2023 Form 5500 filing — Generac Power Systems, Inc. Employees 401(K) 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 20241002113232NAL0008204369001) for Generac Power Systems, Inc. Employees 401(K) Savings Plan, reported by Generac Power Systems, Inc under EIN 39-0963276 and plan number 003. It reports 7,497 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002113232NAL0008204369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Generac Power Systems, Inc
- EIN
- 39-0963276
- Plan number
- 003
- Location
- Waukesha, WI
- Participants
- 7,497
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $286,693,377
- Net assets (EOY)
- $286,693,377
- Employer contributions
- $8,421,190
- Participant contributions
- $26,224,212
- Total income / additions
- $83,485,376
- Benefits paid
- $36,625,789
- Administrative expenses
- $551,824
- Total expenses
- $37,211,369
- Net increase / (decrease)
- $46,274,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $389,171 | $0 |
| Marquette Associates, Inc. | INVESTMENT ADVISOR | $150,003 | not reported in the loaded dataset |
| Wipfli Cpa'S And Consultants | AUDITOR | $12,650 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |