How big is Ellis & Ellis, PLLC's plan?

Ellis & Ellis, PLLC's plan reported $3.2M in assets and 12 participants for 2024.

Original filing (PDF)20250524121506NAL0004009921001

Ellis & Ellis, PLLC

Name: Ellis & Ellis, PLLC — Ellis & Ellis CPA'S 401(k), Form 5500 (2024)
Creator: Ellis & Ellis, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellis & Ellis CPA'S 401(k) Plan

401(k) retirement plan · Ellis & Ellis, PLLC's Ellis & Ellis CPA'S 401(k) Plan held $3.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Michael C Ellis signed Ellis & Ellis, PLLC's 2024 Form 5500 as plan administrator.

Michael C 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 & Ellis, PLLC's EIN is 55-0771644.

EIN 55-0771644

Plan number 001

Plan year 2024

ACK ID 20250524121506NAL0004009921001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ellis & Ellis, PLLC's plan includes profit-sharing, 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 ELLIS & ELLIS, PLLC.

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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