2023 Form 5500 filing — Kennametal Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726131201NAL0016002769001) for Kennametal Savings Plan, reported by Kennametal Inc. under EIN 25-0900168 and plan number 016. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726131201NAL0016002769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 016
- Location
- Ft. Mill, SC
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,291,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,291,360
- Employer contributions
- $98,947
- Participant contributions
- $168,227
- Total income / additions
- $1,322,203
- Benefits paid
- $1,465,158
- Administrative expenses
- $7,119
- Total expenses
- $1,472,277
- Net increase / (decrease)
- -$150,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | RECORDKEEPER | $6,631 | $0 |
| Cbiz Retirement Plan Services | CONSULTING | $488 | not reported in the loaded dataset |