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BRENNAN, HARRIS & ROMINGER PENSION PLAN 401k Plan overview

Plan NameBRENNAN, HARRIS & ROMINGER PENSION PLAN
Plan identification number 001

BRENNAN, HARRIS & ROMINGER PENSION PLAN Benefits

401k Plan TypeDefined 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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, HARRIS & ROMINGER, LLP has sponsored the creation of one or more 401k plans.

Company Name:BRENNAN, HARRIS & ROMINGER, LLP
Employer identification number (EIN):581469536
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENNAN, HARRIS & ROMINGER PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01G MASON WHITE2024-07-05 G MASON WHITE2024-07-05
0012022-01-01G MASON WHITE2023-07-12 G MASON WHITE2023-07-12
0012021-01-01G. MASON WHITE2022-07-21 G. MASON WHITE2022-07-21
0012020-01-01G MASON WHITE2021-09-14 G MASON WHITE2021-09-14
0012019-01-01G MASON WHITE2020-08-07 G MASON WHITE2020-08-07
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CATHERINE REA CATHERINE REA2013-07-30
0012011-01-01CATHERINE REA CATHERINE REA2012-08-20
0012009-01-01CATHERINE REA CATHERINE REA2010-08-28

Plan Statistics for BRENNAN, HARRIS & ROMINGER PENSION PLAN

401k plan membership statisitcs for BRENNAN, HARRIS & ROMINGER PENSION PLAN

Measure Date Value
2023: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0111
Total number of active participants reported on line 7a of the Form 55002023-01-019
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0111
Number of participants with account balances2023-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Number of participants with account balances2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0111
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0110
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0110
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Number of participants with account balances2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0114
Total participants2015-01-0114
Number of participants with account balances2015-01-0114
2014: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
2013: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
Number of participants with account balances2013-01-0113
2012: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0115
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0115
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
2009: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0114
Number of participants with account balances2009-01-0114

Financial Data on BRENNAN, HARRIS & ROMINGER PENSION PLAN

Measure Date Value
2023 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$621,404
Expenses. Total of all expenses incurred2023-12-31$3,177
Total plan assets at end of year2023-12-31$4,139,898
Total plan assets at beginning of year2023-12-31$3,521,671
Value of fidelity bond covering the plan2023-12-31$227,001
Expenses. Other expenses not covered elsewhere2023-12-31$450
Other income received2023-12-31$536,717
Net income (gross income less expenses)2023-12-31$618,227
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,139,898
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,521,671
Assets. Value of real-estate (other than employer real property)2023-12-31$185,000
Total contributions received or receivable from employer(s)2023-12-31$84,687
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$2,727
2022 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-149,530
Expenses. Total of all expenses incurred2022-12-31$11,563
Benefits paid (including direct rollovers)2022-12-31$8,822
Total plan assets at end of year2022-12-31$3,521,671
Total plan assets at beginning of year2022-12-31$3,682,764
Value of fidelity bond covering the plan2022-12-31$227,001
Expenses. Other expenses not covered elsewhere2022-12-31$450
Other income received2022-12-31$-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 year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$862,128
Expenses. Total of all expenses incurred2021-12-31$5,784
Benefits paid (including direct rollovers)2021-12-31$2,810
Total plan assets at end of year2021-12-31$3,682,764
Total plan assets at beginning of year2021-12-31$2,826,420
Value of fidelity bond covering the plan2021-12-31$227,001
Other income received2021-12-31$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 securities2021-12-31$0
2020 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$533,723
Expenses. Total of all expenses incurred2020-12-31$3,990
Benefits paid (including direct rollovers)2020-12-31$1,365
Total plan assets at end of year2020-12-31$2,826,420
Total plan assets at beginning of year2020-12-31$2,296,687
Value of fidelity bond covering the plan2020-12-31$227,001
Expenses. Other expenses not covered elsewhere2020-12-31$450
Other income received2020-12-31$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 year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$564,742
Expenses. Total of all expenses incurred2019-12-31$48,980
Benefits paid (including direct rollovers)2019-12-31$46,064
Total plan assets at end of year2019-12-31$2,296,687
Total plan assets at beginning of year2019-12-31$1,780,925
Value of fidelity bond covering the plan2019-12-31$227,001
Other income received2019-12-31$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 property2019-12-31$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$2,916
2018 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-39,997
Expenses. Total of all expenses incurred2018-12-31$28,470
Benefits paid (including direct rollovers)2018-12-31$28,000
Total plan assets at end of year2018-12-31$1,780,925
Total plan assets at beginning of year2018-12-31$1,849,392
Value of fidelity bond covering the plan2018-12-31$227,001
Expenses. Other expenses not covered elsewhere2018-12-31$450
Other income received2018-12-31$-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 loans2018-12-31$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 sources2017-12-31$354,609
Expenses. Total of all expenses incurred2017-12-31$30,474
Benefits paid (including direct rollovers)2017-12-31$30,000
Total plan assets at end of year2017-12-31$1,849,392
Total plan assets at beginning of year2017-12-31$1,525,257
Value of fidelity bond covering the plan2017-12-31$25,000
Expenses. Other expenses not covered elsewhere2017-12-31$450
Other income received2017-12-31$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 loans2017-12-31$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 year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$139,226
Expenses. Total of all expenses incurred2016-12-31$53,186
Benefits paid (including direct rollovers)2016-12-31$52,116
Total plan assets at end of year2016-12-31$1,525,257
Total plan assets at beginning of year2016-12-31$1,439,217
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$1,034
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$105,283
Noncash contributions received2016-12-31$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 loans2016-12-31$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 loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$36
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$94,112
Expenses. Total of all expenses incurred2015-12-31$301,730
Benefits paid (including direct rollovers)2015-12-31$300,942
Total plan assets at end of year2015-12-31$1,439,217
Total plan assets at beginning of year2015-12-31$1,646,835
Value of fidelity bond covering the plan2015-12-31$300,000
Expenses. Other expenses not covered elsewhere2015-12-31$788
Other income received2015-12-31$34,887
Net income (gross income less expenses)2015-12-31$-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 loans2015-12-31$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 year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$287,392
Expenses. Total of all expenses incurred2014-12-31$1,327
Benefits paid (including direct rollovers)2014-12-31$450
Total plan assets at end of year2014-12-31$1,646,835
Total plan assets at beginning of year2014-12-31$1,360,770
Value of fidelity bond covering the plan2014-12-31$300,000
Expenses. Other expenses not covered elsewhere2014-12-31$797
Other income received2014-12-31$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 loans2014-12-31$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 sources2013-12-31$337,262
Expenses. Total of all expenses incurred2013-12-31$66,270
Benefits paid (including direct rollovers)2013-12-31$65,449
Total plan assets at end of year2013-12-31$1,360,770
Total plan assets at beginning of year2013-12-31$1,089,778
Value of fidelity bond covering the plan2013-12-31$300,000
Expenses. Other expenses not covered elsewhere2013-12-31$791
Other income received2013-12-31$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 loans2013-12-31$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 year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$166,175
Expenses. Total of all expenses incurred2012-12-31$22,005
Benefits paid (including direct rollovers)2012-12-31$20,758
Total plan assets at end of year2012-12-31$1,089,778
Total plan assets at beginning of year2012-12-31$945,608
Value of fidelity bond covering the plan2012-12-31$300,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,207
Other income received2012-12-31$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 loans2012-12-31$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 year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$107,540
Expenses. Total of all expenses incurred2011-12-31$29,054
Benefits paid (including direct rollovers)2011-12-31$27,786
Total plan assets at end of year2011-12-31$945,608
Total plan assets at beginning of year2011-12-31$867,122
Value of fidelity bond covering the plan2011-12-31$300,000
Expenses. Other expenses not covered elsewhere2011-12-31$450
Other income received2011-12-31$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 year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : BRENNAN, HARRIS & ROMINGER PENSION PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$30,000
Total income from all sources2010-12-31$176,838
Expenses. Total of all expenses incurred2010-12-31$1,383
Total plan assets at end of year2010-12-31$867,122
Total plan assets at beginning of year2010-12-31$721,667
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,383
Other income received2010-12-31$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

Form 5500 Responses for BRENNAN, HARRIS & ROMINGER PENSION PLAN

2023: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BRENNAN, HARRIS & ROMINGER PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7340980-7566379
Policy instance 1
Insurance contract or identification number7340980-7566379
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number7340980-7566379
Policy instance 1
Insurance contract or identification number7340980-7566379
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number0073340980
Policy instance 1
Insurance contract or identification number0073340980
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number43052
Policy instance 1
Insurance contract or identification number43052
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 BrokerUSD $0
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007340980
Policy instance 2
Insurance contract or identification number007340980
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $9
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007566379
Policy instance 1
Insurance contract or identification number007566379
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007566379
Policy instance 2
Insurance contract or identification number007566379
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDOMINEY STANLEY R
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameDOMINEY STANLEY R
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 number007340980
Policy instance 1
Insurance contract or identification number007340980
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes

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