How big is Carly Ellis DO LLC's plan?

Carly Ellis DO LLC's plan reported $47K in assets and 6 participants for 2023.

Original filing (PDF)20241015142845NAL0028763713001

Carly Ellis DO LLC

Name: Carly Ellis DO LLC — Carly Ellis DO LLC 401(k) Plan, Form 5500 (2023)
Creator: Carly Ellis DO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carly Ellis DO LLC 401(k) Plan

401(k) retirement plan · Carly Ellis DO LLC's Carly Ellis DO LLC 401(k) Plan held $47K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Glenn Ellis signed Carly Ellis DO LLC's 2023 Form 5500 as plan administrator.

Glenn 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

Carly Ellis DO LLC's EIN is 84-3918785.

EIN 84-3918785

Plan number 001

Plan year 2023

ACK ID 20241015142845NAL0028763713001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Carly Ellis DO LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Carly Ellis DO LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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