401k Plan data: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN plan

ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN
Plan identification number	001

ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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. Plan covering Self-Employed individuals.

401k Sponsoring company profile

ELLIS & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ELLIS & COMPANY

Employer identification number (EIN): 363278055

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 WILLIAM C. ELLIS
001 2012-01-01 WILLIAM C. ELLIS
001 2011-01-01 WILLIAM C ELLIS
001 2009-01-01 WILLIAM C ELLIS

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	WILLIAM C. ELLIS
001	2012-01-01	WILLIAM C. ELLIS
001	2011-01-01	WILLIAM C ELLIS
001	2009-01-01	WILLIAM C ELLIS

Plan Statistics for ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN

Measure Date Value
2013: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2013: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2013 : ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$135,701
Total plan assets at end of year	2013-12-31	$527,856
Total plan assets at beginning of year	2013-12-31	$392,155
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$135,701
Net income (gross income less expenses)	2013-12-31	$135,701
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$527,856
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$392,155
2012 : ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$41,095
Total plan assets at end of year	2012-12-31	$392,155
Total plan assets at beginning of year	2012-12-31	$351,060
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$41,095
Net income (gross income less expenses)	2012-12-31	$41,095
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$392,155
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$351,060
2011 : ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$1,143
Expenses. Total of all expenses incurred	2011-12-31	$4,348
Benefits paid (including direct rollovers)	2011-12-31	$4,348
Total plan assets at end of year	2011-12-31	$351,060
Total plan assets at beginning of year	2011-12-31	$354,265
Total contributions received or receivable from participants	2011-12-31	$12,144
Other income received	2011-12-31	$-16,119
Net income (gross income less expenses)	2011-12-31	$-3,205
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$351,060
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$354,265
Total contributions received or receivable from employer(s)	2011-12-31	$5,118

Form 5500 Responses for ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN

2013: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ELLIS & COMPANY EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ELLIS & COMPANY
Employer identification number (EIN):	363278055
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants