How big is Ellis Financial Group, Inc.'s plan?

Ellis Financial Group, Inc.'s plan reported $358K in assets and 3 participants for 2024.

Original filing (PDF)20251002132829NAL0000561089001

Ellis Financial Group, Inc.

Name: Ellis Financial Group, Inc. — Ellis Financial Group, Form 5500 (2024)
Creator: Ellis Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellis Financial Group, Inc. 401(k) Plan

401(k) retirement plan · Ellis Financial Group, Inc.'s Ellis Financial Group, Inc. 401(k) Plan held $358K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$358K

Net assets (EOY)

$358K

Plan identifiers

Ellis Financial Group, Inc.'s EIN is 82-5244379.

EIN 82-5244379

Plan number 001

Plan year 2024

ACK ID 20251002132829NAL0000561089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ellis Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIS FINANCIAL GROUP, INC..

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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