BRENNAN, HARRIS & ROMINGER, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BRENNAN, HARRIS & ROMINGER PENSION PLAN
| Measure | Date | Value |
|---|
| 2022: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 11 |
| Number of participants with account balances | 2021-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 10 |
| Number of participants with account balances | 2019-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| 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 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 14 |
| 2014: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 14 |
| 2013: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Total of all active and inactive participants | 2013-01-01 | 13 |
| Total participants | 2013-01-01 | 13 |
| Number of participants with account balances | 2013-01-01 | 13 |
| 2012: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 15 |
| Total participants | 2011-01-01 | 15 |
| Number of participants with account balances | 2011-01-01 | 15 |
| 2009: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| 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 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 14 |
| Number of participants with account balances | 2009-01-01 | 14 |
| Measure | Date | Value |
|---|
| 2022 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-149,530 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $11,563 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $8,822 |
| Total plan assets at end of year | 2022-12-31 | $3,521,671 |
| Total plan assets at beginning of year | 2022-12-31 | $3,682,764 |
| Value of fidelity bond covering the plan | 2022-12-31 | $227,001 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $450 |
| Other income received | 2022-12-31 | $-214,470 |
| Net income (gross income less expenses) | 2022-12-31 | $-161,093 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,521,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,682,764 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $185,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $64,940 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,291 |
| 2021 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $862,128 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,784 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,810 |
| Total plan assets at end of year | 2021-12-31 | $3,682,764 |
| Total plan assets at beginning of year | 2021-12-31 | $2,826,420 |
| Value of fidelity bond covering the plan | 2021-12-31 | $227,001 |
| Other income received | 2021-12-31 | $797,611 |
| Net income (gross income less expenses) | 2021-12-31 | $856,344 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,682,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,826,420 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $64,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,974 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $533,723 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,990 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,365 |
| Total plan assets at end of year | 2020-12-31 | $2,826,420 |
| Total plan assets at beginning of year | 2020-12-31 | $2,296,687 |
| Value of fidelity bond covering the plan | 2020-12-31 | $227,001 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $450 |
| Other income received | 2020-12-31 | $467,557 |
| Net income (gross income less expenses) | 2020-12-31 | $529,733 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,826,420 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,296,687 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $66,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,175 |
| 2019 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $564,742 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $48,980 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $46,064 |
| Total plan assets at end of year | 2019-12-31 | $2,296,687 |
| Total plan assets at beginning of year | 2019-12-31 | $1,780,925 |
| Value of fidelity bond covering the plan | 2019-12-31 | $227,001 |
| Other income received | 2019-12-31 | $520,575 |
| Net income (gross income less expenses) | 2019-12-31 | $515,762 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,296,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,780,925 |
| Assets. Value of employer real property | 2019-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $44,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,916 |
| 2018 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-39,997 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $28,470 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $28,000 |
| Total plan assets at end of year | 2018-12-31 | $1,780,925 |
| Total plan assets at beginning of year | 2018-12-31 | $1,849,392 |
| Value of fidelity bond covering the plan | 2018-12-31 | $227,001 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $450 |
| Other income received | 2018-12-31 | $-75,301 |
| Net income (gross income less expenses) | 2018-12-31 | $-68,467 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,780,925 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,849,392 |
| Assets. Value of participant loans | 2018-12-31 | $1,054 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $35,304 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20 |
| 2017 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $354,609 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $30,474 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $30,000 |
| Total plan assets at end of year | 2017-12-31 | $1,849,392 |
| Total plan assets at beginning of year | 2017-12-31 | $1,525,257 |
| Value of fidelity bond covering the plan | 2017-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $450 |
| Other income received | 2017-12-31 | $296,343 |
| Net income (gross income less expenses) | 2017-12-31 | $324,135 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,849,392 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,525,257 |
| Assets. Value of participant loans | 2017-12-31 | $3,953 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $58,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $24 |
| 2016 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $139,226 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $53,186 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $52,116 |
| Total plan assets at end of year | 2016-12-31 | $1,525,257 |
| Total plan assets at beginning of year | 2016-12-31 | $1,439,217 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $1,034 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $105,283 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $86,040 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,525,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,439,217 |
| Assets. Value of participant loans | 2016-12-31 | $5,071 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $125,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $33,943 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $36 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $94,112 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $301,730 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $300,942 |
| Total plan assets at end of year | 2015-12-31 | $1,439,217 |
| Total plan assets at beginning of year | 2015-12-31 | $1,646,835 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $788 |
| Other income received | 2015-12-31 | $34,887 |
| Net income (gross income less expenses) | 2015-12-31 | $-207,618 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,439,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,646,835 |
| Assets. Value of participant loans | 2015-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $59,225 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $287,392 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,327 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $450 |
| Total plan assets at end of year | 2014-12-31 | $1,646,835 |
| Total plan assets at beginning of year | 2014-12-31 | $1,360,770 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $797 |
| Other income received | 2014-12-31 | $212,687 |
| Net income (gross income less expenses) | 2014-12-31 | $286,065 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,646,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,360,770 |
| Assets. Value of participant loans | 2014-12-31 | $322 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $74,705 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $80 |
| 2013 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $337,262 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $66,270 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $65,449 |
| Total plan assets at end of year | 2013-12-31 | $1,360,770 |
| Total plan assets at beginning of year | 2013-12-31 | $1,089,778 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $791 |
| Other income received | 2013-12-31 | $277,873 |
| Net income (gross income less expenses) | 2013-12-31 | $270,992 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,360,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,089,778 |
| Assets. Value of participant loans | 2013-12-31 | $2,700 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $59,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $30 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $166,175 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,005 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $20,758 |
| Total plan assets at end of year | 2012-12-31 | $1,089,778 |
| Total plan assets at beginning of year | 2012-12-31 | $945,608 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,207 |
| Other income received | 2012-12-31 | $89,256 |
| Net income (gross income less expenses) | 2012-12-31 | $144,170 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,089,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $945,608 |
| Assets. Value of participant loans | 2012-12-31 | $2,700 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $76,919 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $40 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $107,540 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,054 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $27,786 |
| Total plan assets at end of year | 2011-12-31 | $945,608 |
| Total plan assets at beginning of year | 2011-12-31 | $867,122 |
| Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $450 |
| Other income received | 2011-12-31 | $34,299 |
| Net income (gross income less expenses) | 2011-12-31 | $78,486 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $945,608 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $867,122 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $73,241 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $818 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $30,000 |
| Total income from all sources | 2010-12-31 | $176,838 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,383 |
| Total plan assets at end of year | 2010-12-31 | $867,122 |
| Total plan assets at beginning of year | 2010-12-31 | $721,667 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,383 |
| Other income received | 2010-12-31 | $112,737 |
| Net income (gross income less expenses) | 2010-12-31 | $175,455 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $867,122 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $691,667 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $160,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $64,101 |
| 2022: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BRENNAN, HARRIS & ROMINGER PENSION PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 7340980-7566379 |
| Policy instance | 1 |
| Insurance contract or identification number | 7340980-7566379 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 0073340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 0073340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 43052 |
| Policy instance | 1 |
| Insurance contract or identification number | 43052 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 2 |
| Insurance contract or identification number | 007340980 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $9 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Commission paid to Insurance Broker | USD $9 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007566379 |
| Policy instance | 1 |
| Insurance contract or identification number | 007566379 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Insurance broker organization code? | 3 |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007566379 |
| Policy instance | 2 |
| Insurance contract or identification number | 007566379 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | DOMINEY STANLEY R |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | DOMINEY STANLEY R |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | 007340980 |
| Policy instance | 1 |
| Insurance contract or identification number | 007340980 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
|
