Twin Disc, Incorporated Retirement Savings Plan For Hourly Employees — Form 5500 plan (Twin Disc, Incorporated)

Plain-English plan 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, Twin Disc, Incorporated Retirement Savings Plan For Hourly Employees is a benefit plan reported by Twin Disc, Incorporated under EIN 39-0667110 and plan number 006. The latest loaded filing year is 2023. The filing reports 46 participants and $869,603 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$869.6KPlan net assets, end of year$869,603
Participants46Covered participants reported
Assets / participant$18.9KComputed: assets ÷ participants$18,904 (computed)
Provider compensationNone reported
Plan sponsor
Twin Disc, Incorporated
EIN
39-0667110
Plan number
006
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202346I20241014121241NAL0014900387001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$869.6K total assets
Net assets$869.6KLiabilities
Money in vs. money out
Total income / additions$92.7K
Total expenses$284.9K
Benefits paid / distributions$284.8K
Contributions
Employer$57.8K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$869,603
Net assets (EOY)
$869,603
Net assets (BOY)
$1,061,744

Income & contributions

Employer contributions
$57,752
Total income / additions
$92,709

Expenses & distributions

Benefits paid
$284,820
Administrative expenses
$30
Total expenses
$284,850
Net increase / (decrease)
-$192,141
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets33%Computed ratio
Benefits paid ÷ total income307%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages