Key Tronic 401(K) Retirement Savings Plan — Form 5500 plan (Key Tronic 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, Key Tronic 401(K) Retirement Savings Plan is a benefit plan reported by Key Tronic Corporation under EIN 91-0849125 and plan number 001. The latest loaded filing year is 2023. The filing reports 397 participants and $49,667,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Key Tronic Corporation
- EIN
- 91-0849125
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane Valley, WA
- Latest filing year
- 2023
- Participants
- 397
- End-of-year plan assets
- $49,667,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 397 | H, C | 20250411165832NAL0038667472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,667,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,667,696
- Net assets (BOY)
- $36,142,399
Income & contributions
- Employer contributions
- $1,384,403
- Participant contributions
- $2,962,121
- Total contributions
- $4,693,671
- Total income / additions
- $10,571,600
Expenses & distributions
- Benefits paid
- $6,793,128
- Administrative expenses
- $40,911
- Total expenses
- $6,836,459
- Net increase / (decrease)
- $3,735,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $24,244 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,037 | $0 | 2023 |