401k Plan data: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN plan

BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN
Plan identification number	001

BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

BANERJEE & BANERJEE FINANCIAL SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: BANERJEE & BANERJEE FINANCIAL SERVICES, INC.

Employer identification number (EIN): 262419411

NAIC Classification: 522190
NAIC Description: Other Depository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 NIHAR R. BANERJEE
001 2013-01-01 NIHAR R. BANERJEE
001 2012-01-01 NIHAR R. BANERJEE
001 2011-01-01 NIHAR R. BANERJEE
001 2010-01-01 NIHAR BANERJEE
001 2009-01-01 NIHAR BANERJEE

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	NIHAR R. BANERJEE
001	2013-01-01	NIHAR R. BANERJEE
001	2012-01-01	NIHAR R. BANERJEE
001	2011-01-01	NIHAR R. BANERJEE
001	2010-01-01	NIHAR BANERJEE
001	2009-01-01	NIHAR BANERJEE

Plan Statistics for BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure Date Value
2014: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
2013: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
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 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 1
2009: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 1

Measure	Date	Value
2014: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
2013: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	1
2009: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	1

Financial Data on BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-08-31	$-66,500
Total plan assets at end of year	2014-08-31	$0
Total plan assets at beginning of year	2014-08-31	$66,500
Other income received	2014-08-31	$-66,500
Net income (gross income less expenses)	2014-08-31	$-66,500
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$66,500
Assets. Value of employer securities	2014-08-31	$0
2013 : BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-3,500
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$66,500
Total plan assets at beginning of year	2013-12-31	$70,000
Total contributions received or receivable from participants	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-3,500
Net income (gross income less expenses)	2013-12-31	$-3,500
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$66,500
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$70,000
Assets. Value of employer securities	2013-12-31	$66,500
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-110,815
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$70,000
Total plan assets at beginning of year	2012-12-31	$180,815
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-110,815
Net income (gross income less expenses)	2012-12-31	$-110,815
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$70,000
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$180,815
Assets. Value of employer securities	2012-12-31	$70,000
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-79,185
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$180,815
Total plan assets at beginning of year	2011-12-31	$260,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-79,185
Net income (gross income less expenses)	2011-12-31	$-79,185
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$180,815
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$260,000
Assets. Value of employer securities	2011-12-31	$180,815
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$10,000
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$260,000
Total plan assets at beginning of year	2010-12-31	$250,000
Other income received	2010-12-31	$10,000
Net income (gross income less expenses)	2010-12-31	$10,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$260,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$250,000
Assets. Value of employer securities	2010-12-31	$260,000

Form 5500 Responses for BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN

2014: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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 funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING PLAN 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: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING 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: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING 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: BANERJEE & BANERJEE FINANCIAL SERVICES, INC. PROFIT SHARING 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:	BANERJEE & BANERJEE FINANCIAL SERVICES, INC.
Employer identification number (EIN):	262419411
NAIC Classification:	522190
NAIC Description:	Other Depository Credit Intermediation