Original filing (PDF)20251201154500NAL0022917970001

JOHN M. ELLSWORTH CO., INC.

Name: JOHN M. ELLSWORTH CO., INC. — JOHN M. ELLSWORTH CO., INC. 401K PLAN, Form 5500 (2024)
Creator: JOHN M. ELLSWORTH CO., INC.

Form 5500-SF

FILING_RECEIVED

JOHN M. ELLSWORTH CO., INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN M. ELLSWORTH CO., INC..

Plan sponsor

Name

JOHN M. ELLSWORTH CO., INC.

EIN

39-1345103

Address

8700 WEST BRADLEY ROAD · MILWAUKEE, WI · 53224

Phone

(414) 362-4344

Industry

Wholesale Tradesee all

Plan administrator

Name

JOHN M. ELLSWORTH COMPANY, INC.

EIN

39-1345103

City

MILWAUKEE, WI

Phone

(414) 354-1414

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-12-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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