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Plan Name | TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | TWIN DISC, INCORPORATED |
Employer identification number (EIN): | 390667110 |
NAIC Classification: | 333610 |
Additional information about TWIN DISC, INCORPORATED
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1937-11-19 |
Company Identification Number: | 0000947906 |
Legal Registered Office Address: |
4600 21ST ST RACINE United States of America (USA) 53405 |
More information about TWIN DISC, INCORPORATED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | DENISE WILCOX | |||
002 | 2016-01-01 | DENISE WILCOX | |||
002 | 2015-01-01 | DENISE WILCOX | |||
002 | 2014-01-01 | DENISE WILCOX | |||
002 | 2013-01-01 | DENISE L. WILCOX | |||
002 | 2012-01-01 | DENISE L. WILCOX | |||
002 | 2011-01-01 | DENISE L. WILCOX | |||
002 | 2009-01-01 | DENISE L. WILCOX |
Measure | Date | Value |
---|---|---|
2022: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 44,185,095 |
Acturial value of plan assets | 2022-12-31 | 42,081,892 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 34,789,328 |
Number of terminated vested participants | 2022-12-31 | 23 |
Fundng target for terminated vested participants | 2022-12-31 | 636,355 |
Active participant vested funding target | 2022-12-31 | 1,400,148 |
Number of active participants | 2022-12-31 | 24 |
Total funding liabilities for active participants | 2022-12-31 | 1,575,297 |
Total participant count | 2022-12-31 | 541 |
Total funding target for all participants | 2022-12-31 | 37,000,980 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 661,645 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 661,645 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 729,530 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 150,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 541 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 43,921,934 |
Acturial value of plan assets | 2021-12-31 | 40,667,381 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 36,786,673 |
Number of terminated vested participants | 2021-12-31 | 23 |
Fundng target for terminated vested participants | 2021-12-31 | 627,619 |
Active participant vested funding target | 2021-12-31 | 1,780,684 |
Number of active participants | 2021-12-31 | 29 |
Total funding liabilities for active participants | 2021-12-31 | 1,977,321 |
Total participant count | 2021-12-31 | 564 |
Total funding target for all participants | 2021-12-31 | 39,391,613 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 784,350 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 334,788 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 449,562 |
Present value of excess contributions | 2021-12-31 | 146,428 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 154,584 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 154,584 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 661,645 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 202,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 564 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 382 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 428 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 113 |
Total participants | 2021-01-01 | 541 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 42,834,705 |
Acturial value of plan assets | 2020-12-31 | 41,562,416 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 37,877,222 |
Number of terminated vested participants | 2020-12-31 | 32 |
Fundng target for terminated vested participants | 2020-12-31 | 900,143 |
Active participant vested funding target | 2020-12-31 | 2,157,233 |
Number of active participants | 2020-12-31 | 34 |
Total funding liabilities for active participants | 2020-12-31 | 2,372,148 |
Total participant count | 2020-12-31 | 583 |
Total funding target for all participants | 2020-12-31 | 41,149,513 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 744,589 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 784,350 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 784,350 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 784,350 |
Total employer contributions | 2020-12-31 | 157,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 146,428 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 290,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 371,447 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 334,788 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 334,788 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 146,428 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 451 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 113 |
Total participants | 2020-01-01 | 564 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 38,938,687 |
Acturial value of plan assets | 2019-12-31 | 41,005,829 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 38,095,486 |
Number of terminated vested participants | 2019-12-31 | 39 |
Fundng target for terminated vested participants | 2019-12-31 | 1,266,943 |
Active participant vested funding target | 2019-12-31 | 3,807,650 |
Number of active participants | 2019-12-31 | 49 |
Total funding liabilities for active participants | 2019-12-31 | 4,060,223 |
Total participant count | 2019-12-31 | 596 |
Total funding target for all participants | 2019-12-31 | 43,422,652 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 2,037 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,149 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 532,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 514,255 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 390,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 2,416,823 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 835,369 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 835,369 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 514,255 |
Unpaid minimum required contributions for current year | 2019-12-31 | 321,114 |
Unpaid minimum required contributions for all years | 2019-12-31 | 321,114 |
Total participants, beginning-of-year | 2019-01-01 | 596 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 403 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 29 |
Total of all active and inactive participants | 2019-01-01 | 466 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 117 |
Total participants | 2019-01-01 | 583 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 44,965,957 |
Acturial value of plan assets | 2018-12-31 | 42,284,225 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 37,656,840 |
Number of terminated vested participants | 2018-12-31 | 44 |
Fundng target for terminated vested participants | 2018-12-31 | 1,359,594 |
Active participant vested funding target | 2018-12-31 | 3,926,286 |
Number of active participants | 2018-12-31 | 52 |
Total funding liabilities for active participants | 2018-12-31 | 4,180,877 |
Total participant count | 2018-12-31 | 610 |
Total funding target for all participants | 2018-12-31 | 43,197,311 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 2,387 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,523 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 553,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 530,606 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 350,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 913,086 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 528,569 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 528,569 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 530,606 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 610 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 393 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 36 |
Total of all active and inactive participants | 2018-01-01 | 478 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 118 |
Total participants | 2018-01-01 | 596 |
2017: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 42,085,139 |
Acturial value of plan assets | 2017-12-31 | 42,977,517 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 38,407,144 |
Number of terminated vested participants | 2017-12-31 | 53 |
Fundng target for terminated vested participants | 2017-12-31 | 1,574,823 |
Active participant vested funding target | 2017-12-31 | 4,103,084 |
Number of active participants | 2017-12-31 | 54 |
Total funding liabilities for active participants | 2017-12-31 | 4,341,179 |
Total participant count | 2017-12-31 | 626 |
Total funding target for all participants | 2017-12-31 | 44,323,146 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 1,021 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,081 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 717,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 676,218 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 450,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,345,629 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 673,831 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 673,831 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 676,218 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 626 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 401 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 42 |
Total of all active and inactive participants | 2017-01-01 | 495 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 115 |
Total participants | 2017-01-01 | 610 |
2016: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 43,104,867 |
Acturial value of plan assets | 2016-12-31 | 45,360,335 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 38,848,164 |
Number of terminated vested participants | 2016-12-31 | 63 |
Fundng target for terminated vested participants | 2016-12-31 | 1,889,892 |
Active participant vested funding target | 2016-12-31 | 4,480,100 |
Number of active participants | 2016-12-31 | 61 |
Total funding liabilities for active participants | 2016-12-31 | 4,769,589 |
Total participant count | 2016-12-31 | 645 |
Total funding target for all participants | 2016-12-31 | 45,507,645 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 95,422 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 101,262 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 480,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 435,360 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 410,000 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 147,310 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 434,339 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 434,339 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 435,360 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 645 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 401 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 50 |
Total of all active and inactive participants | 2016-01-01 | 505 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 121 |
Total participants | 2016-01-01 | 626 |
2015: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 658 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 61 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 400 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 59 |
Total of all active and inactive participants | 2015-01-01 | 520 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 125 |
Total participants | 2015-01-01 | 645 |
2014: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 673 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 367 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 67 |
Total of all active and inactive participants | 2014-01-01 | 536 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 122 |
Total participants | 2014-01-01 | 658 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 692 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 115 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 365 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 73 |
Total of all active and inactive participants | 2013-01-01 | 553 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 120 |
Total participants | 2013-01-01 | 673 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 704 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 360 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 81 |
Total of all active and inactive participants | 2012-01-01 | 571 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 121 |
Total participants | 2012-01-01 | 692 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 719 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 360 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 84 |
Total of all active and inactive participants | 2011-01-01 | 587 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 117 |
Total participants | 2011-01-01 | 704 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 766 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 363 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 96 |
Total of all active and inactive participants | 2009-01-01 | 621 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 119 |
Total participants | 2009-01-01 | 740 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $32,191,091 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $65,577 |
Total income from all sources (including contributions) | 2022-12-31 | $-7,924,690 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $4,003,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,710,348 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $44,185,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $293,390 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $205,955 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $65,577 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-11,928,428 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $44,119,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $87,435 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $44,185,096 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,710,348 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2022-12-31 | 390758449 |
2021 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $65,577 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $65,766 |
Total income from all sources (including contributions) | 2021-12-31 | $4,538,500 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,120,871 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,767,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $157,000 |
Value of total assets at end of year | 2021-12-31 | $44,185,096 |
Value of total assets at beginning of year | 2021-12-31 | $43,767,656 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $353,727 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $244,450 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $65,577 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $65,766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $417,629 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $44,119,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $43,701,890 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $109,277 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $44,185,096 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $42,978,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $157,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $789,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,767,144 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $65,766 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $52,574 |
Total income from all sources (including contributions) | 2020-12-31 | $5,796,103 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,342,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,903,278 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $576,000 |
Value of total assets at end of year | 2020-12-31 | $43,767,656 |
Value of total assets at beginning of year | 2020-12-31 | $42,301,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $439,470 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $340,395 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $65,766 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $52,574 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,453,355 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $43,701,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $42,248,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $99,075 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $42,978,656 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $41,813,109 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $576,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $789,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $488,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,903,278 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2020-12-31 | 390758449 |
2019 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $52,574 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $32,270 |
Total income from all sources (including contributions) | 2019-12-31 | $7,666,263 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,327,191 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,834,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $887,000 |
Value of total assets at end of year | 2019-12-31 | $42,301,109 |
Value of total assets at beginning of year | 2019-12-31 | $38,941,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $492,559 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $391,334 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $52,574 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $32,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,339,072 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $42,248,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $38,909,463 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $101,225 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $41,813,109 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $38,745,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $887,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $488,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $196,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,834,632 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2019-12-31 | 390758449 |
2018 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $32,270 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $41,937 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,779,683 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,245,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,873,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $553,000 |
Value of total assets at end of year | 2018-12-31 | $38,941,733 |
Value of total assets at beginning of year | 2018-12-31 | $44,976,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $372,572 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $274,951 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $32,270 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $41,937 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,025,420 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $38,909,463 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $44,934,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $97,621 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $38,745,733 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $44,586,820 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $553,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $196,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $390,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,873,165 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2018-12-31 | 390758449 |
2017 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $41,937 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $28,066 |
Total income from all sources (including contributions) | 2017-12-31 | $7,235,258 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $4,376,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,918,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $717,000 |
Value of total assets at end of year | 2017-12-31 | $44,976,820 |
Value of total assets at beginning of year | 2017-12-31 | $42,104,049 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $457,738 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $358,781 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $41,937 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $28,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,858,900 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $44,934,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $42,075,983 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $98,957 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $44,586,820 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $41,624,049 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $717,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $390,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $480,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,918,620 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2017-12-31 | 390758449 |
2016 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $28,066 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $41,412 |
Total income from all sources (including contributions) | 2016-12-31 | $3,406,373 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,393,845 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,959,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $480,000 |
Value of total assets at end of year | 2016-12-31 | $42,104,049 |
Value of total assets at beginning of year | 2016-12-31 | $43,104,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $434,549 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $347,736 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $28,066 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $41,412 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-987,472 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $42,075,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $43,063,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $86,813 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $41,624,049 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $43,104,867 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $480,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $480,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,959,296 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2016-12-31 | 390758449 |
2015 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $41,412 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $26,661 |
Total income from all sources (including contributions) | 2015-12-31 | $85,936 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,156,349 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,821,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $100,000 |
Value of total assets at end of year | 2015-12-31 | $43,104,867 |
Value of total assets at beginning of year | 2015-12-31 | $47,160,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $335,067 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $261,155 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $41,412 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $26,661 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,070,413 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $43,063,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,133,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $73,912 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $43,104,867 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $46,210,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $950,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,821,282 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2015-12-31 | 390758449 |
2014 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,661 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,107 |
Total income from all sources (including contributions) | 2014-12-31 | $4,239,116 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $3,875,179 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,626,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,784,000 |
Value of total assets at end of year | 2014-12-31 | $47,160,529 |
Value of total assets at beginning of year | 2014-12-31 | $46,803,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $248,382 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $152,884 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $26,661 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $33,107 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $363,937 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $47,133,868 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $46,769,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $95,498 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $46,210,529 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $45,043,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,784,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $950,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,760,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,626,797 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,107 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $24,558 |
Total income from all sources (including contributions) | 2013-12-31 | $9,141,178 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,880,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,591,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,600,000 |
Value of total assets at end of year | 2013-12-31 | $46,803,038 |
Value of total assets at beginning of year | 2013-12-31 | $41,534,158 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $288,859 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $180,240 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $33,107 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $24,558 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,260,331 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $46,769,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,509,600 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $108,619 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $45,043,038 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $41,473,158 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,600,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,760,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $61,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,591,988 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2013-12-31 | 390758449 |
2012 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $24,558 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $21,254 |
Total income from all sources (including contributions) | 2012-12-31 | $4,776,811 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,771,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,506,493 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,221,000 |
Value of total assets at end of year | 2012-12-31 | $41,534,158 |
Value of total assets at beginning of year | 2012-12-31 | $40,525,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $265,189 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $166,389 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $24,558 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $21,254 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,005,129 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,509,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $40,504,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $98,800 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $41,473,158 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $38,702,671 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,221,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $61,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,823,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,506,493 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2012-12-31 | 390758449 |
2011 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $21,254 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $25,073 |
Total income from all sources (including contributions) | 2011-12-31 | $2,481,704 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,723,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,490,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,493,162 |
Value of total assets at end of year | 2011-12-31 | $40,525,725 |
Value of total assets at beginning of year | 2011-12-31 | $41,771,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $232,771 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $135,688 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $21,254 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $25,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,241,648 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $40,504,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,746,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $97,083 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $38,702,671 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $40,954,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,493,162 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,823,054 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $816,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,490,581 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2011-12-31 | 390758449 |
2010 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $25,073 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $26,343 |
Total income from all sources (including contributions) | 2010-12-31 | $7,117,440 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,745,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,484,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,208,068 |
Value of total assets at end of year | 2010-12-31 | $41,771,192 |
Value of total assets at beginning of year | 2010-12-31 | $38,400,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $261,342 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $111,890 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $25,073 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $26,343 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $3,371,884 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $41,746,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $38,374,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $149,452 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $40,954,675 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $38,141,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,208,068 |
Employer contributions (assets) at end of year | 2010-12-31 | $816,517 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $259,533 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,484,214 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | REILLY, PENNER & BENTON LLP |
Accountancy firm EIN | 2010-12-31 | 390747409 |
2009 : TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | Yes |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TWIN DISC, INCORPORATED RETIREMENT PLAN FOR RACINE HOURLY PAID EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |