Willis, TX Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Willis, TX has 8 loaded benefit plan(s) reported by 7 plan sponsor(s), with $8,262,415 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 8
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $8,262,415
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $8,238,664
Contributions & income
- Employer contributions
- $437,030
- Participant contributions
- $703,265
- Total income / additions
- $2,089,002
Expenses & distributions
- Benefits paid / distributions
- $871,908
- Total expenses
- $883,575
- Net increase / (decrease)
- $1,205,427
Coverage
- Total reported participants
- 432
- Plans with financial statements
- 6
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Willis, TX plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Weisinger Incorporated 401(K) Profit Sharing Plan | Weisinger Incorporated | $7,928,941 | 2023 |
| Vitality Vitamins Inc. Retirement Plan | Vitality Vitamins Inc. | $118,171 | 2023 |
| Health Brands, Inc. Profit Sharing Plan | Health Brands, Inc. | $108,312 | 2023 |
| Laika Inc 401k Trust | Laika Works Incorporated | $49,963 | 2023 |
| Wind Ridge Holdings Inc 401(K) Plan | Wind Ridge Holdings Inc | $33,277 | 2023 |
| Four C'S Enterprise, Inc. 401(K) Plan | Four C'S Enterprise, Inc. | $23,751 | 2023 |
| Jfm International | Jfm International | not reported in the loaded dataset | 2023 |
| Weisinger Incorporated Employee Welfare Benefit Plan | Weisinger Incorporated | not reported in the loaded dataset | 2023 |
Largest plans in Willis → · Willis plans by participants → · Willis plans with financial data → · Willis plans with provider compensation → · $1B+ plans in Willis →
Related Form 5500 pages
- All TX Form 5500 filings
- Weisinger Incorporated 401(K) Profit Sharing Plan (plan 001)
- Weisinger Incorporated — all reported plans
- Vitality Vitamins Inc. Retirement Plan (plan 001)
- Vitality Vitamins Inc. — all reported plans
- Health Brands, Inc. Profit Sharing Plan (plan 001)
- Health Brands, Inc. — all reported plans
- Laika Inc 401k Trust (plan 001)
- Laika Works Incorporated — all reported plans
- Wind Ridge Holdings Inc 401(K) Plan (plan 001)
- Wind Ridge Holdings Inc — all reported plans
- Four C'S Enterprise, Inc. 401(K) Plan (plan 002)
- Four C'S Enterprise, Inc. — all reported plans
- Jfm International (plan 501)
- Jfm International — all reported plans
- Weisinger Incorporated Employee Welfare Benefit Plan (plan 501)
- Methodology
- Data sources