Retirement plan

W. A. ELLIS CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN

Name: W.A. ELLIS CONSTRUCTION COMPANY - W. A. ELLIS CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN (2026) Form 5500
Creator: W.A. ELLIS CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, W. A. ELLIS CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN, W.A. ELLIS CONSTRUCTION COMPANY

W.A. ELLIS CONSTRUCTION COMPANYEIN 43-0954691Plan #001PY 2026

PO BOX 1095 - INDEPENDENCE, MO 640510595816-257-2300LinkedIn1-10 employeeshospitality

Prospect flagsHigh feesHigh assets / participantLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$5.4M

+15.5% from 2025

Total participants

+12.5% from 2025

Average account balance

$679,968

+15.5% from 2025

Annual return

11.30%

+8.16 pp from 2025

Benchmarks

See 612 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort612 peers

Snapshot2026

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.44M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$680K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.30%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$540

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$4K

$617 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.079%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$679,968

$305,245+122.8%

$258,236+163.3%

$428,746+58.6%

Participation rate

85.7%

85.7%0pp

81.9%+3.8pp

88.2%-2.5pp

Annual return

11.30%

-5.74%+17.0pp

-3.31%+14.6pp

331.92%-320.6pp

Employer contribution / active EE

$27,857

$9,167+203.9%

$7,891+253.0%

$8,363+233.1%

Participant deferral / active EE

$189

$5,791-96.7%

$5,237-96.4%

$5,961-96.8%

Admin fee / account holder

$540

$16,482-96.7%

$14,475-96.3%

$31,735-98.3%

W. A. ELLIS CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

W. A. ELLIS CONSTRUCTION COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion