Gregory W Ellis Md Pc Profit Sharing Plan — Form 5500 plan (Gregory W Ellis Md)
Plain-English plan 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, Gregory W Ellis Md Pc Profit Sharing Plan is a benefit plan reported by Gregory W Ellis Md under EIN 87-0506894 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $3,177,270 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gregory W Ellis Md
- EIN
- 87-0506894
- Plan number
- 001
- Plan type
- 2
- Location
- Cottonwood Heights, UT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $3,177,270
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240531124506NAL0007215219002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,177,270
- Net assets (EOY)
- $3,177,270
- Net assets (BOY)
- $2,713,229
Income & contributions
- Employer contributions
- $66,000
- Total income / additions
- $472,267
Expenses & distributions
- Administrative expenses
- $8,226
- Total expenses
- $8,226
- Net increase / (decrease)
- $464,041
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.