Ellis & Ellis
Plan context: Ellis & Ellis Cpas 401K Plan
EIN 55-0400622 • Charleston, WV • 17 filings • 6 plans
Current Snapshot
Latest Year
2014
2014 Participants
16
2014 Assets
$2,858,235
2014 Contributions
$58,235
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 16 | $2,858,235 | $58,235 | $3,640iApproximate average salary by contribution assumption: employee only about $90,992 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,441 at 6%; with 100% employer match about $45,496 at 4% or $30,331 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 16 | $2,858,235 | $58,235 | $3,640iApproximate average salary by contribution assumption: employee only about $90,992 at 4% or $60,661 at 6%; with 50% employer match about $60,661 at 4% or $40,441 at 6%; with 100% employer match about $45,496 at 4% or $30,331 at 6%. |
| 2013 | 1 | 10 | $2,807,333 | $62,712 | $6,271iApproximate average salary by contribution assumption: employee only about $156,780 at 4% or $104,520 at 6%; with 50% employer match about $104,520 at 4% or $69,680 at 6%; with 100% employer match about $78,390 at 4% or $52,260 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 10 | $2,807,333 | $62,712 | $6,271iApproximate average salary by contribution assumption: employee only about $156,780 at 4% or $104,520 at 6%; with 50% employer match about $104,520 at 4% or $69,680 at 6%; with 100% employer match about $78,390 at 4% or $52,260 at 6%. |
| 2012 | 1 | 11 | $2,472,060 | $58,390 | $5,308iApproximate average salary by contribution assumption: employee only about $132,705 at 4% or $88,470 at 6%; with 50% employer match about $88,470 at 4% or $58,980 at 6%; with 100% employer match about $66,352 at 4% or $44,235 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 11 | $2,472,060 | $58,390 | $5,308iApproximate average salary by contribution assumption: employee only about $132,705 at 4% or $88,470 at 6%; with 50% employer match about $88,470 at 4% or $58,980 at 6%; with 100% employer match about $66,352 at 4% or $44,235 at 6%. |
| 2011 | 1 | 11 | $2,246,566 | $75,467 | $6,861iApproximate average salary by contribution assumption: employee only about $171,516 at 4% or $114,344 at 6%; with 50% employer match about $114,344 at 4% or $76,229 at 6%; with 100% employer match about $85,758 at 4% or $57,172 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 11 | $2,246,566 | $75,467 | $6,861iApproximate average salary by contribution assumption: employee only about $171,516 at 4% or $114,344 at 6%; with 50% employer match about $114,344 at 4% or $76,229 at 6%; with 100% employer match about $85,758 at 4% or $57,172 at 6%. |
| 2010 | 1 | 12 | $2,058,741 | $75,143 | $6,262iApproximate average salary by contribution assumption: employee only about $156,548 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,183 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 12 | $2,058,741 | $75,143 | $6,262iApproximate average salary by contribution assumption: employee only about $156,548 at 4% or $104,365 at 6%; with 50% employer match about $104,365 at 4% or $69,577 at 6%; with 100% employer match about $78,274 at 4% or $52,183 at 6%. |
| 2009 | 1 | 13 | $1,786,073 | $78,027 | $6,002iApproximate average salary by contribution assumption: employee only about $150,052 at 4% or $100,035 at 6%; with 50% employer match about $100,035 at 4% or $66,690 at 6%; with 100% employer match about $75,026 at 4% or $50,017 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 13 | $1,786,073 | $78,027 | $6,002iApproximate average salary by contribution assumption: employee only about $150,052 at 4% or $100,035 at 6%; with 50% employer match about $100,035 at 4% or $66,690 at 6%; with 100% employer match about $75,026 at 4% or $50,017 at 6%. |
| 2008 | 1 | 12 | $1,383,498 | $74,247 | $6,187iApproximate average salary by contribution assumption: employee only about $154,681 at 4% or $103,121 at 6%; with 50% employer match about $103,121 at 4% or $68,747 at 6%; with 100% employer match about $77,341 at 4% or $51,560 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 12 | $1,383,498 | $74,247 | $6,187iApproximate average salary by contribution assumption: employee only about $154,681 at 4% or $103,121 at 6%; with 50% employer match about $103,121 at 4% or $68,747 at 6%; with 100% employer match about $77,341 at 4% or $51,560 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| Ellis & Ellis Cpas 401K Plan | - | 12 | - | - | - |
| 2006 | 1 | 12 | $1,846,460 | $84,439 | $7,037iApproximate average salary by contribution assumption: employee only about $175,915 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 12 | $1,846,460 | $84,439 | $7,037iApproximate average salary by contribution assumption: employee only about $175,915 at 4% or $117,276 at 6%; with 50% employer match about $117,276 at 4% or $78,184 at 6%; with 100% employer match about $87,957 at 4% or $58,638 at 6%. |
| 2005 | 1 | 15 | $1,553,946 | $78,115 | $5,208iApproximate average salary by contribution assumption: employee only about $130,192 at 4% or $86,794 at 6%; with 50% employer match about $86,794 at 4% or $57,863 at 6%; with 100% employer match about $65,096 at 4% or $43,397 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 15 | $1,553,946 | $78,115 | $5,208iApproximate average salary by contribution assumption: employee only about $130,192 at 4% or $86,794 at 6%; with 50% employer match about $86,794 at 4% or $57,863 at 6%; with 100% employer match about $65,096 at 4% or $43,397 at 6%. |
| 2004 | 1 | 15 | $1,409,726 | $68,903 | $4,594iApproximate average salary by contribution assumption: employee only about $114,838 at 4% or $76,559 at 6%; with 50% employer match about $76,559 at 4% or $51,039 at 6%; with 100% employer match about $57,419 at 4% or $38,279 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 15 | $1,409,726 | $68,903 | $4,594iApproximate average salary by contribution assumption: employee only about $114,838 at 4% or $76,559 at 6%; with 50% employer match about $76,559 at 4% or $51,039 at 6%; with 100% employer match about $57,419 at 4% or $38,279 at 6%. |
| 2003 | 1 | 16 | $1,213,992 | $61,335 | $3,833iApproximate average salary by contribution assumption: employee only about $95,836 at 4% or $63,891 at 6%; with 50% employer match about $63,891 at 4% or $42,594 at 6%; with 100% employer match about $47,918 at 4% or $31,945 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 16 | $1,213,992 | $61,335 | $3,833iApproximate average salary by contribution assumption: employee only about $95,836 at 4% or $63,891 at 6%; with 50% employer match about $63,891 at 4% or $42,594 at 6%; with 100% employer match about $47,918 at 4% or $31,945 at 6%. |
| 2002 | 2 | 15 | $1,876,442 | $106,890 | $7,126iApproximate average salary by contribution assumption: employee only about $178,150 at 4% or $118,767 at 6%; with 50% employer match about $118,767 at 4% or $79,178 at 6%; with 100% employer match about $89,075 at 4% or $59,383 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 15 | $938,221 | $53,445 | $3,563iApproximate average salary by contribution assumption: employee only about $89,075 at 4% or $59,383 at 6%; with 50% employer match about $59,383 at 4% or $39,589 at 6%; with 100% employer match about $44,538 at 4% or $29,692 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 15 | $938,221 | $53,445 | $3,563iApproximate average salary by contribution assumption: employee only about $89,075 at 4% or $59,383 at 6%; with 50% employer match about $59,383 at 4% or $39,589 at 6%; with 100% employer match about $44,538 at 4% or $29,692 at 6%. |
| 2001 | 1 | 15 | $0 | $0 | - |
| Ellis & Ellis Cpas 401K Plan | - | 15 | - | - | - |
| 2000 | 1 | 14 | $1,012,482 | $47,731 | $3,409iApproximate average salary by contribution assumption: employee only about $85,234 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,617 at 4% or $28,411 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 14 | $1,012,482 | $47,731 | $3,409iApproximate average salary by contribution assumption: employee only about $85,234 at 4% or $56,823 at 6%; with 50% employer match about $56,823 at 4% or $37,882 at 6%; with 100% employer match about $42,617 at 4% or $28,411 at 6%. |
| 1999 | 1 | 15 | $1,002,107 | $49,567 | $3,304iApproximate average salary by contribution assumption: employee only about $82,612 at 4% or $55,074 at 6%; with 50% employer match about $55,074 at 4% or $36,716 at 6%; with 100% employer match about $41,306 at 4% or $27,537 at 6%. |
| Ellis & Ellis Cpas 401K Plan | - | 15 | $1,002,107 | $49,567 | $3,304iApproximate average salary by contribution assumption: employee only about $82,612 at 4% or $55,074 at 6%; with 50% employer match about $55,074 at 4% or $36,716 at 6%; with 100% employer match about $41,306 at 4% or $27,537 at 6%. |