2023 Form 5500 filing — The Willis 401(K) 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 20241011053524NAL0043249266001) for The Willis 401(K) Plan, reported by Willis Lease Finance Corporation under EIN 68-0070656 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011053524NAL0043249266001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willis Lease Finance Corporation
- EIN
- 68-0070656
- Plan number
- 001
- Location
- Coconut Creek, FL
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,198,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,198,554
- Employer contributions
- $894,674
- Participant contributions
- $1,887,559
- Total income / additions
- $8,571,124
- Benefits paid
- $2,760,897
- Administrative expenses
- $17,906
- Total expenses
- $2,778,803
- Net increase / (decrease)
- $5,792,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $9,898 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $7,876 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |