Koch Development Corporation 401(K) Plan — Form 5500 plan (Koch Development Corporation)
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 Development Corporation 401(K) Plan is a benefit plan reported by Koch Development Corporation under EIN 35-0809297 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $10,112,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koch Development Corporation
- EIN
- 35-0809297
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Claus, IN
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $10,112,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240915130642NAL0000252291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,112,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,112,609
- Net assets (BOY)
- $8,370,442
Income & contributions
- Employer contributions
- $297,006
- Participant contributions
- $687,510
- Total contributions
- $988,024
- Total income / additions
- $2,524,962
Expenses & distributions
- Benefits paid
- $734,665
- Administrative expenses
- $48,130
- Total expenses
- $782,795
- Net increase / (decrease)
- $1,742,167
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,301 | $0 | 2023 |
| German American Fin Adv And Tr Co | ADVISOR | $21,829 | not reported in the loaded dataset | 2023 |