401k Plan data: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN plan

BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN
Plan identification number	001

BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BRENNAN, MANNA & DIAMOND, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRENNAN, MANNA & DIAMOND, LLC

Employer identification number (EIN): 341924544

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-12-01 LEE S. WALKO 2023-09-07 LEE S. WALKO 2023-09-07
001 2020-12-01
001 2019-12-01 LEE S. WALKO 2021-09-09 LEE S. WALKO 2021-09-09
001 2018-12-01 LEE S. WALKO 2020-08-21 LEE S. WALKO 2020-08-21
001 2017-12-01 LEE S. WALKO 2019-08-12 LEE S. WALKO 2019-08-12
001 2016-12-01
001 2015-12-01
001 2014-12-01
001 2013-12-01 JOY WESTFALL 2015-09-14 JOY WESTFALL 2015-09-14
001 2012-12-01 JOY WESTFALL 2014-09-02 JOY WESTFALL 2014-09-02
001 2011-12-01 JOY WESTFALL 2013-09-11 JOY WESTFALL 2013-09-11
001 2010-12-01 JOY WESTFALL 2012-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-12-01	LEE S. WALKO	2023-09-07	LEE S. WALKO	2023-09-07
001	2020-12-01
001	2019-12-01	LEE S. WALKO	2021-09-09	LEE S. WALKO	2021-09-09
001	2018-12-01	LEE S. WALKO	2020-08-21	LEE S. WALKO	2020-08-21
001	2017-12-01	LEE S. WALKO	2019-08-12	LEE S. WALKO	2019-08-12
001	2016-12-01
001	2015-12-01
001	2014-12-01
001	2013-12-01	JOY WESTFALL	2015-09-14	JOY WESTFALL	2015-09-14
001	2012-12-01	JOY WESTFALL	2014-09-02	JOY WESTFALL	2014-09-02
001	2011-12-01	JOY WESTFALL	2013-09-11	JOY WESTFALL	2013-09-11
001	2010-12-01	JOY WESTFALL	2012-08-13

Plan Statistics for BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN

Measure Date Value
2021: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-12-01 230
Total number of active participants reported on line 7a of the Form 5500 2021-12-01 137
Number of other retired or separated participants entitled to future benefits 2021-12-01 105
Total of all active and inactive participants 2021-12-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-12-01 1
Total participants 2021-12-01 243
Number of participants with account balances 2021-12-01 228
2020: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-12-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-12-01 136
Number of other retired or separated participants entitled to future benefits 2020-12-01 93
Total of all active and inactive participants 2020-12-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-12-01 1
Total participants 2020-12-01 230
Number of participants with account balances 2020-12-01 230
2019: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-12-01 170
Total number of active participants reported on line 7a of the Form 5500 2019-12-01 126
Number of retired or separated participants receiving benefits 2019-12-01 1
Number of other retired or separated participants entitled to future benefits 2019-12-01 69
Total of all active and inactive participants 2019-12-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-12-01 1
Total participants 2019-12-01 197
Number of participants with account balances 2019-12-01 197
2018: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-12-01 141
Total number of active participants reported on line 7a of the Form 5500 2018-12-01 110
Number of retired or separated participants receiving benefits 2018-12-01 58
Number of other retired or separated participants entitled to future benefits 2018-12-01 1
Total of all active and inactive participants 2018-12-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-12-01 1
Total participants 2018-12-01 170
Number of participants with account balances 2018-12-01 163
2017: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-12-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-12-01 88
Number of other retired or separated participants entitled to future benefits 2017-12-01 52
Total of all active and inactive participants 2017-12-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-12-01 1
Total participants 2017-12-01 141
2016: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-12-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 87
Number of other retired or separated participants entitled to future benefits 2016-12-01 46
Total of all active and inactive participants 2016-12-01 133
Total participants 2016-12-01 133
Number of participants with account balances 2016-12-01 141
2015: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-12-01 131
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 124
Number of other retired or separated participants entitled to future benefits 2015-12-01 36
Total of all active and inactive participants 2015-12-01 160
Total participants 2015-12-01 160
Number of participants with account balances 2015-12-01 11

