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, Willis Enterprises, Inc. 401(K) P/S Plan is a benefit plan reported by Willis Enterprises, Inc. under EIN 91-1383677 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $7,852,024 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,852,024
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,852,024
- Net assets (BOY)
- $6,076,575
Income & contributions
- Employer contributions
- $345,425
- Participant contributions
- $616,414
- Total contributions
- $961,839
- Total income / additions
- $2,059,830
Expenses & distributions
- Benefits paid
- $249,495
- Administrative expenses
- $34,886
- Total expenses
- $284,381
- Net increase / (decrease)
- $1,775,449