Enerpac Tool Group 401(K) Plan — Form 5500 plan (Enerpac Tool Group Corp)
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 401(K) Plan is a benefit plan reported by Enerpac Tool Group Corp under EIN 39-0168610 and plan number 022. The latest loaded filing year is 2023. The filing reports 1,341 participants and $139,969,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Enerpac Tool Group Corp
- EIN
- 39-0168610
- Plan number
- 022
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 1,341
- End-of-year plan assets
- $139,969,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,341 | H, C | 20241007132703NAL0027547712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,969,601
- Total liabilities (EOY)
- $8,324
- Net assets (EOY)
- $139,961,277
- Net assets (BOY)
- $128,425,916
Income & contributions
- Employer contributions
- $2,236,199
- Participant contributions
- $5,978,958
- Total contributions
- $9,617,379
- Total income / additions
- $31,104,611
Expenses & distributions
- Benefits paid
- $19,415,889
- Administrative expenses
- $108,779
- Total expenses
- $19,569,250
- Net increase / (decrease)
- $11,535,361
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $65,018 | not reported in the loaded dataset | 2023 |
| Michael Best & Friedrich Llp | ATTORNEY/LEGAL | $51,237 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,115 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Enerpac Tool Group Corp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Michael Best & Friedrich Llp — Schedule C compensation
- Wipfli Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation