How big is Michael R Ellis DMD LLC's plan?

Michael R Ellis DMD LLC's plan reported $376K in assets and 3 participants for 2024.

Original filing (PDF)20251003085330NAL0001994064001

Michael R Ellis DMD LLC

Name: Michael R Ellis DMD LLC — Form 5500 (2024)
Creator: Michael R Ellis DMD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Michael R Ellis DMD LLC held $376K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

Plan identifiers

Michael R Ellis DMD LLC's EIN is 55-0873680.

EIN 55-0873680

Plan number 001

Plan year 2024

ACK ID 20251003085330NAL0001994064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael R Ellis DMD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael R Ellis DMD LLC'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 MICHAEL R ELLIS DMD LLC.

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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 average account balance (87th percentile).

Plan sponsor

Name

MICHAEL R ELLIS DMD LLC

EIN

all filings

Address

66 STAGECOACH ROAD · BURLINGTON, CT · 06013

Phone

(860) 583-6056

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-10-03

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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