2023 Form 5500 filing — Enerpac Tool Group Retirement 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 20251013115531NAL0000569459001) for Enerpac Tool Group Retirement Plan, reported by Enerpac Tool Group under EIN 39-0168610 and plan number 001. It reports 723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013115531NAL0000569459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enerpac Tool Group
- EIN
- 39-0168610
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 723
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,984,471
- Total liabilities (EOY)
- $30,616
- Net assets (EOY)
- $28,953,855
- Employer contributions
- $683,000
- Total income / additions
- $3,400,803
- Benefits paid
- $3,343,317
- Administrative expenses
- $617,229
- Total expenses
- $3,960,546
- Net increase / (decrease)
- -$559,743
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Management Corp | CUSTODIAN | $129,802 | not reported in the loaded dataset |
| Michael Best & Friedrich Llp | NONE | $75,153 | not reported in the loaded dataset |
| Towers Watson | NONE | $62,857 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $10,000 | not reported in the loaded dataset |