Original filing (PDF)20251125180026NAL0007386354001

DAVID D BROOKS CPA PA

Name: DAVID D BROOKS CPA PA — DAVID D BROOKS CPA PA - 401(K), Form 5500 (2024)
Creator: DAVID D BROOKS CPA PA

Form 5500-SF

FILING_RECEIVED

DAVID D BROOKS CPA PA - 401(K)

401(k) retirement plan

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

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

Filed 0.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

DAVID D BROOKS CPA PA

EIN

27-1319467all filings

Address

4440 PGA BLVD · SUITE 104 · PALM BEACH GARDENS, FL · 33410

Phone

(954) 592-2234

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

2025-11-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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