How big is Middlebrook Group, PLLC's plan?

Middlebrook Group, PLLC's plan reported $775K in assets and 15 participants for 2024.

Original filing (PDF)20250909093349NAL0020130417001

Middlebrook Group, PLLC

Name: Middlebrook Group, PLLC — Middlebrook Group 401(k), Form 5500 (2024)
Creator: Middlebrook Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Middlebrook Group 401(k) Plan

401(k) retirement plan · Middlebrook Group, PLLC's Middlebrook Group 401(k) Plan held $775K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

People on this filing

David Middlebrook signed Middlebrook Group, PLLC's 2024 Form 5500 as plan administrator.

David Middlebrook — 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

Middlebrook Group, PLLC's EIN is 82-4263388.

EIN 82-4263388

Plan number 001

Plan year 2024

ACK ID 20250909093349NAL0020130417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Middlebrook Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Middlebrook Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MIDDLEBROOK GROUP, PLLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score