Daniel Brenning Ing Profit Sharing — Form 5500 plan (D L Brenning Associates 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, Daniel Brenning Ing Profit Sharing is a benefit plan reported by D L Brenning Associates Inc under EIN 31-1634517 and plan number 003. The latest loaded filing year is 2023. The filing reports 2 participants and $1,139,358 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,139,358
Participants2Covered participants reported
Assets / participant$569.7KComputed: assets ÷ participants$569,679 (computed)
Provider compensationNone reported
Plan sponsor
D L Brenning Associates Inc
EIN
31-1634517
Plan number
003
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    2 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$252.8K
Total expenses$283K
Benefits paid / distributions$282.5K
Contributions
Employer$11.1K
Participant$31K
Full reported line items

Net assets

Total assets (EOY)
$1,139,358
Net assets (EOY)
$1,139,358
Net assets (BOY)
$1,169,589

Income & contributions

Employer contributions
$11,089
Participant contributions
$31,041
Total income / additions
$252,769

Expenses & distributions

Benefits paid
$282,500
Administrative expenses
$500
Total expenses
$283,000
Net increase / (decrease)
-$30,231
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income112%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Daniel Brenning Ing Profit Sharing?
Daniel Brenning Ing Profit Sharing is reported as sponsored by D L Brenning Associates Inc (EIN 31-1634517, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Daniel Brenning Ing Profit Sharing?
The latest Form 5500 filing year loaded for Daniel Brenning Ing Profit Sharing is 2023.
How many participants does Daniel Brenning Ing Profit Sharing report?
Daniel Brenning Ing Profit Sharing reports 2 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Daniel Brenning Ing Profit Sharing?
Daniel Brenning Ing Profit Sharing reports $1,139,358 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages