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Plan Name | TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES |
Plan identification number | 006 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
---|---|---|---|---|---|
006 | 2022-01-01 | ||||
006 | 2021-01-01 | ||||
006 | 2020-01-01 | ||||
006 | 2019-01-01 | ||||
006 | 2018-01-01 | ||||
006 | 2017-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2018-10-10 | |
006 | 2016-01-01 | DENISE L. WILCOX | |||
006 | 2015-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2016-10-07 | |
006 | 2014-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2015-10-12 | |
006 | 2013-01-01 | DENISE L. WILCOX | |||
006 | 2012-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2013-10-08 | |
006 | 2011-01-01 | DENISE L. WILCOX | |||
006 | 2010-01-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2011-10-06 | |
006 | 2009-08-01 | DENISE L. WILCOX | DENISE L. WILCOX | 2010-09-24 |
Measure | Date | Value |
---|---|---|
2022: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 44 |
Number of participants with account balances | 2022-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
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 | 15 |
Total of all active and inactive participants | 2021-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 43 |
Number of participants with account balances | 2021-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 65 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 30 |
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 | 18 |
Total of all active and inactive participants | 2020-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 50 |
Number of participants with account balances | 2020-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 35 |
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 | 29 |
Total of all active and inactive participants | 2019-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 65 |
Number of participants with account balances | 2019-01-01 | 63 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 51 |
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 | 18 |
Total of all active and inactive participants | 2018-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 70 |
Number of participants with account balances | 2018-01-01 | 69 |
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 RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 53 |
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 | 20 |
Total of all active and inactive participants | 2017-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 75 |
Number of participants with account balances | 2017-01-01 | 73 |
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 RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 55 |
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 | 24 |
Total of all active and inactive participants | 2016-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 81 |
Number of participants with account balances | 2016-01-01 | 79 |
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 RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 62 |
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 | 30 |
Total of all active and inactive participants | 2015-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 94 |
Number of participants with account balances | 2015-01-01 | 92 |
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 RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 103 |
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 | 19 |
Total of all active and inactive participants | 2014-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 124 |
Number of participants with account balances | 2014-01-01 | 122 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 117 |
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 | 14 |
Total of all active and inactive participants | 2013-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 133 |
Number of participants with account balances | 2013-01-01 | 133 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 158 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 137 |
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 | 13 |
Total of all active and inactive participants | 2012-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 151 |
Number of participants with account balances | 2012-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 150 |
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 | 7 |
Total of all active and inactive participants | 2011-01-01 | 157 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 158 |
Number of participants with account balances | 2011-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 162 |
Number of participants with account balances | 2010-01-01 | 158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-08-01 | 165 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 165 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 0 |
Total of all active and inactive participants | 2009-08-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 165 |
Number of participants with account balances | 2009-08-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-142,119 |
Expenses. Total of all expenses incurred | 2022-12-31 | $229,885 |
Benefits paid (including direct rollovers) | 2022-12-31 | $229,885 |
Total plan assets at end of year | 2022-12-31 | $1,061,744 |
Total plan assets at beginning of year | 2022-12-31 | $1,433,748 |
Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
Other income received | 2022-12-31 | $-188,953 |
Net income (gross income less expenses) | 2022-12-31 | $-372,004 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,061,744 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,433,748 |
Assets. Value of employer securities | 2022-12-31 | $29,083 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $46,834 |
2021 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $230,338 |
Expenses. Total of all expenses incurred | 2021-12-31 | $185,979 |
Benefits paid (including direct rollovers) | 2021-12-31 | $185,949 |
Total plan assets at end of year | 2021-12-31 | $1,433,748 |
Total plan assets at beginning of year | 2021-12-31 | $1,389,389 |
Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $30 |
Other income received | 2021-12-31 | $172,586 |
Net income (gross income less expenses) | 2021-12-31 | $44,359 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,433,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,389,389 |
Assets. Value of employer securities | 2021-12-31 | $53,500 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $57,752 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $204,677 |
Expenses. Total of all expenses incurred | 2020-12-31 | $375,210 |
Benefits paid (including direct rollovers) | 2020-12-31 | $375,180 |
Total plan assets at end of year | 2020-12-31 | $1,389,389 |
Total plan assets at beginning of year | 2020-12-31 | $1,559,922 |
Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
Other income received | 2020-12-31 | $134,660 |
Net income (gross income less expenses) | 2020-12-31 | $-170,533 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,389,389 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,559,922 |
Assets. Value of employer securities | 2020-12-31 | $45,831 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $70,017 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $330,077 |
Expenses. Total of all expenses incurred | 2019-12-31 | $157,289 |
Benefits paid (including direct rollovers) | 2019-12-31 | $157,289 |
Total plan assets at end of year | 2019-12-31 | $1,559,922 |
Total plan assets at beginning of year | 2019-12-31 | $1,387,134 |
Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
Other income received | 2019-12-31 | $232,819 |
Net income (gross income less expenses) | 2019-12-31 | $172,788 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,559,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,387,134 |
Assets. Value of employer securities | 2019-12-31 | $83,224 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $97,258 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $-32,405 |
Expenses. Total of all expenses incurred | 2018-12-31 | $77,408 |
Benefits paid (including direct rollovers) | 2018-12-31 | $77,408 |
Total plan assets at end of year | 2018-12-31 | $1,387,134 |
Total plan assets at beginning of year | 2018-12-31 | $1,496,947 |
Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
Other income received | 2018-12-31 | $-138,115 |
Net income (gross income less expenses) | 2018-12-31 | $-109,813 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,387,134 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,496,947 |
Assets. Value of employer securities | 2018-12-31 | $77,553 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $105,710 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $343,417 |
Expenses. Total of all expenses incurred | 2017-12-31 | $98,080 |
Benefits paid (including direct rollovers) | 2017-12-31 | $98,080 |
Total plan assets at end of year | 2017-12-31 | $1,496,947 |
Total plan assets at beginning of year | 2017-12-31 | $1,251,610 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
Other income received | 2017-12-31 | $238,390 |
Net income (gross income less expenses) | 2017-12-31 | $245,337 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,496,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,251,610 |
Assets. Value of employer securities | 2017-12-31 | $148,967 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $105,027 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $20,046 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $20,046 |
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 | $228,264 |
Total loss/gain on sale of assets | 2016-12-31 | $7,177 |
Total of all expenses incurred | 2016-12-31 | $196,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $196,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $119,289 |
Value of total assets at end of year | 2016-12-31 | $1,251,610 |
Value of total assets at beginning of year | 2016-12-31 | $1,219,627 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $38,732 |
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 | $38,732 |
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 |
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 | $31,983 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,251,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,219,627 |
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 | $1,061,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,101,819 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $107,957 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $80,465 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $41,302 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,718 |
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 | $79,948 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $33,737 |
Contributions received in cash from employer | 2016-12-31 | $119,289 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,804 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $196,281 |
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 | $58,542 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $51,365 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2016-12-31 | 390758449 |
2015 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-22,180 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-22,180 |
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 | $169,280 |
Total loss/gain on sale of assets | 2015-12-31 | $-817 |
Total of all expenses incurred | 2015-12-31 | $479,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $479,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $202,811 |
Value of total assets at end of year | 2015-12-31 | $1,219,627 |
Value of total assets at beginning of year | 2015-12-31 | $1,529,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $56,799 |
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 | $55,936 |
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 |
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 | $-310,141 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,219,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,529,768 |
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 | $1,101,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,373,920 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $80,465 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $119,296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-67,396 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $63 |
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 | $33,737 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $36,552 |
Contributions received in cash from employer | 2015-12-31 | $202,811 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,606 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $479,421 |
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 | $2,064 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,881 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2015-12-31 | 390758449 |
2014 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-11,974 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-11,974 |
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 | $307,701 |
Total loss/gain on sale of assets | 2014-12-31 | $433 |
Total of all expenses incurred | 2014-12-31 | $120,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $120,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $244,389 |
Value of total assets at end of year | 2014-12-31 | $1,529,768 |
Value of total assets at beginning of year | 2014-12-31 | $1,342,542 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $63,218 |
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 | $62,833 |
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 |
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 | $187,226 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,529,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,342,542 |
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 | $1,373,920 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,216,472 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $119,296 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $98,536 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $9,283 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,352 |
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 | $36,552 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $27,534 |
Contributions received in cash from employer | 2014-12-31 | $244,389 |
Income. Dividends from common stock | 2014-12-31 | $385 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $120,475 |
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 | $12,419 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $11,986 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $6,272 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $6,272 |
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 | $458,065 |
Total loss/gain on sale of assets | 2013-12-31 | $7,182 |
Total of all expenses incurred | 2013-12-31 | $133,842 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $133,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $277,289 |
Value of total assets at end of year | 2013-12-31 | $1,342,542 |
Value of total assets at beginning of year | 2013-12-31 | $1,018,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $40,561 |
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 | $40,086 |
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 |
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 | $324,223 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,342,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,018,319 |
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 | $1,216,472 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $915,912 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $98,536 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $75,526 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $126,722 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $39 |
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 | $27,534 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $26,881 |
Contributions received in cash from employer | 2013-12-31 | $277,289 |
Income. Dividends from common stock | 2013-12-31 | $475 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $133,842 |
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 | $29,288 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $22,106 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2013-12-31 | 390758449 |
2012 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-13,494 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-13,494 |
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 | $389,164 |
Total loss/gain on sale of assets | 2012-12-31 | $-3,746 |
Total of all expenses incurred | 2012-12-31 | $42,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $42,316 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $305,795 |
Value of total assets at end of year | 2012-12-31 | $1,018,319 |
Value of total assets at beginning of year | 2012-12-31 | $671,471 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $22,956 |
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 | $22,567 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
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 | $346,848 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,018,319 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $671,471 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $915,912 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $605,948 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $75,526 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $41,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $74,731 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,922 |
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 | $26,881 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $23,893 |
Contributions received in cash from employer | 2012-12-31 | $305,795 |
Income. Dividends from common stock | 2012-12-31 | $389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $42,316 |
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 | $8,092 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $11,838 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2012-12-31 | 390758449 |
2011 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $1,370 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $1,370 |
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 | $298,124 |
Total loss/gain on sale of assets | 2011-12-31 | $2,104 |
Total of all expenses incurred | 2011-12-31 | $14,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $314,969 |
Value of total assets at end of year | 2011-12-31 | $671,471 |
Value of total assets at beginning of year | 2011-12-31 | $387,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $13,588 |
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 | $13,341 |
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 |
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 | $284,045 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $671,471 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $387,426 |
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 | $605,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $344,349 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $41,630 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $14,002 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-35,636 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,729 |
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 | $23,893 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $29,075 |
Contributions received in cash from employer | 2011-12-31 | $314,969 |
Income. Dividends from common stock | 2011-12-31 | $247 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $14,079 |
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 | $32,721 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $30,617 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2011-12-31 | 390758449 |
2010 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $11,127 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $11,127 |
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 | $390,127 |
Total loss/gain on sale of assets | 2010-12-31 | $3,619 |
Total of all expenses incurred | 2010-12-31 | $2,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $334,920 |
Value of total assets at end of year | 2010-12-31 | $387,426 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $6,955 |
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 | $6,860 |
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 |
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 | $387,426 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $387,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
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 | $344,349 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $14,002 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $32,742 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $764 |
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 | $29,075 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $334,920 |
Income. Dividends from common stock | 2010-12-31 | $95 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,701 |
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 | $8,997 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $5,378 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | REILLY, PENNER & BENTON |
Accountancy firm EIN | 2010-12-31 | 390747409 |
2022: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | 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 RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses | ||
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | First time form 5500 has been submitted | Yes |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement - Trust | Yes |