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Plan Name | TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN |
Plan identification number | 005 |
401k Plan Type | Defined Contribution 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 |
---|---|---|---|---|---|
005 | 2022-01-01 | ||||
005 | 2021-01-01 | ||||
005 | 2020-01-01 | ||||
005 | 2019-01-01 | ||||
005 | 2018-01-01 | ||||
005 | 2017-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2018-10-11 | |
005 | 2016-01-01 | DENISE L. WILCOX | |||
005 | 2015-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2016-10-07 | |
005 | 2014-01-01 | DENISE L WILCOX | DENISE L WILCOX | 2015-10-12 | |
005 | 2013-01-01 | DENISE L. WILCOX | |||
005 | 2012-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2013-10-02 | |
005 | 2011-01-01 | DENISE L. WILCOX | |||
005 | 2009-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2010-09-24 | |
005 | 2009-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2010-09-30 |
Measure | Date | Value |
---|---|---|
2022: TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 407 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 261 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 129 |
Total of all active and inactive participants | 2022-01-01 | 415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 422 |
Number of participants with account balances | 2022-01-01 | 407 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 423 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 260 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 140 |
Total of all active and inactive participants | 2021-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 407 |
Number of participants with account balances | 2021-01-01 | 389 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 163 |
Total of all active and inactive participants | 2020-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 428 |
Number of participants with account balances | 2020-01-01 | 414 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 492 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 326 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 135 |
Total of all active and inactive participants | 2019-01-01 | 461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 468 |
Number of participants with account balances | 2019-01-01 | 457 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 349 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 137 |
Total of all active and inactive participants | 2018-01-01 | 486 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 492 |
Number of participants with account balances | 2018-01-01 | 474 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 425 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 273 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 133 |
Total of all active and inactive participants | 2017-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 413 |
Number of participants with account balances | 2017-01-01 | 403 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 478 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 276 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 142 |
Total of all active and inactive participants | 2016-01-01 | 418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 425 |
Number of participants with account balances | 2016-01-01 | 414 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 539 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 304 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 164 |
Total of all active and inactive participants | 2015-01-01 | 468 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 473 |
Number of participants with account balances | 2015-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 548 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 431 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 99 |
Total of all active and inactive participants | 2014-01-01 | 530 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 536 |
Number of participants with account balances | 2014-01-01 | 536 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 576 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 445 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 92 |
Total of all active and inactive participants | 2013-01-01 | 537 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 544 |
Number of participants with account balances | 2013-01-01 | 544 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 556 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 475 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 97 |
Total of all active and inactive participants | 2012-01-01 | 572 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 579 |
Number of participants with account balances | 2012-01-01 | 570 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 519 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 455 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 96 |
Total of all active and inactive participants | 2011-01-01 | 551 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 553 |
Number of participants with account balances | 2011-01-01 | 529 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 550 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 408 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 99 |
Total of all active and inactive participants | 2009-01-01 | 507 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3 |
Total participants | 2009-01-01 | 510 |
Number of participants with account balances | 2009-01-01 | 506 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-208,080 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-208,080 |
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 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-9,108,464 |
Total loss/gain on sale of assets | 2022-12-31 | $32,954 |
Total of all expenses incurred | 2022-12-31 | $5,967,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,937,629 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,013,382 |
Value of total assets at end of year | 2022-12-31 | $60,813,932 |
Value of total assets at beginning of year | 2022-12-31 | $75,889,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $29,570 |
Total interest from all sources | 2022-12-31 | $41,538 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,185,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $3,185,740 |
Administrative expenses professional fees incurred | 2022-12-31 | $26,300 |
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 |
Contributions received from participants | 2022-12-31 | $2,153,941 |
Participant contributions at end of year | 2022-12-31 | $835,307 |
Participant contributions at beginning of year | 2022-12-31 | $843,748 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $43,086 |
Administrative expenses (other) incurred | 2022-12-31 | $3,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-15,075,663 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $60,813,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $75,889,595 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $48,218,936 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $62,583,663 |
Interest on participant loans | 2022-12-31 | $41,538 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $10,097,983 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $10,301,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-15,352,319 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $178,321 |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $1,631,076 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $2,137,528 |
Contributions received in cash from employer | 2022-12-31 | $816,355 |
Employer contributions (assets) at end of year | 2022-12-31 | $30,630 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $23,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,937,629 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $331,325 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $298,371 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $606,543 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $606,543 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $13,661,818 |
Total loss/gain on sale of assets | 2021-12-31 | $87,742 |
Total of all expenses incurred | 2021-12-31 | $6,889,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,862,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,115,998 |
Value of total assets at end of year | 2021-12-31 | $75,889,595 |
Value of total assets at beginning of year | 2021-12-31 | $69,117,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $27,462 |
Total interest from all sources | 2021-12-31 | $42,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,620,828 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,620,828 |
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 |
Contributions received from participants | 2021-12-31 | $2,049,008 |
Participant contributions at end of year | 2021-12-31 | $843,748 |
Participant contributions at beginning of year | 2021-12-31 | $856,497 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $10,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $300,104 |
Administrative expenses (other) incurred | 2021-12-31 | $3,332 |
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 | $6,772,089 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $75,889,595 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $69,117,506 |
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 | $24,130 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $62,583,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $56,072,049 |
Interest on participant loans | 2021-12-31 | $42,785 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $10,301,426 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,461,319 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,004,918 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $183,004 |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $2,137,528 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $1,702,411 |
Contributions received in cash from employer | 2021-12-31 | $766,886 |
Employer contributions (assets) at end of year | 2021-12-31 | $23,230 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,888 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,862,267 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $259,168 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $171,426 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-687,503 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-687,503 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $11,347,595 |
Total loss/gain on sale of assets | 2020-12-31 | $-163,252 |
Total of all expenses incurred | 2020-12-31 | $15,533,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,515,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,630,867 |
Value of total assets at end of year | 2020-12-31 | $69,117,506 |
Value of total assets at beginning of year | 2020-12-31 | $73,303,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $18,130 |
Total interest from all sources | 2020-12-31 | $53,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,346,065 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,346,065 |
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 |
Contributions received from participants | 2020-12-31 | $2,042,250 |
Participant contributions at end of year | 2020-12-31 | $856,497 |
Participant contributions at beginning of year | 2020-12-31 | $1,129,737 |
Participant contributions at end of year | 2020-12-31 | $10,342 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $20,426 |
Administrative expenses (other) incurred | 2020-12-31 | $4,980 |
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 | $-4,186,313 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $69,117,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $73,303,819 |
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 | $13,150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $56,072,049 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $56,989,821 |
Interest on participant loans | 2020-12-31 | $53,470 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,461,319 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $12,141,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,920,363 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $247,585 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $1,702,411 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $3,010,855 |
Contributions received in cash from employer | 2020-12-31 | $568,191 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,888 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $31,413 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,515,778 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $457,653 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $620,905 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-710,724 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-710,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $14,709,718 |
Total loss/gain on sale of assets | 2019-12-31 | $-91,810 |
Total of all expenses incurred | 2019-12-31 | $9,906,297 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $9,887,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,868,965 |
Value of total assets at end of year | 2019-12-31 | $73,303,819 |
Value of total assets at beginning of year | 2019-12-31 | $68,500,398 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,950 |
Total interest from all sources | 2019-12-31 | $56,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,216,451 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,216,451 |
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 |
Contributions received from participants | 2019-12-31 | $2,557,777 |
Participant contributions at end of year | 2019-12-31 | $1,129,737 |
Participant contributions at beginning of year | 2019-12-31 | $978,591 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $334,502 |
Administrative expenses (other) incurred | 2019-12-31 | $5,800 |
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 | $4,803,421 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $73,303,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $68,500,398 |
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 | $13,150 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $56,989,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $50,608,111 |
Interest on participant loans | 2019-12-31 | $56,232 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $12,141,993 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $13,605,788 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $9,076,895 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $293,709 |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $3,010,855 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $3,271,248 |
Contributions received in cash from employer | 2019-12-31 | $976,686 |
Employer contributions (assets) at end of year | 2019-12-31 | $31,413 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $36,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,887,347 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $656,576 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $748,386 |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,344,022 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,344,022 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,725,711 |
Total loss/gain on sale of assets | 2018-12-31 | $-87,550 |
Total of all expenses incurred | 2018-12-31 | $6,168,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,134,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,109,450 |
Value of total assets at end of year | 2018-12-31 | $68,500,398 |
Value of total assets at beginning of year | 2018-12-31 | $76,394,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $33,964 |
Total interest from all sources | 2018-12-31 | $48,654 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,865,164 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,865,164 |
Administrative expenses professional fees incurred | 2018-12-31 | $31,675 |
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 |
Contributions received from participants | 2018-12-31 | $2,316,987 |
Participant contributions at end of year | 2018-12-31 | $978,591 |
Participant contributions at beginning of year | 2018-12-31 | $1,077,382 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $53,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $48,365 |
Administrative expenses (other) incurred | 2018-12-31 | $2,289 |
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 | $-7,894,590 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $68,500,398 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $76,394,988 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $50,608,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $54,718,904 |
Interest on participant loans | 2018-12-31 | $48,654 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $13,605,788 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $13,814,489 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,615,108 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $297,701 |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $3,271,248 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $6,713,710 |
Contributions received in cash from employer | 2018-12-31 | $744,098 |
Employer contributions (assets) at end of year | 2018-12-31 | $36,660 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $16,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,134,915 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,098,012 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,185,562 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2018-12-31 | 390758449 |
2017 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,628,989 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,628,989 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $15,679,946 |
Total loss/gain on sale of assets | 2017-12-31 | $537,563 |
Total of all expenses incurred | 2017-12-31 | $10,352,031 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $10,337,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,218,609 |
Value of total assets at end of year | 2017-12-31 | $76,394,988 |
Value of total assets at beginning of year | 2017-12-31 | $71,067,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,199 |
Total interest from all sources | 2017-12-31 | $49,545 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,407,731 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,407,731 |
Administrative expenses professional fees incurred | 2017-12-31 | $11,580 |
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 |
Contributions received from participants | 2017-12-31 | $2,078,426 |
Participant contributions at end of year | 2017-12-31 | $1,077,382 |
Participant contributions at beginning of year | 2017-12-31 | $1,193,625 |
Participant contributions at end of year | 2017-12-31 | $53,695 |
Participant contributions at beginning of year | 2017-12-31 | $54,503 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $517,741 |
Administrative expenses (other) incurred | 2017-12-31 | $2,619 |
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 | $5,327,915 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $76,394,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $71,067,073 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $54,718,904 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $47,719,814 |
Interest on participant loans | 2017-12-31 | $49,545 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $13,814,489 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $18,401,767 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $5,530,599 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $306,910 |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $6,713,710 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $3,681,295 |
Contributions received in cash from employer | 2017-12-31 | $622,442 |
Employer contributions (assets) at end of year | 2017-12-31 | $16,808 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $16,069 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $10,337,832 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,146,935 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,609,372 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2017-12-31 | 390758449 |
2016 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,021,537 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,021,537 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $8,461,224 |
Total loss/gain on sale of assets | 2016-12-31 | $112,876 |
Total of all expenses incurred | 2016-12-31 | $9,483,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,480,736 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,518,950 |
Value of total assets at end of year | 2016-12-31 | $71,067,073 |
Value of total assets at beginning of year | 2016-12-31 | $72,089,834 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,249 |
Total interest from all sources | 2016-12-31 | $50,728 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,752,831 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,752,831 |
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 | Yes |
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 |
Contributions received from participants | 2016-12-31 | $1,864,209 |
Participant contributions at end of year | 2016-12-31 | $1,193,625 |
Participant contributions at beginning of year | 2016-12-31 | $1,259,642 |
Participant contributions at end of year | 2016-12-31 | $54,503 |
Participant contributions at beginning of year | 2016-12-31 | $48,077 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $88,868 |
Administrative expenses (other) incurred | 2016-12-31 | $3,249 |
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 | $-1,022,761 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $71,067,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $72,089,834 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $47,719,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $50,319,055 |
Interest on participant loans | 2016-12-31 | $50,728 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $18,401,767 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $18,505,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,671,713 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $332,589 |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $3,681,295 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $1,941,089 |
Contributions received in cash from employer | 2016-12-31 | $565,873 |
Employer contributions (assets) at end of year | 2016-12-31 | $16,069 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $16,648 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,480,736 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $807,295 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $694,419 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2016-12-31 | 390758449 |
2015 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,392,936 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,392,936 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $2,670,616 |
Total loss/gain on sale of assets | 2015-12-31 | $-274,494 |
Total of all expenses incurred | 2015-12-31 | $21,183,442 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $21,180,088 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,375,080 |
Value of total assets at end of year | 2015-12-31 | $72,089,834 |
Value of total assets at beginning of year | 2015-12-31 | $90,602,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,354 |
Total interest from all sources | 2015-12-31 | $59,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,303,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,236,998 |
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 |
Contributions received from participants | 2015-12-31 | $2,528,834 |
Participant contributions at end of year | 2015-12-31 | $1,259,642 |
Participant contributions at beginning of year | 2015-12-31 | $1,580,985 |
Participant contributions at end of year | 2015-12-31 | $48,077 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $66,268 |
Administrative expenses (other) incurred | 2015-12-31 | $3,354 |
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 | $-18,512,826 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $72,089,834 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $90,602,660 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $50,319,055 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $64,760,039 |
Interest on participant loans | 2015-12-31 | $59,586 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $18,505,323 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $20,623,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,525,079 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $125,315 |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $1,941,089 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $3,638,492 |
Contributions received in cash from employer | 2015-12-31 | $779,978 |
Employer contributions (assets) at end of year | 2015-12-31 | $16,648 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $66,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $21,180,088 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $969,436 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,243,930 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2015-12-31 | 390758449 |
2014 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-1,071,712 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-1,071,712 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $7,819,695 |
Total loss/gain on sale of assets | 2014-12-31 | $67,600 |
Total of all expenses incurred | 2014-12-31 | $7,394,761 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,389,901 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,763,363 |
Value of total assets at end of year | 2014-12-31 | $90,602,660 |
Value of total assets at beginning of year | 2014-12-31 | $90,177,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,860 |
Total interest from all sources | 2014-12-31 | $68,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $4,768,438 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $4,705,585 |
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 |
Contributions received from participants | 2014-12-31 | $2,720,724 |
Participant contributions at end of year | 2014-12-31 | $1,580,985 |
Participant contributions at beginning of year | 2014-12-31 | $1,501,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $189,139 |
Administrative expenses (other) incurred | 2014-12-31 | $4,860 |
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 | $424,934 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $90,602,660 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $90,177,726 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $64,760,039 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $65,170,694 |
Interest on participant loans | 2014-12-31 | $68,650 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $20,623,144 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $18,822,700 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-209,494 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $432,850 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $3,638,492 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $4,683,252 |
Contributions received in cash from employer | 2014-12-31 | $853,500 |
Income. Dividends from common stock | 2014-12-31 | $62,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,389,901 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $873,000 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $805,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,388,748 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,388,748 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $19,310,687 |
Total loss/gain on sale of assets | 2013-12-31 | $553,029 |
Total of all expenses incurred | 2013-12-31 | $10,192,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,187,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,748,473 |
Value of total assets at end of year | 2013-12-31 | $90,177,726 |
Value of total assets at beginning of year | 2013-12-31 | $81,059,634 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,527 |
Total interest from all sources | 2013-12-31 | $61,148 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,009,260 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,936,292 |
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 |
Contributions received from participants | 2013-12-31 | $2,678,070 |
Participant contributions at end of year | 2013-12-31 | $1,501,080 |
Participant contributions at beginning of year | 2013-12-31 | $1,391,749 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $241,734 |
Other income not declared elsewhere | 2013-12-31 | $40,513 |
Administrative expenses (other) incurred | 2013-12-31 | $5,527 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $45,290 |
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 | $9,118,092 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $90,177,726 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $81,059,634 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $65,170,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $56,855,694 |
Interest on participant loans | 2013-12-31 | $61,148 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $18,822,700 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $18,694,144 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,596,788 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-87,272 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $4,683,252 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $4,072,757 |
Contributions received in cash from employer | 2013-12-31 | $828,669 |
Income. Dividends from common stock | 2013-12-31 | $72,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,187,068 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,921,443 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,368,414 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2013-12-31 | 390758449 |
2012 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-3,960,042 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-3,960,042 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $8,586,717 |
Total loss/gain on sale of assets | 2012-12-31 | $-665,521 |
Total of all expenses incurred | 2012-12-31 | $5,012,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,008,407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,198,175 |
Value of total assets at end of year | 2012-12-31 | $81,059,634 |
Value of total assets at beginning of year | 2012-12-31 | $77,485,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,803 |
Total interest from all sources | 2012-12-31 | $59,702 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,834,240 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,748,654 |
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 | Yes |
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 |
Contributions received from participants | 2012-12-31 | $3,017,974 |
Participant contributions at end of year | 2012-12-31 | $1,391,749 |
Participant contributions at beginning of year | 2012-12-31 | $1,376,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $265,648 |
Administrative expenses (other) incurred | 2012-12-31 | $3,803 |
Total non interest bearing cash at end of year | 2012-12-31 | $45,290 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
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 | $3,574,507 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $81,059,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $77,485,127 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $56,855,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $49,808,300 |
Interest on participant loans | 2012-12-31 | $59,702 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $18,694,144 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $17,603,291 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $6,554,946 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $565,217 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $4,072,757 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $8,696,925 |
Contributions received in cash from employer | 2012-12-31 | $914,553 |
Income. Dividends from common stock | 2012-12-31 | $85,586 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,008,407 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,186,064 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,851,585 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2012-12-31 | 390758449 |
2011 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,485,122 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,485,122 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,864,381 |
Total loss/gain on sale of assets | 2011-12-31 | $759,058 |
Total of all expenses incurred | 2011-12-31 | $3,791,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,788,133 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,673,700 |
Value of total assets at end of year | 2011-12-31 | $77,485,127 |
Value of total assets at beginning of year | 2011-12-31 | $75,412,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,700 |
Total interest from all sources | 2011-12-31 | $65,090 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,333,039 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,237,824 |
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 |
Contributions received from participants | 2011-12-31 | $2,739,802 |
Participant contributions at end of year | 2011-12-31 | $1,376,611 |
Participant contributions at beginning of year | 2011-12-31 | $1,277,661 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $47,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $107,835 |
Administrative expenses (other) incurred | 2011-12-31 | $3,700 |
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 | $2,072,548 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $77,485,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $75,412,579 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $49,808,300 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $49,830,784 |
Interest on participant loans | 2011-12-31 | $65,090 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $17,603,291 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $13,638,993 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,048,349 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $596,721 |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $8,696,925 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $10,602,891 |
Contributions received in cash from employer | 2011-12-31 | $826,063 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $14,424 |
Income. Dividends from common stock | 2011-12-31 | $95,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,788,133 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $5,382,520 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,623,462 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2011-12-31 | 390758449 |
2010 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $6,405,101 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $6,405,101 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $17,725,189 |
Total loss/gain on sale of assets | 2010-12-31 | $832,355 |
Total of all expenses incurred | 2010-12-31 | $5,125,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,121,537 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,138,586 |
Value of total assets at end of year | 2010-12-31 | $75,412,579 |
Value of total assets at beginning of year | 2010-12-31 | $62,812,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,593 |
Total interest from all sources | 2010-12-31 | $73,902 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,194,123 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,091,568 |
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 |
Contributions received from participants | 2010-12-31 | $2,394,592 |
Participant contributions at end of year | 2010-12-31 | $1,277,661 |
Participant contributions at beginning of year | 2010-12-31 | $1,290,739 |
Participant contributions at end of year | 2010-12-31 | $47,826 |
Participant contributions at beginning of year | 2010-12-31 | $23,931 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,350 |
Administrative expenses (other) incurred | 2010-12-31 | $3,593 |
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 | $12,600,059 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $75,412,579 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $62,812,520 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $49,830,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $43,331,940 |
Interest on participant loans | 2010-12-31 | $73,902 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $13,638,993 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $14,531,812 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,478,534 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $602,588 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $10,602,891 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $3,627,137 |
Contributions received in cash from employer | 2010-12-31 | $736,644 |
Employer contributions (assets) at end of year | 2010-12-31 | $14,424 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $6,961 |
Income. Dividends from common stock | 2010-12-31 | $102,555 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,121,537 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,766,185 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $933,830 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | REILLY, PENNER & BENTON, LLP |
Accountancy firm EIN | 2010-12-31 | 390747409 |
2009 : TWIN DISC, INCORPORATED - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 | No |
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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 - THE ACCELERATOR 401(K) SAVINGS PLAN 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 |