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Form 5500 · Retirement plan · ATLANTA, GA

JIM ELLIS ATLANTA, INC.

The filing calls this plan JIM ELLIS ATLANTA, INC. 401(K) PLAN.

JIM ELLIS ATLANTA, INC. of ATLANTA, GA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 58-1500444 · plan 001 · plan year 2024, filed Aug 13, 2025

Participants at the start of the year
1,632
Contracts on file
1
Contract value
—
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TRANSAMERICA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TRANSAMERICA LIFE INSURANCE COMPANY—0December—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN 82-3719843
TRANSAMERICA RETIREMENT SOLUTIONS,
Recordkeeping and information management · EIN 13-3689044
$97,015
paid directly by the plan
ONEDIGITAL INVESTMENT ADVISORS
INVESTMENT ADVISORY - PL · EIN 43-1451524
$67,467
paid directly by the plan
FUTUREPLAN BY ASCENSUS
Recordkeeping and information management · EIN 82-3719843
$54,750
paid directly by the plan
TRANSAMERICA TRUST COMPANY
TRUSTEE · EIN 42-0947998
$167
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$62,445,244
Paid out in benefits
$6,160,217
Participants at the start of the year
1,632
Participants with account balances
1,520

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 13-3689044
TRANSAMERICA RETIREMENT SOLUTIONS,
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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