Civic Intelligence

Cloud Willis & Ellis LLC

Plan context: Cloud Willis & Ellis Retirement Plan

EIN 26-0663153 • Mountain Brk, AL • 17 filings • 4 plans

3928 Montclair Rd Ste 227Mountain Brk, AL 35213-2435
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,274,337

2024 Contributions

$86,834

Historical Graphs

Total Assets Over Time

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

$1,274,337$637,169$0200820162024YearValue
$1,274,337Latest year 2024

Participants Over Time

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

19100200820162024YearValue
18Latest 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
2024118$1,274,337$86,834$4,824iApproximate average salary by contribution assumption: employee only about $120,603 at 4% or $80,402 at 6%; with 50% employer match about $80,402 at 4% or $53,601 at 6%; with 100% employer match about $60,301 at 4% or $40,201 at 6%.
Cloud Willis & Ellis Retirement Plan-18$1,274,337$86,834$4,824iApproximate average salary by contribution assumption: employee only about $120,603 at 4% or $80,402 at 6%; with 50% employer match about $80,402 at 4% or $53,601 at 6%; with 100% employer match about $60,301 at 4% or $40,201 at 6%.
2023118$1,093,503$89,803$4,989iApproximate average salary by contribution assumption: employee only about $124,726 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
Cloud Willis & Ellis Retirement Plan-18$1,093,503$89,803$4,989iApproximate average salary by contribution assumption: employee only about $124,726 at 4% or $83,151 at 6%; with 50% employer match about $83,151 at 4% or $55,434 at 6%; with 100% employer match about $62,363 at 4% or $41,575 at 6%.
2022119$881,250$92,761$4,882iApproximate average salary by contribution assumption: employee only about $122,054 at 4% or $81,369 at 6%; with 50% employer match about $81,369 at 4% or $54,246 at 6%; with 100% employer match about $61,027 at 4% or $40,685 at 6%.
Cloud Willis & Ellis Retirement Plan-19$881,250$92,761$4,882iApproximate average salary by contribution assumption: employee only about $122,054 at 4% or $81,369 at 6%; with 50% employer match about $81,369 at 4% or $54,246 at 6%; with 100% employer match about $61,027 at 4% or $40,685 at 6%.
2021116$966,077$85,554$5,347iApproximate average salary by contribution assumption: employee only about $133,678 at 4% or $89,119 at 6%; with 50% employer match about $89,119 at 4% or $59,413 at 6%; with 100% employer match about $66,839 at 4% or $44,559 at 6%.
Cloud Willis & Ellis Retirement Plan-16$966,077$85,554$5,347iApproximate average salary by contribution assumption: employee only about $133,678 at 4% or $89,119 at 6%; with 50% employer match about $89,119 at 4% or $59,413 at 6%; with 100% employer match about $66,839 at 4% or $44,559 at 6%.
2020116$763,769$81,434$5,090iApproximate average salary by contribution assumption: employee only about $127,241 at 4% or $84,827 at 6%; with 50% employer match about $84,827 at 4% or $56,551 at 6%; with 100% employer match about $63,620 at 4% or $42,414 at 6%.
Cloud Willis & Ellis Retirement Plan-16$763,769$81,434$5,090iApproximate average salary by contribution assumption: employee only about $127,241 at 4% or $84,827 at 6%; with 50% employer match about $84,827 at 4% or $56,551 at 6%; with 100% employer match about $63,620 at 4% or $42,414 at 6%.
2019114$685,599$18,706$1,336iApproximate average salary by contribution assumption: employee only about $33,404 at 4% or $22,269 at 6%; with 50% employer match about $22,269 at 4% or $14,846 at 6%; with 100% employer match about $16,702 at 4% or $11,135 at 6%.
Cloud Willis & Ellis Retirement Plan-14$685,599$18,706$1,336iApproximate average salary by contribution assumption: employee only about $33,404 at 4% or $22,269 at 6%; with 50% employer match about $22,269 at 4% or $14,846 at 6%; with 100% employer match about $16,702 at 4% or $11,135 at 6%.
2018114$509,300$72,949$5,211iApproximate average salary by contribution assumption: employee only about $130,266 at 4% or $86,844 at 6%; with 50% employer match about $86,844 at 4% or $57,896 at 6%; with 100% employer match about $65,133 at 4% or $43,422 at 6%.
Cloud Willis & Ellis Retirement Plan-14$509,300$72,949$5,211iApproximate average salary by contribution assumption: employee only about $130,266 at 4% or $86,844 at 6%; with 50% employer match about $86,844 at 4% or $57,896 at 6%; with 100% employer match about $65,133 at 4% or $43,422 at 6%.
2017116$487,754$72,374$4,523iApproximate average salary by contribution assumption: employee only about $113,084 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,542 at 4% or $37,695 at 6%.
Cloud Willis & Ellis Retirement Plan-16$487,754$72,374$4,523iApproximate average salary by contribution assumption: employee only about $113,084 at 4% or $75,390 at 6%; with 50% employer match about $75,390 at 4% or $50,260 at 6%; with 100% employer match about $56,542 at 4% or $37,695 at 6%.
