401k Plan data: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST plan

JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

JAMES M. BRENNAN DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES M. BRENNAN DDS, INC.

Employer identification number (EIN): 341668636

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ADAM WARREN 2021-03-10
001 2020-01-01 ADAM WARREN 2021-03-10
001 2019-01-01 ADAM WARREN 2020-05-21
001 2018-01-01 JAMES M. BRENNAN 2019-06-20
001 2017-01-01 JAMES M. BRENNAN DDS, INC. 2018-10-15
001 2016-01-01 JAMES M BRENNAN
001 2015-01-01 JAMES M BRENNAN
001 2014-01-01 JAMES M BRENNAN
001 2013-01-01 JAMES M BRENNAN
001 2012-01-01 JAMES M BRENNAN
001 2011-01-01 JAMES M BRENNAN
001 2009-01-01 JAMES M BRENNAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	ADAM WARREN	2021-03-10
001	2020-01-01	ADAM WARREN	2021-03-10
001	2019-01-01	ADAM WARREN	2020-05-21
001	2018-01-01	JAMES M. BRENNAN	2019-06-20
001	2017-01-01	JAMES M. BRENNAN DDS, INC.	2018-10-15
001	2016-01-01	JAMES M BRENNAN
001	2015-01-01	JAMES M BRENNAN
001	2014-01-01	JAMES M BRENNAN
001	2013-01-01	JAMES M BRENNAN
001	2012-01-01	JAMES M BRENNAN
001	2011-01-01	JAMES M BRENNAN
001	2009-01-01	JAMES M BRENNAN

Plan Statistics for JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
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 1
2009: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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 8
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2016: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
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	1
2009: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 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	8
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$258,709
Total plan assets at end of year	2016-12-31	$2,921,561
Total plan assets at beginning of year	2016-12-31	$2,662,852
Other income received	2016-12-31	$197,709
Net income (gross income less expenses)	2016-12-31	$258,709
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,921,561
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,662,852
Total contributions received or receivable from employer(s)	2016-12-31	$61,000
2015 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$172,493
Expenses. Total of all expenses incurred	2015-12-31	$82,415
Benefits paid (including direct rollovers)	2015-12-31	$82,415
Total plan assets at end of year	2015-12-31	$2,662,852
Total plan assets at beginning of year	2015-12-31	$2,572,774
Other income received	2015-12-31	$110,493
Net income (gross income less expenses)	2015-12-31	$90,078
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,662,852
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,572,774
Total contributions received or receivable from employer(s)	2015-12-31	$62,000
2014 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$202,435
Total plan assets at end of year	2014-12-31	$2,572,774
Total plan assets at beginning of year	2014-12-31	$2,370,339
Other income received	2014-12-31	$142,435
Net income (gross income less expenses)	2014-12-31	$202,435
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,572,774
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,370,339
Total contributions received or receivable from employer(s)	2014-12-31	$60,000
2013 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$563,562
Total plan assets at end of year	2013-12-31	$2,310,339
Total plan assets at beginning of year	2013-12-31	$1,746,777
Other income received	2013-12-31	$517,062
Net income (gross income less expenses)	2013-12-31	$563,562
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,310,339
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,746,777
Total contributions received or receivable from employer(s)	2013-12-31	$46,500
2012 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$824,032
Total income from all sources	2012-12-31	$143,587
Total plan assets at end of year	2012-12-31	$1,746,777
Total plan assets at beginning of year	2012-12-31	$779,158
Other income received	2012-12-31	$140,381
Net income (gross income less expenses)	2012-12-31	$143,587
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,746,777
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$779,158
Total contributions received or receivable from employer(s)	2012-12-31	$3,206
2011 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-87,119
Total plan assets at end of year	2011-12-31	$779,158
Total plan assets at beginning of year	2011-12-31	$866,277
Other income received	2011-12-31	$-87,119
Net income (gross income less expenses)	2011-12-31	$-87,119
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$779,158
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$866,277
2010 : JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$188,841
Total plan assets at end of year	2010-12-31	$866,277
Total plan assets at beginning of year	2010-12-31	$677,436
Other income received	2010-12-31	$101,733
Net income (gross income less expenses)	2010-12-31	$188,841
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$866,277
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$677,436
Total contributions received or receivable from employer(s)	2010-12-31	$87,108

Form 5500 Responses for JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST

2016: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES M BRENNAN DDS, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES M. BRENNAN DDS, INC.
Employer identification number (EIN):	341668636
NAIC Classification:	621210
NAIC Description:	Offices of Dentists