Ellis & Associates Inc.
Plan context: Ellis & Associates Inc. Profit Sharing and 401K Plan
EIN 59-2891172 • Jacksonville, FL • 21 filings • 5 plans
Current Snapshot
Latest Year
2015
2015 Participants
75
2015 Assets
$3,076,357
2015 Contributions
$199,292
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 75 | $3,076,357 | $199,292 | $2,657iApproximate average salary by contribution assumption: employee only about $66,431 at 4% or $44,287 at 6%; with 50% employer match about $44,287 at 4% or $29,525 at 6%; with 100% employer match about $33,215 at 4% or $22,144 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 75 | $3,076,357 | $199,292 | $2,657iApproximate average salary by contribution assumption: employee only about $66,431 at 4% or $44,287 at 6%; with 50% employer match about $44,287 at 4% or $29,525 at 6%; with 100% employer match about $33,215 at 4% or $22,144 at 6%. |
| 2013 | 1 | 71 | $2,829,401 | $117,611 | $1,656iApproximate average salary by contribution assumption: employee only about $41,412 at 4% or $27,608 at 6%; with 50% employer match about $27,608 at 4% or $18,405 at 6%; with 100% employer match about $20,706 at 4% or $13,804 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 71 | $2,829,401 | $117,611 | $1,656iApproximate average salary by contribution assumption: employee only about $41,412 at 4% or $27,608 at 6%; with 50% employer match about $27,608 at 4% or $18,405 at 6%; with 100% employer match about $20,706 at 4% or $13,804 at 6%. |
| 2012 | 1 | 66 | $2,376,634 | $108,543 | $1,645iApproximate average salary by contribution assumption: employee only about $41,115 at 4% or $27,410 at 6%; with 50% employer match about $27,410 at 4% or $18,273 at 6%; with 100% employer match about $20,557 at 4% or $13,705 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 66 | $2,376,634 | $108,543 | $1,645iApproximate average salary by contribution assumption: employee only about $41,115 at 4% or $27,410 at 6%; with 50% employer match about $27,410 at 4% or $18,273 at 6%; with 100% employer match about $20,557 at 4% or $13,705 at 6%. |
| 2011 | 1 | 67 | $2,210,639 | $135,976 | $2,029iApproximate average salary by contribution assumption: employee only about $50,737 at 4% or $33,825 at 6%; with 50% employer match about $33,825 at 4% or $22,550 at 6%; with 100% employer match about $25,369 at 4% or $16,912 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 67 | $2,210,639 | $135,976 | $2,029iApproximate average salary by contribution assumption: employee only about $50,737 at 4% or $33,825 at 6%; with 50% employer match about $33,825 at 4% or $22,550 at 6%; with 100% employer match about $25,369 at 4% or $16,912 at 6%. |
| 2010 | 1 | 82 | $2,639,625 | $128,579 | $1,568iApproximate average salary by contribution assumption: employee only about $39,201 at 4% or $26,134 at 6%; with 50% employer match about $26,134 at 4% or $17,423 at 6%; with 100% employer match about $19,600 at 4% or $13,067 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 82 | $2,639,625 | $128,579 | $1,568iApproximate average salary by contribution assumption: employee only about $39,201 at 4% or $26,134 at 6%; with 50% employer match about $26,134 at 4% or $17,423 at 6%; with 100% employer match about $19,600 at 4% or $13,067 at 6%. |
| 2009 | 1 | 79 | $2,344,090 | $186,598 | $2,362iApproximate average salary by contribution assumption: employee only about $59,050 at 4% or $39,367 at 6%; with 50% employer match about $39,367 at 4% or $26,244 at 6%; with 100% employer match about $29,525 at 4% or $19,683 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 79 | $2,344,090 | $186,598 | $2,362iApproximate average salary by contribution assumption: employee only about $59,050 at 4% or $39,367 at 6%; with 50% employer match about $39,367 at 4% or $26,244 at 6%; with 100% employer match about $29,525 at 4% or $19,683 at 6%. |
| 2008 | 2 | 75 | $1,905,304 | $235,400 | $3,139iApproximate average salary by contribution assumption: employee only about $78,467 at 4% or $52,311 at 6%; with 50% employer match about $52,311 at 4% or $34,874 at 6%; with 100% employer match about $39,233 at 4% or $26,156 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 75 | $1,905,304 | $235,400 | $3,139iApproximate average salary by contribution assumption: employee only about $78,467 at 4% or $52,311 at 6%; with 50% employer match about $52,311 at 4% or $34,874 at 6%; with 100% employer match about $39,233 at 4% or $26,156 at 6%. |
| ELLIS AND ASSOCIATES, INC MASTER WEIFARE BENEFIT PLAN | - | 72 | - | - | - |
| 2007 | 2 | 112 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 92 | - | - | - |
| ELLIS AND ASSOCIATES, INC. MASTER WELFARE BENEFIT PLAN | - | 112 | - | - | - |
| 2006 | 2 | 142 | $2,844,797 | $385,397 | $2,714iApproximate average salary by contribution assumption: employee only about $67,852 at 4% or $45,234 at 6%; with 50% employer match about $45,234 at 4% or $30,156 at 6%; with 100% employer match about $33,926 at 4% or $22,617 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 80 | $2,844,797 | $385,397 | $4,817iApproximate average salary by contribution assumption: employee only about $120,437 at 4% or $80,291 at 6%; with 50% employer match about $80,291 at 4% or $53,527 at 6%; with 100% employer match about $60,218 at 4% or $40,146 at 6%. |
| ELLIS AND ASSOCIATES, INC. MASTER WELFARE BENEFIT PLAN | - | 142 | - | - | - |
| 2005 | 2 | 115 | $2,287,742 | $253,561 | $2,205iApproximate average salary by contribution assumption: employee only about $55,122 at 4% or $36,748 at 6%; with 50% employer match about $36,748 at 4% or $24,499 at 6%; with 100% employer match about $27,561 at 4% or $18,374 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 65 | $2,287,742 | $253,561 | $3,901iApproximate average salary by contribution assumption: employee only about $97,523 at 4% or $65,016 at 6%; with 50% employer match about $65,016 at 4% or $43,344 at 6%; with 100% employer match about $48,762 at 4% or $32,508 at 6%. |
| ELLIS AND ASSOCIATES INC MASTER WELFARE BENEFIT PLAN | - | 115 | - | - | - |
| 2004 | 1 | 78 | $2,044,975 | $116,618 | $1,495iApproximate average salary by contribution assumption: employee only about $37,378 at 4% or $24,918 at 6%; with 50% employer match about $24,918 at 4% or $16,612 at 6%; with 100% employer match about $18,689 at 4% or $12,459 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 78 | $2,044,975 | $116,618 | $1,495iApproximate average salary by contribution assumption: employee only about $37,378 at 4% or $24,918 at 6%; with 50% employer match about $24,918 at 4% or $16,612 at 6%; with 100% employer match about $18,689 at 4% or $12,459 at 6%. |
| 2003 | 1 | 69 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 69 | - | - | - |
| 2002 | 1 | 49 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 49 | - | - | - |
| 2001 | 1 | 44 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 44 | - | - | - |
| 2000 | 1 | 46 | $0 | $0 | - |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 46 | - | - | - |
| 1999 | 1 | 40 | $1,454,028 | $133,452 | $3,336iApproximate average salary by contribution assumption: employee only about $83,408 at 4% or $55,605 at 6%; with 50% employer match about $55,605 at 4% or $37,070 at 6%; with 100% employer match about $41,704 at 4% or $27,803 at 6%. |
| Ellis & Associates Inc. Profit Sharing and 401K Plan | - | 40 | $1,454,028 | $133,452 | $3,336iApproximate average salary by contribution assumption: employee only about $83,408 at 4% or $55,605 at 6%; with 50% employer match about $55,605 at 4% or $37,070 at 6%; with 100% employer match about $41,704 at 4% or $27,803 at 6%. |