2023 Form 5500 filing — Brennan Equipment & Mfg., Inc. 401(K) Cross-Tested 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 20240815183848NAL0007702323001) for Brennan Equipment & Mfg., Inc. 401(K) Cross-Tested Profit Sharing Plan, reported by Brennan Equipment & Mfg., Inc. under EIN 36-2344108 and plan number 001. It reports 118 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815183848NAL0007702323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brennan Equipment & Mfg., Inc.
- EIN
- 36-2344108
- Plan number
- 001
- Location
- University Park, IL
- Participants
- 118
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,414,588
- Net assets (EOY)
- $5,414,588
- Employer contributions
- $267,960
- Participant contributions
- $180,971
- Total income / additions
- $1,198,131
- Benefits paid
- $282,946
- Administrative expenses
- $6,903
- Total expenses
- $306,214
- Net increase / (decrease)
- $891,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Research & Mgmt Co Inc | RECORDKEEPER | $4,803 | not reported in the loaded dataset |