Jim Ellis Atlanta, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jim Ellis Atlanta, Inc. (EIN 58-1500444) is a plan sponsor located in Atlanta, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-1500444
Location
Atlanta, GA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$53,091,213
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$53,091,213

Contributions & income

Employer contributions
$0
Participant contributions
$5,970,477
Total income / additions
$13,697,306

Expenses & distributions

Benefits paid / distributions
$5,799,666
Total expenses
$6,008,434
Net increase / (decrease)
$7,688,872

Coverage

Total reported participants
3,187
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jim Ellis Atlanta, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Jim Ellis Atlanta, Inc. 401(K) Plan0011,522$53,091,2132023
Jim Ellis Atlanta, Inc. Health And Welfare Plan5011,665not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jim Ellis Atlanta, Inc.
YearPlanParticipantsSchedulesFiling
2023Jim Ellis Atlanta, Inc. Health And Welfare Plan1,66520240613141440NAL0014615427002
2023Jim Ellis Atlanta, Inc. 401(K) Plan1,522H, C20240918134855NAL0002616227001

Related Form 5500 pages