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Plan Name | KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | KEY TRONIC CORPORATION |
Employer identification number (EIN): | 910849125 |
NAIC Classification: | 335900 |
Additional information about KEY TRONIC CORPORATION
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1969-09-30 |
Company Identification Number: | 600001445 |
Legal Registered Office Address: |
711 CAPITOL WAY S STE 204 OLYMPIA United States of America (USA) 985011267 |
More information about KEY TRONIC CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-07-01 | ||||
001 | 2021-07-01 | ||||
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | ROSEMARY ANDERSON | ROSEMARY ANDERSON | 2019-03-13 | |
001 | 2016-07-01 | ROSEMARY ANDERSON | |||
001 | 2015-07-01 | JENNIFER MCPHERSON | |||
001 | 2014-07-01 | JENNIFER MCPHERSON | JENNIFER MCPHERSON | 2016-01-04 | |
001 | 2014-07-01 | JENNIFER MCPHERSON | JENNIFER MCPHERSON | 2015-12-31 | |
001 | 2013-07-01 | JENNIFER MCPHERSON | JENNIFER MCPHERSON | 2015-01-09 | |
001 | 2012-07-01 | CURTIS ERICKSON | |||
001 | 2011-07-01 | CURTIS ERICKSON | |||
001 | 2010-07-01 | CURTIS ERICKSON | |||
001 | 2009-07-01 | CURTIS ERICKSON |
Measure | Date | Value |
---|---|---|
2022: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 323 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 74 |
Total of all active and inactive participants | 2022-07-01 | 397 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 0 |
Total participants | 2022-07-01 | 397 |
Number of participants with account balances | 2022-07-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 0 |
2021: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 417 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 314 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 89 |
Total of all active and inactive participants | 2021-07-01 | 404 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 2 |
Total participants | 2021-07-01 | 406 |
Number of participants with account balances | 2021-07-01 | 322 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
2020: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 329 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 85 |
Total of all active and inactive participants | 2020-07-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 2 |
Total participants | 2020-07-01 | 417 |
Number of participants with account balances | 2020-07-01 | 319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
2019: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 303 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 86 |
Total of all active and inactive participants | 2019-07-01 | 389 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 1 |
Total participants | 2019-07-01 | 390 |
Number of participants with account balances | 2019-07-01 | 301 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
2018: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 286 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 89 |
Total of all active and inactive participants | 2018-07-01 | 375 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 1 |
Total participants | 2018-07-01 | 376 |
Number of participants with account balances | 2018-07-01 | 301 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
2017: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 289 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 81 |
Total of all active and inactive participants | 2017-07-01 | 370 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 1 |
Total participants | 2017-07-01 | 371 |
Number of participants with account balances | 2017-07-01 | 294 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
2016: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 381 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 298 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 84 |
Total of all active and inactive participants | 2016-07-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 382 |
Number of participants with account balances | 2016-07-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 284 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 84 |
Total of all active and inactive participants | 2015-07-01 | 381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 381 |
Number of participants with account balances | 2015-07-01 | 318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
2014: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 353 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 261 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 76 |
Total of all active and inactive participants | 2014-07-01 | 359 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 2 |
Total participants | 2014-07-01 | 361 |
Number of participants with account balances | 2014-07-01 | 303 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 331 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 262 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 67 |
Total of all active and inactive participants | 2013-07-01 | 350 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 1 |
Total participants | 2013-07-01 | 351 |
Number of participants with account balances | 2013-07-01 | 293 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 248 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 64 |
Total of all active and inactive participants | 2012-07-01 | 327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 2 |
Total participants | 2012-07-01 | 329 |
Number of participants with account balances | 2012-07-01 | 278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 216 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 72 |
Total of all active and inactive participants | 2011-07-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
Total participants | 2011-07-01 | 306 |
Number of participants with account balances | 2011-07-01 | 273 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2010: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 314 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 201 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 86 |
Total of all active and inactive participants | 2010-07-01 | 309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 309 |
Number of participants with account balances | 2010-07-01 | 274 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 198 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 91 |
