401k Plan data: PENSION SERVICES OF WNY, INC. 401(K) PLAN plan

PENSION SERVICES OF WNY, INC. 401(K) PLAN 401k Plan overview

Plan Name	PENSION SERVICES OF WNY, INC. 401(K) PLAN
Plan identification number	001

PENSION SERVICES OF WNY, INC. 401(K) PLAN 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PENSION SERVICES OF WESTERN NEW YORK, INC. has sponsored the creation of one or more 401k plans.

Company Name: PENSION SERVICES OF WESTERN NEW YORK, INC.

Employer identification number (EIN): 161475175

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION SERVICES OF WNY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 LAWRENCE M. KAVANAUGH, JR. 2014-07-24
001 2012-01-01 LAWRENCE M. KAVANAUGH, JR. 2013-10-09
001 2011-01-01 LAWRENCE M. KAVANAUGH, JR.
001 2010-01-01 LAWRENCE M KAVANAUGH, JR.
001 2009-01-01 THERESA M RENKAS
001 2009-01-01 THERESA M RENKAS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	LAWRENCE M. KAVANAUGH, JR.	2014-07-24
001	2012-01-01	LAWRENCE M. KAVANAUGH, JR.	2013-10-09
001	2011-01-01	LAWRENCE M. KAVANAUGH, JR.
001	2010-01-01	LAWRENCE M KAVANAUGH, JR.
001	2009-01-01	THERESA M RENKAS
001	2009-01-01	THERESA M RENKAS

Plan Statistics for PENSION SERVICES OF WNY, INC. 401(K) PLAN

401k plan membership statisitcs for PENSION SERVICES OF WNY, INC. 401(K) PLAN

Measure Date Value
2011: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
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 5
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 3
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 8
Number of participants with account balances 2010-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	5
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	3
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	8
Number of participants with account balances	2010-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PENSION SERVICES OF WNY, INC. 401(K) PLAN

Measure	Date	Value
2011 : PENSION SERVICES OF WNY, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$4,503
Expenses. Total of all expenses incurred	2011-12-31	$279,781
Benefits paid (including direct rollovers)	2011-12-31	$279,656
Total plan assets at end of year	2011-12-31	$296,014
Total plan assets at beginning of year	2011-12-31	$571,292
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$12,417
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-11,497
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-275,278
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$296,014
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$571,292
Assets. Value of participant loans	2011-12-31	$27,645
Total contributions received or receivable from employer(s)	2011-12-31	$3,583
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$125
2010 : PENSION SERVICES OF WNY, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$115,854
Expenses. Total of all expenses incurred	2010-12-31	$36,265
Benefits paid (including direct rollovers)	2010-12-31	$36,128
Total plan assets at end of year	2010-12-31	$571,292
Total plan assets at beginning of year	2010-12-31	$491,703
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$44,201
Other income received	2010-12-31	$63,557
Net income (gross income less expenses)	2010-12-31	$79,589
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$571,292
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$491,703
Assets. Value of participant loans	2010-12-31	$38,895
Total contributions received or receivable from employer(s)	2010-12-31	$8,096
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$137
2009 : PENSION SERVICES OF WNY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PENSION SERVICES OF WNY, INC. 401(K) PLAN

2011: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PENSION SERVICES OF WNY, INC. 401(K) PLAN 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: PENSION SERVICES OF WNY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PENSION SERVICES OF WESTERN NEW YORK, INC.
Employer identification number (EIN):	161475175
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services