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WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameWINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

WINCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:WINCO, INC.
Employer identification number (EIN):590550564
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022012-01-01DONALD FRANK DONALD FRANK2013-04-09
0022011-01-01DON FRANK DON FRANK2012-09-28
0022009-01-01SUZANNE L AUSTIN SUZANNE L AUSTIN2010-09-30
0022005-01-01DON FRANK

Plan Statistics for WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2012: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0178
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-010
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0184
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0168
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0178
Number of participants with account balances2011-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0174
Total number of active participants reported on line 7a of the Form 55002009-01-0168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0176
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017
2005: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-0146
Total number of active participants reported on line 7a of the Form 55002005-01-0142
Number of retired or separated participants receiving benefits2005-01-010
Number of other retired or separated participants entitled to future benefits2005-01-012
Total of all active and inactive participants2005-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2005-01-010
Total participants2005-01-0144
Number of participants with account balances2005-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2005-01-019
Number of employers contributing to the scheme2005-01-010

Financial Data on WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2012 : WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$1,034,048
Total income from all sources2012-12-31$0
Expenses. Total of all expenses incurred2012-12-31$1,822,216
Benefits paid (including direct rollovers)2012-12-31$1,822,216
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$2,856,264
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$0
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$-1,822,216
Net plan assets at end of year (total assets less liabilities)2012-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,822,216
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$1,001,933
Total plan liabilities at end of year2011-12-31$1,034,048
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,100,651
Expenses. Total of all expenses incurred2011-12-31$1,087,319
Benefits paid (including direct rollovers)2011-12-31$1,002,053
Total plan assets at end of year2011-12-31$2,856,264
Total plan assets at beginning of year2011-12-31$806,950
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$6,310
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$1,100,651
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$13,332
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,822,216
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$806,950
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$78,956
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$436,895
Total income from all sources2010-12-31$407,606
Expenses. Total of all expenses incurred2010-12-31$2,919,146
Benefits paid (including direct rollovers)2010-12-31$2,884,190
Total plan assets at end of year2010-12-31$806,950
Total plan assets at beginning of year2010-12-31$3,755,385
Value of fidelity bond covering the plan2010-12-31$450,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$23,466
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$326,981
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-2,511,540
Net plan assets at end of year (total assets less liabilities)2010-12-31$806,950
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,318,490
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$80,625
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2005 : WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2005 401k financial data
Total plan liabilities at end of year2005-12-31$2,234,059
Total income from all sources2005-12-31$-79,743
Expenses. Total of all expenses incurred2005-12-31$68,637
Total plan assets at end of year2005-12-31$2,365,366
Total plan assets at beginning of year2005-12-31$279,687
Value of fidelity bond covering the plan2005-12-31$250,000
Expenses. Other expenses not covered elsewhere2005-12-31$68,525
Other income received2005-12-31$-665,201
Noncash contributions received2005-12-31$85,634
Net income (gross income less expenses)2005-12-31$-148,380
Net plan assets at end of year (total assets less liabilities)2005-12-31$131,307
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$279,687
Assets. Value of employer securities2005-12-31$2,140,863
Total contributions received or receivable from employer(s)2005-12-31$499,824
Expenses. Administrative service providers (salaries,fees and commissions)2005-12-31$112

Form 5500 Responses for WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2012: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01This submission is the final filingYes
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2005: WINCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes

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