Original filing (PDF)20241219083341NAL0007256864001

Walter Wright Ellis LLC

Name: Walter Wright Ellis LLC — Walter Wright Ellis LLC, Form 5500 (2023)
Creator: Walter Wright Ellis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walter Wright Ellis LLC 401(k) Plan

401(k) retirement plan · Walter Wright Ellis LLC's Walter Wright Ellis LLC 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

Walter W Ellis signed Walter Wright Ellis LLC's 2023 Form 5500 as plan administrator.

Walter W Ellis — 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

Walter Wright Ellis LLC's EIN is 20-5555750.

EIN 20-5555750

Plan number 001

Plan year 2023

ACK ID 20241219083341NAL0007256864001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Walter Wright Ellis LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Walter Wright Ellis LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 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