Total of all active and inactive participants | 2009-07-01 | 306 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 306 |
Number of participants with account balances | 2009-07-01 | 275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $-21,133 |
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $-21,133 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total income from all sources (including contributions) | 2023-06-30 | $6,371,723 |
Total loss/gain on sale of assets | 2023-06-30 | $370,068 |
Total of all expenses incurred | 2023-06-30 | $4,695,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $4,617,867 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $2,785,536 |
Value of total assets at end of year | 2023-06-30 | $36,142,399 |
Value of total assets at beginning of year | 2023-06-30 | $34,466,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $77,781 |
Total interest from all sources | 2023-06-30 | $15,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $242,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $242,401 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $1,773,366 |
Participant contributions at end of year | 2023-06-30 | $292,353 |
Participant contributions at beginning of year | 2023-06-30 | $324,993 |
Participant contributions at end of year | 2023-06-30 | $57,080 |
Assets. Other investments not covered elsewhere at end of year | 2023-06-30 | $1,175,499 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-06-30 | $1,289,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $193,029 |
Other income not declared elsewhere | 2023-06-30 | $92,690 |
Total non interest bearing cash at end of year | 2023-06-30 | $26,719,568 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $1,676,075 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $36,142,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $34,466,324 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Investment advisory and management fees | 2023-06-30 | $33,762 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $6,241,947 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $17,145,597 |
Interest on participant loans | 2023-06-30 | $15,118 |
Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $14,456,749 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $2,007,128 |
Net investment gain or loss from common/collective trusts | 2023-06-30 | $879,915 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Assets. Invements in employer securities at end of year | 2023-06-30 | $1,598,543 |
Assets. Invements in employer securities at beginning of year | 2023-06-30 | $1,219,011 |
Contributions received in cash from employer | 2023-06-30 | $819,141 |
Employer contributions (assets) at end of year | 2023-06-30 | $57,409 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $30,405 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $4,617,867 |
Contract administrator fees | 2023-06-30 | $44,019 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-06-30 | Yes |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Aggregate proceeds on sale of assets | 2023-06-30 | $1,697,586 |
Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $1,327,518 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | MOSS ADAMS LLP |
Accountancy firm EIN | 2023-06-30 | 910189318 |
2022 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-575,155 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-575,155 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $-3,465,219 |
Total loss/gain on sale of assets | 2022-06-30 | $-19,451 |
Total of all expenses incurred | 2022-06-30 | $5,888,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $5,745,851 |
Expenses. Certain deemed distributions of participant loans | 2022-06-30 | $51,938 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $2,520,010 |
Value of total assets at end of year | 2022-06-30 | $34,466,324 |
Value of total assets at beginning of year | 2022-06-30 | $43,819,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $90,652 |
Total interest from all sources | 2022-06-30 | $16,472 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $262,393 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $262,393 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $1,717,752 |
Participant contributions at end of year | 2022-06-30 | $324,993 |
Participant contributions at beginning of year | 2022-06-30 | $306,269 |
Assets. Other investments not covered elsewhere at end of year | 2022-06-30 | $1,289,569 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $1,391,678 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $85,742 |
Other income not declared elsewhere | 2022-06-30 | $-416,864 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-9,353,660 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $34,466,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $43,819,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $13,746 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $17,145,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $24,022,074 |
Interest on participant loans | 2022-06-30 | $16,472 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $14,456,749 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $16,244,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-4,812,246 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $-440,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Assets. Invements in employer securities at end of year | 2022-06-30 | $1,219,011 |
Assets. Invements in employer securities at beginning of year | 2022-06-30 | $1,758,070 |
Contributions received in cash from employer | 2022-06-30 | $716,516 |
Employer contributions (assets) at end of year | 2022-06-30 | $30,405 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $96,950 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $5,745,851 |
Contract administrator fees | 2022-06-30 | $76,906 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $90,551 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $110,002 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2022-06-30 | 910189318 |
2021 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $245,458 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $245,458 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $11,799,108 |
Total loss/gain on sale of assets | 2021-06-30 | $34,105 |
Total of all expenses incurred | 2021-06-30 | $2,912,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $2,805,941 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $2,781,094 |
Value of total assets at end of year | 2021-06-30 | $43,819,984 |
Value of total assets at beginning of year | 2021-06-30 | $34,933,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $106,504 |
Total interest from all sources | 2021-06-30 | $18,103 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $211,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $211,647 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $1,701,466 |
Participant contributions at end of year | 2021-06-30 | $306,269 |
Participant contributions at beginning of year | 2021-06-30 | $326,716 |
Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $1,391,678 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $1,114,137 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-06-30 | $266,009 |
Other income not declared elsewhere | 2021-06-30 | $213,615 |
Administrative expenses (other) incurred | 2021-06-30 | $97,272 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $8,886,663 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $43,819,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $34,933,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $24,022,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $20,791,284 |
Interest on participant loans | 2021-06-30 | $15,487 |
Interest earned on other investments | 2021-06-30 | $163 |
Income. Interest from corporate debt instruments | 2021-06-30 | $2,440 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $16,244,943 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $11,365,954 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $13 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $5,815,972 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $2,479,114 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Assets. Invements in employer securities at end of year | 2021-06-30 | $1,758,070 |
Assets. Invements in employer securities at beginning of year | 2021-06-30 | $1,320,188 |
Contributions received in cash from employer | 2021-06-30 | $813,619 |
Employer contributions (assets) at end of year | 2021-06-30 | $96,950 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $15,042 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,805,941 |
Contract administrator fees | 2021-06-30 | $9,232 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-06-30 | Yes |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $110,211 |
Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $76,106 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | BDO USA LLP |
Accountancy firm EIN | 2021-06-30 | 135381590 |
2020 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $314,768 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $314,768 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $3,905,306 |
Total loss/gain on sale of assets | 2020-06-30 | $-97,767 |
Total of all expenses incurred | 2020-06-30 | $3,662,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $3,574,237 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $2,054,683 |
Value of total assets at end of year | 2020-06-30 | $34,933,321 |
Value of total assets at beginning of year | 2020-06-30 | $34,690,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $88,741 |
Total interest from all sources | 2020-06-30 | $24,161 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $319,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $309,793 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $1,392,395 |
Participant contributions at end of year | 2020-06-30 | $326,716 |
Participant contributions at beginning of year | 2020-06-30 | $414,680 |
Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $1,114,137 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $1,235,644 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-06-30 | $11,466 |
Other income not declared elsewhere | 2020-06-30 | $50,248 |
Administrative expenses (other) incurred | 2020-06-30 | $88,741 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $242,328 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $34,933,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $34,690,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $20,791,284 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $19,589,756 |
Interest on participant loans | 2020-06-30 | $19,464 |
Interest earned on other investments | 2020-06-30 | $133 |
Income. Interest from corporate debt instruments | 2020-06-30 | $4,424 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $11,365,954 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $12,740,064 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $140 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $1,067,908 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $171,959 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Assets. Invements in employer securities at end of year | 2020-06-30 | $1,320,188 |
Assets. Invements in employer securities at beginning of year | 2020-06-30 | $693,082 |
Contributions received in cash from employer | 2020-06-30 | $650,822 |
Employer contributions (assets) at end of year | 2020-06-30 | $15,042 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $17,767 |
Income. Dividends from preferred stock | 2020-06-30 | $1,151 |
Income. Dividends from common stock | 2020-06-30 | $8,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $3,574,237 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Aggregate proceeds on sale of assets | 2020-06-30 | $1,205,690 |
Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $1,303,457 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | BDO |
Accountancy firm EIN | 2020-06-30 | 135381590 |
2019 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $-380,868 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $-380,868 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $3,887,021 |
Total loss/gain on sale of assets | 2019-06-30 | $-78,051 |
Total of all expenses incurred | 2019-06-30 | $2,900,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $2,807,878 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $2,113,602 |
Value of total assets at end of year | 2019-06-30 | $34,690,993 |
