How big is Nancy E Ellis' plan?

Nancy E Ellis' plan reported $519K in assets and 5 participants for 2025.

Original filing (PDF)20260504105050NAL0004849584001

Nancy E Ellis

Name: Nancy E Ellis — Nancy E Ellis 401(k) Profit Sharing, Form 5500 (2025)
Creator: Nancy E Ellis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy E Ellis 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Nancy E Ellis' Nancy E Ellis 401(k) Profit Sharing Plan & Trust held $519K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

People on this filing

Edward Rojas signed Nancy E Ellis' 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Nancy E Ellis' EIN is 20-3993224.

EIN 20-3993224

Plan number 001

Plan year 2025

ACK ID 20260504105050NAL0004849584001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nancy E Ellis from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nancy E Ellis' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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