Measure	Date	Value
2021: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-12-01	230
Total number of active participants reported on line 7a of the Form 5500	2021-12-01	137
Number of other retired or separated participants entitled to future benefits	2021-12-01	105
Total of all active and inactive participants	2021-12-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-12-01	1
Total participants	2021-12-01	243
Number of participants with account balances	2021-12-01	228
2020: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-12-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-12-01	136
Number of other retired or separated participants entitled to future benefits	2020-12-01	93
Total of all active and inactive participants	2020-12-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-12-01	1
Total participants	2020-12-01	230
Number of participants with account balances	2020-12-01	230
2019: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-12-01	170
Total number of active participants reported on line 7a of the Form 5500	2019-12-01	126
Number of retired or separated participants receiving benefits	2019-12-01	1
Number of other retired or separated participants entitled to future benefits	2019-12-01	69
Total of all active and inactive participants	2019-12-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-12-01	1
Total participants	2019-12-01	197
Number of participants with account balances	2019-12-01	197
2018: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-12-01	141
Total number of active participants reported on line 7a of the Form 5500	2018-12-01	110
Number of retired or separated participants receiving benefits	2018-12-01	58
Number of other retired or separated participants entitled to future benefits	2018-12-01	1
Total of all active and inactive participants	2018-12-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-12-01	1
Total participants	2018-12-01	170
Number of participants with account balances	2018-12-01	163
2017: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-12-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-12-01	88
Number of other retired or separated participants entitled to future benefits	2017-12-01	52
Total of all active and inactive participants	2017-12-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-12-01	1
Total participants	2017-12-01	141
2016: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-12-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	87
Number of other retired or separated participants entitled to future benefits	2016-12-01	46
Total of all active and inactive participants	2016-12-01	133
Total participants	2016-12-01	133
Number of participants with account balances	2016-12-01	141
2015: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-12-01	131
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	124
Number of other retired or separated participants entitled to future benefits	2015-12-01	36
Total of all active and inactive participants	2015-12-01	160
Total participants	2015-12-01	160
Number of participants with account balances	2015-12-01	11

Financial Data on BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total income from all sources (including contributions)	2022-11-30	$-1,716,749
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$1,156,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$1,079,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$2,427,090
Value of total assets at end of year	2022-11-30	$32,185,312
Value of total assets at beginning of year	2022-11-30	$35,059,051
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$77,510
Total interest from all sources	2022-11-30	$6,083
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-30	No
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$500,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$1,327,075
Participant contributions at end of year	2022-11-30	$161,813
Participant contributions at beginning of year	2022-11-30	$106,242
Participant contributions at end of year	2022-11-30	$69,260
Participant contributions at beginning of year	2022-11-30	$47,115
Assets. Other investments not covered elsewhere at end of year	2022-11-30	$9,402,367
Assets. Other investments not covered elsewhere at beginning of year	2022-11-30	$11,013,091
Income. Received or receivable in cash from other sources (including rollovers)	2022-11-30	$49,545
Other income not declared elsewhere	2022-11-30	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$-2,873,739
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$32,185,312
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$35,059,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Investment advisory and management fees	2022-11-30	$77,510
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-30	$20,667,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-30	$21,917,369
Interest on participant loans	2022-11-30	$6,083
Value of interest in common/collective trusts at end of year	2022-11-30	$651,172
Value of interest in common/collective trusts at beginning of year	2022-11-30	$713,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-11-30	$182,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-11-30	$284,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-30	$-4,149,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	No
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$1,050,470
Employer contributions (assets) at end of year	2022-11-30	$1,050,470
Employer contributions (assets) at beginning of year	2022-11-30	$977,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$1,079,480
Did the plan have assets held for investment	2022-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	No
Opinion of an independent qualified public accountant for this plan	2022-11-30	Unqualified
Accountancy firm name	2022-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2022-11-30	814504770
2021 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-11-30	$0
Total income from all sources (including contributions)	2021-11-30	$6,579,203
Total loss/gain on sale of assets	2021-11-30	$0
Total of all expenses incurred	2021-11-30	$2,952,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-11-30	$2,878,902
Value of total corrective distributions	2021-11-30	$1,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-11-30	$2,169,428
Value of total assets at end of year	2021-11-30	$35,059,051
Value of total assets at beginning of year	2021-11-30	$31,432,074
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-11-30	$71,657
Total interest from all sources	2021-11-30	$5,198
Total dividends received (eg from common stock, registered investment company shares)	2021-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-11-30	No
Was this plan covered by a fidelity bond	2021-11-30	Yes
Value of fidelity bond cover	2021-11-30	$500,000
If this is an individual account plan, was there a blackout period	2021-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-11-30	No
Contributions received from participants	2021-11-30	$1,192,386
Participant contributions at end of year	2021-11-30	$106,242
Participant contributions at beginning of year	2021-11-30	$124,845
Participant contributions at end of year	2021-11-30	$47,115
Participant contributions at beginning of year	2021-11-30	$116,880
Assets. Other investments not covered elsewhere at end of year	2021-11-30	$11,013,091
Assets. Other investments not covered elsewhere at beginning of year	2021-11-30	$7,643,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Value of net income/loss	2021-11-30	$3,626,977
Value of net assets at end of year (total assets less liabilities)	2021-11-30	$35,059,051
Value of net assets at beginning of year (total assets less liabilities)	2021-11-30	$31,432,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-11-30	No
Were any leases to which the plan was party in default or uncollectible	2021-11-30	No
Investment advisory and management fees	2021-11-30	$71,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-11-30	$21,917,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-11-30	$22,370,053
Interest on participant loans	2021-11-30	$5,198
Value of interest in common/collective trusts at end of year	2021-11-30	$713,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-11-30	$277,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-11-30	$277,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-11-30	$284,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-11-30	$4,404,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-11-30	No
Was there a failure to transmit to the plan any participant contributions	2021-11-30	No
Has the plan failed to provide any benefit when due under the plan	2021-11-30	No
Contributions received in cash from employer	2021-11-30	$977,042
Employer contributions (assets) at end of year	2021-11-30	$977,042
Employer contributions (assets) at beginning of year	2021-11-30	$899,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-11-30	$2,878,902
Did the plan have assets held for investment	2021-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-11-30	No
Opinion of an independent qualified public accountant for this plan	2021-11-30	Unqualified
Accountancy firm name	2021-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2021-11-30	814504770
2020 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-11-30	$0
Total income from all sources (including contributions)	2020-11-30	$6,619,150
Total loss/gain on sale of assets	2020-11-30	$0
Total of all expenses incurred	2020-11-30	$1,419,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-11-30	$1,356,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-11-30	$2,730,489
Value of total assets at end of year	2020-11-30	$31,432,074
Value of total assets at beginning of year	2020-11-30	$26,232,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-11-30	$63,402
Total interest from all sources	2020-11-30	$4,778
Total dividends received (eg from common stock, registered investment company shares)	2020-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-11-30	No
Was this plan covered by a fidelity bond	2020-11-30	Yes
Value of fidelity bond cover	2020-11-30	$500,000
If this is an individual account plan, was there a blackout period	2020-11-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-11-30	No
Contributions received from participants	2020-11-30	$1,114,111
Participant contributions at end of year	2020-11-30	$124,845
