Plan5500

Willis Construction Company, 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 Construction Company, Inc. (EIN 94-2554397) is a plan sponsor located in San Juan Bautista, CA 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
94-2554397
Location
San Juan Bautista, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Willis Construction Company, Inc.

  • 2 loaded plans hold $59.8M in reported assets.
  • The largest, Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 260 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$50.9MSummed across loaded plans$50,935,038
Total reported assets$59.8M$59,754,058
Total reported participants260
Total reported liabilities$8.8M$8,819,020

Reported net position

Reported assets = net assets + liabilities (summed)$59.8M total assets
Net assets$50.9MLiabilities$8.8M
Contributions & income
Employer contributions$772.3K
Participant contributionsNot reported
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.6M
Net increase / (decrease)-$1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan
Participants per plan130Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan$59.8M
    Plan #001 · 150 participants · 2023
  2. 2
    Willis Construction Company Inc. Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Willis Construction Company, Inc.. Open one for its full reported snapshot.

  1. 2023
    Willis Construction Company Inc. Health & Welfare Plan110 participants · 2Sch C
    View filing →
  2. 2023
    Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan150 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Willis Construction Company, Inc. report on Form 5500?
Willis Construction Company, Inc. (EIN 94-2554397) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Willis Construction Company, Inc.?
The Employer Identification Number (EIN) reported for Willis Construction Company, Inc. is 94-2554397.
What is the latest Form 5500 filing year for Willis Construction Company, Inc.?
The latest loaded Form 5500 filing year for Willis Construction Company, Inc. is 2023.

Related Form 5500 pages