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| Plan Name | ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ROBERT J. ELLIS FINANCIAL ADVISORS, LLC |
| Employer identification number (EIN): | 453969119 |
| NAIC Classification: | 523900 |
Additional information about ROBERT J. ELLIS FINANCIAL ADVISORS, LLC
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2011-11-21 |
| Company Identification Number: | 4167883 |
| Legal Registered Office Address: |
3415 ORCHARD PARK ROAD Erie ORCHARD PARK United States of America (USA) 14127 |
More information about ROBERT J. ELLIS FINANCIAL ADVISORS, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | CHRISTOPHER L VAN SON | 2022-07-26 | ||
| 001 | 2020-01-01 | CHRISTOPHER L VAN SON | 2021-05-17 | ||
| 001 | 2019-01-01 | CHRISTOPHER L. VAN SON | 2020-07-20 | CHRISTOPHER L. VAN SON | 2020-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2022 : ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 104025 |
| Net assets as of the end of the plan year | 2022-07-26 | 972854 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 867842 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 110000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 61570 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 64807 |
| Plan net income in this plan year | 2022-07-26 | 105012 |
| Net assets as of the end of the plan year | 2022-07-26 | 972854 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 867842 |
| Employer contributions to plan in this plan year | 2022-07-26 | 82660 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 4032 |
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