Charles G. Koch Foundation
Plan context: Charles Koch Foundation Savings Plan
EIN 48-0918408 • 20 filings • 5 plans
Current Snapshot
Latest Year
2019
2019 Participants
156
2019 Assets
$10,032,470
2019 Contributions
$2,286,870
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2019 | 2 | 156 | $0 | $2,286,870 | $14,659iApproximate average salary by contribution assumption: employee only about $366,486 at 4% or $244,324 at 6%; with 50% employer match about $244,324 at 4% or $162,882 at 6%; with 100% employer match about $183,243 at 4% or $122,162 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 156 | - | - | - |
| Charles Koch Foundation Savings Plan | - | 0 | - | $2,286,870 | - |
| 2018 | 2 | 384 | $10,032,470 | $2,480,098 | $6,459iApproximate average salary by contribution assumption: employee only about $161,465 at 4% or $107,643 at 6%; with 50% employer match about $107,643 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,822 at 6%. |
| Charles Koch Foundation Savings Plan | - | 384 | $10,032,470 | $2,480,098 | $6,459iApproximate average salary by contribution assumption: employee only about $161,465 at 4% or $107,643 at 6%; with 50% employer match about $107,643 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,822 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 172 | - | - | - |
| 2017 | 2 | 437 | $9,657,027 | $2,277,388 | $5,211iApproximate average salary by contribution assumption: employee only about $130,285 at 4% or $86,857 at 6%; with 50% employer match about $86,857 at 4% or $57,905 at 6%; with 100% employer match about $65,143 at 4% or $43,428 at 6%. |
| Charles Koch Foundation Savings Plan | - | 437 | $9,657,027 | $2,277,388 | $5,211iApproximate average salary by contribution assumption: employee only about $130,285 at 4% or $86,857 at 6%; with 50% employer match about $86,857 at 4% or $57,905 at 6%; with 100% employer match about $65,143 at 4% or $43,428 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 207 | - | - | - |
| 2016 | 2 | 494 | $6,674,232 | $1,958,812 | $3,965iApproximate average salary by contribution assumption: employee only about $99,130 at 4% or $66,087 at 6%; with 50% employer match about $66,087 at 4% or $44,058 at 6%; with 100% employer match about $49,565 at 4% or $33,043 at 6%. |
| Charles Koch Foundation Savings Plan | - | 494 | $6,674,232 | $1,958,812 | $3,965iApproximate average salary by contribution assumption: employee only about $99,130 at 4% or $66,087 at 6%; with 50% employer match about $66,087 at 4% or $44,058 at 6%; with 100% employer match about $49,565 at 4% or $33,043 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 243 | - | - | - |
| 2015 | 2 | 503 | $4,647,720 | $1,264,041 | $2,513iApproximate average salary by contribution assumption: employee only about $62,825 at 4% or $41,883 at 6%; with 50% employer match about $41,883 at 4% or $27,922 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%. |
| Charles Koch Foundation Savings Plan | - | 503 | $4,647,720 | $1,264,041 | $2,513iApproximate average salary by contribution assumption: employee only about $62,825 at 4% or $41,883 at 6%; with 50% employer match about $41,883 at 4% or $27,922 at 6%; with 100% employer match about $31,413 at 4% or $20,942 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 187 | - | - | - |
| 2014 | 2 | 514 | $3,481,123 | $819,361 | $1,594iApproximate average salary by contribution assumption: employee only about $39,852 at 4% or $26,568 at 6%; with 50% employer match about $26,568 at 4% or $17,712 at 6%; with 100% employer match about $19,926 at 4% or $13,284 at 6%. |
| Charles Koch Foundation Savings Plan | - | 514 | $3,481,123 | $819,361 | $1,594iApproximate average salary by contribution assumption: employee only about $39,852 at 4% or $26,568 at 6%; with 50% employer match about $26,568 at 4% or $17,712 at 6%; with 100% employer match about $19,926 at 4% or $13,284 at 6%. |
| Charles G. Koch Health and Welfare Plan | - | 137 | - | - | - |
| 2013 | 1 | 487 | $2,614,855 | $555,606 | $1,141iApproximate average salary by contribution assumption: employee only about $28,522 at 4% or $19,015 at 6%; with 50% employer match about $19,015 at 4% or $12,676 at 6%; with 100% employer match about $14,261 at 4% or $9,507 at 6%. |
| Charles Koch Foundation Savings Plan | - | 487 | $2,614,855 | $555,606 | $1,141iApproximate average salary by contribution assumption: employee only about $28,522 at 4% or $19,015 at 6%; with 50% employer match about $19,015 at 4% or $12,676 at 6%; with 100% employer match about $14,261 at 4% or $9,507 at 6%. |
| 2012 | 1 | 419 | $1,710,130 | $435,004 | $1,038iApproximate average salary by contribution assumption: employee only about $25,955 at 4% or $17,303 at 6%; with 50% employer match about $17,303 at 4% or $11,536 at 6%; with 100% employer match about $12,977 at 4% or $8,652 at 6%. |
| Charles Koch Foundation Savings Plan | - | 419 | $1,710,130 | $435,004 | $1,038iApproximate average salary by contribution assumption: employee only about $25,955 at 4% or $17,303 at 6%; with 50% employer match about $17,303 at 4% or $11,536 at 6%; with 100% employer match about $12,977 at 4% or $8,652 at 6%. |
| 2011 | 1 | 242 | $1,314,618 | $480,987 | $1,988iApproximate average salary by contribution assumption: employee only about $49,689 at 4% or $33,126 at 6%; with 50% employer match about $33,126 at 4% or $22,084 at 6%; with 100% employer match about $24,844 at 4% or $16,563 at 6%. |
| Charles Koch Foundation Savings Plan | - | 242 | $1,314,618 | $480,987 | $1,988iApproximate average salary by contribution assumption: employee only about $49,689 at 4% or $33,126 at 6%; with 50% employer match about $33,126 at 4% or $22,084 at 6%; with 100% employer match about $24,844 at 4% or $16,563 at 6%. |
| 2010 | 1 | 73 | $1,045,783 | $318,329 | $4,361iApproximate average salary by contribution assumption: employee only about $109,017 at 4% or $72,678 at 6%; with 50% employer match about $72,678 at 4% or $48,452 at 6%; with 100% employer match about $54,508 at 4% or $36,339 at 6%. |
| Charles Koch Foundation Savings Plan | - | 73 | $1,045,783 | $318,329 | $4,361iApproximate average salary by contribution assumption: employee only about $109,017 at 4% or $72,678 at 6%; with 50% employer match about $72,678 at 4% or $48,452 at 6%; with 100% employer match about $54,508 at 4% or $36,339 at 6%. |
| 2009 | 1 | 95 | $763,755 | $347,371 | $3,657iApproximate average salary by contribution assumption: employee only about $91,413 at 4% or $60,942 at 6%; with 50% employer match about $60,942 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%. |
| Charles Koch Foundation Savings Plan | - | 95 | $763,755 | $347,371 | $3,657iApproximate average salary by contribution assumption: employee only about $91,413 at 4% or $60,942 at 6%; with 50% employer match about $60,942 at 4% or $40,628 at 6%; with 100% employer match about $45,707 at 4% or $30,471 at 6%. |
| 2008 | 1 | 96 | $330,234 | $326,790 | $3,404iApproximate average salary by contribution assumption: employee only about $85,102 at 4% or $56,734 at 6%; with 50% employer match about $56,734 at 4% or $37,823 at 6%; with 100% employer match about $42,551 at 4% or $28,367 at 6%. |
| Charles Koch Foundation Savings Plan | - | 96 | $330,234 | $326,790 | $3,404iApproximate average salary by contribution assumption: employee only about $85,102 at 4% or $56,734 at 6%; with 50% employer match about $56,734 at 4% or $37,823 at 6%; with 100% employer match about $42,551 at 4% or $28,367 at 6%. |
| 2007 | 1 | 56 | $0 | $0 | - |
| Charles Koch Foundation Savings Plan | - | 56 | - | - | - |
| 2006 | 1 | 27 | $50,011 | $40,305 | $1,493iApproximate average salary by contribution assumption: employee only about $37,319 at 4% or $24,880 at 6%; with 50% employer match about $24,880 at 4% or $16,586 at 6%; with 100% employer match about $18,660 at 4% or $12,440 at 6%. |
| Charles Koch Foundation Savings Plan | - | 27 | $50,011 | $40,305 | $1,493iApproximate average salary by contribution assumption: employee only about $37,319 at 4% or $24,880 at 6%; with 50% employer match about $24,880 at 4% or $16,586 at 6%; with 100% employer match about $18,660 at 4% or $12,440 at 6%. |