Original filing (PDF)20230719182246NAL0001946163001

SCOTT ELLIS ENTERPRISES, LLC

Name: SCOTT ELLIS ENTERPRISES, LLC — ELLIS FAMILY EMPLOYEES' RETIREMENT PLAN TRUST, Form 5500 (2022)
Creator: SCOTT ELLIS ENTERPRISES, LLC

Form 5500-SF

FILING_RECEIVED

ELLIS FAMILY EMPLOYEES' RETIREMENT PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT ELLIS ENTERPRISES, LLC.

Plan sponsor

Name

SCOTT ELLIS ENTERPRISES, LLC

EIN

77-0582779

Address

10300 HWY 41 · MADERA, CA · 93636

Phone

(559) 650-5000

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

2E · Profit-sharing

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

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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