Generac Power Systems, Inc. Employees 401(K) Savings Plan — Form 5500 plan (Generac Power Systems, Inc)
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, Generac Power Systems, Inc. Employees 401(K) Savings Plan is a benefit plan reported by Generac Power Systems, Inc under EIN 39-0963276 and plan number 003. The latest loaded filing year is 2023. The filing reports 7,497 participants and $286,693,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Generac Power Systems, Inc
- EIN
- 39-0963276
- Plan number
- 003
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 7,497
- End-of-year plan assets
- $286,693,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,497 | H, C | 20241002113232NAL0008204369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $286,693,377
- Net assets (EOY)
- $286,693,377
- Net assets (BOY)
- $228,284,772
Income & contributions
- Employer contributions
- $8,421,190
- Participant contributions
- $26,224,212
- Total contributions
- $40,925,242
- Total income / additions
- $83,485,376
Expenses & distributions
- Benefits paid
- $36,625,789
- Administrative expenses
- $551,824
- Total expenses
- $37,211,369
- Net increase / (decrease)
- $46,274,007
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $389,171 | $0 | 2023 |
| Marquette Associates, Inc. | INVESTMENT ADVISOR | $150,003 | not reported in the loaded dataset | 2023 |
| Wipfli Cpa'S And Consultants | AUDITOR | $12,650 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Generac Power Systems, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Waukesha, WI
- Transamerica Retirement Solutions — Schedule C compensation
- Marquette Associates, Inc. — Schedule C compensation
- Wipfli Cpa'S And Consultants — Schedule C compensation
- National Financial Services — Schedule C compensation