Kti Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Kti Inc.)
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, Kti Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Kti Inc. under EIN 95-3191821 and plan number 004. The latest loaded filing year is 2023. The filing reports 811 participants and $23,188,136 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kti Inc.
- EIN
- 95-3191821
- Plan number
- 004
- Plan type
- 2
- Location
- Rialto, CA
- Latest filing year
- 2023
- Participants
- 811
- End-of-year plan assets
- $23,188,136
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 811 | H, C | 20240813131207NAL0010455153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,188,136
- Net assets (EOY)
- $23,188,136
- Net assets (BOY)
- $17,903,241
Income & contributions
- Employer contributions
- $1,389,552
- Participant contributions
- $2,764,664
- Total contributions
- $4,939,490
- Total income / additions
- $8,100,961
Expenses & distributions
- Benefits paid
- $2,667,937
- Administrative expenses
- $118,456
- Total expenses
- $2,880,763
- Net increase / (decrease)
- $5,220,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $80,242 | $0 | 2023 |
| Lpl Financial Corporation | ADVISOR | $38,214 | not reported in the loaded dataset | 2023 |