2023 Form 5500 filing — Kennametal Master Trust
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 20240726131458NAL0016006353001) for Kennametal Master Trust, reported by Kennametal Inc. under EIN 04-3831396 and plan number 001. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726131458NAL0016006353001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Kennametal Inc.
- EIN
- 04-3831396
- Plan number
- 001
- Location
- Ft. Mill, SC
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $574,062,136
- Total liabilities (EOY)
- $108,906
- Net assets (EOY)
- $573,953,230
- Total income / additions
- $80,766,066
- Benefits paid
- $0
- Administrative expenses
- $713,612
- Total expenses
- $713,612
- Net increase / (decrease)
- $80,052,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | RECORDKEEPER | $0 | $0 |
| Invesco | INVESTMENT MANAGEMENT | $0 | $0 |