2023 Form 5500 filing — Brennan Companies 401(K) And Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826140858NAL0009758513001) for Brennan Companies 401(K) And Profit Sharing Plan, reported by J.F. Brennan Company, Inc. under EIN 39-0962285 and plan number 002. It reports 342 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826140858NAL0009758513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- J.F. Brennan Company, Inc.
- EIN
- 39-0962285
- Plan number
- 002
- Location
- Lacrosse, WI
- Participants
- 342
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,419,654
- Net assets (EOY)
- $39,419,654
- Employer contributions
- $1,445,278
- Participant contributions
- $3,119,578
- Total income / additions
- $11,664,879
- Benefits paid
- $2,175,058
- Administrative expenses
- $111,823
- Total expenses
- $2,290,729
- Net increase / (decrease)
- $9,374,150
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Private Advisors Group | CONSULTANT | $64,078 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $47,745 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |