2023 Form 5500 filing — Gregory W Ellis Md Pc Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240531124506NAL0007215219002) for Gregory W Ellis Md Pc Profit Sharing Plan, reported by Gregory W Ellis Md under EIN 87-0506894 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240531124506NAL0007215219002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gregory W Ellis Md
- EIN
- 87-0506894
- Plan number
- 001
- Location
- Cottonwood Heights, UT
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,177,270
- Net assets (EOY)
- $3,177,270
- Employer contributions
- $66,000
- Total income / additions
- $472,267
- Administrative expenses
- $8,226
- Total expenses
- $8,226
- Net increase / (decrease)
- $464,041
- Schedule source
- Schedule I