ENERSYS INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : ENERSYS INC INVESTMENT TRUST 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-1,229,938 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-1,229,938 |
| Total income from all sources (including contributions) | 2023-03-31 | $-985,019 |
| Total loss/gain on sale of assets | 2023-03-31 | $-23,464 |
| Total of all expenses incurred | 2023-03-31 | $1,205,886 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $842,664 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $0 |
| Value of total assets at end of year | 2023-03-31 | $13,975,090 |
| Value of total assets at beginning of year | 2023-03-31 | $16,165,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $363,222 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $268,383 |
| Administrative expenses professional fees incurred | 2023-03-31 | $55,950 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $2,364 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $300,065 |
| Administrative expenses (other) incurred | 2023-03-31 | $198,322 |
| Value of net income/loss | 2023-03-31 | $-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 default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Investment advisory and management fees | 2023-03-31 | $108,950 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $1,711,145 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $1,275,357 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $1,275,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $0 |
| Income. Dividends from common stock | 2023-03-31 | $268,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $842,664 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $4,216,774 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $4,623,815 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-03-31 | $8,044,807 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $9,966,758 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2023-03-31 | $8,888,330 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $8,911,794 |
| 2022 : ENERSYS INC INVESTMENT TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $-907,019 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $-907,019 |
| Total income from all sources (including contributions) | 2022-03-31 | $1,034,921 |
| Total loss/gain on sale of assets | 2022-03-31 | $1,399,260 |
| Total of all expenses incurred | 2022-03-31 | $1,134,613 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $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 year | 2022-03-31 | $16,165,995 |
| Value of total assets at beginning of year | 2022-03-31 | $16,265,687 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $332,175 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $282,667 |
| Administrative expenses professional fees incurred | 2022-03-31 | $53,550 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $300,065 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $226 |
| Administrative expenses (other) incurred | 2022-03-31 | $144,920 |
| Value of net income/loss | 2022-03-31 | $-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 default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Investment advisory and management fees | 2022-03-31 | $133,705 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $1,275,357 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $1,454,141 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $1,454,141 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $260,013 |
| Income. Dividends from common stock | 2022-03-31 | $282,667 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $802,438 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $4,623,815 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $4,756,184 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-03-31 | $9,966,758 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $10,055,136 |
| Did the plan have assets held for investment | 2022-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2022-03-31 | $4,064,315 |
| Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $2,665,055 |
| 2021 : ENERSYS INC INVESTMENT TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $3,440,926 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $3,440,926 |
| Total income from all sources (including contributions) | 2021-03-31 | $5,475,942 |
| Total loss/gain on sale of assets | 2021-03-31 | $1,102,931 |
| Total of all expenses incurred | 2021-03-31 | $1,246,687 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $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 year | 2021-03-31 | $16,265,687 |
| Value of total assets at beginning of year | 2021-03-31 | $12,036,432 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $444,375 |
| Total interest from all sources | 2021-03-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $279,681 |
| Administrative expenses professional fees incurred | 2021-03-31 | $79,725 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $226 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $232 |
| Administrative expenses (other) incurred | 2021-03-31 | $256,218 |
| Value of net income/loss | 2021-03-31 | $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 default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Investment advisory and management fees | 2021-03-31 | $108,432 |
| Interest earned on other investments | 2021-03-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $1,454,141 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $1,220,785 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $1,220,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $652,404 |
| Income. Dividends from common stock | 2021-03-31 | $279,681 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $802,312 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $4,756,184 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $4,211,866 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $10,055,136 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $6,603,549 |
| Did the plan have assets held for investment | 2021-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-03-31 | $3,855,543 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $2,752,612 |
| 2020 : ENERSYS INC INVESTMENT TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $-1,858,003 |
| Total unrealized appreciation/depreciation of assets | 2020-03-31 | $-1,858,003 |
| Total income from all sources (including contributions) | 2020-03-31 | $-592,578 |
| Total loss/gain on sale of assets | 2020-03-31 | $835,497 |
| Total of all expenses incurred | 2020-03-31 | $1,134,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $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 year | 2020-03-31 | $12,036,432 |
| Value of total assets at beginning of year | 2020-03-31 | $13,763,316 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $359,566 |
| Total interest from all sources | 2020-03-31 | $279 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $375,349 |
| Administrative expenses professional fees incurred | 2020-03-31 | $53,400 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $232 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $559 |
| Administrative expenses (other) incurred | 2020-03-31 | $200,788 |
| Value of net income/loss | 2020-03-31 | $-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 default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Investment advisory and management fees | 2020-03-31 | $105,378 |
| Interest earned on other investments | 2020-03-31 | $279 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $1,220,785 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $1,078,943 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $1,078,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $54,300 |
| Income. Dividends from common stock | 2020-03-31 | $375,349 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $774,740 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $4,211,866 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $4,910,163 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $6,603,549 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $7,773,651 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-03-31 | $4,589,349 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $3,753,852 |
| 2019 : ENERSYS INC INVESTMENT TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $-770,996 |
| Total unrealized appreciation/depreciation of assets | 2019-03-31 | $-770,996 |
| Total income from all sources (including contributions) | 2019-03-31 | $896,193 |
| Total loss/gain on sale of assets | 2019-03-31 | $1,206,702 |
| Total of all expenses incurred | 2019-03-31 | $1,060,713 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $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 year | 2019-03-31 | $13,763,316 |
| Value of total assets at beginning of year | 2019-03-31 | $13,927,836 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $321,193 |
| Total interest from all sources | 2019-03-31 | $339 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $321,915 |
| Administrative expenses professional fees incurred | 2019-03-31 | $53,475 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $559 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $209 |
| Administrative expenses (other) incurred | 2019-03-31 | $158,317 |
| Value of net income/loss | 2019-03-31 | $-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 default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Investment advisory and management fees | 2019-03-31 | $109,401 |
| Interest earned on other investments | 2019-03-31 | $339 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $1,078,943 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $891,076 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $891,076 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $138,233 |
| Income. Dividends from common stock | 2019-03-31 | $321,915 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $739,520 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-03-31 | $4,910,163 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-03-31 | $4,110,687 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-31 | $7,773,651 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-03-31 | $8,925,864 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2019-03-31 | $5,661,507 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $4,454,805 |
| 2018 : ENERSYS INC INVESTMENT TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $592,978 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $592,978 |
| Total income from all sources (including contributions) | 2018-03-31 | $2,230,431 |
| Total loss/gain on sale of assets | 2018-03-31 | $862,670 |
| Total of all expenses incurred | 2018-03-31 | $1,033,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $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 year | 2018-03-31 | $13,927,836 |
| Value of total assets at beginning of year | 2018-03-31 | $12,731,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $337,511 |
| Total interest from all sources | 2018-03-31 | $257 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $271,871 |
| Administrative expenses professional fees incurred | 2018-03-31 | $48,450 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $209 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $31 |
| Administrative expenses (other) incurred | 2018-03-31 | $179,858 |
| Value of net income/loss | 2018-03-31 | $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 default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Investment advisory and management fees | 2018-03-31 | $109,203 |
| Interest earned on other investments | 2018-03-31 | $257 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $891,076 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $541,399 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $541,399 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $502,655 |
| Income. Dividends from common stock | 2018-03-31 | $271,871 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $696,358 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-03-31 | $4,110,687 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-03-31 | $3,872,898 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $8,925,864 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $8,316,946 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2018-03-31 | $4,974,404 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $4,111,734 |
| 2017 : ENERSYS INC INVESTMENT TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $635,477 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $635,477 |
| Total income from all sources (including contributions) | 2017-03-31 | $1,946,471 |
| Total loss/gain on sale of assets | 2017-03-31 | $578,029 |
| Total of all expenses incurred | 2017-03-31 | $1,053,954 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $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 year | 2017-03-31 | $12,731,274 |
| Value of total assets at beginning of year | 2017-03-31 | $11,838,757 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $346,005 |
| Total interest from all sources | 2017-03-31 | $19 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $238,063 |
| Administrative expenses professional fees incurred | 2017-03-31 | $62,600 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $31 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $46 |
| Administrative expenses (other) incurred | 2017-03-31 | $194,371 |
| Value of net income/loss | 2017-03-31 | $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 default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $89,034 |
| Interest earned on other investments | 2017-03-31 | $19 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $541,399 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $927,772 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $927,772 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $494,883 |
| Income. Dividends from common stock | 2017-03-31 | $238,063 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $707,949 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-03-31 | $3,872,898 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-03-31 | $3,586,657 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $8,316,946 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $7,324,282 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2017-03-31 | $4,924,175 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $4,346,146 |
| 2016 : ENERSYS INC INVESTMENT TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $99,963 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $99,963 |
| Total income from all sources (including contributions) | 2016-03-31 | $362,927 |
| Total loss/gain on sale of assets | 2016-03-31 | $-514,896 |
| Total of all expenses incurred | 2016-03-31 | $903,056 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $11,838,757 |
| Value of total assets at beginning of year | 2016-03-31 | $12,378,886 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $297,430 |
| Total interest from all sources | 2016-03-31 | $25 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $282,172 |
| Administrative expenses professional fees incurred | 2016-03-31 | $41,900 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $46 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $36 |
| Administrative expenses (other) incurred | 2016-03-31 | $158,558 |
| Value of net income/loss | 2016-03-31 | $-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 default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $96,972 |
| Interest earned on other investments | 2016-03-31 | $25 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $927,772 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $1,248,426 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $1,248,426 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $495,663 |
| Income. Dividends from common stock | 2016-03-31 | $282,172 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $605,626 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-03-31 | $3,586,657 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-03-31 | $3,848,811 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $7,324,282 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $7,281,613 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2016-03-31 | $4,554,152 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $5,069,048 |
| 2015 : ENERSYS INC INVESTMENT TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $643,945 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $643,945 |
| Total income from all sources (including contributions) | 2015-03-31 | $1,829,630 |
| Total loss/gain on sale of assets | 2015-03-31 | $119,971 |
| Total of all expenses incurred | 2015-03-31 | $760,109 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $12,378,886 |
| Value of total assets at beginning of year | 2015-03-31 | $11,309,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $223,951 |
| Total interest from all sources | 2015-03-31 | $17,417 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $259,889 |
| Administrative expenses professional fees incurred | 2015-03-31 | $38,900 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $36 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $4,415 |
| Administrative expenses (other) incurred | 2015-03-31 | $98,228 |
| Value of net income/loss | 2015-03-31 | $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 default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $86,823 |
| Interest earned on other investments | 2015-03-31 | $17,417 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $1,248,426 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $1,225,086 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $1,225,086 |
| Asset value of US Government securities at beginning of year | 2015-03-31 | $1,331,851 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $788,408 |
| Income. Dividends from common stock | 2015-03-31 | $259,889 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $536,158 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-03-31 | $3,848,811 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-03-31 | $2,228,376 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $7,281,613 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $6,519,637 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2015-03-31 | $5,942,149 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $5,822,178 |
| 2014 : ENERSYS INC INVESTMENT TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $581,056 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $581,056 |
| Total income from all sources (including contributions) | 2014-03-31 | $1,658,691 |
| Total loss/gain on sale of assets | 2014-03-31 | $334,112 |
| Total of all expenses incurred | 2014-03-31 | $683,224 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $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 year | 2014-03-31 | $11,309,365 |
| Value of total assets at beginning of year | 2014-03-31 | $10,333,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $202,093 |
| Total interest from all sources | 2014-03-31 | $29,839 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $226,638 |
| Administrative expenses professional fees incurred | 2014-03-31 | $38,625 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $4,415 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $4,442 |
| Administrative expenses (other) incurred | 2014-03-31 | $83,742 |
| Value of net income/loss | 2014-03-31 | $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 default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $79,726 |
| Interest earned on other investments | 2014-03-31 | $29,839 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $1,225,086 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $1,450,588 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $1,450,588 |
| Asset value of US Government securities at end of year | 2014-03-31 | $1,331,851 |
| Asset value of US Government securities at beginning of year | 2014-03-31 | $1,392,781 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $487,046 |
| Income. Dividends from common stock | 2014-03-31 | $226,638 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $481,131 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-03-31 | $2,228,376 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-03-31 | $2,139,811 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $6,519,637 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $5,346,276 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2014-03-31 | $3,677,041 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $3,342,929 |
| 2013 : ENERSYS INC INVESTMENT TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $267,027 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $267,027 |
| Total income from all sources (including contributions) | 2013-03-31 | $1,772,724 |
| Total loss/gain on sale of assets | 2013-03-31 | $312,617 |
| Total of all expenses incurred | 2013-03-31 | $631,161 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $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 year | 2013-03-31 | $10,333,898 |
| Value of total assets at beginning of year | 2013-03-31 | $9,192,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $172,056 |
| Total interest from all sources | 2013-03-31 | $39,873 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $190,667 |
| Administrative expenses professional fees incurred | 2013-03-31 | $40,325 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $4,442 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $3,791 |
| Administrative expenses (other) incurred | 2013-03-31 | $61,898 |
| Value of net income/loss | 2013-03-31 | $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 default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Investment advisory and management fees | 2013-03-31 | $69,833 |
| Interest earned on other investments | 2013-03-31 | $39,873 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $1,450,588 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $864,432 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $864,432 |
| Asset value of US Government securities at end of year | 2013-03-31 | $1,392,781 |
| Asset value of US Government securities at beginning of year | 2013-03-31 | $1,233,355 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $962,540 |
| Income. Dividends from common stock | 2013-03-31 | $190,667 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $459,105 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-03-31 | $2,139,811 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-03-31 | $2,023,676 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-03-31 | $5,346,276 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-03-31 | $5,067,081 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-03-31 | $5,075,365 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $4,762,748 |
| 2012 : ENERSYS INC INVESTMENT TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $277,921 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $277,921 |
| Total income from all sources (including contributions) | 2012-03-31 | $1,056,546 |
| Total loss/gain on sale of assets | 2012-03-31 | $-71,922 |
| Total of all expenses incurred | 2012-03-31 | $610,329 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $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 year | 2012-03-31 | $9,192,335 |
| Value of total assets at beginning of year | 2012-03-31 | $8,746,118 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $184,829 |
| Total interest from all sources | 2012-03-31 | $42,060 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $167,640 |
| Administrative expenses professional fees incurred | 2012-03-31 | $53,675 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $3,791 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $4,833 |
| Administrative expenses (other) incurred | 2012-03-31 | $66,229 |
| Value of net income/loss | 2012-03-31 | $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 default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Investment advisory and management fees | 2012-03-31 | $64,925 |
| Interest earned on other investments | 2012-03-31 | $42,060 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $864,432 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $522,527 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $522,527 |
| Asset value of US Government securities at end of year | 2012-03-31 | $1,233,355 |
| Asset value of US Government securities at beginning of year | 2012-03-31 | $1,407,857 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $640,847 |
| Income. Dividends from common stock | 2012-03-31 | $167,640 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $425,500 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-03-31 | $2,023,676 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-03-31 | $1,971,605 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-03-31 | $5,067,081 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-03-31 | $4,839,296 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2012-03-31 | $4,250,369 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $4,322,291 |
| 2011 : ENERSYS INC INVESTMENT TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $468,009 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $468,009 |
| Total income from all sources (including contributions) | 2011-03-31 | $1,458,089 |
| Total loss/gain on sale of assets | 2011-03-31 | $396,354 |
| Total of all expenses incurred | 2011-03-31 | $571,228 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $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 year | 2011-03-31 | $8,746,118 |
| Value of total assets at beginning of year | 2011-03-31 | $7,859,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $168,692 |
| Total interest from all sources | 2011-03-31 | $46,363 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $180,943 |
| Administrative expenses professional fees incurred | 2011-03-31 | $43,425 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $4,833 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $6,966 |
| Administrative expenses (other) incurred | 2011-03-31 | $64,327 |
| Value of net income/loss | 2011-03-31 | $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 default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Investment advisory and management fees | 2011-03-31 | $60,940 |
| Interest earned on other investments | 2011-03-31 | $46,363 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $522,527 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $441,472 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $441,472 |
| Asset value of US Government securities at end of year | 2011-03-31 | $1,407,857 |
| Asset value of US Government securities at beginning of year | 2011-03-31 | $1,442,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $366,420 |
| Income. Dividends from common stock | 2011-03-31 | $180,943 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $402,536 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-03-31 | $1,971,605 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-03-31 | $1,866,831 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-03-31 | $4,839,296 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-03-31 | $4,101,271 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-03-31 | $5,507,553 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $5,111,199 |
