Kennametal Savings Plan — 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 Savings Plan is a benefit plan reported by Kennametal Inc. under EIN 25-0900168 and plan number 016. The latest loaded filing year is 2023. The filing reports 155 participants and $10,291,360 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kennametal Inc.
- EIN
- 25-0900168
- Plan number
- 016
- Plan type
- 2
- Location
- Ft. Mill, SC
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $10,291,360
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240726131201NAL0016002769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,291,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,291,360
- Net assets (BOY)
- $10,441,434
Income & contributions
- Employer contributions
- $98,947
- Participant contributions
- $168,227
- Total contributions
- $267,174
- Total income / additions
- $1,322,203
Expenses & distributions
- Benefits paid
- $1,465,158
- Administrative expenses
- $7,119
- Total expenses
- $1,472,277
- Net increase / (decrease)
- -$150,074
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. | RECORDKEEPER | $6,631 | $0 | 2023 |
| Cbiz Retirement Plan Services | CONSULTING | $488 | not reported in the loaded dataset | 2023 |