401k Plan data: BRENNAN & WHITE, LLP plan

BRENNAN & WHITE, LLP 401k Plan overview

Plan Name	BRENNAN & WHITE, LLP
Plan identification number	001

BRENNAN & WHITE, LLP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BRENNAN & WHITE, LLP has sponsored the creation of one or more 401k plans.

Company Name: BRENNAN & WHITE, LLP

Employer identification number (EIN): 260075983

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about BRENNAN & WHITE, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2003-12-16

Company Identification Number: 2989480

Legal Registered Office Address: 163 HAVILAND ROAD

QUEENSBURY
United States of America (USA)
128048702

More information about BRENNAN & WHITE, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENNAN & WHITE, LLP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 WILLIAM WHITE 2023-07-17
001 2021-01-01 WILLIAM WHITE 2022-07-29 WILLIAM WHITE 2022-07-29
001 2021-01-01 WILLIAM WHITE 2022-10-06
001 2017-01-01 WILLIAM J WHITE 2018-07-16 WILLIAM J WHITE 2018-07-16
001 2016-01-01 WILLIAM J WHITE 2017-07-11
001 2015-01-01 WILLIAM J WHITE
001 2015-01-01 WILLIAM J WHITE
001 2014-01-01 WILLIAM J WHITE WILLIAM J WHITE 2015-06-18
001 2013-01-01 WILLIAM J WHITE
001 2012-01-01 WILLIAM J WHITE WILLIAM J WHITE 2013-06-26
001 2011-01-01 WILLIAM J WHITE
001 2009-01-01 WILLIAM J WHITE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	WILLIAM WHITE	2023-07-17
001	2021-01-01	WILLIAM WHITE	2022-07-29	WILLIAM WHITE	2022-07-29
001	2021-01-01	WILLIAM WHITE	2022-10-06
001	2017-01-01	WILLIAM J WHITE	2018-07-16	WILLIAM J WHITE	2018-07-16
001	2016-01-01	WILLIAM J WHITE	2017-07-11
001	2015-01-01	WILLIAM J WHITE
001	2015-01-01	WILLIAM J WHITE
001	2014-01-01	WILLIAM J WHITE		WILLIAM J WHITE	2015-06-18
001	2013-01-01	WILLIAM J WHITE
001	2012-01-01	WILLIAM J WHITE		WILLIAM J WHITE	2013-06-26
001	2011-01-01	WILLIAM J WHITE
001	2009-01-01	WILLIAM J WHITE

Plan Statistics for BRENNAN & WHITE, LLP

401k plan membership statisitcs for BRENNAN & WHITE, LLP

Measure Date Value
2015: BRENNAN & WHITE, LLP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRENNAN & WHITE, LLP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRENNAN & WHITE, LLP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: BRENNAN & WHITE, LLP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRENNAN & WHITE, LLP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRENNAN & WHITE, LLP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: BRENNAN & WHITE, LLP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRENNAN & WHITE, LLP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRENNAN & WHITE, LLP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: BRENNAN & WHITE, LLP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRENNAN & WHITE, LLP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRENNAN & WHITE, LLP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRENNAN & WHITE, LLP

Measure	Date	Value
2015 : BRENNAN & WHITE, LLP 2015 401k financial data
Total income from all sources	2015-12-31	$15,419
Expenses. Total of all expenses incurred	2015-12-31	$65,271
Benefits paid (including direct rollovers)	2015-12-31	$65,271
Total plan assets at end of year	2015-12-31	$681,069
Total plan assets at beginning of year	2015-12-31	$730,921
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$18,796
Other income received	2015-12-31	$-3,377
Net income (gross income less expenses)	2015-12-31	$-49,852
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$681,069
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$730,921
Assets. Value of participant loans	2015-12-31	$7,424
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : BRENNAN & WHITE, LLP 2014 401k financial data
Total income from all sources	2014-12-31	$50,505
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$730,921
Total plan assets at beginning of year	2014-12-31	$680,416
Total contributions received or receivable from participants	2014-12-31	$19,815
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$30,690
Net income (gross income less expenses)	2014-12-31	$50,505
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$730,921
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$680,416
Assets. Value of participant loans	2014-12-31	$14,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : BRENNAN & WHITE, LLP 2013 401k financial data
Total income from all sources	2013-12-31	$49,518
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$680,416
Total plan assets at beginning of year	2013-12-31	$630,898
Total contributions received or receivable from participants	2013-12-31	$24,370
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$25,148
Net income (gross income less expenses)	2013-12-31	$49,518
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$680,416
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$630,898
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : BRENNAN & WHITE, LLP 2012 401k financial data
Total income from all sources	2012-12-31	$64,497
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$630,898
Total plan assets at beginning of year	2012-12-31	$566,401
Total contributions received or receivable from participants	2012-12-31	$29,102
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$35,395
Net income (gross income less expenses)	2012-12-31	$64,497
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$630,898
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$566,401
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : BRENNAN & WHITE, LLP 2011 401k financial data
Total income from all sources	2011-12-31	$41,889
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$566,401
Total plan assets at beginning of year	2011-12-31	$524,512
Total contributions received or receivable from participants	2011-12-31	$24,521
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$17,368
Net income (gross income less expenses)	2011-12-31	$41,889
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$566,401
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$524,512
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : BRENNAN & WHITE, LLP 2010 401k financial data
Total income from all sources	2010-12-31	$46,096
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$524,512
Total plan assets at beginning of year	2010-12-31	$478,417
Total contributions received or receivable from participants	2010-12-31	$17,071
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$29,025
Net income (gross income less expenses)	2010-12-31	$46,096
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$524,512
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$478,417
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for BRENNAN & WHITE, LLP

2015: BRENNAN & WHITE, LLP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRENNAN & WHITE, LLP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRENNAN & WHITE, LLP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRENNAN & WHITE, LLP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRENNAN & WHITE, LLP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRENNAN & WHITE, LLP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BRENNAN & WHITE, LLP
Employer identification number (EIN):	260075983
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2003-12-16
Company Identification Number:	2989480
Legal Registered Office Address:	163 HAVILAND ROAD QUEENSBURY United States of America (USA) 128048702