ELLIS AND WARD CONSULTING GROUP, INC.
Plan context: Ellis & Ward Consulting Group Inc. 401(K) Plan
EIN 62-1417683 • Cordova, TN • 46 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,213,954
2024 Contributions
$40,374
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,213,954 | $40,374 | $13,458iApproximate average salary by contribution assumption: employee only about $336,450 at 4% or $224,300 at 6%; with 50% employer match about $224,300 at 4% or $149,533 at 6%; with 100% employer match about $168,225 at 4% or $112,150 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 3 | $1,213,954 | $40,374 | $13,458iApproximate average salary by contribution assumption: employee only about $336,450 at 4% or $224,300 at 6%; with 50% employer match about $224,300 at 4% or $149,533 at 6%; with 100% employer match about $168,225 at 4% or $112,150 at 6%. |
| 2023 | 1 | 4 | $1,025,730 | $285,426 | $71,357iApproximate average salary by contribution assumption: employee only about $1,783,913 at 4% or $1,189,275 at 6%; with 50% employer match about $1,189,275 at 4% or $792,850 at 6%; with 100% employer match about $891,956 at 4% or $594,638 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,025,730 | $285,426 | $71,357iApproximate average salary by contribution assumption: employee only about $1,783,913 at 4% or $1,189,275 at 6%; with 50% employer match about $1,189,275 at 4% or $792,850 at 6%; with 100% employer match about $891,956 at 4% or $594,638 at 6%. |
| 2022 | 1 | 4 | $762,814 | $114,404 | $28,601iApproximate average salary by contribution assumption: employee only about $715,025 at 4% or $476,683 at 6%; with 50% employer match about $476,683 at 4% or $317,789 at 6%; with 100% employer match about $357,513 at 4% or $238,342 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $762,814 | $114,404 | $28,601iApproximate average salary by contribution assumption: employee only about $715,025 at 4% or $476,683 at 6%; with 50% employer match about $476,683 at 4% or $317,789 at 6%; with 100% employer match about $357,513 at 4% or $238,342 at 6%. |
| 2021 | 1 | 4 | $1,291,263 | $86,640 | $21,660iApproximate average salary by contribution assumption: employee only about $541,500 at 4% or $361,000 at 6%; with 50% employer match about $361,000 at 4% or $240,667 at 6%; with 100% employer match about $270,750 at 4% or $180,500 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,291,263 | $86,640 | $21,660iApproximate average salary by contribution assumption: employee only about $541,500 at 4% or $361,000 at 6%; with 50% employer match about $361,000 at 4% or $240,667 at 6%; with 100% employer match about $270,750 at 4% or $180,500 at 6%. |
| 2020 | 1 | 4 | $1,781,454 | $107,537 | $26,884iApproximate average salary by contribution assumption: employee only about $672,106 at 4% or $448,071 at 6%; with 50% employer match about $448,071 at 4% or $298,714 at 6%; with 100% employer match about $336,053 at 4% or $224,035 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,781,454 | $107,537 | $26,884iApproximate average salary by contribution assumption: employee only about $672,106 at 4% or $448,071 at 6%; with 50% employer match about $448,071 at 4% or $298,714 at 6%; with 100% employer match about $336,053 at 4% or $224,035 at 6%. |
| 2019 | 1 | 5 | $1,676,791 | $87,652 | $17,530iApproximate average salary by contribution assumption: employee only about $438,260 at 4% or $292,173 at 6%; with 50% employer match about $292,173 at 4% or $194,782 at 6%; with 100% employer match about $219,130 at 4% or $146,087 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $1,676,791 | $87,652 | $17,530iApproximate average salary by contribution assumption: employee only about $438,260 at 4% or $292,173 at 6%; with 50% employer match about $292,173 at 4% or $194,782 at 6%; with 100% employer match about $219,130 at 4% or $146,087 at 6%. |
| 2018 | 1 | 4 | $1,402,215 | $92,029 | $23,007iApproximate average salary by contribution assumption: employee only about $575,181 at 4% or $383,454 at 6%; with 50% employer match about $383,454 at 4% or $255,636 at 6%; with 100% employer match about $287,591 at 4% or $191,727 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,402,215 | $92,029 | $23,007iApproximate average salary by contribution assumption: employee only about $575,181 at 4% or $383,454 at 6%; with 50% employer match about $383,454 at 4% or $255,636 at 6%; with 100% employer match about $287,591 at 4% or $191,727 at 6%. |
| 2017 | 1 | 5 | $1,415,321 | $105,030 | $21,006iApproximate average salary by contribution assumption: employee only about $525,150 at 4% or $350,100 at 6%; with 50% employer match about $350,100 at 4% or $233,400 at 6%; with 100% employer match about $262,575 at 4% or $175,050 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $1,415,321 | $105,030 | $21,006iApproximate average salary by contribution assumption: employee only about $525,150 at 4% or $350,100 at 6%; with 50% employer match about $350,100 at 4% or $233,400 at 6%; with 100% employer match about $262,575 at 4% or $175,050 at 6%. |
| 2016 | 1 | 5 | $1,219,105 | $77,589 | $15,518iApproximate average salary by contribution assumption: employee only about $387,945 at 4% or $258,630 at 6%; with 50% employer match about $258,630 at 4% or $172,420 at 6%; with 100% employer match about $193,973 at 4% or $129,315 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $1,219,105 | $77,589 | $15,518iApproximate average salary by contribution assumption: employee only about $387,945 at 4% or $258,630 at 6%; with 50% employer match about $258,630 at 4% or $172,420 at 6%; with 100% employer match about $193,973 at 4% or $129,315 at 6%. |
| 2015 | 1 | 4 | $1,789,808 | $91,470 | $22,868iApproximate average salary by contribution assumption: employee only about $571,688 at 4% or $381,125 at 6%; with 50% employer match about $381,125 at 4% or $254,083 at 6%; with 100% employer match about $285,844 at 4% or $190,563 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,789,808 | $91,470 | $22,868iApproximate average salary by contribution assumption: employee only about $571,688 at 4% or $381,125 at 6%; with 50% employer match about $381,125 at 4% or $254,083 at 6%; with 100% employer match about $285,844 at 4% or $190,563 at 6%. |
| 2014 | 1 | 4 | $1,873,493 | $77,586 | $19,397iApproximate average salary by contribution assumption: employee only about $484,913 at 4% or $323,275 at 6%; with 50% employer match about $323,275 at 4% or $215,517 at 6%; with 100% employer match about $242,456 at 4% or $161,638 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,873,493 | $77,586 | $19,397iApproximate average salary by contribution assumption: employee only about $484,913 at 4% or $323,275 at 6%; with 50% employer match about $323,275 at 4% or $215,517 at 6%; with 100% employer match about $242,456 at 4% or $161,638 at 6%. |
| 2013 | 1 | 5 | $1,874,713 | $89,405 | $17,881iApproximate average salary by contribution assumption: employee only about $447,025 at 4% or $298,017 at 6%; with 50% employer match about $298,017 at 4% or $198,678 at 6%; with 100% employer match about $223,513 at 4% or $149,008 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $1,874,713 | $89,405 | $17,881iApproximate average salary by contribution assumption: employee only about $447,025 at 4% or $298,017 at 6%; with 50% employer match about $298,017 at 4% or $198,678 at 6%; with 100% employer match about $223,513 at 4% or $149,008 at 6%. |
| 2012 | 2 | 4 | $1,686,162 | $786,658 | $196,665iApproximate average salary by contribution assumption: employee only about $4,916,613 at 4% or $3,277,742 at 6%; with 50% employer match about $3,277,742 at 4% or $2,185,161 at 6%; with 100% employer match about $2,458,306 at 4% or $1,638,871 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $1,686,162 | $706,658 | $176,665iApproximate average salary by contribution assumption: employee only about $4,416,613 at 4% or $2,944,408 at 6%; with 50% employer match about $2,944,408 at 4% or $1,962,939 at 6%; with 100% employer match about $2,208,306 at 4% or $1,472,204 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 0 | $0 | $80,000 | - |
| 2011 | 3 | 5 | $1,442,855 | $152,566 | $30,513iApproximate average salary by contribution assumption: employee only about $762,830 at 4% or $508,553 at 6%; with 50% employer match about $508,553 at 4% or $339,036 at 6%; with 100% employer match about $381,415 at 4% or $254,277 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $1,013,573 | $54,668 | $10,934iApproximate average salary by contribution assumption: employee only about $273,340 at 4% or $182,227 at 6%; with 50% employer match about $182,227 at 4% or $121,484 at 6%; with 100% employer match about $136,670 at 4% or $91,113 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $429,282 | $97,898 | $24,475iApproximate average salary by contribution assumption: employee only about $611,863 at 4% or $407,908 at 6%; with 50% employer match about $407,908 at 4% or $271,939 at 6%; with 100% employer match about $305,931 at 4% or $203,954 at 6%. |
| ELLIS BENEFITS GROUP, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2010 | 3 | 7 | $1,402,049 | $59,066 | $8,438iApproximate average salary by contribution assumption: employee only about $210,950 at 4% or $140,633 at 6%; with 50% employer match about $140,633 at 4% or $93,756 at 6%; with 100% employer match about $105,475 at 4% or $70,317 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 7 | $944,781 | $58,721 | $8,389iApproximate average salary by contribution assumption: employee only about $209,718 at 4% or $139,812 at 6%; with 50% employer match about $139,812 at 4% or $93,208 at 6%; with 100% employer match about $104,859 at 4% or $69,906 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $330,117 | $345 | $86iApproximate average salary by contribution assumption: employee only about $2,156 at 4% or $1,438 at 6%; with 50% employer match about $1,438 at 4% or $958 at 6%; with 100% employer match about $1,078 at 4% or $719 at 6%. |
