Civic Intelligence

Robert J. Ellis Financial Advisors LLC

Plan context: Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan

EIN 16-1438621 • Orchard Park, NY • 14 filings • 2 plans

3415 Orchard Park RdOrchard Park, NY 14127
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,123

2025 Contributions

$2,181

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,040,572$520,286$0200920152024YearValue
$1,123Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740200920152024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$2,181-
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-0$0$2,181-
202414$1,123$28,653$7,163iApproximate average salary by contribution assumption: employee only about $179,081 at 4% or $119,388 at 6%; with 50% employer match about $119,388 at 4% or $79,592 at 6%; with 100% employer match about $89,541 at 4% or $59,694 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-4$1,123$28,653$7,163iApproximate average salary by contribution assumption: employee only about $179,081 at 4% or $119,388 at 6%; with 50% employer match about $119,388 at 4% or $79,592 at 6%; with 100% employer match about $89,541 at 4% or $59,694 at 6%.
202314$1,040,572$160,311$40,078iApproximate average salary by contribution assumption: employee only about $1,001,944 at 4% or $667,963 at 6%; with 50% employer match about $667,963 at 4% or $445,308 at 6%; with 100% employer match about $500,972 at 4% or $333,981 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-4$1,040,572$160,311$40,078iApproximate average salary by contribution assumption: employee only about $1,001,944 at 4% or $667,963 at 6%; with 50% employer match about $667,963 at 4% or $445,308 at 6%; with 100% employer match about $500,972 at 4% or $333,981 at 6%.
202216$1,022,065$143,121$23,854iApproximate average salary by contribution assumption: employee only about $596,338 at 4% or $397,558 at 6%; with 50% employer match about $397,558 at 4% or $265,039 at 6%; with 100% employer match about $298,169 at 4% or $198,779 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-6$1,022,065$143,121$23,854iApproximate average salary by contribution assumption: employee only about $596,338 at 4% or $397,558 at 6%; with 50% employer match about $397,558 at 4% or $265,039 at 6%; with 100% employer match about $298,169 at 4% or $198,779 at 6%.
201814$532,913$133,438$33,360iApproximate average salary by contribution assumption: employee only about $833,988 at 4% or $555,992 at 6%; with 50% employer match about $555,992 at 4% or $370,661 at 6%; with 100% employer match about $416,994 at 4% or $277,996 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-4$532,913$133,438$33,360iApproximate average salary by contribution assumption: employee only about $833,988 at 4% or $555,992 at 6%; with 50% employer match about $555,992 at 4% or $370,661 at 6%; with 100% employer match about $416,994 at 4% or $277,996 at 6%.
201714$753,579$128,472$32,118iApproximate average salary by contribution assumption: employee only about $802,950 at 4% or $535,300 at 6%; with 50% employer match about $535,300 at 4% or $356,867 at 6%; with 100% employer match about $401,475 at 4% or $267,650 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-4$753,579$128,472$32,118iApproximate average salary by contribution assumption: employee only about $802,950 at 4% or $535,300 at 6%; with 50% employer match about $535,300 at 4% or $356,867 at 6%; with 100% employer match about $401,475 at 4% or $267,650 at 6%.
201617$606,240$133,231$19,033iApproximate average salary by contribution assumption: employee only about $475,825 at 4% or $317,217 at 6%; with 50% employer match about $317,217 at 4% or $211,478 at 6%; with 100% employer match about $237,913 at 4% or $158,608 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-7$606,240$133,231$19,033iApproximate average salary by contribution assumption: employee only about $475,825 at 4% or $317,217 at 6%; with 50% employer match about $317,217 at 4% or $211,478 at 6%; with 100% employer match about $237,913 at 4% or $158,608 at 6%.
201515$432,843$133,455$26,691iApproximate average salary by contribution assumption: employee only about $667,275 at 4% or $444,850 at 6%; with 50% employer match about $444,850 at 4% or $296,567 at 6%; with 100% employer match about $333,638 at 4% or $222,425 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-5$432,843$133,455$26,691iApproximate average salary by contribution assumption: employee only about $667,275 at 4% or $444,850 at 6%; with 50% employer match about $444,850 at 4% or $296,567 at 6%; with 100% employer match about $333,638 at 4% or $222,425 at 6%.
201415$446,078$100,313$20,063iApproximate average salary by contribution assumption: employee only about $501,565 at 4% or $334,377 at 6%; with 50% employer match about $334,377 at 4% or $222,918 at 6%; with 100% employer match about $250,782 at 4% or $167,188 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-5$446,078$100,313$20,063iApproximate average salary by contribution assumption: employee only about $501,565 at 4% or $334,377 at 6%; with 50% employer match about $334,377 at 4% or $222,918 at 6%; with 100% employer match about $250,782 at 4% or $167,188 at 6%.
201315$327,639$101,906$20,381iApproximate average salary by contribution assumption: employee only about $509,530 at 4% or $339,687 at 6%; with 50% employer match about $339,687 at 4% or $226,458 at 6%; with 100% employer match about $254,765 at 4% or $169,843 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-5$327,639$101,906$20,381iApproximate average salary by contribution assumption: employee only about $509,530 at 4% or $339,687 at 6%; with 50% employer match about $339,687 at 4% or $226,458 at 6%; with 100% employer match about $254,765 at 4% or $169,843 at 6%.
201214$202,150$32,399$8,100iApproximate average salary by contribution assumption: employee only about $202,494 at 4% or $134,996 at 6%; with 50% employer match about $134,996 at 4% or $89,997 at 6%; with 100% employer match about $101,247 at 4% or $67,498 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-4$202,150$32,399$8,100iApproximate average salary by contribution assumption: employee only about $202,494 at 4% or $134,996 at 6%; with 50% employer match about $134,996 at 4% or $89,997 at 6%; with 100% employer match about $101,247 at 4% or $67,498 at 6%.
201113$153,246$62,045$20,682iApproximate average salary by contribution assumption: employee only about $517,042 at 4% or $344,694 at 6%; with 50% employer match about $344,694 at 4% or $229,796 at 6%; with 100% employer match about $258,521 at 4% or $172,347 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-3$153,246$62,045$20,682iApproximate average salary by contribution assumption: employee only about $517,042 at 4% or $344,694 at 6%; with 50% employer match about $344,694 at 4% or $229,796 at 6%; with 100% employer match about $258,521 at 4% or $172,347 at 6%.
201013$91,940$56,563$18,854iApproximate average salary by contribution assumption: employee only about $471,358 at 4% or $314,239 at 6%; with 50% employer match about $314,239 at 4% or $209,493 at 6%; with 100% employer match about $235,679 at 4% or $157,119 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-3$91,940$56,563$18,854iApproximate average salary by contribution assumption: employee only about $471,358 at 4% or $314,239 at 6%; with 50% employer match about $314,239 at 4% or $209,493 at 6%; with 100% employer match about $235,679 at 4% or $157,119 at 6%.
200913$29,704$26,730$8,910iApproximate average salary by contribution assumption: employee only about $222,750 at 4% or $148,500 at 6%; with 50% employer match about $148,500 at 4% or $99,000 at 6%; with 100% employer match about $111,375 at 4% or $74,250 at 6%.
Robert J. Ellis Financial Advisors LLC 401(K) Profit Sharing Plan-3$29,704$26,730$8,910iApproximate average salary by contribution assumption: employee only about $222,750 at 4% or $148,500 at 6%; with 50% employer match about $148,500 at 4% or $99,000 at 6%; with 100% employer match about $111,375 at 4% or $74,250 at 6%.