2023 Form 5500 filing — Twin Disc, Incorporated Retirement Savings Plan For Salaried Employees
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014121046NAL0026114401001) for Twin Disc, Incorporated Retirement Savings Plan For Salaried Employees, reported by Twin Disc, Incorporated under EIN 39-0667110 and plan number 007. It reports 51 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.4MReported net assets$4,413,095
Participants51
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241014121046NAL0026114401001
- Plan sponsor
- Twin Disc, Incorporated
- EIN
- 39-0667110
- Plan number
- 007
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4.4M total assets
Net assets$4.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,413,095
- Net assets (EOY)
- $4,413,095
- Employer contributions
- $245,631
- Total income / additions
- $414,084
- Benefits paid
- $311,375
- Total expenses
- $311,375
- Net increase / (decrease)
- $102,709