| ELLIS BENEFITS GROUP, INC. CASH BALANCE PLAN | - | 4 | $127,151 | - | - |
| 2009 | 3 | 7 | $1,203,699 | $131,804 | $18,829iApproximate average salary by contribution assumption: employee only about $470,729 at 4% or $313,819 at 6%; with 50% employer match about $313,819 at 4% or $209,213 at 6%; with 100% employer match about $235,364 at 4% or $156,910 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 7 | $795,421 | $77,804 | $11,115iApproximate average salary by contribution assumption: employee only about $277,871 at 4% or $185,248 at 6%; with 50% employer match about $185,248 at 4% or $123,498 at 6%; with 100% employer match about $138,936 at 4% or $92,624 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $291,375 | $34,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| ELLIS BENEFITS GROUP, INC. CASH BALANCE PLAN | - | 4 | $116,903 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2008 | 3 | 5 | $930,216 | $150,272 | $30,054iApproximate average salary by contribution assumption: employee only about $751,360 at 4% or $500,907 at 6%; with 50% employer match about $500,907 at 4% or $333,938 at 6%; with 100% employer match about $375,680 at 4% or $250,453 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $648,373 | $90,272 | $18,054iApproximate average salary by contribution assumption: employee only about $451,360 at 4% or $300,907 at 6%; with 50% employer match about $300,907 at 4% or $200,604 at 6%; with 100% employer match about $225,680 at 4% or $150,453 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $205,241 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| ELLIS BENEFITS GROUP, INC. CASH BALANCE PLAN | - | 4 | $76,602 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2007 | 3 | 8 | $1,195,774 | $136,029 | $17,004iApproximate average salary by contribution assumption: employee only about $425,091 at 4% or $283,394 at 6%; with 50% employer match about $283,394 at 4% or $188,929 at 6%; with 100% employer match about $212,545 at 4% or $141,697 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 8 | $798,363 | $76,029 | $9,504iApproximate average salary by contribution assumption: employee only about $237,591 at 4% or $158,394 at 6%; with 50% employer match about $158,394 at 4% or $105,596 at 6%; with 100% employer match about $118,795 at 4% or $79,197 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $323,606 | $20,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| ACTUARIAL SERVICES GROUP, INC. CASH BALANCE PLAN | - | 4 | $73,805 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2006 | 3 | 5 | $1,123,698 | $96,435 | $19,287iApproximate average salary by contribution assumption: employee only about $482,175 at 4% or $321,450 at 6%; with 50% employer match about $321,450 at 4% or $214,300 at 6%; with 100% employer match about $241,088 at 4% or $160,725 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $739,616 | $54,435 | $10,887iApproximate average salary by contribution assumption: employee only about $272,175 at 4% or $181,450 at 6%; with 50% employer match about $181,450 at 4% or $120,967 at 6%; with 100% employer match about $136,088 at 4% or $90,725 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $352,082 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| ACTUARIAL SERVICES GROUP, INC. CASH BALANCE PLAN | - | 4 | $32,000 | $32,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| 2005 | 2 | 5 | $914,079 | $87,750 | $17,550iApproximate average salary by contribution assumption: employee only about $438,750 at 4% or $292,500 at 6%; with 50% employer match about $292,500 at 4% or $195,000 at 6%; with 100% employer match about $219,375 at 4% or $146,250 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $618,526 | $68,909 | $13,782iApproximate average salary by contribution assumption: employee only about $344,545 at 4% or $229,697 at 6%; with 50% employer match about $229,697 at 4% or $153,131 at 6%; with 100% employer match about $172,273 at 4% or $114,848 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $295,553 | $18,841 | $4,710iApproximate average salary by contribution assumption: employee only about $117,756 at 4% or $78,504 at 6%; with 50% employer match about $78,504 at 4% or $52,336 at 6%; with 100% employer match about $58,878 at 4% or $39,252 at 6%. |
| 2004 | 2 | 6 | $840,015 | $115,123 | $19,187iApproximate average salary by contribution assumption: employee only about $479,679 at 4% or $319,786 at 6%; with 50% employer match about $319,786 at 4% or $213,191 at 6%; with 100% employer match about $239,840 at 4% or $159,893 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 6 | $558,878 | $75,123 | $12,521iApproximate average salary by contribution assumption: employee only about $313,013 at 4% or $208,675 at 6%; with 50% employer match about $208,675 at 4% or $139,117 at 6%; with 100% employer match about $156,506 at 4% or $104,338 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $281,137 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 2 | 5 | $659,236 | $71,326 | $14,265iApproximate average salary by contribution assumption: employee only about $356,630 at 4% or $237,753 at 6%; with 50% employer match about $237,753 at 4% or $158,502 at 6%; with 100% employer match about $178,315 at 4% or $118,877 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 5 | $441,093 | $51,876 | $10,375iApproximate average salary by contribution assumption: employee only about $259,380 at 4% or $172,920 at 6%; with 50% employer match about $172,920 at 4% or $115,280 at 6%; with 100% employer match about $129,690 at 4% or $86,460 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 3 | $218,143 | $19,450 | $6,483iApproximate average salary by contribution assumption: employee only about $162,083 at 4% or $108,056 at 6%; with 50% employer match about $108,056 at 4% or $72,037 at 6%; with 100% employer match about $81,042 at 4% or $54,028 at 6%. |
| 2002 | 2 | 4 | $479,781 | $60,364 | $15,091iApproximate average salary by contribution assumption: employee only about $377,275 at 4% or $251,517 at 6%; with 50% employer match about $251,517 at 4% or $167,678 at 6%; with 100% employer match about $188,638 at 4% or $125,758 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $330,564 | $46,254 | $11,564iApproximate average salary by contribution assumption: employee only about $289,088 at 4% or $192,725 at 6%; with 50% employer match about $192,725 at 4% or $128,483 at 6%; with 100% employer match about $144,544 at 4% or $96,363 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 3 | $149,217 | $14,110 | $4,703iApproximate average salary by contribution assumption: employee only about $117,583 at 4% or $78,389 at 6%; with 50% employer match about $78,389 at 4% or $52,259 at 6%; with 100% employer match about $58,792 at 4% or $39,194 at 6%. |
| 2001 | 2 | 3 | $480,897 | $32,879 | $10,960iApproximate average salary by contribution assumption: employee only about $273,992 at 4% or $182,661 at 6%; with 50% employer match about $182,661 at 4% or $121,774 at 6%; with 100% employer match about $136,996 at 4% or $91,331 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 3 | $314,354 | $32,879 | $10,960iApproximate average salary by contribution assumption: employee only about $273,992 at 4% or $182,661 at 6%; with 50% employer match about $182,661 at 4% or $121,774 at 6%; with 100% employer match about $136,996 at 4% or $91,331 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 3 | $166,543 | - | - |
| 2000 | 2 | 4 | $432,424 | $43,244 | $10,811iApproximate average salary by contribution assumption: employee only about $270,275 at 4% or $180,183 at 6%; with 50% employer match about $180,183 at 4% or $120,122 at 6%; with 100% employer match about $135,138 at 4% or $90,092 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $280,712 | $39,283 | $9,821iApproximate average salary by contribution assumption: employee only about $245,519 at 4% or $163,679 at 6%; with 50% employer match about $163,679 at 4% or $109,119 at 6%; with 100% employer match about $122,759 at 4% or $81,840 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $151,712 | $3,961 | $990iApproximate average salary by contribution assumption: employee only about $24,756 at 4% or $16,504 at 6%; with 50% employer match about $16,504 at 4% or $11,003 at 6%; with 100% employer match about $12,378 at 4% or $8,252 at 6%. |
| 1999 | 2 | 4 | $375,682 | $48,127 | $12,032iApproximate average salary by contribution assumption: employee only about $300,794 at 4% or $200,529 at 6%; with 50% employer match about $200,529 at 4% or $133,686 at 6%; with 100% employer match about $150,397 at 4% or $100,265 at 6%. |
| Ellis & Ward Consulting Group Inc. 401(K) Plan | - | 4 | $251,986 | $38,127 | $9,532iApproximate average salary by contribution assumption: employee only about $238,294 at 4% or $158,863 at 6%; with 50% employer match about $158,863 at 4% or $105,908 at 6%; with 100% employer match about $119,147 at 4% or $79,431 at 6%. |
| Actuarial Services Group Inc. Defined Benefit Plan | - | 4 | $123,696 | $10,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |