2023 Form 5500 filing — Twin Disc, Incorporated - The Accelerator 401(K) Savings Plan

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 20241014121411NAL0044444576001) for Twin Disc, Incorporated - The Accelerator 401(K) Savings Plan, reported by Twin Disc, Incorporated under EIN 39-0667110 and plan number 005. It reports 440 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$71MReported net assets$71,040,072
Participants440
Provider compensation$31.2K2 Schedule C row(s)$31,200
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014121411NAL0044444576001
Plan sponsor
Twin Disc, Incorporated
EIN
39-0667110
Plan number
005
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$71M total assets
Net assets$71MLiabilities$0
Money in vs. money out
Total income / additions$15.3M
Total expenses$5.1M
Benefits paid / distributions$5M
Contributions
Employer$861.6K
Participant$2.3M
Full reported line items
Total assets (EOY)
$71,040,072
Total liabilities (EOY)
$0
Net assets (EOY)
$71,040,072
Employer contributions
$861,647
Participant contributions
$2,327,680
Total income / additions
$15,286,685
Benefits paid
$5,029,346
Administrative expenses
$31,199
Total expenses
$5,060,545
Net increase / (decrease)
$10,226,140
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $26.3K
  2. 2
    NONE · Direct $4.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014121411NAL0044444576001 cover?
It is the 2023 Form 5500 filing for Twin Disc, Incorporated - The Accelerator 401(K) Savings Plan, reported by Twin Disc, Incorporated (EIN 39-0667110).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages