401k Plan data: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN plan

J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan Name	J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN
Plan identification number	001

J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: J.M. BRENNAN, INC.

Employer identification number (EIN): 390787820

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01 JOHN BRENNAN III 2024-02-01
001 2021-11-01 JOHN BRENNAN III 2023-04-12
001 2020-11-01 JOHN BRENNAN III 2022-03-04
001 2019-11-01
001 2018-11-01
001 2017-11-01 JOHN M. BRENNAN III 2019-01-10
001 2016-11-01 JOHN M. BRENNAN III 2018-03-02
001 2015-11-01 JOHN M. BRENNAN III 2017-07-07
001 2014-11-01 JOHN M. BRENNAN III 2016-08-02
001 2013-11-01 JOHN M. BRENNAN III 2015-07-28
001 2012-11-01 JOHN BRENNAN III 2014-07-31
001 2011-11-01 JOHN M. BRENNAN III
001 2009-11-01 JOHN M. BRENNAN III

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-11-01	JOHN BRENNAN III	2024-02-01
001	2021-11-01	JOHN BRENNAN III	2023-04-12
001	2020-11-01	JOHN BRENNAN III	2022-03-04
001	2019-11-01
001	2018-11-01
001	2017-11-01	JOHN M. BRENNAN III	2019-01-10
001	2016-11-01	JOHN M. BRENNAN III	2018-03-02
001	2015-11-01	JOHN M. BRENNAN III	2017-07-07
001	2014-11-01	JOHN M. BRENNAN III	2016-08-02
001	2013-11-01	JOHN M. BRENNAN III	2015-07-28
001	2012-11-01	JOHN BRENNAN III	2014-07-31
001	2011-11-01	JOHN M. BRENNAN III
001	2009-11-01	JOHN M. BRENNAN III

Plan Statistics for J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2019: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 40
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 38
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 8
Total of all active and inactive participants 2019-11-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 46
Number of participants with account balances 2019-11-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 3
2018: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 35
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 37
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 3
Total of all active and inactive participants 2018-11-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 40
Number of participants with account balances 2018-11-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 1
2011: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 14
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 14
Number of participants with account balances 2011-11-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 17
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 7
Total of all active and inactive participants 2009-11-01 24
Total participants 2009-11-01 24
Number of participants with account balances 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2019: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	40
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	38
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	8
Total of all active and inactive participants	2019-11-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	46
Number of participants with account balances	2019-11-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	3
2018: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	35
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	37
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	3
Total of all active and inactive participants	2018-11-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	40
Number of participants with account balances	2018-11-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	1
2011: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	14
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	14
Number of participants with account balances	2011-11-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	17
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	7
Total of all active and inactive participants	2009-11-01	24
Total participants	2009-11-01	24
Number of participants with account balances	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN

Measure	Date	Value
2020 : J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$1,206,942
Expenses. Total of all expenses incurred	2020-10-31	$376,660
Benefits paid (including direct rollovers)	2020-10-31	$364,416
Total plan assets at end of year	2020-10-31	$8,984,950
Total plan assets at beginning of year	2020-10-31	$8,154,668
Value of fidelity bond covering the plan	2020-10-31	$500,000
Total contributions received or receivable from participants	2020-10-31	$375,346
Contributions received from other sources (not participants or employers)	2020-10-31	$71,082
Other income received	2020-10-31	$459,711
Net income (gross income less expenses)	2020-10-31	$830,282
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$8,984,950
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$8,154,668
Assets. Value of participant loans	2020-10-31	$12,910
Total contributions received or receivable from employer(s)	2020-10-31	$300,803
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$12,244
2019 : J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$2,043,713
Expenses. Total of all expenses incurred	2019-10-31	$64,297
Benefits paid (including direct rollovers)	2019-10-31	$58,903
Total plan assets at end of year	2019-10-31	$8,154,668
Total plan assets at beginning of year	2019-10-31	$6,175,252
Value of fidelity bond covering the plan	2019-10-31	$500,000
Total contributions received or receivable from participants	2019-10-31	$450,987
Contributions received from other sources (not participants or employers)	2019-10-31	$62,272
Other income received	2019-10-31	$961,943
Net income (gross income less expenses)	2019-10-31	$1,979,416
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$8,154,668
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$6,175,252
Assets. Value of participant loans	2019-10-31	$63,946
Total contributions received or receivable from employer(s)	2019-10-31	$568,511
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$5,394
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2012 : J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$485,211
Expenses. Total of all expenses incurred	2012-10-31	$19,363
Benefits paid (including direct rollovers)	2012-10-31	$19,118
Total plan assets at end of year	2012-10-31	$2,902,592
Total plan assets at beginning of year	2012-10-31	$2,436,744
Value of fidelity bond covering the plan	2012-10-31	$500,000
Total contributions received or receivable from participants	2012-10-31	$83,050
Other income received	2012-10-31	$258,318
Net income (gross income less expenses)	2012-10-31	$465,848
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$2,902,592
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$2,436,744
Assets. Value of participant loans	2012-10-31	$74,874
Total contributions received or receivable from employer(s)	2012-10-31	$143,843
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$245
2011 : J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$250,847
Expenses. Total of all expenses incurred	2011-10-31	$12,696
Benefits paid (including direct rollovers)	2011-10-31	$12,651
Total plan assets at end of year	2011-10-31	$2,436,744
Total plan assets at beginning of year	2011-10-31	$2,198,593
Value of fidelity bond covering the plan	2011-10-31	$500,000
Total contributions received or receivable from participants	2011-10-31	$87,587
Other income received	2011-10-31	$45,418
Net income (gross income less expenses)	2011-10-31	$238,151
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$2,436,744
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$2,198,593
Assets. Value of participant loans	2011-10-31	$16,845
Total contributions received or receivable from employer(s)	2011-10-31	$117,842
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$45

Form 5500 Responses for J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN

2019: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Insurance	Yes
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement – Insurance	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2011: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: J.M. BRENNAN, INC., NON-UNION EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513360-000

Policy instance

Insurance contract or identification number	513360-000
Number of Individuals Covered	46
Insurance policy start date	2019-11-01
Insurance policy end date	2020-10-31
Total amount of commissions paid to insurance broker	USD $157
Total amount of fees paid to insurance company	USD $2,659
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	2659
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $157

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

513360-000

Policy instance

Insurance contract or identification number	513360-000
Number of Individuals Covered	40
Insurance policy start date	2019-01-09
Insurance policy end date	2019-10-31
Total amount of commissions paid to insurance broker	USD $38
Total amount of fees paid to insurance company	USD $8,443
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8443
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $38

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Company Name:	J.M. BRENNAN, INC.
Employer identification number (EIN):	390787820
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors