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, Willowtree 401(K) Profit Sharing Plan is a benefit plan reported by Willowtree, LLC under EIN 26-0422372 and plan number 001. The latest loaded filing year is 2023. The filing reports 970 participants and $61,836,129 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,836,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,836,129
- Net assets (BOY)
- $41,986,842
Income & contributions
- Employer contributions
- $3,477,392
- Participant contributions
- $8,748,224
- Total contributions
- $14,239,212
- Total income / additions
- $25,205,984
Expenses & distributions
- Benefits paid
- $5,305,459
- Administrative expenses
- $51,238
- Total expenses
- $5,356,697
- Net increase / (decrease)
- $19,849,287