2023 Form 5500 filing — Brennan, Manna & Diamond, LLC 401(K) 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 20250915122431NAL0001756848001) for Brennan, Manna & Diamond, LLC 401(K) Profit Sharing Plan, reported by Brennan, Manna & Diamond, LLC under EIN 34-1924544 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.4MReported net assets$43,392,334
Participants266
Provider compensation$81.7K3 Schedule C row(s)$81,656
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250915122431NAL0001756848001
Plan sponsor
Brennan, Manna & Diamond, LLC
EIN
34-1924544
Plan number
001
Location
Akron, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.4M total assets
Net assets$43.4MLiabilities$0
Money in vs. money out
Total income / additions$10.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.3M
Participant$1.5M
Full reported line items
Total assets (EOY)
$43,392,334
Total liabilities (EOY)
$0
Net assets (EOY)
$43,392,334
Employer contributions
$1,269,580
Participant contributions
$1,549,475
Total income / additions
$10,216,203
Benefits paid
$1,628,990
Administrative expenses
$89,320
Total expenses
$1,735,736
Net increase / (decrease)
$8,480,467
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $45.8K
  2. 2
    RECORDKEEPER · Direct $34.2K
  3. 3
    INVESTMENT MGMT · Direct $1.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250915122431NAL0001756848001 cover?
It is the 2023 Form 5500 filing for Brennan, Manna & Diamond, LLC 401(K) Profit Sharing Plan, reported by Brennan, Manna & Diamond, LLC (EIN 34-1924544).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages