How big is Ellis Wealth Mangement, LLC's plan?

Ellis Wealth Mangement, LLC's plan reported $546K in assets and 6 participants for 2024.

Original filing (PDF)20250624075923NAL0017043234001

Ellis Wealth Mangement, LLC

Name: Ellis Wealth Mangement, LLC — Ellis Wealth, Form 5500 (2024)
Creator: Ellis Wealth Mangement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellis Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Ellis Wealth Mangement, LLC's Ellis Wealth Management, LLC 401(k) Plan held $546K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

People on this filing

Michael S. Ellis signed Ellis Wealth Mangement, LLC's 2024 Form 5500 as plan administrator.

Michael S. 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 Wealth Mangement, LLC's EIN is 56-2507787.

EIN 56-2507787

Plan number 001

Plan year 2024

ACK ID 20250624075923NAL0017043234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ellis Wealth Mangement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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