K. Clay Ellis, Jr., Dmd Profit Sharing Plan — Form 5500 plan (K. Clay Ellis, Jr., Dmd, LLC)
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, K. Clay Ellis, Jr., Dmd Profit Sharing Plan is a benefit plan reported by K. Clay Ellis, Jr., Dmd, LLC under EIN 63-0849901 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $2,101,895 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K. Clay Ellis, Jr., Dmd, LLC
- EIN
- 63-0849901
- Plan number
- 001
- Plan type
- 2
- Location
- Gadsden, AL
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $2,101,895
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240319070031NAL0000338979001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,101,895
- Net assets (EOY)
- $2,101,895
- Net assets (BOY)
- $1,751,765
Income & contributions
- Employer contributions
- $82,484
- Total income / additions
- $360,641
Expenses & distributions
- Administrative expenses
- $10,511
- Total expenses
- $10,511
- Net increase / (decrease)
- $350,130
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.