2016113$358,393$72,176$5,552iApproximate average salary by contribution assumption: employee only about $138,800 at 4% or $92,533 at 6%; with 50% employer match about $92,533 at 4% or $61,689 at 6%; with 100% employer match about $69,400 at 4% or $46,267 at 6%.
Cloud Willis & Ellis Retirement Plan-13$358,393$72,176$5,552iApproximate average salary by contribution assumption: employee only about $138,800 at 4% or $92,533 at 6%; with 50% employer match about $92,533 at 4% or $61,689 at 6%; with 100% employer match about $69,400 at 4% or $46,267 at 6%.
201518$267,218$36,974$4,622iApproximate average salary by contribution assumption: employee only about $115,544 at 4% or $77,029 at 6%; with 50% employer match about $77,029 at 4% or $51,353 at 6%; with 100% employer match about $57,772 at 4% or $38,515 at 6%.
Cloud Willis & Ellis Retirement Plan-8$267,218$36,974$4,622iApproximate average salary by contribution assumption: employee only about $115,544 at 4% or $77,029 at 6%; with 50% employer match about $77,029 at 4% or $51,353 at 6%; with 100% employer match about $57,772 at 4% or $38,515 at 6%.
201419$279,905$43,389$4,821iApproximate average salary by contribution assumption: employee only about $120,525 at 4% or $80,350 at 6%; with 50% employer match about $80,350 at 4% or $53,567 at 6%; with 100% employer match about $60,263 at 4% or $40,175 at 6%.
Cloud Willis & Ellis Retirement Plan-9$279,905$43,389$4,821iApproximate average salary by contribution assumption: employee only about $120,525 at 4% or $80,350 at 6%; with 50% employer match about $80,350 at 4% or $53,567 at 6%; with 100% employer match about $60,263 at 4% or $40,175 at 6%.
2013111$294,491$40,988$3,726iApproximate average salary by contribution assumption: employee only about $93,155 at 4% or $62,103 at 6%; with 50% employer match about $62,103 at 4% or $41,402 at 6%; with 100% employer match about $46,577 at 4% or $31,052 at 6%.
Cloud Willis & Ellis Retirement Plan-11$294,491$40,988$3,726iApproximate average salary by contribution assumption: employee only about $93,155 at 4% or $62,103 at 6%; with 50% employer match about $62,103 at 4% or $41,402 at 6%; with 100% employer match about $46,577 at 4% or $31,052 at 6%.
2012112$219,557$54,559$4,547iApproximate average salary by contribution assumption: employee only about $113,665 at 4% or $75,776 at 6%; with 50% employer match about $75,776 at 4% or $50,518 at 6%; with 100% employer match about $56,832 at 4% or $37,888 at 6%.
Cloud Willis & Ellis Retirement Plan-12$219,557$54,559$4,547iApproximate average salary by contribution assumption: employee only about $113,665 at 4% or $75,776 at 6%; with 50% employer match about $75,776 at 4% or $50,518 at 6%; with 100% employer match about $56,832 at 4% or $37,888 at 6%.
2011114$180,291$60,476$4,320iApproximate average salary by contribution assumption: employee only about $107,993 at 4% or $71,995 at 6%; with 50% employer match about $71,995 at 4% or $47,997 at 6%; with 100% employer match about $53,996 at 4% or $35,998 at 6%.
Cloud Willis & Ellis Retirement Plan-14$180,291$60,476$4,320iApproximate average salary by contribution assumption: employee only about $107,993 at 4% or $71,995 at 6%; with 50% employer match about $71,995 at 4% or $47,997 at 6%; with 100% employer match about $53,996 at 4% or $35,998 at 6%.
2010111$132,849$43,479$3,953iApproximate average salary by contribution assumption: employee only about $98,816 at 4% or $65,877 at 6%; with 50% employer match about $65,877 at 4% or $43,918 at 6%; with 100% employer match about $49,408 at 4% or $32,939 at 6%.
Cloud Willis & Ellis Retirement Plan-11$132,849$43,479$3,953iApproximate average salary by contribution assumption: employee only about $98,816 at 4% or $65,877 at 6%; with 50% employer match about $65,877 at 4% or $43,918 at 6%; with 100% employer match about $49,408 at 4% or $32,939 at 6%.
200919$73,375$40,160$4,462iApproximate average salary by contribution assumption: employee only about $111,556 at 4% or $74,370 at 6%; with 50% employer match about $74,370 at 4% or $49,580 at 6%; with 100% employer match about $55,778 at 4% or $37,185 at 6%.
Cloud Willis & Ellis Retirement Plan-9$73,375$40,160$4,462iApproximate average salary by contribution assumption: employee only about $111,556 at 4% or $74,370 at 6%; with 50% employer match about $74,370 at 4% or $49,580 at 6%; with 100% employer match about $55,778 at 4% or $37,185 at 6%.
200817$22,611$23,502$3,357iApproximate average salary by contribution assumption: employee only about $83,936 at 4% or $55,957 at 6%; with 50% employer match about $55,957 at 4% or $37,305 at 6%; with 100% employer match about $41,968 at 4% or $27,979 at 6%.
Cloud Willis & Ellis Retirement Plan-7$22,611$23,502$3,357iApproximate average salary by contribution assumption: employee only about $83,936 at 4% or $55,957 at 6%; with 50% employer match about $55,957 at 4% or $37,305 at 6%; with 100% employer match about $41,968 at 4% or $27,979 at 6%.