Value of total assets at beginning of year | 2019-06-30 | $33,704,302 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $92,452 |
Total interest from all sources | 2019-06-30 | $27,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $278,232 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $265,552 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $1,370,605 |
Participant contributions at end of year | 2019-06-30 | $414,680 |
Participant contributions at beginning of year | 2019-06-30 | $467,518 |
Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $1,235,644 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $1,347,339 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-06-30 | $106,846 |
Other income not declared elsewhere | 2019-06-30 | $4,210 |
Administrative expenses (other) incurred | 2019-06-30 | $92,452 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $986,691 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $34,690,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $33,704,302 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $19,589,756 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $18,439,833 |
Interest on participant loans | 2019-06-30 | $23,338 |
Interest earned on other investments | 2019-06-30 | $3 |
Income. Interest from corporate debt instruments | 2019-06-30 | $3,676 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $12,740,064 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $12,340,339 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $861,547 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $1,060,924 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Assets. Invements in employer securities at end of year | 2019-06-30 | $693,082 |
Assets. Invements in employer securities at beginning of year | 2019-06-30 | $1,091,656 |
Contributions received in cash from employer | 2019-06-30 | $636,151 |
Employer contributions (assets) at end of year | 2019-06-30 | $17,767 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $17,617 |
Income. Dividends from preferred stock | 2019-06-30 | $1,535 |
Income. Dividends from common stock | 2019-06-30 | $11,145 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $2,807,878 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $699,408 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $777,459 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | BDO |
Accountancy firm EIN | 2019-06-30 | 135381590 |
2018 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $129,447 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $129,447 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $5,068,896 |
Total loss/gain on sale of assets | 2018-06-30 | $-14,350 |
Total of all expenses incurred | 2018-06-30 | $2,517,660 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $2,426,490 |
Expenses. Certain deemed distributions of participant loans | 2018-06-30 | $1,563 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $2,060,608 |
Value of total assets at end of year | 2018-06-30 | $33,704,302 |
Value of total assets at beginning of year | 2018-06-30 | $31,153,066 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $89,607 |
Total interest from all sources | 2018-06-30 | $22,298 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $245,681 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $235,327 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $1,310,731 |
Participant contributions at end of year | 2018-06-30 | $467,518 |
Participant contributions at beginning of year | 2018-06-30 | $367,705 |
Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $1,347,339 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $1,234,622 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-06-30 | $129,914 |
Other income not declared elsewhere | 2018-06-30 | $7,098 |
Administrative expenses (other) incurred | 2018-06-30 | $89,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $2,551,236 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $33,704,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $31,153,066 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $18,439,833 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $15,571,724 |
Interest on participant loans | 2018-06-30 | $18,297 |
Interest earned on other investments | 2018-06-30 | $163 |
Income. Interest from corporate debt instruments | 2018-06-30 | $3,621 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $12,340,339 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $12,860,596 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $217 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $2,008,997 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $609,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Assets. Invements in employer securities at end of year | 2018-06-30 | $1,091,656 |
Assets. Invements in employer securities at beginning of year | 2018-06-30 | $1,099,595 |
Contributions received in cash from employer | 2018-06-30 | $619,963 |
Employer contributions (assets) at end of year | 2018-06-30 | $17,617 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $18,824 |
Income. Dividends from preferred stock | 2018-06-30 | $1,535 |
Income. Dividends from common stock | 2018-06-30 | $8,819 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $2,426,490 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Aggregate proceeds on sale of assets | 2018-06-30 | $854,369 |
Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $868,719 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2018-06-30 | 135381590 |
2017 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $-68,881 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $-68,881 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total income from all sources (including contributions) | 2017-06-30 | $6,409,069 |
Total loss/gain on sale of assets | 2017-06-30 | $-3,571 |
Total of all expenses incurred | 2017-06-30 | $2,317,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $2,278,325 |
Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $-172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $2,220,707 |
Value of total assets at end of year | 2017-06-30 | $31,153,066 |
Value of total assets at beginning of year | 2017-06-30 | $27,061,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $39,503 |
Total interest from all sources | 2017-06-30 | $15,972 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $211,226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $211,226 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $1,259,630 |
Participant contributions at end of year | 2017-06-30 | $367,705 |
Participant contributions at beginning of year | 2017-06-30 | $409,519 |
Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $1,234,622 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $826,325 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-06-30 | $334,593 |
Other income not declared elsewhere | 2017-06-30 | $97,044 |
Administrative expenses (other) incurred | 2017-06-30 | $39,503 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $4,091,413 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $31,153,066 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $27,061,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $15,571,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $21,557,158 |
Interest on participant loans | 2017-06-30 | $15,972 |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $12,860,596 |
Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $2,887,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $2,988,810 |
Net investment gain or loss from common/collective trusts | 2017-06-30 | $947,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Assets. Invements in employer securities at end of year | 2017-06-30 | $1,099,595 |
Assets. Invements in employer securities at beginning of year | 2017-06-30 | $1,359,880 |
Contributions received in cash from employer | 2017-06-30 | $626,484 |
Employer contributions (assets) at end of year | 2017-06-30 | $18,824 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $21,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $2,278,325 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | Yes |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Aggregate proceeds on sale of assets | 2017-06-30 | $277,491 |
Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $281,062 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2017-06-30 | 135381590 |
2016 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $-618,268 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $-618,268 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $443,824 |
Total loss/gain on sale of assets | 2016-06-30 | $-7,321 |
Total of all expenses incurred | 2016-06-30 | $3,336,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $3,334,018 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,833,406 |
Value of total assets at end of year | 2016-06-30 | $27,061,653 |
Value of total assets at beginning of year | 2016-06-30 | $29,954,546 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $2,699 |
Total interest from all sources | 2016-06-30 | $19,417 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $1,753,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $1,753,511 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $1,226,635 |
Participant contributions at end of year | 2016-06-30 | $409,519 |
Participant contributions at beginning of year | 2016-06-30 | $495,743 |
Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $826,325 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $791,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-06-30 | $1,261 |
Other income not declared elsewhere | 2016-06-30 | $-14,928 |
Administrative expenses (other) incurred | 2016-06-30 | $2,699 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-2,892,893 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $27,061,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $29,954,546 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $21,557,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $24,124,308 |
Interest on participant loans | 2016-06-30 | $19,417 |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $2,887,232 |
Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $2,508,622 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-2,538,161 |
Net investment gain or loss from common/collective trusts | 2016-06-30 | $16,168 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Assets. Invements in employer securities at end of year | 2016-06-30 | $1,359,880 |
Assets. Invements in employer securities at beginning of year | 2016-06-30 | $2,015,324 |
Contributions received in cash from employer | 2016-06-30 | $605,510 |
Employer contributions (assets) at end of year | 2016-06-30 | $21,539 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $19,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $3,334,018 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Aggregate proceeds on sale of assets | 2016-06-30 | $218,895 |
Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $226,216 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2016-06-30 | 135381590 |
2015 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $98,077 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $98,077 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total income from all sources (including contributions) | 2015-06-30 | $2,802,304 |
Total loss/gain on sale of assets | 2015-06-30 | $33,835 |
Total of all expenses incurred | 2015-06-30 | $1,482,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,476,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,841,866 |
Value of total assets at end of year | 2015-06-30 | $29,954,546 |
Value of total assets at beginning of year | 2015-06-30 | $28,634,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $5,872 |
Total interest from all sources | 2015-06-30 | $21,639 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $1,513,502 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $1,513,502 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $1,177,744 |
Participant contributions at end of year | 2015-06-30 | $495,743 |
Participant contributions at beginning of year | 2015-06-30 | $589,871 |
Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $791,253 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $845,366 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-06-30 | $83,971 |
Other income not declared elsewhere | 2015-06-30 | $-61,512 |
Administrative expenses (other) incurred | 2015-06-30 | $5,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $1,319,952 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $29,954,546 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $28,634,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $24,124,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $23,117,177 |
Interest on participant loans | 2015-06-30 | $21,639 |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $2,508,622 |
Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $2,554,260 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-668,599 |
Net investment gain or loss from common/collective trusts | 2015-06-30 | $23,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Assets. Invements in employer securities at end of year | 2015-06-30 | $2,015,324 |
Assets. Invements in employer securities at beginning of year | 2015-06-30 | $1,501,584 |
Contributions received in cash from employer | 2015-06-30 | $580,151 |
Employer contributions (assets) at end of year | 2015-06-30 | $19,296 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $26,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,476,480 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Aggregate proceeds on sale of assets | 2015-06-30 | $166,608 |
Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $132,773 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2015-06-30 | 135381590 |
2014 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2014-06-30 | $163 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $-32,230 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $-32,067 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
Total income from all sources (including contributions) | 2014-06-30 | $5,906,392 |
Total loss/gain on sale of assets | 2014-06-30 | $52,790 |
Total of all expenses incurred | 2014-06-30 | $951,811 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $948,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,968,436 |
Value of total assets at end of year | 2014-06-30 | $28,634,594 |
Value of total assets at beginning of year | 2014-06-30 | $23,680,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $3,610 |
Total interest from all sources | 2014-06-30 | $22,099 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $1,011,362 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $1,011,362 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $1,178,389 |
Participant contributions at end of year | 2014-06-30 | $589,871 |
Participant contributions at beginning of year | 2014-06-30 | $495,585 |
Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $845,366 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $674,648 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $189,292 |
Other income not declared elsewhere | 2014-06-30 | $93,583 |
Administrative expenses (other) incurred | 2014-06-30 | $3,610 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $4,954,581 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $28,634,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $23,680,013 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $23,117,177 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $18,500,660 |
Interest on participant loans | 2014-06-30 | $22,099 |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $2,554,260 |
Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $2,477,919 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,740,203 |
Net investment gain or loss from common/collective trusts | 2014-06-30 | $49,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Assets. Invements in employer securities at end of year | 2014-06-30 | $1,501,584 |
Assets. Invements in employer securities at beginning of year | 2014-06-30 | $1,531,201 |
Contributions received in cash from employer | 2014-06-30 | $600,755 |
Employer contributions (assets) at end of year | 2014-06-30 | $26,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $948,201 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $176,554 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $123,764 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2014-06-30 | 135381590 |
2013 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $101,094 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $101,094 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
Total income from all sources (including contributions) | 2013-06-30 | $4,361,044 |
Total loss/gain on sale of assets | 2013-06-30 | $383,320 |
Total of all expenses incurred | 2013-06-30 | $2,302,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $2,298,485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,773,249 |
Value of total assets at end of year | 2013-06-30 | $23,680,013 |
Value of total assets at beginning of year | 2013-06-30 | $21,621,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $3,583 |
Total interest from all sources | 2013-06-30 | $22,430 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $590,326 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $590,326 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $1,118,661 |
Participant contributions at end of year | 2013-06-30 | $495,585 |
Participant contributions at beginning of year | 2013-06-30 | $523,572 |
Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $674,648 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $854,331 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $107,737 |
Other income not declared elsewhere | 2013-06-30 | $-414,523 |
Administrative expenses (other) incurred | 2013-06-30 | $3,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $2,058,976 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $23,680,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $21,621,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $18,500,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $15,385,320 |
Interest on participant loans | 2013-06-30 | $22,430 |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $2,477,919 |
Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $3,160,725 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $1,906,121 |
Net investment gain or loss from common/collective trusts | 2013-06-30 | $-973 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Assets. Invements in employer securities at end of year | 2013-06-30 | $1,531,201 |
Assets. Invements in employer securities at beginning of year | 2013-06-30 | $1,697,089 |
