Plan5500

Enerpac Tool Group Retirement Plan — Form 5500 plan (Enerpac Tool Group)

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, Enerpac Tool Group Retirement Plan is a benefit plan reported by Enerpac Tool Group under EIN 39-0168610 and plan number 001. The latest loaded filing year is 2023. The filing reports 723 participants and $28,984,471 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Enerpac Tool Group
EIN
39-0168610
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
723
End-of-year plan assets
$28,984,471

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023723H, C20251013115531NAL0000569459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,984,471
Total liabilities (EOY)
$30,616
Net assets (EOY)
$28,953,855
Net assets (BOY)
$29,513,598

Income & contributions

Employer contributions
$683,000
Total contributions
$683,000
Total income / additions
$3,400,803

Expenses & distributions

Benefits paid
$3,343,317
Administrative expenses
$617,229
Total expenses
$3,960,546
Net increase / (decrease)
-$559,743

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sei Investment Management CorpCUSTODIAN$129,802not reported in the loaded dataset2023
Michael Best & Friedrich LlpNONE$75,153not reported in the loaded dataset2023
Towers WatsonNONE$62,857not reported in the loaded dataset2023
Wipfli LlpNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages