2023 Form 5500 filing — Key Tronic 401(K) Retirement Savings Plan

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 20250411165832NAL0038667472001) for Key Tronic 401(K) Retirement Savings Plan, reported by Key Tronic Corporation under EIN 91-0849125 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250411165832NAL0038667472001
Filing year
2023
Form type
2
Plan sponsor
Key Tronic Corporation
EIN
91-0849125
Plan number
001
Location
Spokane Valley, WA
Participants
397
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$49,667,696
Total liabilities (EOY)
$0
Net assets (EOY)
$49,667,696
Employer contributions
$1,384,403
Participant contributions
$2,962,121
Total income / additions
$10,571,600
Benefits paid
$6,793,128
Administrative expenses
$40,911
Total expenses
$6,836,459
Net increase / (decrease)
$3,735,141
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Usi Advisors IncADVISOR$24,244not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$14,037$0

Related Form 5500 pages