How big is Dana W Ellis DDS PC's plan?

Dana W Ellis DDS PC's plan reported $214K in assets and 3 participants for 2023.

Original filing (PDF)20240619144152NAL0000190816001

Dana W Ellis DDS PC

Name: Dana W Ellis DDS PC — Dana W Ellis DDS PC 401(k), Form 5500 (2023)
Creator: Dana W Ellis DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dana W Ellis DDS PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Dana W Ellis DDS PC's Dana W Ellis DDS PC 401(k) Profit Sharing Plan & Trust held $214K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Dana Ellis signed Dana W Ellis DDS PC's 2023 Form 5500 as plan administrator.

Dana 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

Dana W Ellis DDS PC's EIN is 84-1502527.

EIN 84-1502527

Plan number 001

Plan year 2023

ACK ID 20240619144152NAL0000190816001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dana W Ellis DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dana W Ellis DDS PC'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 DANA W ELLIS DDS PC.

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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