2023 Form 5500 filing — H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity 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 20241011133527NAL0022845665001) for H.S. Swann, James W. Wills, Jr. Employees' Value Sharing Opportunity Plan, reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 007. It reports 844 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)$42MReported net assets$41,998,965
Participants844
Provider compensation$35.5K2 Schedule C row(s)$35,502
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011133527NAL0022845665001
- Plan sponsor
- The Wills Group, Inc.
- EIN
- 52-1461039
- Plan number
- 007
- 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.
Reported balance (end of year)$42M total assets
Net assets$42MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,998,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,998,965
- Employer contributions
- $4,811,248
- Participant contributions
- $1,733,714
- Total income / additions
- $12,812,848
- Benefits paid
- $7,166,684
- Administrative expenses
- $35,487
- Total expenses
- $7,172,695
- Net increase / (decrease)
- $5,640,153
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | NONE | $19,300 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $16,202 | $0 |