How big is Ellis Financial Group's plan?

Ellis Financial Group's plan reported $282K in assets and 7 participants for 2024.

Original filing (PDF)20251009084513NAL0015564658001

Ellis Financial Group

Name: Ellis Financial Group — The Ellis Offices 401(k), Form 5500 (2024)
Creator: Ellis Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ellis Offices 401(k) Profit Sharing Plan

401(k) retirement plan · Ellis Financial Group's The Ellis Offices 401(k) Profit Sharing Plan held $282K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$282K

Net assets (EOY)

$282K

People on this filing

David Ellis signed Ellis Financial Group's 2024 Form 5500 as plan administrator.

David 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

Ellis Financial Group's EIN is 46-3894149.

EIN 46-3894149

Plan number 002

Plan year 2024

ACK ID 20251009084513NAL0015564658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ellis Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ellis Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ELLIS FINANCIAL GROUP

EIN

all filings

Address

300 E. 2ND STREET · SALEM, VA · 24153

Phone

(540) 389-6060

Industry

Law Offices· Professional & Technical Services

Plan administrator