Original filing (PDF)20240613083508NAL0016274051001

GELLIS CONSULTING, LLC

Name: GELLIS CONSULTING, LLC — GELLIS CONSULTING, LLC 401K PLAN, Form 5500 (2023)
Creator: GELLIS CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

GELLIS CONSULTING, LLC 401K PLAN

Defined-contribution 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 GELLIS CONSULTING, LLC.

Plan sponsor

Name

GELLIS CONSULTING, LLC

EIN

27-0309259all filings

Address

555 HERITAGE DR. · SUITE 100 · JUPITER, FL · 33458

Phone

(561) 418-3560

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-06-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MIGUEL J RODRIGUEZ, CPA, PA

MIGUEL J RODRIGUEZ, CPA, PA 401(K) PS PLAN

CCC PAYROLL COMPANY LLC

CCC PAYROLL COMPANY LLC MEDOVA LIFESTYLE HEALTH PLAN

KLSM STAFFING, LLC

KLSM STAFFING, LLC 401(K) PLAN

FIDUCIARY WISE, LLC FBO PAYROLL PROFESSIONALS OF CONYERS,LLC-SPIN OFF

PAYROLL PROFESSIONALS SPIN OFF

MODERN BUSINESS ASSOCIATES, INC.

MBA RETIREMENT SAVINGS PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.