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| Company Name: | ELLIS FINANCIAL GROUP, INC. |
| Employer identification number (EIN): | 262282628 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-08-31 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-11 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | ELLIS FINANCIAL GROUP, INC. 401(K) PLAN | 2015-01-01 | 2002-01-01 |
| 002 | WASATCH WEALTH, INC. CASH BALANCE PLAN | 2016-01-01 | 2014-01-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2017-07-26 | Employer Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2017-07-26 | Employee Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2017-06-10 | Employer Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2017-06-10 | Employee Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2017-05-01 | Employer Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2017-05-01 | Employee Contributions | $ 24,000 | 1 | $ 24,000 | |
| 2016-08-09 | Employer Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2016-08-09 | Employee Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2016-04-29 | Employer Contributions | $ 25,000 | 4 | $ 6,250 | |
| 2016-04-29 | Employee Contributions | $ 25,000 | 4 | $ 6,250 | |
| 2016-04-15 | Employer Contributions | $ 5,000 | 4 | $ 1,250 | |
| 2016-04-15 | Employee Contributions | $ 5,000 | 4 | $ 1,250 | |
| 2016-01-27 | Employer Contributions | $ 25,000 | 4 | $ 6,250 | |
| 2016-01-27 | Employee Contributions | $ 25,000 | 4 | $ 6,250 | |
| 2015-11-02 | Employer Contributions | $ 15,000 | 4 | $ 3,750 | |
| 2015-11-02 | Employee Contributions | $ 15,000 | 4 | $ 3,750 | |
| 2015-07-29 | Employer Contributions | $ 20,000 | 4 | $ 5,000 | |
| 2015-07-29 | Employee Contributions | $ 20,000 | 4 | $ 5,000 | |
| 2015-05-27 | Employer Contributions | $ 20,000 | 4 | $ 5,000 | |
| 2015-05-27 | Employee Contributions | $ 20,000 | 4 | $ 5,000 | |
| 2015-05-11 | Employer Contributions | $ 2,000 | 4 | $ 500 | |
| 2015-05-11 | Employee Contributions | $ 2,000 | 4 | $ 500 | |
| 2015-04-24 | Employer Contributions | $ 32,000 | 4 | $ 8,000 | |
| 2015-04-24 | Employee Contributions | $ 32,000 | 4 | $ 8,000 | |
| 2015-01-29 | Employer Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2015-01-29 | Employee Contributions | $ 30,000 | 4 | $ 7,500 | |
| 2015-01-07 | Employer Contributions | $ 18,000 | 4 | $ 4,500 | |
| 2015-01-07 | Employee Contributions | $ 18,000 | 4 | $ 4,500 | |
| 2014-12-31 | Employer Contributions | $ 27,000 | 3 | $ 9,000 | |
| 2014-12-31 | Employee Contributions | $ 27,000 | 3 | $ 9,000 |
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