Brennan Companies 401(K) And Profit Sharing Plan — Form 5500 plan (J.F. Brennan Company, 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 Companies 401(K) And Profit Sharing Plan is a benefit plan reported by J.F. Brennan Company, Inc. under EIN 39-0962285 and plan number 002. The latest loaded filing year is 2023. The filing reports 342 participants and $39,419,654 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.F. Brennan Company, Inc.
- EIN
- 39-0962285
- Plan number
- 002
- Plan type
- 2
- Location
- Lacrosse, WI
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $39,419,654
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20240826140858NAL0009758513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,419,654
- Net assets (EOY)
- $39,419,654
- Net assets (BOY)
- $30,045,504
Income & contributions
- Employer contributions
- $1,445,278
- Participant contributions
- $3,119,578
- Total contributions
- $6,053,567
- Total income / additions
- $11,664,879
Expenses & distributions
- Benefits paid
- $2,175,058
- Administrative expenses
- $111,823
- Total expenses
- $2,290,729
- Net increase / (decrease)
- $9,374,150
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisors Group | CONSULTANT | $64,078 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $47,745 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.F. Brennan Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Lacrosse, WI
- Private Advisors Group — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation