2023 Form 5500 filing — Enerpac Tool Group 401(K) 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 20241007132703NAL0027547712001) for Enerpac Tool Group 401(K) Plan, reported by Enerpac Tool Group Corp under EIN 39-0168610 and plan number 022. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132703NAL0027547712001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Enerpac Tool Group Corp
- EIN
- 39-0168610
- Plan number
- 022
- Location
- Menomonee Falls, WI
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,969,601
- Total liabilities (EOY)
- $8,324
- Net assets (EOY)
- $139,961,277
- Employer contributions
- $2,236,199
- Participant contributions
- $5,978,958
- Total income / additions
- $31,104,611
- Benefits paid
- $19,415,889
- Administrative expenses
- $108,779
- Total expenses
- $19,569,250
- Net increase / (decrease)
- $11,535,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $65,018 | not reported in the loaded dataset |
| Michael Best & Friedrich Llp | ATTORNEY/LEGAL | $51,237 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $16,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$30,115 | $0 |