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ENERSYS INC INVESTMENT TRUST 401k Plan overview

Plan NameENERSYS INC INVESTMENT TRUST
Plan identification number 103

ENERSYS INC INVESTMENT TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

ENERSYS INC. has sponsored the creation of one or more 401k plans.

Company Name:ENERSYS INC.
Employer identification number (EIN):952388156
NAIC Classification:335900

Additional information about ENERSYS INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1998-08-27
Company Identification Number: F135093
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about ENERSYS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENERSYS INC INVESTMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1032022-04-01
1032021-04-01
1032020-04-01
1032019-04-01
1032018-04-01
1032017-04-01
1032016-04-01
1032015-04-01
1032014-04-01
1032013-04-01
1032012-04-01THEODORE R FRIES
1032011-04-01THEODORE R FRIES
1032009-04-01THEODORE R FRIES

Financial Data on ENERSYS INC INVESTMENT TRUST

Measure Date Value
2023 : ENERSYS INC INVESTMENT TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-1,229,938
Total unrealized appreciation/depreciation of assets2023-03-31$-1,229,938
Total income from all sources (including contributions)2023-03-31$-985,019
Total loss/gain on sale of assets2023-03-31$-23,464
Total of all expenses incurred2023-03-31$1,205,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$842,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$0
Value of total assets at end of year2023-03-31$13,975,090
Value of total assets at beginning of year2023-03-31$16,165,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$363,222
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$268,383
Administrative expenses professional fees incurred2023-03-31$55,950
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$2,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$300,065
Administrative expenses (other) incurred2023-03-31$198,322
Value of net income/loss2023-03-31$-2,190,905
Value of net assets at end of year (total assets less liabilities)2023-03-31$13,975,090
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$16,165,995
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$108,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$1,711,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$1,275,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$1,275,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Contributions received in cash from employer2023-03-31$0
Income. Dividends from common stock2023-03-31$268,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$842,664
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$4,216,774
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$4,623,815
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$8,044,807
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$9,966,758
Did the plan have assets held for investment2023-03-31Yes
Aggregate proceeds on sale of assets2023-03-31$8,888,330
Aggregate carrying amount (costs) on sale of assets2023-03-31$8,911,794
2022 : ENERSYS INC INVESTMENT TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-907,019
Total unrealized appreciation/depreciation of assets2022-03-31$-907,019
Total income from all sources (including contributions)2022-03-31$1,034,921
Total loss/gain on sale of assets2022-03-31$1,399,260
Total of all expenses incurred2022-03-31$1,134,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$802,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$260,013
Value of total assets at end of year2022-03-31$16,165,995
Value of total assets at beginning of year2022-03-31$16,265,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$332,175
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$282,667
Administrative expenses professional fees incurred2022-03-31$53,550
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$300,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$226
Administrative expenses (other) incurred2022-03-31$144,920
Value of net income/loss2022-03-31$-99,692
Value of net assets at end of year (total assets less liabilities)2022-03-31$16,165,995
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$16,265,687
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$133,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$1,275,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$1,454,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$1,454,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Contributions received in cash from employer2022-03-31$260,013
Income. Dividends from common stock2022-03-31$282,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$802,438
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$4,623,815
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$4,756,184
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$9,966,758
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$10,055,136
Did the plan have assets held for investment2022-03-31Yes
Aggregate proceeds on sale of assets2022-03-31$4,064,315
Aggregate carrying amount (costs) on sale of assets2022-03-31$2,665,055
2021 : ENERSYS INC INVESTMENT TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$3,440,926
Total unrealized appreciation/depreciation of assets2021-03-31$3,440,926
Total income from all sources (including contributions)2021-03-31$5,475,942
Total loss/gain on sale of assets2021-03-31$1,102,931
Total of all expenses incurred2021-03-31$1,246,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$802,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$652,404
Value of total assets at end of year2021-03-31$16,265,687
Value of total assets at beginning of year2021-03-31$12,036,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$444,375
Total interest from all sources2021-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$279,681
Administrative expenses professional fees incurred2021-03-31$79,725
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$226
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$232
Administrative expenses (other) incurred2021-03-31$256,218
Value of net income/loss2021-03-31$4,229,255
Value of net assets at end of year (total assets less liabilities)2021-03-31$16,265,687
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$12,036,432
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$108,432
Interest earned on other investments2021-03-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$1,454,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$1,220,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$1,220,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Contributions received in cash from employer2021-03-31$652,404
Income. Dividends from common stock2021-03-31$279,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$802,312
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$4,756,184
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$4,211,866
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$10,055,136
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$6,603,549
Did the plan have assets held for investment2021-03-31Yes
Aggregate proceeds on sale of assets2021-03-31$3,855,543
Aggregate carrying amount (costs) on sale of assets2021-03-31$2,752,612
2020 : ENERSYS INC INVESTMENT TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-1,858,003
Total unrealized appreciation/depreciation of assets2020-03-31$-1,858,003
Total income from all sources (including contributions)2020-03-31$-592,578
Total loss/gain on sale of assets2020-03-31$835,497
Total of all expenses incurred2020-03-31$1,134,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$774,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$54,300
Value of total assets at end of year2020-03-31$12,036,432
Value of total assets at beginning of year2020-03-31$13,763,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$359,566
Total interest from all sources2020-03-31$279
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$375,349
Administrative expenses professional fees incurred2020-03-31$53,400
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$559
Administrative expenses (other) incurred2020-03-31$200,788
Value of net income/loss2020-03-31$-1,726,884
Value of net assets at end of year (total assets less liabilities)2020-03-31$12,036,432
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$13,763,316
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$105,378
Interest earned on other investments2020-03-31$279
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,220,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$1,078,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$1,078,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Contributions received in cash from employer2020-03-31$54,300
Income. Dividends from common stock2020-03-31$375,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$774,740
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$4,211,866
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$4,910,163
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$6,603,549
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$7,773,651
Did the plan have assets held for investment2020-03-31Yes
Aggregate proceeds on sale of assets2020-03-31$4,589,349
Aggregate carrying amount (costs) on sale of assets2020-03-31$3,753,852
2019 : ENERSYS INC INVESTMENT TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$-770,996
Total unrealized appreciation/depreciation of assets2019-03-31$-770,996
Total income from all sources (including contributions)2019-03-31$896,193
Total loss/gain on sale of assets2019-03-31$1,206,702
Total of all expenses incurred2019-03-31$1,060,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$739,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$138,233
Value of total assets at end of year2019-03-31$13,763,316
Value of total assets at beginning of year2019-03-31$13,927,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$321,193
Total interest from all sources2019-03-31$339
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$321,915
Administrative expenses professional fees incurred2019-03-31$53,475
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$559
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$209
Administrative expenses (other) incurred2019-03-31$158,317
Value of net income/loss2019-03-31$-164,520
Value of net assets at end of year (total assets less liabilities)2019-03-31$13,763,316
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$13,927,836
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$109,401
Interest earned on other investments2019-03-31$339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$1,078,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$891,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$891,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Contributions received in cash from employer2019-03-31$138,233
Income. Dividends from common stock2019-03-31$321,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$739,520
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$4,910,163
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$4,110,687
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$7,773,651
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$8,925,864
Did the plan have assets held for investment2019-03-31Yes
Aggregate proceeds on sale of assets2019-03-31$5,661,507
Aggregate carrying amount (costs) on sale of assets2019-03-31$4,454,805
2018 : ENERSYS INC INVESTMENT TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$592,978
Total unrealized appreciation/depreciation of assets2018-03-31$592,978
Total income from all sources (including contributions)2018-03-31$2,230,431
Total loss/gain on sale of assets2018-03-31$862,670
Total of all expenses incurred2018-03-31$1,033,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$696,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$502,655
Value of total assets at end of year2018-03-31$13,927,836
Value of total assets at beginning of year2018-03-31$12,731,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$337,511
Total interest from all sources2018-03-31$257
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$271,871
Administrative expenses professional fees incurred2018-03-31$48,450
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$31
Administrative expenses (other) incurred2018-03-31$179,858
Value of net income/loss2018-03-31$1,196,562
Value of net assets at end of year (total assets less liabilities)2018-03-31$13,927,836
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$12,731,274
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$109,203
Interest earned on other investments2018-03-31$257
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$891,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$541,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$541,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Contributions received in cash from employer2018-03-31$502,655
Income. Dividends from common stock2018-03-31$271,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$696,358
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$4,110,687
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$3,872,898
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$8,925,864
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$8,316,946
Did the plan have assets held for investment2018-03-31Yes
Aggregate proceeds on sale of assets2018-03-31$4,974,404
Aggregate carrying amount (costs) on sale of assets2018-03-31$4,111,734
2017 : ENERSYS INC INVESTMENT TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$635,477
Total unrealized appreciation/depreciation of assets2017-03-31$635,477
Total income from all sources (including contributions)2017-03-31$1,946,471
Total loss/gain on sale of assets2017-03-31$578,029
Total of all expenses incurred2017-03-31$1,053,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$707,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$494,883
Value of total assets at end of year2017-03-31$12,731,274
Value of total assets at beginning of year2017-03-31$11,838,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$346,005
Total interest from all sources2017-03-31$19
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$238,063
Administrative expenses professional fees incurred2017-03-31$62,600
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$46
Administrative expenses (other) incurred2017-03-31$194,371
