Plan5500

The Wills Group, Inc. Employees' Pension Plan — Form 5500 plan (The Wills Group, Inc.)

Plain-English plan 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, The Wills Group, Inc. Employees' Pension Plan is a benefit plan reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Wills Group, Inc.
EIN
52-1461039
Plan number
002
Plan type
2
Location
La Plata, MD
Latest filing year
2023
Participants
210
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023210H, C20240914083123NAL0017796112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$7,121,749

Income & contributions

Employer contributions
$1,748,803
Total contributions
$1,748,803
Total income / additions
$1,895,812

Expenses & distributions

Benefits paid
$8,930,133
Administrative expenses
$87,428
Total expenses
$9,017,561
Net increase / (decrease)
-$7,121,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,165$02023
Cliftonlarsonallen LlpACCOUNTANT$9,975not reported in the loaded dataset2023
Principal Global Investors, LLCINVESTMENT ADVISORY$6,040not reported in the loaded dataset2023

Related Form 5500 pages