401k Plan data: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY plan

WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 401k Plan overview

Plan Name	WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY
Plan identification number	001

WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINCHESTER OPTICAL COMPANY OF GENEVA, NY has sponsored the creation of one or more 401k plans.

Company Name: WINCHESTER OPTICAL COMPANY OF GENEVA, NY

Employer identification number (EIN): 160834565

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 BRIAN LYNCH BRIAN LYNCH 2014-02-12
001 2012-01-01 BRIAN LYNCH
001 2011-01-01 BRIAN LYNCH
001 2010-01-01 BRIAN LYNCH
001 2009-01-01 BRIAN LYNCH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	BRIAN LYNCH	BRIAN LYNCH	2014-02-12
001	2012-01-01	BRIAN LYNCH
001	2011-01-01	BRIAN LYNCH
001	2010-01-01	BRIAN LYNCH
001	2009-01-01	BRIAN LYNCH

Plan Statistics for WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY

401k plan membership statisitcs for WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY

Measure Date Value
2013: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
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 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 29
Number of other retired or separated participants entitled to future benefits 2012-01-01 17
Total of all active and inactive participants 2012-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 50
2011: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 17
2010: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 12
Total of all active and inactive participants 2010-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 20
2009: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2013: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
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	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	29
Number of other retired or separated participants entitled to future benefits	2012-01-01	17
Total of all active and inactive participants	2012-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	50
2011: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	17
2010: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	12
Total of all active and inactive participants	2010-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	20
2009: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY

Measure	Date	Value
2013 : WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2013 401k financial data
Transfers to/from the plan	2013-10-31	$-428,114
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$479,847
Expenses. Total of all expenses incurred	2013-10-31	$1,392,693
Benefits paid (including direct rollovers)	2013-10-31	$1,383,999
Total plan assets at end of year	2013-10-31	$0
Total plan assets at beginning of year	2013-10-31	$1,340,960
Value of fidelity bond covering the plan	2013-10-31	$150,000
Expenses. Other expenses not covered elsewhere	2013-10-31	$8,694
Other income received	2013-10-31	$31,529
Net income (gross income less expenses)	2013-10-31	$-912,846
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$1,340,960
Total contributions received or receivable from employer(s)	2013-10-31	$448,318
2012 : WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2012 401k financial data
Transfers to/from the plan	2012-12-31	$970,032
Total income from all sources	2012-12-31	$190,293
Expenses. Total of all expenses incurred	2012-12-31	$83,562
Benefits paid (including direct rollovers)	2012-12-31	$83,562
Total plan assets at end of year	2012-12-31	$1,340,960
Total plan assets at beginning of year	2012-12-31	$264,197
Value of fidelity bond covering the plan	2012-12-31	$150,000
Other income received	2012-12-31	$49,096
Net income (gross income less expenses)	2012-12-31	$106,731
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,340,960
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$264,197
Total contributions received or receivable from employer(s)	2012-12-31	$141,197
2011 : WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2011 401k financial data
Total income from all sources	2011-12-31	$15,583
Expenses. Total of all expenses incurred	2011-12-31	$19,678
Benefits paid (including direct rollovers)	2011-12-31	$19,678
Total plan assets at end of year	2011-12-31	$264,197
Total plan assets at beginning of year	2011-12-31	$268,292
Value of fidelity bond covering the plan	2011-12-31	$150,000
Other income received	2011-12-31	$-319
Net income (gross income less expenses)	2011-12-31	$-4,095
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$264,197
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$268,292
Total contributions received or receivable from employer(s)	2011-12-31	$15,902
2010 : WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2010 401k financial data
Total income from all sources	2010-12-31	$37,783
Expenses. Total of all expenses incurred	2010-12-31	$24,120
Benefits paid (including direct rollovers)	2010-12-31	$24,120
Total plan assets at end of year	2010-12-31	$268,292
Total plan assets at beginning of year	2010-12-31	$254,629
Value of fidelity bond covering the plan	2010-12-31	$150,000
Other income received	2010-12-31	$18,296
Net income (gross income less expenses)	2010-12-31	$13,663
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$268,292
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$254,629
Total contributions received or receivable from employer(s)	2010-12-31	$19,487

Form 5500 Responses for WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY

2013: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 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	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WINCHESTER OPTICAL COMPANY PENSION-GENEVA, NY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINCHESTER OPTICAL COMPANY OF GENEVA, NY
Employer identification number (EIN):	160834565
NAIC Classification:	339900