2023 Form 5500 filing — Willis Enterprises, Inc. 401(K) P/S Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009163743NAL0010848275001) for Willis Enterprises, Inc. 401(K) P/S Plan, reported by Willis Enterprises, Inc. under EIN 91-1383677 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009163743NAL0010848275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willis Enterprises, Inc.
- EIN
- 91-1383677
- Plan number
- 001
- Location
- Oakville, WA
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,852,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,852,024
- Employer contributions
- $345,425
- Participant contributions
- $616,414
- Total income / additions
- $2,059,830
- Benefits paid
- $249,495
- Administrative expenses
- $34,886
- Total expenses
- $284,381
- Net increase / (decrease)
- $1,775,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edwards Jones & Co. | INVESTMENT ADVISOR | $16,242 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $7,574 | $3,179 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,740 | $0 |