Plan5500

The Wills Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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. (EIN 52-1461039) is a plan sponsor located in La Plata, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1461039
Location
La Plata, MD
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42MSummed across loaded plans$41,998,965
Total reported assets$42M$41,998,965
Total reported participants1.3K1,322
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42M total assets
Net assets$42MLiabilities$0
Contributions & income
Employer contributions$6.6M
Participant contributions$1.7M
Total income / additions$14.7M
Expenses & distributions
Benefits paid / distributions$16.1M
Total expenses$16.2M
Net increase / (decrease)-$1.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan
Participants per plan441Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan$42M
    Plan #007 · 844 participants · 2023
  2. 2
    The Wills Group, Inc. Employees' Pension Plan$0
    Plan #002 · 210 participants · 2023
  3. 3
    The Wills Group, Inc. Flexible Benefits Plannot reported in the loaded dataset
    Plan #501 · 268 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Wills Group, Inc.
YearPlanParticipantsSchedulesFiling
2023The Wills Group, Inc. Flexible Benefits Plan268—20240529125629NAL0012155681001
2023The Wills Group, Inc. Employees' Pension Plan210H, C20240914083123NAL0017796112001
2023H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan844H, C20241011133527NAL0022845665001

Related Form 5500 pages