Contributions received in cash from employer | 2013-06-30 | $546,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $2,298,485 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Aggregate proceeds on sale of assets | 2013-06-30 | $913,307 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $529,987 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2013-06-30 | 135381590 |
2012 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $474,235 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $474,235 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
Total income from all sources (including contributions) | 2012-06-30 | $2,951,783 |
Total loss/gain on sale of assets | 2012-06-30 | $1,044,823 |
Total of all expenses incurred | 2012-06-30 | $2,365,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $2,357,306 |
Value of total corrective distributions | 2012-06-30 | $4,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,581,329 |
Value of total assets at end of year | 2012-06-30 | $21,621,037 |
Value of total assets at beginning of year | 2012-06-30 | $21,034,603 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $3,709 |
Total interest from all sources | 2012-06-30 | $19,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $412,539 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $412,539 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $968,425 |
Participant contributions at end of year | 2012-06-30 | $523,572 |
Participant contributions at beginning of year | 2012-06-30 | $344,926 |
Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $854,331 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $1,000,764 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-06-30 | $122,946 |
Other income not declared elsewhere | 2012-06-30 | $-174,904 |
Administrative expenses (other) incurred | 2012-06-30 | $3,709 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $586,434 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $21,621,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $21,034,603 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $15,385,320 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $15,890,314 |
Interest on participant loans | 2012-06-30 | $19,600 |
Value of interest in common/collective trusts at end of year | 2012-06-30 | $3,160,725 |
Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $763,399 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $1,621,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $1,621,517 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-479,354 |
Net investment gain or loss from common/collective trusts | 2012-06-30 | $73,508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Assets. Invements in employer securities at end of year | 2012-06-30 | $1,697,089 |
Assets. Invements in employer securities at beginning of year | 2012-06-30 | $1,413,683 |
Contributions received in cash from employer | 2012-06-30 | $489,958 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $2,357,306 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Aggregate proceeds on sale of assets | 2012-06-30 | $1,630,089 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $585,266 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2012-06-30 | 135381590 |
2011 : KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-213,128 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-213,128 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
Total income from all sources (including contributions) | 2011-06-30 | $4,961,301 |
Total loss/gain on sale of assets | 2011-06-30 | $49,883 |
Total of all expenses incurred | 2011-06-30 | $1,302,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,298,623 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,352,470 |
Value of total assets at end of year | 2011-06-30 | $21,034,603 |
Value of total assets at beginning of year | 2011-06-30 | $17,375,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $3,895 |
Total interest from all sources | 2011-06-30 | $21,568 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $291,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $291,602 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $878,192 |
Participant contributions at end of year | 2011-06-30 | $344,926 |
Participant contributions at beginning of year | 2011-06-30 | $395,797 |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $1,000,764 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $780,749 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $14,897 |
Other income not declared elsewhere | 2011-06-30 | $320,278 |
Administrative expenses (other) incurred | 2011-06-30 | $3,895 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $3,658,783 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $21,034,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $17,375,820 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $15,890,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $12,237,285 |
Interest on participant loans | 2011-06-30 | $20,829 |
Value of interest in common/collective trusts at end of year | 2011-06-30 | $763,399 |
Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $333,449 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $1,621,517 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $2,062,929 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $2,062,929 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $739 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $3,120,635 |
Net investment gain or loss from common/collective trusts | 2011-06-30 | $17,847 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Assets. Invements in employer securities at end of year | 2011-06-30 | $1,413,683 |
Assets. Invements in employer securities at beginning of year | 2011-06-30 | $1,565,611 |
Contributions received in cash from employer | 2011-06-30 | $459,381 |
Income. Dividends from common stock | 2011-06-30 | $146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,298,623 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Aggregate proceeds on sale of assets | 2011-06-30 | $198,377 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $148,494 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | BDO USA, LLP |
Accountancy firm EIN | 2011-06-30 | 135381590 |
2022: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | Yes |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: KEY TRONIC 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |