Profit Sharing · DOL Form 5500 · 2023

Ellison & Ellison Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

N/A
Total assets
6
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust · Sponsored by Ellison & Ellison Company, Inc. · Georgia · Wholesale Trade

N/A in assets, 6 participants

Ellison & Ellison Company, Inc.'s Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust reported N/A in total assets and 6 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2023 filing shows

Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust holds N/A for 6 participants.

-$541K
reported net income

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust reported net income fell from -$37K in the plan year 2022 filing to -$541K in the plan year 2023 filing.
  • Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581475698 · Ellison & Ellison Company, Inc. PY 2023 · Profit Sharing

Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust · N/A · 6

  • IND N/A
  • IND 6
  • IND PY 2023
  • IND Profit Sharing
  • IND near Watering Lane Ventures, Inc. Profit Sharing Plan
  • IND -$541K

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Georgia →

Filing particulars (2023)

Total Assets (Beginning of Year)$541K
Net Assets (End of Year)N/A
Net Income-$541K
Employer EIN581475698
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellison & Ellison Company, Inc.)

Sponsor-wide plan assets over time

All Ellison & Ellison Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.2M$0.4M$0.6M 20222023 $0.54M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 7 $541K
2023 1 6 N/A

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 5 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Emory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust's closest out-of-state Profit Sharing peers by headcount

Outside Georgia, the nearest Profit Sharing by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants; this filing: 6 participants).

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which Profit Sharing plans cover a similar participant headcount to Ellison & Ellison Company, Inc. Profit Sharing Plan & Trust?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).