Participant contributions at beginning of year	2020-11-30	$99,839
Participant contributions at end of year	2020-11-30	$116,880
Participant contributions at beginning of year	2020-11-30	$49,967
Assets. Other investments not covered elsewhere at end of year	2020-11-30	$7,643,648
Assets. Other investments not covered elsewhere at beginning of year	2020-11-30	$7,934,903
Income. Received or receivable in cash from other sources (including rollovers)	2020-11-30	$715,065
Other income not declared elsewhere	2020-11-30	$500,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Value of net income/loss	2020-11-30	$5,199,578
Value of net assets at end of year (total assets less liabilities)	2020-11-30	$31,432,074
Value of net assets at beginning of year (total assets less liabilities)	2020-11-30	$26,232,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-11-30	No
Were any leases to which the plan was party in default or uncollectible	2020-11-30	No
Investment advisory and management fees	2020-11-30	$63,402
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-11-30	$22,370,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-11-30	$17,359,656
Interest on participant loans	2020-11-30	$4,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-11-30	$277,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-11-30	$3,383,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-11-30	No
Was there a failure to transmit to the plan any participant contributions	2020-11-30	No
Has the plan failed to provide any benefit when due under the plan	2020-11-30	No
Contributions received in cash from employer	2020-11-30	$901,313
Employer contributions (assets) at end of year	2020-11-30	$899,313
Employer contributions (assets) at beginning of year	2020-11-30	$788,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-11-30	$1,356,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-11-30	Yes
Did the plan have assets held for investment	2020-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-11-30	Disclaimer
Accountancy firm name	2020-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2020-11-30	814504770
2019 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-11-30	$0
Total income from all sources (including contributions)	2019-11-30	$4,490,338
Total loss/gain on sale of assets	2019-11-30	$0
Total of all expenses incurred	2019-11-30	$1,422,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-11-30	$1,371,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-11-30	$1,797,273
Value of total assets at end of year	2019-11-30	$26,232,496
Value of total assets at beginning of year	2019-11-30	$23,164,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-11-30	$51,486
Total interest from all sources	2019-11-30	$4,374
Total dividends received (eg from common stock, registered investment company shares)	2019-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-11-30	No
Was this plan covered by a fidelity bond	2019-11-30	Yes
Value of fidelity bond cover	2019-11-30	$500,000
If this is an individual account plan, was there a blackout period	2019-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-11-30	No
Contributions received from participants	2019-11-30	$966,505
Participant contributions at end of year	2019-11-30	$99,839
Participant contributions at beginning of year	2019-11-30	$89,498
Participant contributions at end of year	2019-11-30	$49,967
Participant contributions at beginning of year	2019-11-30	$26,053
Assets. Other investments not covered elsewhere at end of year	2019-11-30	$7,934,903
Assets. Other investments not covered elsewhere at beginning of year	2019-11-30	$7,881,046
Income. Received or receivable in cash from other sources (including rollovers)	2019-11-30	$42,637
Other income not declared elsewhere	2019-11-30	$565,133
Total non interest bearing cash at beginning of year	2019-11-30	$28,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Value of net income/loss	2019-11-30	$3,067,674
Value of net assets at end of year (total assets less liabilities)	2019-11-30	$26,232,496
Value of net assets at beginning of year (total assets less liabilities)	2019-11-30	$23,164,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-11-30	No
Were any leases to which the plan was party in default or uncollectible	2019-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-11-30	$17,359,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-11-30	$14,468,732
Interest on participant loans	2019-11-30	$4,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-11-30	$2,123,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-11-30	No
Was there a failure to transmit to the plan any participant contributions	2019-11-30	No
Has the plan failed to provide any benefit when due under the plan	2019-11-30	No
Contributions received in cash from employer	2019-11-30	$788,131
Employer contributions (assets) at end of year	2019-11-30	$788,131
Employer contributions (assets) at beginning of year	2019-11-30	$670,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-11-30	$1,371,178
Contract administrator fees	2019-11-30	$51,486
Did the plan have assets held for investment	2019-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-11-30	Disclaimer
Accountancy firm name	2019-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2019-11-30	341082617
2018 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-11-30	$0
Total income from all sources (including contributions)	2018-11-30	$1,919,357
Total loss/gain on sale of assets	2018-11-30	$0
Total of all expenses incurred	2018-11-30	$1,831,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-11-30	$1,802,394
Value of total corrective distributions	2018-11-30	$1,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-11-30	$1,557,295
Value of total assets at end of year	2018-11-30	$23,164,822
Value of total assets at beginning of year	2018-11-30	$23,076,893
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-11-30	$27,848
Total interest from all sources	2018-11-30	$4,985
Total dividends received (eg from common stock, registered investment company shares)	2018-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-11-30	No
Was this plan covered by a fidelity bond	2018-11-30	Yes
Value of fidelity bond cover	2018-11-30	$500,000
If this is an individual account plan, was there a blackout period	2018-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-11-30	No
Contributions received from participants	2018-11-30	$855,111
Participant contributions at end of year	2018-11-30	$89,498
Participant contributions at beginning of year	2018-11-30	$115,632
Participant contributions at end of year	2018-11-30	$26,053
Participant contributions at beginning of year	2018-11-30	$44,060
Assets. Other investments not covered elsewhere at end of year	2018-11-30	$7,881,046
Assets. Other investments not covered elsewhere at beginning of year	2018-11-30	$8,184,664
Income. Received or receivable in cash from other sources (including rollovers)	2018-11-30	$31,538
Other income not declared elsewhere	2018-11-30	$625,191
Total non interest bearing cash at end of year	2018-11-30	$28,847
Total non interest bearing cash at beginning of year	2018-11-30	$74,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Value of net income/loss	2018-11-30	$87,929
Value of net assets at end of year (total assets less liabilities)	2018-11-30	$23,164,822
Value of net assets at beginning of year (total assets less liabilities)	2018-11-30	$23,076,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-11-30	No
Were any leases to which the plan was party in default or uncollectible	2018-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-11-30	$14,468,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-11-30	$13,997,732
Interest earned on other investments	2018-11-30	$4,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-11-30	$-268,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-11-30	No
Was there a failure to transmit to the plan any participant contributions	2018-11-30	No
Has the plan failed to provide any benefit when due under the plan	2018-11-30	No
Contributions received in cash from employer	2018-11-30	$670,646
Employer contributions (assets) at end of year	2018-11-30	$670,646
Employer contributions (assets) at beginning of year	2018-11-30	$660,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-11-30	$1,802,394
Contract administrator fees	2018-11-30	$27,848
Did the plan have assets held for investment	2018-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-11-30	Disclaimer
Accountancy firm name	2018-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2018-11-30	341082617
2017 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-11-30	$0
Total income from all sources (including contributions)	2017-11-30	$3,832,084
Total loss/gain on sale of assets	2017-11-30	$0
Total of all expenses incurred	2017-11-30	$1,085,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-11-30	$1,008,041
Value of total corrective distributions	2017-11-30	$45,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-11-30	$1,452,719
Value of total assets at end of year	2017-11-30	$23,076,893
Value of total assets at beginning of year	2017-11-30	$20,330,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-11-30	$31,987
Total interest from all sources	2017-11-30	$4,611
Total dividends received (eg from common stock, registered investment company shares)	2017-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-11-30	No
Was this plan covered by a fidelity bond	2017-11-30	Yes
Value of fidelity bond cover	2017-11-30	$500,000
If this is an individual account plan, was there a blackout period	2017-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-11-30	No
Contributions received from participants	2017-11-30	$792,013
Participant contributions at end of year	2017-11-30	$115,632
Participant contributions at beginning of year	2017-11-30	$106,228
Participant contributions at end of year	2017-11-30	$44,060
Assets. Other investments not covered elsewhere at end of year	2017-11-30	$8,184,664
Assets. Other investments not covered elsewhere at beginning of year	2017-11-30	$7,913,043
Other income not declared elsewhere	2017-11-30	$385,707
Total non interest bearing cash at end of year	2017-11-30	$74,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Value of net income/loss	2017-11-30	$2,746,141
Value of net assets at end of year (total assets less liabilities)	2017-11-30	$23,076,893
Value of net assets at beginning of year (total assets less liabilities)	2017-11-30	$20,330,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-11-30	No
Were any leases to which the plan was party in default or uncollectible	2017-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-11-30	$13,997,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-11-30	$11,720,158
Interest on participant loans	2017-11-30	$4,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-11-30	$1,989,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-11-30	No
Was there a failure to transmit to the plan any participant contributions	2017-11-30	No
Has the plan failed to provide any benefit when due under the plan	2017-11-30	No
Contributions received in cash from employer	2017-11-30	$660,706
Employer contributions (assets) at end of year	2017-11-30	$660,113
Employer contributions (assets) at beginning of year	2017-11-30	$591,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-11-30	$1,008,041
Contract administrator fees	2017-11-30	$31,987
Did the plan have assets held for investment	2017-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-11-30	Disclaimer
Accountancy firm name	2017-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2017-11-30	341082617
2016 : BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-11-30	$0
Total income from all sources (including contributions)	2016-11-30	$2,232,334
Total loss/gain on sale of assets	2016-11-30	$0
Total of all expenses incurred	2016-11-30	$468,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-11-30	$428,199
Expenses. Certain deemed distributions of participant loans	2016-11-30	$4,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-11-30	$1,381,414
Value of total assets at end of year	2016-11-30	$20,330,752
Value of total assets at beginning of year	2016-11-30	$18,566,866
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-11-30	$35,379
Total interest from all sources	2016-11-30	$4,579
Total dividends received (eg from common stock, registered investment company shares)	2016-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-11-30	No
Was this plan covered by a fidelity bond	2016-11-30	Yes
Value of fidelity bond cover	2016-11-30	$500,000
If this is an individual account plan, was there a blackout period	2016-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-11-30	No
Contributions received from participants	2016-11-30	$789,950
Participant contributions at end of year	2016-11-30	$106,228
Participant contributions at beginning of year	2016-11-30	$100,160
Assets. Other investments not covered elsewhere at end of year	2016-11-30	$7,913,043
Assets. Other investments not covered elsewhere at beginning of year	2016-11-30	$7,549,275
Other income not declared elsewhere	2016-11-30	$412,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Value of net income/loss	2016-11-30	$1,763,886
Value of net assets at end of year (total assets less liabilities)	2016-11-30	$20,330,752
Value of net assets at beginning of year (total assets less liabilities)	2016-11-30	$18,566,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-11-30	No
Were any leases to which the plan was party in default or uncollectible	2016-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-11-30	$11,720,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-11-30	$10,298,345
Interest on participant loans	2016-11-30	$4,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-11-30	$434,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-11-30	No
Was there a failure to transmit to the plan any participant contributions	2016-11-30	No
Has the plan failed to provide any benefit when due under the plan	2016-11-30	No
Contributions received in cash from employer	2016-11-30	$591,464
Employer contributions (assets) at end of year	2016-11-30	$591,323
Employer contributions (assets) at beginning of year	2016-11-30	$619,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-11-30	$428,199
Contract administrator fees	2016-11-30	$35,379
Did the plan have assets held for investment	2016-11-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-11-30	Disclaimer
Accountancy firm name	2016-11-30	APPLE GROWTH PARTNERS
Accountancy firm EIN	2016-11-30	341082617

Form 5500 Responses for BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN

2021: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-12-01	Type of plan entity	Single employer plan
2021-12-01	Submission has been amended	No
2021-12-01	This submission is the final filing	No
2021-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-12-01	Plan is a collectively bargained plan	No
2021-12-01	Plan funding arrangement – Insurance	Yes
2021-12-01	Plan funding arrangement – Trust	Yes
2021-12-01	Plan benefit arrangement - Trust	Yes
2020: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-12-01	Type of plan entity	Single employer plan
2020-12-01	Submission has been amended	No
2020-12-01	This submission is the final filing	No
2020-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-12-01	Plan is a collectively bargained plan	No
2020-12-01	Plan funding arrangement – Insurance	Yes
2020-12-01	Plan funding arrangement – Trust	Yes
2020-12-01	Plan benefit arrangement - Trust	Yes
2019: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-12-01	Type of plan entity	Single employer plan
2019-12-01	Submission has been amended	No
2019-12-01	This submission is the final filing	No
2019-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-12-01	Plan is a collectively bargained plan	No
2019-12-01	Plan funding arrangement – Trust	Yes
2019-12-01	Plan benefit arrangement - Trust	Yes
2018: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01	Type of plan entity	Single employer plan
2018-12-01	Submission has been amended	No
2018-12-01	This submission is the final filing	No
2018-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-12-01	Plan is a collectively bargained plan	No
2018-12-01	Plan funding arrangement – Trust	Yes
2018-12-01	Plan benefit arrangement - Trust	Yes
2017: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01	Type of plan entity	Single employer plan
2017-12-01	Submission has been amended	No
2017-12-01	This submission is the final filing	No
2017-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-12-01	Plan is a collectively bargained plan	No
2017-12-01	Plan funding arrangement – Trust	Yes
2017-12-01	Plan benefit arrangement - Trust	Yes
2016: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2015: BRENNAN, MANNA & DIAMOND, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Trust	Yes
2015-12-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

510376-01

Policy instance

Insurance contract or identification number	510376-01
Number of Individuals Covered	42
Insurance policy start date	2021-12-01
Insurance policy end date	2022-11-30
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

510376-01

Policy instance

Insurance contract or identification number	510376-01
Number of Individuals Covered	35
Insurance policy start date	2020-12-01
Insurance policy end date	2021-11-30
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

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Company Name:	BRENNAN, MANNA & DIAMOND, LLC
Employer identification number (EIN):	341924544
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers