401k Plan data: BANCROFT CORPORATION ESOP PLAN plan

BANCROFT CORPORATION ESOP PLAN 401k Plan overview

Plan Name	BANCROFT CORPORATION ESOP PLAN
Plan identification number	001

BANCROFT CORPORATION ESOP PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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).
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 requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

BANCROFT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: BANCROFT CORPORATION

Employer identification number (EIN): 391128044

NAIC Classification: 333200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANCROFT CORPORATION ESOP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-11-01 KAVERN L MAGEE, PLAN ADMINISTRATOR
001 2013-11-01 KAVERN L MAGEE, PLAN ADMINISTRATOR
001 2012-11-01 KAVERN L MAGEE, PLAN ADMINISTRATOR
001 2011-11-01 KAVERN L. MAGEE, PLAN ADMINISTRATOR
001 2009-11-01 KAVERN L. MAGEE, PLAN ADMINISTRATOR
001 2008-11-01

Plan Statistics for BANCROFT CORPORATION ESOP PLAN

401k plan membership statisitcs for BANCROFT CORPORATION ESOP PLAN

Measure Date Value
2014: BANCROFT CORPORATION ESOP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 0
Number of participants with account balances 2014-11-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: BANCROFT CORPORATION ESOP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 2
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 2
Number of participants with account balances 2013-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: BANCROFT CORPORATION ESOP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 14
Number of other retired or separated participants entitled to future benefits 2012-11-01 1
Total of all active and inactive participants 2012-11-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 15
Number of participants with account balances 2012-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: BANCROFT CORPORATION ESOP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 12
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 1
Total of all active and inactive participants 2011-11-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 13
Number of participants with account balances 2011-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: BANCROFT CORPORATION ESOP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 12
Number of retired or separated participants receiving benefits 2009-11-01 2
Number of other retired or separated participants entitled to future benefits 2009-11-01 3
Total of all active and inactive participants 2009-11-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 17
Number of participants with account balances 2009-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 2

Measure	Date	Value
2014: BANCROFT CORPORATION ESOP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	0
Number of participants with account balances	2014-11-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: BANCROFT CORPORATION ESOP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	2
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	2
Number of participants with account balances	2013-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: BANCROFT CORPORATION ESOP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	14
Number of other retired or separated participants entitled to future benefits	2012-11-01	1
Total of all active and inactive participants	2012-11-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	15
Number of participants with account balances	2012-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: BANCROFT CORPORATION ESOP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	12
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	1
Total of all active and inactive participants	2011-11-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	13
Number of participants with account balances	2011-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: BANCROFT CORPORATION ESOP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	12
Number of retired or separated participants receiving benefits	2009-11-01	2
Number of other retired or separated participants entitled to future benefits	2009-11-01	3
Total of all active and inactive participants	2009-11-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	17
Number of participants with account balances	2009-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	2

Financial Data on BANCROFT CORPORATION ESOP PLAN

Measure	Date	Value
2014 : BANCROFT CORPORATION ESOP PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-11-30	$0
Total plan liabilities at beginning of year	2014-11-30	$0
Total income from all sources	2014-11-30	$1
Expenses. Total of all expenses incurred	2014-11-30	$41,347
Benefits paid (including direct rollovers)	2014-11-30	$41,347
Total plan assets at end of year	2014-11-30	$0
Total plan assets at beginning of year	2014-11-30	$41,346
Value of fidelity bond covering the plan	2014-11-30	$120,000
Other income received	2014-11-30	$1
Net income (gross income less expenses)	2014-11-30	$-41,346
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$41,346
Total income from all sources	2014-10-31	$100,442
Expenses. Total of all expenses incurred	2014-10-31	$271,905
Benefits paid (including direct rollovers)	2014-10-31	$271,905
Total plan assets at end of year	2014-10-31	$41,346
Total plan assets at beginning of year	2014-10-31	$212,809
Value of fidelity bond covering the plan	2014-10-31	$120,000
Other income received	2014-10-31	$100,442
Net income (gross income less expenses)	2014-10-31	$-171,463
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$41,346
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$212,809
Assets. Value of employer securities	2014-10-31	$0
2013 : BANCROFT CORPORATION ESOP PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$-31,248
Expenses. Total of all expenses incurred	2013-10-31	$6,867
Benefits paid (including direct rollovers)	2013-10-31	$6,867
Total plan assets at end of year	2013-10-31	$212,809
Total plan assets at beginning of year	2013-10-31	$250,924
Value of fidelity bond covering the plan	2013-10-31	$120,000
Other income received	2013-10-31	$-31,248
Net income (gross income less expenses)	2013-10-31	$-38,115
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$212,809
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$250,924
Assets. Value of employer securities	2013-10-31	$212,040
2012 : BANCROFT CORPORATION ESOP PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$46,410
Expenses. Total of all expenses incurred	2012-10-31	$27,878
Benefits paid (including direct rollovers)	2012-10-31	$27,878
Total plan assets at end of year	2012-10-31	$250,924
Total plan assets at beginning of year	2012-10-31	$232,392
Value of fidelity bond covering the plan	2012-10-31	$120,000
Other income received	2012-10-31	$46,410
Net income (gross income less expenses)	2012-10-31	$18,532
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$250,924
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$232,392
Assets. Value of employer securities	2012-10-31	$250,155
2011 : BANCROFT CORPORATION ESOP PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$1,160
Expenses. Total of all expenses incurred	2011-10-31	$35,035
Benefits paid (including direct rollovers)	2011-10-31	$34,105
Total plan assets at end of year	2011-10-31	$232,392
Total plan assets at beginning of year	2011-10-31	$266,267
Value of fidelity bond covering the plan	2011-10-31	$120,000
Expenses. Other expenses not covered elsewhere	2011-10-31	$930
Other income received	2011-10-31	$1,160
Net income (gross income less expenses)	2011-10-31	$-33,875
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$232,392
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$266,267
Assets. Value of employer securities	2011-10-31	$231,710

Form 5500 Responses for BANCROFT CORPORATION ESOP PLAN

2014: BANCROFT CORPORATION ESOP PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	Yes
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: BANCROFT CORPORATION ESOP PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: BANCROFT CORPORATION ESOP PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: BANCROFT CORPORATION ESOP PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: BANCROFT CORPORATION ESOP PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: BANCROFT CORPORATION ESOP PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	BANCROFT CORPORATION
Employer identification number (EIN):	391128044
NAIC Classification:	333200

Plan id#	Filing Submission Date	Name of Administrator
001	2014-11-01	KAVERN L MAGEE, PLAN ADMINISTRATOR
001	2013-11-01	KAVERN L MAGEE, PLAN ADMINISTRATOR
001	2012-11-01	KAVERN L MAGEE, PLAN ADMINISTRATOR
001	2011-11-01	KAVERN L. MAGEE, PLAN ADMINISTRATOR
001	2009-11-01	KAVERN L. MAGEE, PLAN ADMINISTRATOR
001	2008-11-01