Original filing (PDF)20250528074524NAL0004275683001

BROOKS & BROOKS, CPAS

Name: BROOKS & BROOKS, CPAS — BROOKS & BROOKS, CPAS 401(K) PLAN, Form 5500 (2024)
Creator: BROOKS & BROOKS, CPAS

Form 5500-SF

FILING_RECEIVED

BROOKS & BROOKS, CPAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKS & BROOKS, CPAS.

Plan sponsor

Name

BROOKS & BROOKS, CPAS

EIN

01-0447753

Address

110 PLEASANT HILL ROAD · SCARBOROUGH, ME · 07074

Phone

(207) 883-8810

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

PORTER, MUIRHEAD, CORNIA, HOWARD

PORTER, MUIRHEAD, CORNIA & HOWARD 401(K) PLAN

$4.9M · 43 participants

LIEBERMAN FINANCIAL SERVICES, INC.

LIEBERMAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

$4.9M · 3 participants

COOPERSMITH, SIMON & VOGEL, P.C.

COOPERSMITH, SIMON & VOGEL, CPA'S P.C. 401(K) PLAN

$4.9M · 15 participants

EISIKOVIC & KANE, LLP

EISIKOVIC & KANE, LLP RETIREMENT PLAN

$4.9M · 7 participants

WEHRING & DB TAX AND WEALTH, LLC