Original filing (PDF)20240223102329NAL0009424738001

C. E. Brooks Mortgage Company

Name: C. E. Brooks Mortgage Company — C. E. Brooks, Form 5500 (2023)
Creator: C. E. Brooks Mortgage Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C. E. Brooks Management Co. 401(k) Plan

401(k) retirement plan · C. E. Brooks Mortgage Company's C. E. Brooks Management Co. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Bob Schafer signed C. E. Brooks Mortgage Company's 2023 Form 5500 as plan administrator.

Bob Schafer — 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

C. E. Brooks Mortgage Company's EIN is 59-1151907.

EIN 59-1151907

Plan number 002

Plan year 2023

ACK ID 20240223102329NAL0009424738001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for C. E. Brooks Mortgage Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

C. E. Brooks Mortgage Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C. E. BROOKS MORTGAGE COMPANY.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score