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, H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan is a benefit plan reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 007. The latest loaded filing year is 2023. The filing reports 844 participants and $41,998,965 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,998,965
- Net assets (BOY)
- $36,358,812
Income & contributions
- Employer contributions
- $4,811,248
- Participant contributions
- $1,733,714
- Total contributions
- $6,893,608
- Total income / additions
- $12,812,848
Expenses & distributions
- Benefits paid
- $7,166,684
- Administrative expenses
- $35,487
- Total expenses
- $7,172,695
- Net increase / (decrease)
- $5,640,153