Civic Intelligence

Koch & Associates Inc.

Plan context: KOCH & ASSOCIATES, INC. CASH BALANCE PLAN

EIN 94-3288668 • Fremont, CA • 34 filings • 3 plans

3230 Darby Common, Unit BFremont, CA 94539
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,143,781

2024 Contributions

$230,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,376,920$1,188,460$0199920152024YearValue
$1,143,781Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370199920122024YearValue
13Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024113$1,143,781$230,000$17,692iApproximate average salary by contribution assumption: employee only about $442,308 at 4% or $294,872 at 6%; with 50% employer match about $294,872 at 4% or $196,581 at 6%; with 100% employer match about $221,154 at 4% or $147,436 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-13$1,143,781$230,000$17,692iApproximate average salary by contribution assumption: employee only about $442,308 at 4% or $294,872 at 6%; with 50% employer match about $294,872 at 4% or $196,581 at 6%; with 100% employer match about $221,154 at 4% or $147,436 at 6%.
2023112$843,565$220,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-12$843,565$220,000$18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%.
2022111$561,445$164,000$14,909iApproximate average salary by contribution assumption: employee only about $372,727 at 4% or $248,485 at 6%; with 50% employer match about $248,485 at 4% or $165,657 at 6%; with 100% employer match about $186,364 at 4% or $124,242 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-11$561,445$164,000$14,909iApproximate average salary by contribution assumption: employee only about $372,727 at 4% or $248,485 at 6%; with 50% employer match about $248,485 at 4% or $165,657 at 6%; with 100% employer match about $186,364 at 4% or $124,242 at 6%.
202116$476,365$101,000$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-6$476,365$101,000$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
202016$346,147$0-
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-6$346,147--
201916$309,284$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-6$309,284$66,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201825$266,107$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-5$266,107$60,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-0$0--
201725$332,277$205,943$41,189iApproximate average salary by contribution assumption: employee only about $1,029,715 at 4% or $686,477 at 6%; with 50% employer match about $686,477 at 4% or $457,651 at 6%; with 100% employer match about $514,858 at 4% or $343,238 at 6%.
KOCH & ASSOCIATES, INC. CASH BALANCE PLAN-5$205,943$205,943$41,189iApproximate average salary by contribution assumption: employee only about $1,029,715 at 4% or $686,477 at 6%; with 50% employer match about $686,477 at 4% or $457,651 at 6%; with 100% employer match about $514,858 at 4% or $343,238 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-1$126,334--
2016111$2,376,920$225,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-11$2,376,920$225,000$20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%.
2015110$1,979,218$141,089$14,109iApproximate average salary by contribution assumption: employee only about $352,723 at 4% or $235,148 at 6%; with 50% employer match about $235,148 at 4% or $156,766 at 6%; with 100% employer match about $176,361 at 4% or $117,574 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-10$1,979,218$141,089$14,109iApproximate average salary by contribution assumption: employee only about $352,723 at 4% or $235,148 at 6%; with 50% employer match about $235,148 at 4% or $156,766 at 6%; with 100% employer match about $176,361 at 4% or $117,574 at 6%.
2014110$1,745,344$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-10$1,745,344$250,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201318$1,514,750$152,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-8$1,514,750$152,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
201215$1,272,192$116,000$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-5$1,272,192$116,000$23,200iApproximate average salary by contribution assumption: employee only about $580,000 at 4% or $386,667 at 6%; with 50% employer match about $386,667 at 4% or $257,778 at 6%; with 100% employer match about $290,000 at 4% or $193,333 at 6%.
201115$1,077,244$160,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-5$1,077,244$160,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201023$871,334$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$871,334$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Koch & Associates Inc. Profit Sharing Plan-0$0$0-
200925$1,208,820$0-
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-3$790,727$0-
Koch & Associates Inc. Profit Sharing Plan-5$418,093$0-
200822$0$0-
Koch & Associates Inc. Profit Sharing Plan-2---
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-2---
200726$0$0-
Koch & Associates Inc. Profit Sharing Plan-6---
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-6---
200626$0$0-
Koch & Associates Inc. Profit Sharing Plan-2---
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-6---
200528$535,964$0-
Koch & Associates Inc. Profit Sharing Plan-8$535,964--
KOCH & ASSOCIATES, INC. DEFINED BENEFIT PLAN-6---
200417$493,493$77,487$11,070iApproximate average salary by contribution assumption: employee only about $276,739 at 4% or $184,493 at 6%; with 50% employer match about $184,493 at 4% or $122,995 at 6%; with 100% employer match about $138,370 at 4% or $92,246 at 6%.
Koch & Associates Inc. Profit Sharing Plan-7$493,493$77,487$11,070iApproximate average salary by contribution assumption: employee only about $276,739 at 4% or $184,493 at 6%; with 50% employer match about $184,493 at 4% or $122,995 at 6%; with 100% employer match about $138,370 at 4% or $92,246 at 6%.
200317$0$0-
Koch & Associates Inc. Profit Sharing Plan-7---
200216$0$0-
Koch & Associates Inc. Profit Sharing Plan-6---
200118$0$0-
Koch & Associates Inc. Profit Sharing Plan-8---
200018$0$0-
Koch & Associates Inc. Profit Sharing Plan-8---
199917$327,290$46,271$6,610iApproximate average salary by contribution assumption: employee only about $165,254 at 4% or $110,169 at 6%; with 50% employer match about $110,169 at 4% or $73,446 at 6%; with 100% employer match about $82,627 at 4% or $55,085 at 6%.
Koch & Associates Inc. Profit Sharing Plan-7$327,290$46,271$6,610iApproximate average salary by contribution assumption: employee only about $165,254 at 4% or $110,169 at 6%; with 50% employer match about $110,169 at 4% or $73,446 at 6%; with 100% employer match about $82,627 at 4% or $55,085 at 6%.