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JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN ELLIS EQUIPMENT has sponsored the creation of one or more 401k plans.

Company Name:JOHN ELLIS EQUIPMENT
Employer identification number (EIN):043628514
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNA ELLIS DOLEZAL2024-08-28
0012022-01-01KARINA E KOTCHASAK2023-05-23
0012021-01-01KARINA E KOTCHASAK2022-10-17
0012021-01-01KARINA E KOTCHASAK2022-10-17
0012020-01-01KARINA E KOTCHASAK2021-08-02
0012019-01-01KARINA ELLIS2020-07-21
0012018-01-01KARINA ELLIS2019-10-03
0012017-01-01KARINA ELLIS2018-03-29

Plan Statistics for JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-1617
Total number of particpants at end of year2025-10-1617
Number of Participants With Account Balances2025-10-166
2024: JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-08-2816
Total number of particpants at end of year2024-08-2817
Number of Participants With Account Balances2024-08-285

Financial Data on JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-160
Total liabilities as of the end of the plan year2025-10-160
Total liabilities as of the beginning of the plan year2025-10-160
Total expenses incurred by plan in this plan year2025-10-163140
Net assets as of the end of the plan year2025-10-16241018
Total assets as of the beginning of the plan year2025-10-16173910
Value of plan covered by a fidelity bond2025-10-1620000
Participant contributions to plan in this plan year2025-10-1627153
Value of participant loans at end of plan year2025-10-161892
Other expenses paid from plan in this plan year2025-10-160
Other contributions to plan in this plan year2025-10-160
Other income to plan in this plan year2025-10-1628038
Plan net income in this plan year2025-10-1667108
Net assets as of the end of the plan year2025-10-16241018
Net assets as of the beginning of the plan year2025-10-16173910
Employer contributions to plan in this plan year2025-10-1615057
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-163140
2024 : JOHN ELLIS EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-282048
Net assets as of the end of the plan year2024-08-28173910
Total assets as of the beginning of the plan year2024-08-28117043
Value of plan covered by a fidelity bond2024-08-2820000
Participant contributions to plan in this plan year2024-08-2821691
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-2826666
Plan net income in this plan year2024-08-2856867
Net assets as of the end of the plan year2024-08-28173910
Net assets as of the beginning of the plan year2024-08-28117043
Employer contributions to plan in this plan year2024-08-2810558
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-282048

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