2023 Form 5500 filing — The Wills Group, Inc. Employees' Pension 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 20240914083123NAL0017796112001) for The Wills Group, Inc. Employees' Pension Plan, reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 002. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants210
Provider compensation$56.2K3 Schedule C row(s)$56,180
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240914083123NAL0017796112001
- Plan sponsor
- The Wills Group, Inc.
- EIN
- 52-1461039
- Plan number
- 002
- Location
- La Plata, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,748,803
- Total income / additions
- $1,895,812
- Benefits paid
- $8,930,133
- Administrative expenses
- $87,428
- Total expenses
- $9,017,561
- Net increase / (decrease)
- -$7,121,749
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,165 | $0 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $9,975 | not reported in the loaded dataset |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $6,040 | not reported in the loaded dataset |