Original filing (PDF)20240223102329NAL0009424738001

C. E. BROOKS MORTGAGE COMPANY

Name: C. E. BROOKS MORTGAGE COMPANY — C. E. BROOKS MANAGEMENT CO. 401(K) PLAN, Form 5500 (2023)
Creator: C. E. BROOKS MORTGAGE COMPANY

Form 5500-SF

FILING_RECEIVED

C. E. BROOKS MANAGEMENT CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

C. E. BROOKS MORTGAGE COMPANY

EIN

59-1151907all filings

Address

1722 GREYSTONE COURT · LONGWOOD, FL · 32779

Phone

(407) 771-4085

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-20

Filed

2024-02-23

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 3 participants

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