Value of net income/loss2017-03-31$892,517
Value of net assets at end of year (total assets less liabilities)2017-03-31$12,731,274
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$11,838,757
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$89,034
Interest earned on other investments2017-03-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$541,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$927,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$927,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Contributions received in cash from employer2017-03-31$494,883
Income. Dividends from common stock2017-03-31$238,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$707,949
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$3,872,898
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$3,586,657
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$8,316,946
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$7,324,282
Did the plan have assets held for investment2017-03-31Yes
Aggregate proceeds on sale of assets2017-03-31$4,924,175
Aggregate carrying amount (costs) on sale of assets2017-03-31$4,346,146
2016 : ENERSYS INC INVESTMENT TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$99,963
Total unrealized appreciation/depreciation of assets2016-03-31$99,963
Total income from all sources (including contributions)2016-03-31$362,927
Total loss/gain on sale of assets2016-03-31$-514,896
Total of all expenses incurred2016-03-31$903,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$605,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$495,663
Value of total assets at end of year2016-03-31$11,838,757
Value of total assets at beginning of year2016-03-31$12,378,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$297,430
Total interest from all sources2016-03-31$25
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$282,172
Administrative expenses professional fees incurred2016-03-31$41,900
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$36
Administrative expenses (other) incurred2016-03-31$158,558
Value of net income/loss2016-03-31$-540,129
Value of net assets at end of year (total assets less liabilities)2016-03-31$11,838,757
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$12,378,886
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$96,972
Interest earned on other investments2016-03-31$25
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$927,772
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$1,248,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$1,248,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Contributions received in cash from employer2016-03-31$495,663
Income. Dividends from common stock2016-03-31$282,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$605,626
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$3,586,657
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$3,848,811
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$7,324,282
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$7,281,613
Did the plan have assets held for investment2016-03-31Yes
Aggregate proceeds on sale of assets2016-03-31$4,554,152
Aggregate carrying amount (costs) on sale of assets2016-03-31$5,069,048
2015 : ENERSYS INC INVESTMENT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$643,945
Total unrealized appreciation/depreciation of assets2015-03-31$643,945
Total income from all sources (including contributions)2015-03-31$1,829,630
Total loss/gain on sale of assets2015-03-31$119,971
Total of all expenses incurred2015-03-31$760,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$536,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$788,408
Value of total assets at end of year2015-03-31$12,378,886
Value of total assets at beginning of year2015-03-31$11,309,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$223,951
Total interest from all sources2015-03-31$17,417
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$259,889
Administrative expenses professional fees incurred2015-03-31$38,900
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$4,415
Administrative expenses (other) incurred2015-03-31$98,228
Value of net income/loss2015-03-31$1,069,521
Value of net assets at end of year (total assets less liabilities)2015-03-31$12,378,886
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$11,309,365
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$86,823
Interest earned on other investments2015-03-31$17,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,248,426
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$1,225,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$1,225,086
Asset value of US Government securities at beginning of year2015-03-31$1,331,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Contributions received in cash from employer2015-03-31$788,408
Income. Dividends from common stock2015-03-31$259,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$536,158
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$3,848,811
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$2,228,376
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$7,281,613
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$6,519,637
Did the plan have assets held for investment2015-03-31Yes
Aggregate proceeds on sale of assets2015-03-31$5,942,149
Aggregate carrying amount (costs) on sale of assets2015-03-31$5,822,178
2014 : ENERSYS INC INVESTMENT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$581,056
Total unrealized appreciation/depreciation of assets2014-03-31$581,056
Total income from all sources (including contributions)2014-03-31$1,658,691
Total loss/gain on sale of assets2014-03-31$334,112
Total of all expenses incurred2014-03-31$683,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$481,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$487,046
Value of total assets at end of year2014-03-31$11,309,365
Value of total assets at beginning of year2014-03-31$10,333,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$202,093
Total interest from all sources2014-03-31$29,839
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$226,638
Administrative expenses professional fees incurred2014-03-31$38,625
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$4,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$4,442
Administrative expenses (other) incurred2014-03-31$83,742
Value of net income/loss2014-03-31$975,467
Value of net assets at end of year (total assets less liabilities)2014-03-31$11,309,365
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$10,333,898
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$79,726
Interest earned on other investments2014-03-31$29,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,225,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,450,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,450,588
Asset value of US Government securities at end of year2014-03-31$1,331,851
Asset value of US Government securities at beginning of year2014-03-31$1,392,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Contributions received in cash from employer2014-03-31$487,046
Income. Dividends from common stock2014-03-31$226,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$481,131
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$2,228,376
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$2,139,811
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$6,519,637
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$5,346,276
Did the plan have assets held for investment2014-03-31Yes
Aggregate proceeds on sale of assets2014-03-31$3,677,041
Aggregate carrying amount (costs) on sale of assets2014-03-31$3,342,929
2013 : ENERSYS INC INVESTMENT TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$267,027
Total unrealized appreciation/depreciation of assets2013-03-31$267,027
Total income from all sources (including contributions)2013-03-31$1,772,724
Total loss/gain on sale of assets2013-03-31$312,617
Total of all expenses incurred2013-03-31$631,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$459,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$962,540
Value of total assets at end of year2013-03-31$10,333,898
Value of total assets at beginning of year2013-03-31$9,192,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$172,056
Total interest from all sources2013-03-31$39,873
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$190,667
Administrative expenses professional fees incurred2013-03-31$40,325
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$4,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$3,791
Administrative expenses (other) incurred2013-03-31$61,898
Value of net income/loss2013-03-31$1,141,563
Value of net assets at end of year (total assets less liabilities)2013-03-31$10,333,898
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$9,192,335
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$69,833
Interest earned on other investments2013-03-31$39,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,450,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$864,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$864,432
Asset value of US Government securities at end of year2013-03-31$1,392,781
Asset value of US Government securities at beginning of year2013-03-31$1,233,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Contributions received in cash from employer2013-03-31$962,540
Income. Dividends from common stock2013-03-31$190,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$459,105
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$2,139,811
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$2,023,676
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$5,346,276
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$5,067,081
Did the plan have assets held for investment2013-03-31Yes
Aggregate proceeds on sale of assets2013-03-31$5,075,365
Aggregate carrying amount (costs) on sale of assets2013-03-31$4,762,748
2012 : ENERSYS INC INVESTMENT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$277,921
Total unrealized appreciation/depreciation of assets2012-03-31$277,921
Total income from all sources (including contributions)2012-03-31$1,056,546
Total loss/gain on sale of assets2012-03-31$-71,922
Total of all expenses incurred2012-03-31$610,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$425,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$640,847
Value of total assets at end of year2012-03-31$9,192,335
Value of total assets at beginning of year2012-03-31$8,746,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$184,829
Total interest from all sources2012-03-31$42,060
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$167,640
Administrative expenses professional fees incurred2012-03-31$53,675
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$3,791
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$4,833
Administrative expenses (other) incurred2012-03-31$66,229
Value of net income/loss2012-03-31$446,217
Value of net assets at end of year (total assets less liabilities)2012-03-31$9,192,335
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$8,746,118
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$64,925
Interest earned on other investments2012-03-31$42,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$864,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$522,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$522,527
Asset value of US Government securities at end of year2012-03-31$1,233,355
Asset value of US Government securities at beginning of year2012-03-31$1,407,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Contributions received in cash from employer2012-03-31$640,847
Income. Dividends from common stock2012-03-31$167,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$425,500
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$2,023,676
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$1,971,605
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$5,067,081
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$4,839,296
Did the plan have assets held for investment2012-03-31Yes
Aggregate proceeds on sale of assets2012-03-31$4,250,369
Aggregate carrying amount (costs) on sale of assets2012-03-31$4,322,291
2011 : ENERSYS INC INVESTMENT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$468,009
Total unrealized appreciation/depreciation of assets2011-03-31$468,009
Total income from all sources (including contributions)2011-03-31$1,458,089
Total loss/gain on sale of assets2011-03-31$396,354
Total of all expenses incurred2011-03-31$571,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$402,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$366,420
Value of total assets at end of year2011-03-31$8,746,118
Value of total assets at beginning of year2011-03-31$7,859,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$168,692
Total interest from all sources2011-03-31$46,363
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$180,943
Administrative expenses professional fees incurred2011-03-31$43,425
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$4,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$6,966
Administrative expenses (other) incurred2011-03-31$64,327
Value of net income/loss2011-03-31$886,861
Value of net assets at end of year (total assets less liabilities)2011-03-31$8,746,118
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$7,859,258
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$60,940
Interest earned on other investments2011-03-31$46,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$522,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$441,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$441,472
Asset value of US Government securities at end of year2011-03-31$1,407,857
Asset value of US Government securities at beginning of year2011-03-31$1,442,718
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Contributions received in cash from employer2011-03-31$366,420
Income. Dividends from common stock2011-03-31$180,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$402,536
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$1,971,605
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$1,866,831
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$4,839,296
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$4,101,271
Did the plan have assets held for investment2011-03-31Yes
Aggregate proceeds on sale of assets2011-03-31$5,507,553
Aggregate carrying amount (costs) on sale of assets2011-03-31$5,111,199

Form 5500 Responses for ENERSYS INC INVESTMENT TRUST

2022: ENERSYS INC INVESTMENT TRUST 2022 form 5500 responses
2022-04-01Type of plan entityDFE (Diect Filing Entity)
2022-04-01Plan funding arrangement – TrustYes
2021: ENERSYS INC INVESTMENT TRUST 2021 form 5500 responses
2021-04-01Type of plan entityDFE (Diect Filing Entity)
2021-04-01Plan funding arrangement – TrustYes
2020: ENERSYS INC INVESTMENT TRUST 2020 form 5500 responses
2020-04-01Type of plan entityDFE (Diect Filing Entity)
2020-04-01Plan funding arrangement – TrustYes
2019: ENERSYS INC INVESTMENT TRUST 2019 form 5500 responses
2019-04-01Type of plan entityDFE (Diect Filing Entity)
2019-04-01Plan funding arrangement – TrustYes
2018: ENERSYS INC INVESTMENT TRUST 2018 form 5500 responses
2018-04-01Type of plan entityDFE (Diect Filing Entity)
2018-04-01Plan funding arrangement – TrustYes
2017: ENERSYS INC INVESTMENT TRUST 2017 form 5500 responses
2017-04-01Type of plan entityDFE (Diect Filing Entity)
2017-04-01Plan funding arrangement – TrustYes
2016: ENERSYS INC INVESTMENT TRUST 2016 form 5500 responses
2016-04-01Type of plan entityDFE (Diect Filing Entity)
2016-04-01Plan funding arrangement – TrustYes
2015: ENERSYS INC INVESTMENT TRUST 2015 form 5500 responses
2015-04-01Type of plan entityDFE (Diect Filing Entity)
2015-04-01Plan funding arrangement – TrustYes
2014: ENERSYS INC INVESTMENT TRUST 2014 form 5500 responses
2014-04-01Type of plan entityDFE (Diect Filing Entity)
2014-04-01Plan funding arrangement – TrustYes
2013: ENERSYS INC INVESTMENT TRUST 2013 form 5500 responses
2013-04-01Type of plan entityDFE (Diect Filing Entity)
2013-04-01Plan funding arrangement – TrustYes
2012: ENERSYS INC INVESTMENT TRUST 2012 form 5500 responses
2012-04-01Type of plan entityDFE (Diect Filing Entity)
2012-04-01Plan funding arrangement – TrustYes
2011: ENERSYS INC INVESTMENT TRUST 2011 form 5500 responses
2011-04-01Type of plan entityDFE (Diect Filing Entity)
2011-04-01Plan funding arrangement – TrustYes
2009: ENERSYS INC INVESTMENT TRUST 2009 form 5500 responses
2009-04-01Type of plan entityDFE (Diect Filing Entity)
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – TrustYes

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