2023 Form 5500 filing — P K Willis Company Inc 401k 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 20241015213957NAL0015438659001) for P K Willis Company Inc 401k Plan, reported by Patrick K Willis Company Inc under EIN 94-3394523 and plan number 001. It reports 345 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213957NAL0015438659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patrick K Willis Company Inc
- EIN
- 94-3394523
- Plan number
- 001
- Location
- El Dorado Hills, CA
- Participants
- 345
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,327,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,327,022
- Employer contributions
- $96,325
- Participant contributions
- $802,074
- Total income / additions
- $1,882,700
- Benefits paid
- $120,874
- Administrative expenses
- $26,710
- Total expenses
- $167,739
- Net increase / (decrease)
- $1,714,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodruff Sawyer & Co | INVESTMENT/FINANCIAL ADVI | $25,440 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,269 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |