The Wills Group, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, The Wills Group, Inc. (EIN 52-1461039) is a plan sponsor located in La Plata, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 52-1461039
- Location
- La Plata, MD
- Loaded plans
- 3
- Latest filing year
- 2023
Aggregate financials · 2023
Reported financial aggregate
Total reported net assets$42MSummed across loaded plans$41,998,965
Total reported assets$42M$41,998,965
Total reported participants1.3K1,322
Total reported liabilities$0
Reported net position
Reported assets = net assets + liabilities (summed)$42M total assets
Net assets$42MLiabilities$0
Data coverage
Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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 | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan | 007 | 844 | $41,998,965 | 2023 |
| The Wills Group, Inc. Employees' Pension Plan | 002 | 210 | $0 | 2023 |
| The Wills Group, Inc. Flexible Benefits Plan | 501 | 268 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The Wills Group, Inc. Flexible Benefits Plan | 268 | — | 20240529125629NAL0012155681001 |
| 2023 | The Wills Group, Inc. Employees' Pension Plan | 210 | H, C | 20240914083123NAL0017796112001 |
| 2023 | H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan | 844 | H, C | 20241011133527NAL0022845665001 |