Koch Companies 401(K) Plan — Form 5500 plan (Koch Enterprises, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Koch Companies 401(K) Plan is a benefit plan reported by Koch Enterprises, Inc. under EIN 35-0447300 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,081 participants and $251,626,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koch Enterprises, Inc.
- EIN
- 35-0447300
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 3,081
- End-of-year plan assets
- $251,626,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,081 | H, C | 20240910084931NAL0005440289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $251,626,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $251,626,298
- Net assets (BOY)
- $206,191,643
Income & contributions
- Employer contributions
- $7,249,235
- Participant contributions
- $14,743,374
- Total contributions
- $22,851,845
- Total income / additions
- $63,772,337
Expenses & distributions
- Benefits paid
- $19,844,216
- Administrative expenses
- $310,608
- Total expenses
- $20,169,053
- Net increase / (decrease)
- $43,603,284
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $136,286 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $119,603 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $23,266 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $627 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koch Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Morgan Stanley — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation