Brennan Equipment & Mfg., Inc. 401(K) Cross-Tested Profit Sharing Plan — Form 5500 plan (Brennan Equipment & Mfg., Inc.)

Plain-English plan 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, Brennan Equipment & Mfg., Inc. 401(K) Cross-Tested Profit Sharing Plan is a benefit plan reported by Brennan Equipment & Mfg., Inc. under EIN 36-2344108 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $5,414,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brennan Equipment & Mfg., Inc.
EIN
36-2344108
Plan number
001
Plan type
2
Location
University Park, IL
Latest filing year
2023
Participants
118
End-of-year plan assets
$5,414,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023118H, C20240815183848NAL0007702323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,414,588
Net assets (EOY)
$5,414,588
Net assets (BOY)
$4,522,671

Income & contributions

Employer contributions
$267,960
Participant contributions
$180,971
Total contributions
$482,606
Total income / additions
$1,198,131

Expenses & distributions

Benefits paid
$282,946
Administrative expenses
$6,903
Total expenses
$306,214
Net increase / (decrease)
$891,917

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Research & Mgmt Co IncRECORDKEEPER$4,803not reported in the loaded dataset2023

Related Form 5500 pages