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KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 401k Plan overview

Plan NameKENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES
Plan identification number 005

KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KENNAMETAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNAMETAL, INC.
Employer identification number (EIN):250900168
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052024-01-01GIL RUTH
0052023-01-01
0052023-01-01GIL RUTH
0052022-01-01
0052022-01-01GIL RUTH
0052021-01-01
0052021-01-01GIL RUTH
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01ZOILA GEORGINA SHINN
0052016-01-01ZOILA GEORGINA SHINN
0052015-01-01ZOILA GEORGINA SHINN
0052014-01-01KATHY FRITZSCHE
0052013-01-01KATHY FRITZSCHE
0052012-01-01JOHN BIELINSKI
0052011-01-01JOHN BIELINSKI
0052009-01-01JOHN BIELINSKI

Financial Data on KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES

Measure Date Value
2023 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,964
Total income from all sources (including contributions)2023-12-31$1,619,462
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,343,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,208,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$18,103,681
Value of total assets at beginning of year2023-12-31$17,826,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$135,547
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$-134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$4,964
Administrative expenses (other) incurred2023-12-31$40,621
Liabilities. Value of operating payables at end of year2023-12-31$6,687
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$275,578
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,096,994
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,821,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$25,122
Value of interest in master investment trust accounts at end of year2023-12-31$18,103,681
Value of interest in master investment trust accounts at beginning of year2023-12-31$17,826,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,208,471
Contract administrator fees2023-12-31$31,078
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$6,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$4,964
Total income from all sources (including contributions)2023-01-01$1,619,462
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,343,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,208,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$18,103,681
Value of total assets at beginning of year2023-01-01$17,826,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$135,547
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$-134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$4,964
Administrative expenses (other) incurred2023-01-01$40,621
Liabilities. Value of operating payables at end of year2023-01-01$6,687
Liabilities. Value of operating payables at beginning of year2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$275,578
Value of net assets at end of year (total assets less liabilities)2023-01-01$18,096,994
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,821,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$25,122
Value of interest in master investment trust accounts at end of year2023-01-01$18,103,681
Value of interest in master investment trust accounts at beginning of year2023-01-01$17,826,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,208,471
Contract administrator fees2023-01-01$31,078
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BDO USA, P.C.
Accountancy firm EIN2023-01-01135381590
2022 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,571
Total income from all sources (including contributions)2022-12-31$-4,594,706
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,410,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,303,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$17,826,380
Value of total assets at beginning of year2022-12-31$23,829,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$107,827
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$43,468
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$-399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,571
Administrative expenses (other) incurred2022-12-31$8,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,005,649
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,821,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,827,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,108
Value of interest in master investment trust accounts at end of year2022-12-31$17,826,380
Value of interest in master investment trust accounts at beginning of year2022-12-31$23,829,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,303,515
Contract administrator fees2022-12-31$27,192
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$4,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,571
Total income from all sources (including contributions)2022-01-01$-4,594,706
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,410,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,303,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$0
Value of total assets at end of year2022-01-01$17,826,380
Value of total assets at beginning of year2022-01-01$23,829,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$107,827
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$43,468
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$-399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$4,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$2,571
Administrative expenses (other) incurred2022-01-01$8,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-6,005,649
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,821,416
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$23,827,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$29,108
Value of interest in master investment trust accounts at end of year2022-01-01$17,826,380
Value of interest in master investment trust accounts at beginning of year2022-01-01$23,829,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,303,515
Contract administrator fees2022-01-01$27,192
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,746
Total income from all sources (including contributions)2021-12-31$254,365
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,504,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,367,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$23,829,636
Value of total assets at beginning of year2021-12-31$25,089,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,310
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$41,925
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$12,746
Administrative expenses (other) incurred2021-12-31$23,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,249,870
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,827,065
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,076,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,129
Value of interest in master investment trust accounts at end of year2021-12-31$23,829,636
Value of interest in master investment trust accounts at beginning of year2021-12-31$25,089,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,368,769
Contract administrator fees2021-12-31$32,181
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,594
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,329,585
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,626,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,478,916
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$25,089,681
Value of total assets at beginning of year2020-12-31$23,380,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147,248
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$41,950
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$-102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$12,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,594
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$43,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,703,421
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,076,935
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,373,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,732
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$25,089,681
Value of interest in master investment trust accounts at beginning of year2020-12-31$23,380,108
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,479,018
Contract administrator fees2020-12-31$33,731
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,686
Total income from all sources (including contributions)2019-12-31$4,103,356
Total income from all sources (including contributions)2019-12-31$4,103,356
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,682,452
Total of all expenses incurred2019-12-31$1,682,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,525,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,525,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$23,380,108
Value of total assets at end of year2019-12-31$23,380,108
Value of total assets at beginning of year2019-12-31$20,961,296
Value of total assets at beginning of year2019-12-31$20,961,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$156,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$156,562
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$45,995
Administrative expenses professional fees incurred2019-12-31$45,995
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,686
Administrative expenses (other) incurred2019-12-31$34,434
Administrative expenses (other) incurred2019-12-31$34,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,420,904
Value of net income/loss2019-12-31$2,420,904
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,373,514
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,373,514
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,952,610
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,952,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$51,041
Investment advisory and management fees2019-12-31$51,041
Value of interest in master investment trust accounts at end of year2019-12-31$23,380,108
Value of interest in master investment trust accounts at end of year2019-12-31$23,380,108
Value of interest in master investment trust accounts at beginning of year2019-12-31$20,961,296
Value of interest in master investment trust accounts at beginning of year2019-12-31$20,961,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,525,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,525,890
Contract administrator fees2019-12-31$25,092
Contract administrator fees2019-12-31$25,092
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2018 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,686
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,905
Total income from all sources (including contributions)2018-12-31$-1,131,707
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,804,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,681,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$20,961,296
Value of total assets at beginning of year2018-12-31$23,923,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$122,052
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$122,052
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$34,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,935,744
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,952,610
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,888,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$20,961,296
Value of interest in master investment trust accounts at beginning of year2018-12-31$23,923,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,681,985
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$34,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$378,568
Total income from all sources (including contributions)2017-12-31$2,843,146
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,326,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,766,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$23,923,259
Value of total assets at beginning of year2017-12-31$23,750,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$559,750
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$559,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$34,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$378,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$516,590
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,888,354
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,371,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$23,923,259
Value of interest in master investment trust accounts at beginning of year2017-12-31$23,750,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,766,806
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HERBEIN & COMPANY, INC.
Accountancy firm EIN2017-12-31232415973
2016 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$378,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,912,988
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,899,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,793,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$23,750,332
Value of total assets at beginning of year2016-12-31$24,358,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,105,577
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,105,577
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$378,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-986,413
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,371,764
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,358,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$23,750,332
Value of interest in master investment trust accounts at beginning of year2016-12-31$24,358,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,793,824
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HERBEIN & COMPANY, INC.
Accountancy firm EIN2016-12-31232415973
2015 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-398,220
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,067,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,822,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$24,358,177
Value of total assets at beginning of year2015-12-31$27,823,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,244,757
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,244,757
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,465,811
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,358,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,823,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$24,358,177
Value of interest in master investment trust accounts at beginning of year2015-12-31$27,823,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,822,834
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HERBEIN & COMPANY, INC.
Accountancy firm EIN2015-12-31232415973
2014 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,731,443
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,886,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,774,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$27,823,988
Value of total assets at beginning of year2014-12-31$27,979,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,111,706
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,111,706
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-155,136
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,823,988
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,979,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$27,823,988
Value of interest in master investment trust accounts at beginning of year2014-12-31$27,979,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,774,873
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,760,733
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,955,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,830,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$27,979,124
Value of total assets at beginning of year2013-12-31$29,174,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,124,845
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,124,845
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,195,089
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,979,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,174,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$27,979,124
Value of interest in master investment trust accounts at beginning of year2013-12-31$29,174,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,830,977
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,716,826
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,983,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,918,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$29,174,213
Value of total assets at beginning of year2012-12-31$28,440,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,064,591
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,064,591
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$733,690
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,174,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,440,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$29,174,213
Value of interest in master investment trust accounts at beginning of year2012-12-31$28,440,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,918,545
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,742,566
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,319,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,044,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$28,440,523
Value of total assets at beginning of year2011-12-31$29,017,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,274,377
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,274,377
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-576,610
Value of net assets at end of year (total assets less liabilities)2011-12-31$28,440,523
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,017,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$28,440,523
Value of interest in master investment trust accounts at beginning of year2011-12-31$29,017,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,044,799
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,398,983
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,299,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,105,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$29,017,133
Value of total assets at beginning of year2010-12-31$28,917,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,193,101
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,193,101
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$99,903
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,017,133
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$28,917,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$29,017,133
Value of interest in master investment trust accounts at beginning of year2010-12-31$28,917,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,105,979
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2010-12-31251408703
2009 : KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES

2023: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KENNAMETAL INC. & UAW INCLUDING LOCAL NO 1059 PEN PL FOR HOURLY RATED PROD & MAINT EES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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