How big is Charles P. Elliott, P.C.'s plan?

Charles P. Elliott, P.C.'s plan reported $567K in assets and 16 participants for 2025.

Original filing (PDF)20260327160946NAL0007179681001

Charles P. Elliott, P.C.

Name: Charles P. Elliott, P.C. — Charles P. Elliott, P.C., Form 5500 (2025)
Creator: Charles P. Elliott, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles P. Elliott, P.C. 401(k) Plan

401(k) retirement plan · Charles P. Elliott, P.C.'s Charles P. Elliott, P.C. 401(k) Plan held $567K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan identifiers

Charles P. Elliott, P.C.'s EIN is 25-1901016.

EIN 25-1901016

Plan number 001

Plan year 2025

ACK ID 20260327160946NAL0007179681001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles P. Elliott, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles P. Elliott, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES P. ELLIOTT, P.C..

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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