401k Plan data: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN plan

BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan Name	BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN
Plan identification number	001

BARDAN FINANCIAL SERVICES, 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.
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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: BARDAN FINANCIAL SERVICES, INC.

Employer identification number (EIN): 451965688

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2017-10-16
001 2016-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2018-04-12
001 2015-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2018-04-12
001 2014-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2015-10-13
001 2014-01-01 2017-01-04
001 2014-01-01 MARIE BARBIERI MARIE BARBIERI 2018-05-29
001 2013-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2014-10-14
001 2012-01-01 MARIE J. BARBIERI MARIE J. BARBIERI 2014-10-14
001 2011-04-21 MARIE BARBIERI MARIE BARBIERI 2014-02-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2017-10-16
001	2016-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2018-04-12
001	2015-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2018-04-12
001	2014-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2015-10-13
001	2014-01-01		2017-01-04
001	2014-01-01	MARIE BARBIERI		MARIE BARBIERI	2018-05-29
001	2013-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2014-10-14
001	2012-01-01	MARIE J. BARBIERI		MARIE J. BARBIERI	2014-10-14
001	2011-04-21	MARIE BARBIERI		MARIE BARBIERI	2014-02-10

Plan Statistics for BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN

Measure Date Value
2017: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BARDAN FINANCIAL SERVICES, INC. 401(K) 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 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BARDAN FINANCIAL SERVICES, INC. 401(K) 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 1
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-21 1
Total number of active participants reported on line 7a of the Form 5500 2011-04-21 1
Number of retired or separated participants receiving benefits 2011-04-21 0
Number of other retired or separated participants entitled to future benefits 2011-04-21 0
Total of all active and inactive participants 2011-04-21 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-21 0
Total participants 2011-04-21 1
Number of participants with account balances 2011-04-21 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-21 0

Measure	Date	Value
2017: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BARDAN FINANCIAL SERVICES, INC. 401(K) 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	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BARDAN FINANCIAL SERVICES, INC. 401(K) 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	1
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-21	1
Total number of active participants reported on line 7a of the Form 5500	2011-04-21	1
Number of retired or separated participants receiving benefits	2011-04-21	0
Number of other retired or separated participants entitled to future benefits	2011-04-21	0
Total of all active and inactive participants	2011-04-21	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-21	0
Total participants	2011-04-21	1
Number of participants with account balances	2011-04-21	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-21	0

Financial Data on BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN

Measure	Date	Value
2016 : BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$4,856
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$112,328
Total plan assets at beginning of year	2016-12-31	$107,472
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$4,856
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$4,856
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$112,328
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$107,472
Assets. Value of employer securities	2016-12-31	$112,328
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$323
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$107,472
Total plan assets at beginning of year	2015-12-31	$107,149
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$323
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$323
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$107,472
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$107,149
Assets. Value of employer securities	2015-12-31	$107,472
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$-32,418
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$75,761
Total plan assets at beginning of year	2014-12-31	$108,179
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$-32,418
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-32,418
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$75,761
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$108,179
Assets. Value of employer securities	2014-12-31	$75,760
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-7,588
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	$97,434
Total plan assets at beginning of year	2013-12-31	$105,022
Total contributions received or receivable from participants	2013-12-31	$1,270
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-10,128
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-7,588
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$97,434
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$105,022
Assets. Value of employer securities	2013-12-31	$80,201
Total contributions received or receivable from employer(s)	2013-12-31	$1,270
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$-40,393
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	$105,022
Total plan assets at beginning of year	2012-12-31	$145,415
Total contributions received or receivable from participants	2012-12-31	$4,970
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-50,872
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-40,393
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$105,022
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$145,415
Assets. Value of employer securities	2012-12-31	$92,732
Total contributions received or receivable from employer(s)	2012-12-31	$5,509
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : BARDAN FINANCIAL SERVICES, 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	$145,475
Expenses. Total of all expenses incurred	2011-12-31	$60
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$145,415
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$900
Expenses. Other expenses not covered elsewhere	2011-12-31	$60
Contributions received from other sources (not participants or employers)	2011-12-31	$121,427
Other income received	2011-12-31	$22,698
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$145,415
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$145,415
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$144,065
Total contributions received or receivable from employer(s)	2011-12-31	$450
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	$0

Form 5500 Responses for BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN

2017: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: BARDAN FINANCIAL SERVICES, INC. 401(K) 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: BARDAN FINANCIAL SERVICES, INC. 401(K) 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: BARDAN FINANCIAL SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-04-21	Type of plan entity	Single employer plan
2011-04-21	First time form 5500 has been submitted	Yes
2011-04-21	Submission has been amended	Yes
2011-04-21	This submission is the final filing	No
2011-04-21	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-04-21	Plan is a collectively bargained plan	No
2011-04-21	Plan funding arrangement – Trust	Yes
2011-04-21	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BARDAN FINANCIAL SERVICES, INC.
Employer identification number (EIN):	451965688
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages