401k Plan data: THE OH&R INVESTMENT PLAN plan

THE OH&R INVESTMENT PLAN 401k Plan overview

Plan Name	THE OH&R INVESTMENT PLAN
Plan identification number	025

THE OH&R INVESTMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Stock bonus
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.
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).
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE TIMKEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE TIMKEN COMPANY

Employer identification number (EIN): 340577130

Additional information about THE TIMKEN COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1904-12-16

Company Identification Number: 26206

Legal Registered Office Address: 1835 DUEBER AVE SW
-
CANTON
United States of America (USA)
447060000

More information about THE TIMKEN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OH&R INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
025 2014-01-01 CHRISTOPHER J. HOLDING
025 2013-01-01 SHELLY CHADWICK
025 2012-01-01 CHRISTOPHER HOLDING
025 2011-01-01 CHRISTOPHER HOLDING
025 2010-01-01 CHRISTOPHER HOLDING
025 2009-01-01 PHILIP FRACASSA

Plan id#	Filing Submission Date	Name of Administrator
025	2014-01-01	CHRISTOPHER J. HOLDING
025	2013-01-01	SHELLY CHADWICK
025	2012-01-01	CHRISTOPHER HOLDING
025	2011-01-01	CHRISTOPHER HOLDING
025	2010-01-01	CHRISTOPHER HOLDING
025	2009-01-01	PHILIP FRACASSA

Plan Statistics for THE OH&R INVESTMENT PLAN

401k plan membership statisitcs for THE OH&R INVESTMENT PLAN

Measure Date Value
2014: THE OH&R INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE OH&R INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
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 14
Number of other retired or separated participants entitled to future benefits 2013-01-01 14
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE OH&R INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE OH&R INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 31
Number of participants with account balances 2011-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE OH&R INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 15
Number of other retired or separated participants entitled to future benefits 2010-01-01 21
Total of all active and inactive participants 2010-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 40
Number of participants with account balances 2010-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE OH&R INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 49
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 15
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 46
Number of participants with account balances 2009-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: THE OH&R INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE OH&R INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
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	14
Number of other retired or separated participants entitled to future benefits	2013-01-01	14
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE OH&R INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE OH&R INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	31
Number of participants with account balances	2011-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE OH&R INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	15
Number of other retired or separated participants entitled to future benefits	2010-01-01	21
Total of all active and inactive participants	2010-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	40
Number of participants with account balances	2010-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE OH&R INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	49
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	15
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	46
Number of participants with account balances	2009-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE OH&R INVESTMENT PLAN

Measure	Date	Value
2014 : THE OH&R INVESTMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-07-03	$-1,325,990
Total income from all sources	2014-07-03	$28,428
Expenses. Total of all expenses incurred	2014-07-03	$15,796
Benefits paid (including direct rollovers)	2014-07-03	$15,535
Total plan assets at end of year	2014-07-03	$0
Total plan assets at beginning of year	2014-07-03	$1,313,358
Value of fidelity bond covering the plan	2014-07-03	$25,000,000
Expenses. Other expenses not covered elsewhere	2014-07-03	$261
Other income received	2014-07-03	$28,428
Net income (gross income less expenses)	2014-07-03	$12,632
Net plan assets at end of year (total assets less liabilities)	2014-07-03	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-07-03	$1,313,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-07-03	$0
2013 : THE OH&R INVESTMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$144,315
Expenses. Total of all expenses incurred	2013-12-31	$20,798
Benefits paid (including direct rollovers)	2013-12-31	$20,348
Total plan assets at end of year	2013-12-31	$1,313,358
Total plan assets at beginning of year	2013-12-31	$1,189,841
Value of fidelity bond covering the plan	2013-12-31	$25,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$450
Other income received	2013-12-31	$144,315
Net income (gross income less expenses)	2013-12-31	$123,517
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,313,358
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,189,841
Assets. Value of participant loans	2013-12-31	$18,446
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : THE OH&R INVESTMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$112,129
Expenses. Total of all expenses incurred	2012-12-31	$21,254
Benefits paid (including direct rollovers)	2012-12-31	$20,686
Total plan assets at end of year	2012-12-31	$1,189,841
Total plan assets at beginning of year	2012-12-31	$1,098,966
Value of fidelity bond covering the plan	2012-12-31	$25,000,000
Other income received	2012-12-31	$112,129
Net income (gross income less expenses)	2012-12-31	$90,875
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,189,841
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,098,966
Assets. Value of participant loans	2012-12-31	$23,113
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE OH&R INVESTMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$14,672
Expenses. Total of all expenses incurred	2011-12-31	$696,067
Benefits paid (including direct rollovers)	2011-12-31	$695,423
Total plan assets at end of year	2011-12-31	$1,098,966
Total plan assets at beginning of year	2011-12-31	$1,780,361
Value of fidelity bond covering the plan	2011-12-31	$25,000,000
Other income received	2011-12-31	$14,672
Net income (gross income less expenses)	2011-12-31	$-681,395
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,098,966
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,780,361
Assets. Value of participant loans	2011-12-31	$3,214
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$644
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE OH&R INVESTMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$298,977
Expenses. Total of all expenses incurred	2010-12-31	$41,304
Benefits paid (including direct rollovers)	2010-12-31	$40,518
Total plan assets at end of year	2010-12-31	$1,780,361
Total plan assets at beginning of year	2010-12-31	$1,522,688
Value of fidelity bond covering the plan	2010-12-31	$25,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$786
Other income received	2010-12-31	$298,977
Net income (gross income less expenses)	2010-12-31	$257,673
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,780,361
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,522,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE OH&R INVESTMENT 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 THE OH&R INVESTMENT PLAN

2014: THE OH&R INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE OH&R INVESTMENT PLAN 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	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: THE OH&R INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE OH&R INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE OH&R INVESTMENT 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: THE OH&R INVESTMENT 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:	THE TIMKEN COMPANY
Employer identification number (EIN):	340577130

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1904-12-16
Company Identification Number:	26206
Legal Registered Office Address:	1835 DUEBER AVE SW - CANTON United States of America (USA) 447060000