2023 Form 5500 filing — Brennan Industries, Inc. 401(K) Retirement 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 20241009130659NAL0037855154001) for Brennan Industries, Inc. 401(K) Retirement Plan, reported by Brennan Industries, Inc. under EIN 34-0859271 and plan number 003. It reports 255 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)$10.7MReported net assets$10,732,525
Participants255
Provider compensation$47.6K2 Schedule C row(s)$47,600
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009130659NAL0037855154001
Plan sponsor
Brennan Industries, Inc.
EIN
34-0859271
Plan number
003
Location
Solon, 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)$10.8M total assets
Net assets$10.7MLiabilities$64.4K
Money in vs. money out
Total income / additions$2.4M
Total expenses$502.1K
Benefits paid / distributions$395.2K
Contributions
Employer$162.4K
Participant$757.8K
Full reported line items
Total assets (EOY)
$10,796,885
Total liabilities (EOY)
$64,360
Net assets (EOY)
$10,732,525
Employer contributions
$162,351
Participant contributions
$757,772
Total income / additions
$2,395,310
Benefits paid
$395,244
Administrative expenses
$68,491
Total expenses
$502,066
Net increase / (decrease)
$1,893,244
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $31.2K
  2. 2
    RECORDKEEPER · Direct $16.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009130659NAL0037855154001 cover?
It is the 2023 Form 5500 filing for Brennan Industries, Inc. 401(K) Retirement Plan, reported by Brennan Industries, Inc. (EIN 34-0859271).
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