	2011-10-11
001	2009-01-01	VONDA HOLLIMAN	VONDA HOLLIMAN	2010-10-14

Plan Statistics for CHARLES KOCH FOUNDATION SAVINGS PLAN

401k plan membership statisitcs for CHARLES KOCH FOUNDATION SAVINGS PLAN

Measure Date Value
2019: CHARLES KOCH FOUNDATION SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CHARLES KOCH FOUNDATION SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 384
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 130
Total of all active and inactive participants 2018-01-01 514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 514
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 49
2017: CHARLES KOCH FOUNDATION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 589
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 437
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 95
Total of all active and inactive participants 2017-01-01 532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 532
Number of participants with account balances 2017-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 50
2016: CHARLES KOCH FOUNDATION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 580
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 494
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 91
Total of all active and inactive participants 2016-01-01 585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 585
Number of participants with account balances 2016-01-01 325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 43
2015: CHARLES KOCH FOUNDATION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 503
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 81
Total of all active and inactive participants 2015-01-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 584
Number of participants with account balances 2015-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 29
2014: CHARLES KOCH FOUNDATION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 547
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 514
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 77
Total of all active and inactive participants 2014-01-01 591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 591
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 49
2013: CHARLES KOCH FOUNDATION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 487
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 63
Total of all active and inactive participants 2013-01-01 550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 550
Number of participants with account balances 2013-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 69
2012: CHARLES KOCH FOUNDATION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 419
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 70
Total of all active and inactive participants 2012-01-01 489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 489
Number of participants with account balances 2012-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 97
2011: CHARLES KOCH FOUNDATION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 242
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 75
Total of all active and inactive participants 2011-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 317
Number of participants with account balances 2011-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 109
2010: CHARLES KOCH FOUNDATION SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 73
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 58
Total of all active and inactive participants 2010-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 131
Number of participants with account balances 2010-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 86
2009: CHARLES KOCH FOUNDATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 95
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 120
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 55

Measure	Date	Value
2019: CHARLES KOCH FOUNDATION SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CHARLES KOCH FOUNDATION SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	384
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	130
Total of all active and inactive participants	2018-01-01	514
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	514
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	49
2017: CHARLES KOCH FOUNDATION SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	589
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	437
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	95
Total of all active and inactive participants	2017-01-01	532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	532
Number of participants with account balances	2017-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	50
2016: CHARLES KOCH FOUNDATION SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	580
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	494
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	91
Total of all active and inactive participants	2016-01-01	585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	585
Number of participants with account balances	2016-01-01	325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	43
2015: CHARLES KOCH FOUNDATION SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	503
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	81
Total of all active and inactive participants	2015-01-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	584
Number of participants with account balances	2015-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	29
2014: CHARLES KOCH FOUNDATION SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	547
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	514
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	77
Total of all active and inactive participants	2014-01-01	591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	591
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	49
2013: CHARLES KOCH FOUNDATION SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	487
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	63
Total of all active and inactive participants	2013-01-01	550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	550
Number of participants with account balances	2013-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	69
2012: CHARLES KOCH FOUNDATION SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	419
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	70
Total of all active and inactive participants	2012-01-01	489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	489
Number of participants with account balances	2012-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	97
2011: CHARLES KOCH FOUNDATION SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	242
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	75
Total of all active and inactive participants	2011-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	317
Number of participants with account balances	2011-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	109
2010: CHARLES KOCH FOUNDATION SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	73
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	58
Total of all active and inactive participants	2010-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	131
Number of participants with account balances	2010-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	86
2009: CHARLES KOCH FOUNDATION SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	95
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	120
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	55

Financial Data on CHARLES KOCH FOUNDATION SAVINGS PLAN

Measure	Date	Value
2019 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$12,989,300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$567
Total income from all sources (including contributions)	2019-12-31	$4,648,572
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,691,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,689,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,286,870
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$10,032,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,768
Total interest from all sources	2019-12-31	$9,665
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$41,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$41,349
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,261,608
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$124,788
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$32,749
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$102,886
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$1,247
Administrative expenses (other) incurred	2019-12-31	$1,768
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,957,397
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,031,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,541,215
Interest on participant loans	2019-12-31	$9,665
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,274,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$244,818
Net investment gain or loss from common/collective trusts	2019-12-31	$2,065,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$922,376
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$57,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,689,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2019-12-31	431947695
2018 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$7,560
Total income from all sources (including contributions)	2018-12-31	$1,783,969
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,401,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,400,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,480,098
Value of total assets at end of year	2018-12-31	$10,032,470
Value of total assets at beginning of year	2018-12-31	$9,657,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$870
Total interest from all sources	2018-12-31	$5,632
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$38,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$38,137
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,364,602
Participant contributions at end of year	2018-12-31	$124,788
Participant contributions at beginning of year	2018-12-31	$123,958
Participant contributions at end of year	2018-12-31	$32,749
Participant contributions at beginning of year	2018-12-31	$40,082
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$113,147
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$1,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$9,910
Administrative expenses (other) incurred	2018-12-31	$870
Liabilities. Value of operating payables at end of year	2018-12-31	$567
Liabilities. Value of operating payables at beginning of year	2018-12-31	$7,560
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$204,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$382,436
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,031,903
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,649,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,541,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,746,757
Interest on participant loans	2018-12-31	$5,625
Value of interest in common/collective trusts at end of year	2018-12-31	$8,274,503
Value of interest in common/collective trusts at beginning of year	2018-12-31	$7,477,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-145,343
Net investment gain or loss from common/collective trusts	2018-12-31	$-594,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,002,349
Employer contributions (assets) at end of year	2018-12-31	$57,968
Employer contributions (assets) at beginning of year	2018-12-31	$53,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,400,663
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2018-12-31	431947695
2017 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$7,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,883
Total income from all sources (including contributions)	2017-12-31	$3,692,280
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$707,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$706,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,277,388
Value of total assets at end of year	2017-12-31	$9,657,027
Value of total assets at beginning of year	2017-12-31	$6,674,232
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$518
Total interest from all sources	2017-12-31	$6,827
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$28,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$28,687
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,241,627
Participant contributions at end of year	2017-12-31	$123,958
Participant contributions at beginning of year	2017-12-31	$121,568
Participant contributions at end of year	2017-12-31	$40,082
Participant contributions at beginning of year	2017-12-31	$33,925
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$71,140
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$9,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$30
Administrative expenses (other) incurred	2017-12-31	$518
Liabilities. Value of operating payables at end of year	2017-12-31	$7,560
Liabilities. Value of operating payables at beginning of year	2017-12-31	$9,883
Total non interest bearing cash at end of year	2017-12-31	$204,619
Total non interest bearing cash at beginning of year	2017-12-31	$122,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,985,118
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,649,467
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,664,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,746,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,349,969
Interest on participant loans	2017-12-31	$5,658
Value of interest in common/collective trusts at end of year	2017-12-31	$7,477,987
Value of interest in common/collective trusts at beginning of year	2017-12-31	$4,999,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$350,840
Net investment gain or loss from common/collective trusts	2017-12-31	$1,028,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$964,621
Employer contributions (assets) at end of year	2017-12-31	$53,714
Employer contributions (assets) at beginning of year	2017-12-31	$46,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$706,644
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAYER HOFFMAN MCCANN, PC
Accountancy firm EIN	2017-12-31	431947695
2016 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$9,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$187,659
Total income from all sources (including contributions)	2016-12-31	$2,483,974
Total loss/gain on sale of assets	2016-12-31	$108,522
Total of all expenses incurred	2016-12-31	$279,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$279,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,958,812
Value of total assets at end of year	2016-12-31	$6,674,232
Value of total assets at beginning of year	2016-12-31	$4,647,720
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$546
Total interest from all sources	2016-12-31	$5,383
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$23,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$23,593
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,040,452
Participant contributions at end of year	2016-12-31	$121,568
Participant contributions at beginning of year	2016-12-31	$113,543
Participant contributions at end of year	2016-12-31	$33,925
Participant contributions at beginning of year	2016-12-31	$23,844
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$82,639
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$179,582
Liabilities. Value of operating payables at end of year	2016-12-31	$9,883
Liabilities. Value of operating payables at beginning of year	2016-12-31	$8,077
Total non interest bearing cash at end of year	2016-12-31	$122,246
Total non interest bearing cash at beginning of year	2016-12-31	$213,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,204,288
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,664,349
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,460,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,349,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,688,333
Interest on participant loans	2016-12-31	$5,383
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$4,999,922
Value of interest in common/collective trusts at beginning of year	2016-12-31	$576,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$70,496
Net investment gain or loss from common/collective trusts	2016-12-31	$317,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$835,721
Employer contributions (assets) at end of year	2016-12-31	$46,572
Employer contributions (assets) at beginning of year	2016-12-31	$31,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$279,140
Contract administrator fees	2016-12-31	$546
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$785,373
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$676,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2016-12-31	431947695
2015 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$187,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$7,590
Total income from all sources (including contributions)	2015-12-31	$1,205,438
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$218,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$217,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,264,041
Value of total assets at end of year	2015-12-31	$4,647,720
Value of total assets at beginning of year	2015-12-31	$3,481,123
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,793
Total interest from all sources	2015-12-31	$4,196
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$14,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$14,215
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$720,384
Participant contributions at end of year	2015-12-31	$113,543
Participant contributions at beginning of year	2015-12-31	$57,584
Participant contributions at end of year	2015-12-31	$23,844
Participant contributions at beginning of year	2015-12-31	$16,364
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$23,185
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$99
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$179,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$8,077
Liabilities. Value of operating payables at beginning of year	2015-12-31	$7,590
Total non interest bearing cash at end of year	2015-12-31	$213,373
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$986,528
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,460,061
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,473,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$3,688,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,220,260
Interest on participant loans	2015-12-31	$4,196
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$576,749
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,093,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$69,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$69,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$275,985
Net investment gain or loss from common/collective trusts	2015-12-31	$-352,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$520,472
Employer contributions (assets) at end of year	2015-12-31	$31,878
Employer contributions (assets) at beginning of year	2015-12-31	$24,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$217,117
Contract administrator fees	2015-12-31	$1,793
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN PC
Accountancy firm EIN	2015-12-31	431947695
2014 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$7,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6,082
Total income from all sources (including contributions)	2014-12-31	$1,032,730
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$167,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$167,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$819,361
Value of total assets at end of year	2014-12-31	$3,481,123
Value of total assets at beginning of year	2014-12-31	$2,614,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$96
Total interest from all sources	2014-12-31	$1,400
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$96
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$454,880
Participant contributions at end of year	2014-12-31	$57,584
Participant contributions at beginning of year	2014-12-31	$29,322
Participant contributions at end of year	2014-12-31	$16,364
Participant contributions at beginning of year	2014-12-31	$9,095
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$93,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$99
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$54
Liabilities. Value of operating payables at end of year	2014-12-31	$7,590
Liabilities. Value of operating payables at beginning of year	2014-12-31	$6,082
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$864,760
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,473,533
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,608,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,220,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$992,560
Interest on participant loans	2014-12-31	$1,400
Value of interest in common/collective trusts at end of year	2014-12-31	$2,093,239
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,453,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$69,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$124,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$124,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$80,894
Net investment gain or loss from common/collective trusts	2014-12-31	$131,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$270,959
Employer contributions (assets) at end of year	2014-12-31	$24,461
Employer contributions (assets) at beginning of year	2014-12-31	$6,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$167,874
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2014-12-31	366055558
2013 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,082
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,997
Total income from all sources (including contributions)	2013-12-31	$1,015,945
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$110,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$110,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$555,606
Value of total assets at end of year	2013-12-31	$2,614,855
Value of total assets at beginning of year	2013-12-31	$1,710,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$106
Total interest from all sources	2013-12-31	$509
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$106
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$316,068
Participant contributions at end of year	2013-12-31	$29,322
Participant contributions at beginning of year	2013-12-31	$11,065
Participant contributions at end of year	2013-12-31	$9,095
Participant contributions at beginning of year	2013-12-31	$6,899
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$54
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$3
Liabilities. Value of operating payables at end of year	2013-12-31	$6,082
Liabilities. Value of operating payables at beginning of year	2013-12-31	$6,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$905,640
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,608,773
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,703,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$992,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$702,387
Interest on participant loans	2013-12-31	$509
Value of interest in common/collective trusts at end of year	2013-12-31	$1,453,085
Value of interest in common/collective trusts at beginning of year	2013-12-31	$882,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$124,163
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$96,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$96,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$211,745
Net investment gain or loss from common/collective trusts	2013-12-31	$248,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$239,538
Employer contributions (assets) at end of year	2013-12-31	$6,576
Employer contributions (assets) at beginning of year	2013-12-31	$11,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$110,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2013-12-31	366055558
2012 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$6,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$2,184
Total income from all sources (including contributions)	2012-12-31	$640,115
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$249,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$235,726
Expenses. Certain deemed distributions of participant loans	2012-12-31	$13,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$435,004
Value of total assets at end of year	2012-12-31	$1,710,130
Value of total assets at beginning of year	2012-12-31	$1,314,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$48
Total interest from all sources	2012-12-31	$330
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$48
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$240,455
Participant contributions at end of year	2012-12-31	$11,065
Participant contributions at beginning of year	2012-12-31	$24,834
Participant contributions at end of year	2012-12-31	$6,899
Participant contributions at beginning of year	2012-12-31	$7,512
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,245
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$390,699
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,703,133
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,312,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$702,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$637,841
Interest on participant loans	2012-12-31	$330
Value of interest in common/collective trusts at end of year	2012-12-31	$882,464
Value of interest in common/collective trusts at beginning of year	2012-12-31	$571,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$96,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$61,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$61,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$102,681
Net investment gain or loss from common/collective trusts	2012-12-31	$102,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$192,304
Employer contributions (assets) at end of year	2012-12-31	$11,189
Employer contributions (assets) at beginning of year	2012-12-31	$12,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$235,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$6,997
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$2,184
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,184
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$443,148
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$176,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$176,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$480,987
Value of total assets at end of year	2011-12-31	$1,314,618
Value of total assets at beginning of year	2011-12-31	$1,045,783
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$256
Total interest from all sources	2011-12-31	$845
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$234,175
Participant contributions at end of year	2011-12-31	$24,834
Participant contributions at beginning of year	2011-12-31	$23,129
Participant contributions at end of year	2011-12-31	$7,512
Participant contributions at beginning of year	2011-12-31	$6,975
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$54,797
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$62
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$266,651
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,312,434
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,045,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$637,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$626,987
Income. Interest from loans (other than to participants)	2011-12-31	$845
Value of interest in common/collective trusts at end of year	2011-12-31	$571,218
Value of interest in common/collective trusts at beginning of year	2011-12-31	$371,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$61,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$11,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$11,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-27,064
Net investment gain or loss from common/collective trusts	2011-12-31	$-11,620
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$192,015
Employer contributions (assets) at end of year	2011-12-31	$12,010
Employer contributions (assets) at beginning of year	2011-12-31	$5,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$176,241
Contract administrator fees	2011-12-31	$256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$2,184
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$446,107
Expenses. Total of all expenses incurred	2010-12-31	$164,079
Benefits paid (including direct rollovers)	2010-12-31	$163,371
Total plan assets at end of year	2010-12-31	$1,045,783
Total plan assets at beginning of year	2010-12-31	$763,755
Value of fidelity bond covering the plan	2010-12-31	$5,000,000
Total contributions received or receivable from participants	2010-12-31	$214,862
Expenses. Other expenses not covered elsewhere	2010-12-31	$708
Contributions received from other sources (not participants or employers)	2010-12-31	$17,937
Other income received	2010-12-31	$127,778
Net income (gross income less expenses)	2010-12-31	$282,028
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,045,783
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$763,755
Total contributions received or receivable from employer(s)	2010-12-31	$85,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CHARLES KOCH FOUNDATION SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHARLES KOCH FOUNDATION SAVINGS PLAN

2019: CHARLES KOCH FOUNDATION SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CHARLES KOCH FOUNDATION SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CHARLES KOCH FOUNDATION SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CHARLES KOCH FOUNDATION SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CHARLES KOCH FOUNDATION SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CHARLES KOCH FOUNDATION SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CHARLES KOCH FOUNDATION SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CHARLES KOCH FOUNDATION SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CHARLES KOCH FOUNDATION SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CHARLES KOCH FOUNDATION SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CHARLES KOCH FOUNDATION SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CHARLES G. KOCH FOUNDATION
Employer identification number (EIN):	480918408
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations