401k Plan data: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES plan

TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES 401k Plan overview

Plan Name	TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES
Plan identification number	007

TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TWIN DISC, INCORPORATED has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2018-01-01
007 2017-01-01 DENISE L. WILCOX DENISE L. WILCOX 2018-10-10
007 2016-01-01 DENISE L. WILCOX DENISE L. WILCOX 2017-10-06
007 2015-01-01 DENISE L. WILCOX DENISE L. WILCOX 2016-10-07
007 2014-01-01 DENISE L. WILCOX DENISE L. WILCOX 2015-10-12
007 2013-01-01 DENISE L. WILCOX
007 2012-01-01 DENISE L. WILCOX DENISE L. WILCOX 2013-10-08
007 2011-01-01 DENISE L. WILCOX
007 2010-01-01 DENISE L. WILCOX DENISE L. WILCOX 2011-10-06
007 2009-08-01 DENISE L. WILCOX DENISE L. WILCOX 2010-09-24

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2018-01-01
007	2017-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2018-10-10
007	2016-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2017-10-06
007	2015-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2016-10-07
007	2014-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2015-10-12
007	2013-01-01	DENISE L. WILCOX
007	2012-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2013-10-08
007	2011-01-01	DENISE L. WILCOX
007	2010-01-01	DENISE L. WILCOX	DENISE L. WILCOX	2011-10-06
007	2009-08-01	DENISE L. WILCOX	DENISE L. WILCOX	2010-09-24

Plan Statistics for TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

401k plan membership statisitcs for TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

Measure Date Value
2022: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 29
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 46
Number of participants with account balances 2022-01-01 46
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 SALARIED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 32
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 11
Total of all active and inactive participants 2021-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 43
Number of participants with account balances 2021-01-01 43
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 SALARIED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 38
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 13
Total of all active and inactive participants 2020-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 51
Number of participants with account balances 2020-01-01 50
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 SALARIED 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 52
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 17
Total of all active and inactive participants 2019-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 69
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 SALARIED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 53
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 17
Total of all active and inactive participants 2018-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 70
Number of participants with account balances 2018-01-01 70
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 SALARIED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 55
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 19
Total of all active and inactive participants 2017-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 74
Number of participants with account balances 2017-01-01 74
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 SALARIED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 62
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 21
Total of all active and inactive participants 2016-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 83
Number of participants with account balances 2016-01-01 83
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 SALARIED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 66
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 23
Total of all active and inactive participants 2015-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 89
Number of participants with account balances 2015-01-01 89
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 SALARIED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 90
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 11
Total of all active and inactive participants 2014-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 101
Number of participants with account balances 2014-01-01 101
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 SALARIED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-01-01 107
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 99
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 5
Total of all active and inactive participants 2013-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 104
Number of participants with account balances 2013-01-01 104
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 SALARIED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 107
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 4
Total of all active and inactive participants 2012-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 111
Number of participants with account balances 2012-01-01 107
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 SALARIED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 108
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 6
Total of all active and inactive participants 2011-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 114
Number of participants with account balances 2011-01-01 110
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 SALARIED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 112
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 2
Total of all active and inactive participants 2010-01-01 114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 114
Number of participants with account balances 2010-01-01 109
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 SALARIED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-08-01 116
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 115
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 2009-08-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 115
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 SALARIED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	29
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	46
Number of participants with account balances	2022-01-01	46
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 SALARIED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	32
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	11
Total of all active and inactive participants	2021-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	43
Number of participants with account balances	2021-01-01	43
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 SALARIED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	38
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	13
Total of all active and inactive participants	2020-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	51
Number of participants with account balances	2020-01-01	50
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 SALARIED 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	52
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	17
Total of all active and inactive participants	2019-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	69
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 SALARIED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	53
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	17
Total of all active and inactive participants	2018-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	70
Number of participants with account balances	2018-01-01	70
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 SALARIED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	55
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	19
Total of all active and inactive participants	2017-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	74
Number of participants with account balances	2017-01-01	74
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 SALARIED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	62
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	21
Total of all active and inactive participants	2016-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	83
Number of participants with account balances	2016-01-01	83
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 SALARIED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	66
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	23
Total of all active and inactive participants	2015-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	89
Number of participants with account balances	2015-01-01	89
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 SALARIED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	90
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	11
Total of all active and inactive participants	2014-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	101
Number of participants with account balances	2014-01-01	101
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 SALARIED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-01-01	107
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	99
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	5
Total of all active and inactive participants	2013-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	104
Number of participants with account balances	2013-01-01	104
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 SALARIED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	107
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	4
Total of all active and inactive participants	2012-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	111
Number of participants with account balances	2012-01-01	107
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 SALARIED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	108
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	6
Total of all active and inactive participants	2011-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	114
Number of participants with account balances	2011-01-01	110
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 SALARIED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	112
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	2
Total of all active and inactive participants	2010-01-01	114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	114
Number of participants with account balances	2010-01-01	109
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 SALARIED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-08-01	116
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	115
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	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	115
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

Financial Data on TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

Measure	Date	Value
2022 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES 2022 401k financial data
Total income from all sources	2022-12-31	$-527,758
Expenses. Total of all expenses incurred	2022-12-31	$311,478
Benefits paid (including direct rollovers)	2022-12-31	$311,448
Total plan assets at end of year	2022-12-31	$4,310,386
Total plan assets at beginning of year	2022-12-31	$5,149,622
Value of fidelity bond covering the plan	2022-12-31	$3,000,000
Other income received	2022-12-31	$-777,503
Net income (gross income less expenses)	2022-12-31	$-839,236
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,310,386
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,149,622
Assets. Value of employer securities	2022-12-31	$36,904
Total contributions received or receivable from employer(s)	2022-12-31	$249,745
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$30
2021 : TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES 2021 401k financial data
Total income from all sources	2021-12-31	$875,093
Expenses. Total of all expenses incurred	2021-12-31	$487,649
Benefits paid (including direct rollovers)	2021-12-31	$487,649
Total plan assets at end of year	2021-12-31	$5,149,622
Total plan assets at beginning of year	2021-12-31	$4,762,178
Value of fidelity bond covering the plan	2021-12-31	$3,000,000
Other income received	2021-12-31	$628,040
Net income (gross income less expenses)	2021-12-31	$387,444
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,149,622
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,762,178
Assets. Value of employer securities	2021-12-31	$41,612
Total contributions received or receivable from employer(s)	2021-12-31	$247,053
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 SALARIED EMPLOYEES 2020 401k financial data
Total income from all sources	2020-12-31	$782,707
Expenses. Total of all expenses incurred	2020-12-31	$854,217
Benefits paid (including direct rollovers)	2020-12-31	$854,217
Total plan assets at end of year	2020-12-31	$4,762,178
Total plan assets at beginning of year	2020-12-31	$4,833,688
Value of fidelity bond covering the plan	2020-12-31	$3,000,000
Other income received	2020-12-31	$514,278
Net income (gross income less expenses)	2020-12-31	$-71,510
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,762,178
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,833,688
Assets. Value of employer securities	2020-12-31	$42,152
Total contributions received or receivable from employer(s)	2020-12-31	$268,429
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 SALARIED EMPLOYEES 2019 401k financial data
Total income from all sources	2019-12-31	$1,039,494
Expenses. Total of all expenses incurred	2019-12-31	$376,540
Benefits paid (including direct rollovers)	2019-12-31	$376,540
Total plan assets at end of year	2019-12-31	$4,833,688
Total plan assets at beginning of year	2019-12-31	$4,170,734
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Other income received	2019-12-31	$693,398
Net income (gross income less expenses)	2019-12-31	$662,954
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,833,688
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,170,734
Assets. Value of employer securities	2019-12-31	$75,505
Total contributions received or receivable from employer(s)	2019-12-31	$346,096
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 SALARIED EMPLOYEES 2018 401k financial data
Total income from all sources	2018-12-31	$-213,430
Expenses. Total of all expenses incurred	2018-12-31	$370,458
Benefits paid (including direct rollovers)	2018-12-31	$370,458
Total plan assets at end of year	2018-12-31	$3,793,739
Total plan assets at beginning of year	2018-12-31	$4,377,627
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Other income received	2018-12-31	$-213,676
Net income (gross income less expenses)	2018-12-31	$-583,888
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,793,739
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,377,627
Assets. Value of employer securities	2018-12-31	$73,280
Total contributions received or receivable from employer(s)	2018-12-31	$246
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 SALARIED EMPLOYEES 2017 401k financial data
Total income from all sources	2017-12-31	$1,002,213
Expenses. Total of all expenses incurred	2017-12-31	$403,044
Benefits paid (including direct rollovers)	2017-12-31	$403,014
Total plan assets at end of year	2017-12-31	$4,377,627
Total plan assets at beginning of year	2017-12-31	$3,778,458
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$30
Other income received	2017-12-31	$613,686
Net income (gross income less expenses)	2017-12-31	$599,169
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,377,627
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,778,458
Assets. Value of employer securities	2017-12-31	$205,728
Total contributions received or receivable from employer(s)	2017-12-31	$388,527
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 SALARIED EMPLOYEES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$36,814
Total unrealized appreciation/depreciation of assets	2016-12-31	$36,814
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	$648,281
Total loss/gain on sale of assets	2016-12-31	$-429
Total of all expenses incurred	2016-12-31	$413,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$413,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$377,105
Value of total assets at end of year	2016-12-31	$3,778,458
Value of total assets at beginning of year	2016-12-31	$3,543,889
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$102,590
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	$102,590
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
Administrative expenses (other) incurred	2016-12-31	$30
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	$234,569
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,778,458
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,543,889
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	$2,792,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,547,229
Value of interest in common/collective trusts at end of year	2016-12-31	$488,575
Value of interest in common/collective trusts at beginning of year	2016-12-31	$424,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$123,017
Net investment gain or loss from common/collective trusts	2016-12-31	$9,184
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	$119,867
Assets. Invements in employer securities at beginning of year	2016-12-31	$38,873
Contributions received in cash from employer	2016-12-31	$377,105
Employer contributions (assets) at end of year	2016-12-31	$377,105
Employer contributions (assets) at beginning of year	2016-12-31	$532,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$413,682
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	$6,224
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$6,653
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 SALARIED EMPLOYEES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-32,003
Total unrealized appreciation/depreciation of assets	2015-12-31	$-32,003
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	$494,443
Total loss/gain on sale of assets	2015-12-31	$-633
Total of all expenses incurred	2015-12-31	$532,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$532,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$538,409
Value of total assets at end of year	2015-12-31	$3,543,889
Value of total assets at beginning of year	2015-12-31	$3,581,875
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	$135,083
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	$133,840
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	$-37,986
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,543,889
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,581,875
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	$2,547,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,634,744
Value of interest in common/collective trusts at end of year	2015-12-31	$424,828
Value of interest in common/collective trusts at beginning of year	2015-12-31	$364,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-149,605
Net investment gain or loss from common/collective trusts	2015-12-31	$3,192
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	$38,873
Assets. Invements in employer securities at beginning of year	2015-12-31	$56,526
Contributions received in cash from employer	2015-12-31	$538,409
Employer contributions (assets) at end of year	2015-12-31	$532,959
Employer contributions (assets) at beginning of year	2015-12-31	$526,374
Income. Dividends from common stock	2015-12-31	$1,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$532,429
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	$2,202
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$2,835
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 SALARIED EMPLOYEES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-19,426
Total unrealized appreciation/depreciation of assets	2014-12-31	$-19,426
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	$689,472
Total loss/gain on sale of assets	2014-12-31	$3,098
Total of all expenses incurred	2014-12-31	$69,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$69,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$562,874
Value of total assets at end of year	2014-12-31	$3,581,875
Value of total assets at beginning of year	2014-12-31	$2,961,474
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	$125,870
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	$124,877
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	$620,401
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,581,875
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,961,474
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	$2,634,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,069,286
Value of interest in common/collective trusts at end of year	2014-12-31	$364,231
Value of interest in common/collective trusts at beginning of year	2014-12-31	$238,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$8,710
Net investment gain or loss from common/collective trusts	2014-12-31	$8,346
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	$56,526
Assets. Invements in employer securities at beginning of year	2014-12-31	$75,632
Contributions received in cash from employer	2014-12-31	$562,874
Employer contributions (assets) at end of year	2014-12-31	$526,374
Employer contributions (assets) at beginning of year	2014-12-31	$577,576
Income. Dividends from common stock	2014-12-31	$993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$69,071
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	$29,224
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$26,126
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 SALARIED EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$20,824
Total unrealized appreciation/depreciation of assets	2013-12-31	$20,824
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	$925,552
Total loss/gain on sale of assets	2013-12-31	$3,011
Total of all expenses incurred	2013-12-31	$51,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$51,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$582,593
Value of total assets at end of year	2013-12-31	$2,961,474
Value of total assets at beginning of year	2013-12-31	$2,087,082
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	$73,004
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	$71,961
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	$874,392
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,961,474
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,087,082
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	$2,069,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,232,045
Value of interest in common/collective trusts at end of year	2013-12-31	$238,980
Value of interest in common/collective trusts at beginning of year	2013-12-31	$164,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$244,942
Net investment gain or loss from common/collective trusts	2013-12-31	$1,178
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	$75,632
Assets. Invements in employer securities at beginning of year	2013-12-31	$49,087
Contributions received in cash from employer	2013-12-31	$582,593
Employer contributions (assets) at end of year	2013-12-31	$577,576
Employer contributions (assets) at beginning of year	2013-12-31	$641,587
Income. Dividends from common stock	2013-12-31	$1,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$51,160
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	$15,471
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$12,460
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 SALARIED EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-40,814
Total unrealized appreciation/depreciation of assets	2012-12-31	$-40,814
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	$745,781
Total loss/gain on sale of assets	2012-12-31	$-72
Total of all expenses incurred	2012-12-31	$88,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$88,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$656,328
Value of total assets at end of year	2012-12-31	$2,087,082
Value of total assets at beginning of year	2012-12-31	$1,429,474
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	$33,601
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	$32,711
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	$657,608
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,087,082
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,429,474
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	$1,232,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$701,775
Value of interest in common/collective trusts at end of year	2012-12-31	$164,363
Value of interest in common/collective trusts at beginning of year	2012-12-31	$44,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$89,364
Net investment gain or loss from common/collective trusts	2012-12-31	$7,374
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	$49,087
Assets. Invements in employer securities at beginning of year	2012-12-31	$57,839
Contributions received in cash from employer	2012-12-31	$656,328
Employer contributions (assets) at end of year	2012-12-31	$641,587
Employer contributions (assets) at beginning of year	2012-12-31	$625,085
Income. Dividends from common stock	2012-12-31	$890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$88,173
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	$7,156
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$7,228
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 SALARIED EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$8,799
Total unrealized appreciation/depreciation of assets	2011-12-31	$8,799
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	$632,086
Total loss/gain on sale of assets	2011-12-31	$2,050
Total of all expenses incurred	2011-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$640,319
Value of total assets at end of year	2011-12-31	$1,429,474
Value of total assets at beginning of year	2011-12-31	$797,388
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	$15,646
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	$15,221
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	$632,086
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,429,474
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$797,388
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	$701,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$211,429
Value of interest in common/collective trusts at end of year	2011-12-31	$44,775
Value of interest in common/collective trusts at beginning of year	2011-12-31	$14,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-37,061
Net investment gain or loss from common/collective trusts	2011-12-31	$2,333
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	$57,839
Assets. Invements in employer securities at beginning of year	2011-12-31	$18,916
Contributions received in cash from employer	2011-12-31	$640,319
Employer contributions (assets) at end of year	2011-12-31	$625,085
Employer contributions (assets) at beginning of year	2011-12-31	$552,193
Income. Dividends from common stock	2011-12-31	$425
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	$8,814
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$6,764
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 SALARIED EMPLOYEES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$9,059
Total unrealized appreciation/depreciation of assets	2010-12-31	$9,059
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	$585,893
Total loss/gain on sale of assets	2010-12-31	$118
Total of all expenses incurred	2010-12-31	$10,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$10,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$557,625
Value of total assets at end of year	2010-12-31	$797,388
Value of total assets at beginning of year	2010-12-31	$222,290
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	$4,802
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	$4,695
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	$575,098
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$797,388
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$222,290
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	$211,429
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	$14,850
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	$13,321
Net investment gain or loss from common/collective trusts	2010-12-31	$968
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	$18,916
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$557,625
Employer contributions (assets) at end of year	2010-12-31	$552,193
Employer contributions (assets) at beginning of year	2010-12-31	$222,290
Income. Dividends from common stock	2010-12-31	$107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$10,795
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	$619
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$501
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

Form 5500 Responses for TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES

2022: TWIN DISC, INCORPORATED RETIREMENT SAVINGS PLAN FOR SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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 SALARIED 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

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Company Name:	TWIN DISC, INCORPORATED
Employer identification number (EIN):	390667110
NAIC Classification:	333610

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