Plan5500

Kennametal Master Trust — Form 5500 plan (Kennametal Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kennametal Master Trust is a benefit plan reported by Kennametal Inc. under EIN 04-3831396 and plan number 001. The latest loaded filing year is 2023. The filing reports 0 participants and $574,062,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kennametal Inc.
EIN
04-3831396
Plan number
001
Plan type
4
Location
Ft. Mill, SC
Latest filing year
2023
Participants
0
End-of-year plan assets
$574,062,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230H, C20240726131458NAL0016006353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$574,062,136
Total liabilities (EOY)
$108,906
Net assets (EOY)
$573,953,230
Net assets (BOY)
$526,429,626

Income & contributions

Total contributions
$0
Total income / additions
$80,766,066

Expenses & distributions

Benefits paid
$0
Administrative expenses
$713,612
Total expenses
$713,612
Net increase / (decrease)
$80,052,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co.RECORDKEEPER$0$02023
InvescoINVESTMENT MANAGEMENT$0$02023

Related Form 5500 pages