How many benefit plans does Willis Enterprises, Inc. report on Form 5500?

Willis Enterprises, Inc. (EIN 91-1383677) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Willis Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Willis Enterprises, Inc. is 91-1383677.

What is the latest Form 5500 filing year for Willis Enterprises, Inc.?

The latest loaded Form 5500 filing year for Willis Enterprises, Inc. is 2023.

Willis Enterprises, 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, Willis Enterprises, Inc. (EIN 91-1383677) is a plan sponsor located in Montesano, WA with 1 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: 91-1383677
Location: Montesano, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,852,024
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,852,024

Contributions & income

Employer contributions: $345,425
Participant contributions: $616,414
Total income / additions: $2,059,830

Expenses & distributions

Benefits paid / distributions: $249,495
Total expenses: $284,381
Net increase / (decrease): $1,775,449

Coverage

Total reported participants: 427
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

Willis Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Willis Enterprises, Inc. 401(K) P/S Plan	001	207	$7,852,024	2023
Willis Enterprises, Inc. Wrap Plan	501	220	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 Willis Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Willis Enterprises, Inc. 401(K) P/S Plan	207	H, C	20241009163743NAL0010848275001
2023	Willis Enterprises, Inc. Wrap Plan	220	—	20250530171214NAL0008260097001