How big is David D Brooks CPA PA's plan?

David D Brooks CPA PA's plan reported $184K in assets and 3 participants for 2024.

Original filing (PDF)20251125180026NAL0007386354001

David D Brooks CPA PA

Name: David D Brooks CPA PA — David D Brooks CPA PA, Form 5500 (2024)
Creator: David D Brooks CPA PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David D Brooks CPA PA - 401(k)

401(k) retirement plan · David D Brooks CPA PA's David D Brooks CPA PA - 401(k) held $184K in plan assets for 3 participants in 2024.

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

David Brooks signed David D Brooks CPA PA's 2024 Form 5500 as plan administrator.

David Brooks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David D Brooks CPA PA's EIN is 27-1319467.

EIN 27-1319467

Plan number 001

Plan year 2024

ACK ID 20251125180026NAL0007386354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David D Brooks CPA PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David D Brooks CPA PA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID D BROOKS CPA PA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off