How many benefit plans does Boice-Willis Clinic, P.A. report on Form 5500?

Boice-Willis Clinic, P.A. (EIN 56-1025986) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Boice-Willis Clinic, P.A.?

The Employer Identification Number (EIN) reported for Boice-Willis Clinic, P.A. is 56-1025986.

What is the latest Form 5500 filing year for Boice-Willis Clinic, P.A.?

The latest loaded Form 5500 filing year for Boice-Willis Clinic, P.A. is 2023.

Boice-Willis Clinic, P.A. — 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, Boice-Willis Clinic, P.A. (EIN 56-1025986) is a plan sponsor located in Rocky Mount, NC 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: 56-1025986
Location: Rocky Mount, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $84,632,838
Total reported net assets (EOY): $84,632,838

Contributions & income

Employer contributions: $2,261,601
Participant contributions: $1,330,496
Total income / additions: $17,138,699

Expenses & distributions

Benefits paid / distributions: $11,017,643
Total expenses: $11,171,767
Net increase / (decrease): $5,966,932

Coverage

Total reported participants: 714
Plans with financial statements: 1
Plans with provider compensation: 1

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

Boice-Willis Clinic, P.A. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan	003	388	$84,632,838	2023
Boice-Willis Clinic, P.A. Employee Benefits Plan	501	326	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Boice-Willis Clinic, P.A.
Year	Plan	Participants	Schedules	Filing
2023	Boice-Willis Clinic, P.A. Employee Benefits Plan	326	—	20240402100238NAL0020352690001
2023	Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan	388	H, C	20250207120610NAL0025267442001