Brennen & Associates, Inc.

Form 5500

BRENNAN & ASSOCIATES, INC.

4400 Willow Parkway, Cuyahoga Heights, Oh 44125 (216) 391-4822 EIN:34-1230950 Plan Admin:David Masciarelli

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameBRENNAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY23 / 22 Assets BOY/EOY$2,212,889 / $2,689,681	2023	BRENNAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	23 / 22	$2,212,889 / $2,689,681
2022	Plan NameBRENNAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN Plan #001 Participants BOY/EOY25 / 22 Assets BOY/EOY$3,234,955 / $2,212,889	2022	BRENNAN & ASSOCIATES, INC. 401(K) RETIREMENT PLAN - Plan #001	25 / 22	$3,234,955 / $2,212,889
2022	Plan NameBRENNAN HEAT AND COOLING SOCA BENEFIT PLAN Plan #502 Participants BOY/EOY18 / 15 Assets BOY/EOY$0 / $4,723	2022	BRENNAN HEAT AND COOLING SOCA BENEFIT PLAN - Plan #502	18 / 15	$0 / $4,723
2021	Plan NameBRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY29 / 25 Assets BOY/EOY$2,790,187 / $3,234,955	2021	BRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN - Plan #001	29 / 25	$2,790,187 / $3,234,955
2020	Plan NameBRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY29 / 29 Assets BOY/EOY$2,883,523 / $2,790,187	2020	BRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN - Plan #001	29 / 29	$2,883,523 / $2,790,187
2020	Plan NameBRENNAN HEATING AND COOLING SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY23 / 0 Assets BOY/EOY$45,588 / $0	2020	BRENNAN HEATING AND COOLING SOCA BENEFIT PLAN - Plan #501	23 / 0	$45,588 / $0
2019	Plan NameBRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN Plan #001 Participants BOY/EOY28 / 29 Assets BOY/EOY$2,720,412 / $2,883,523	2019	BRENNAN & ASSOCIATES, INC. 401K RETIREMENT PLAN - Plan #001	28 / 29	$2,720,412 / $2,883,523
2019	Plan NameBRENNAN HEATING AND COOLING SOCA BENEFIT PLAN Plan #501 Participants BOY/EOY17 / 23 Assets BOY/EOY$45,857 / $45,588	2019	BRENNAN HEATING AND COOLING SOCA BENEFIT PLAN - Plan #501	17 / 23	$45,857 / $45,588