2023 Form 5500 filing — Kti Inc. 401(K) Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813131207NAL0010455153001) for Kti Inc. 401(K) Profit Sharing Plan And Trust, reported by Kti Inc. under EIN 95-3191821 and plan number 004. It reports 811 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813131207NAL0010455153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kti Inc.
- EIN
- 95-3191821
- Plan number
- 004
- Location
- Rialto, CA
- Participants
- 811
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,188,136
- Net assets (EOY)
- $23,188,136
- Employer contributions
- $1,389,552
- Participant contributions
- $2,764,664
- Total income / additions
- $8,100,961
- Benefits paid
- $2,667,937
- Administrative expenses
- $118,456
- Total expenses
- $2,880,763
- Net increase / (decrease)
- $5,220,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $80,242 | $0 |
| Lpl Financial Corporation | ADVISOR | $38,214 | not reported in the loaded dataset |