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ELLIS & ELLIS, PLLC — ELLIS & ELLIS CPA'S 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250524121506NAL0004009921001
ELLIS & ELLIS, PLLC
Form 5500-SF
FILING_RECEIVED
ELLIS & ELLIS CPA'S 401K PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
12
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELLIS & ELLIS, PLLC
.
Find decision makers
Plan sponsor
Name
ELLIS & ELLIS, PLLC
EIN
55-0771644
Address
500 VIRGINIA ST. EAST, SUITE 1000 · CHARLESTON, WV · 25301
Phone
(304) 342-4169
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2N · Code section 408 accounts and annuities
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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