The Wills Group, Inc. Employees' Pension Plan — Form 5500 plan (The Wills Group, Inc.)
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, The Wills Group, Inc. Employees' Pension Plan is a benefit plan reported by The Wills Group, Inc. under EIN 52-1461039 and plan number 002. The latest loaded filing year is 2023. The filing reports 210 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants210Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$56.2K3 Schedule C provider row(s)$56,180
- Plan sponsor
- The Wills Group, Inc.
- EIN
- 52-1461039
- Plan number
- 002
- Plan type
- 2
- Location
- La Plata, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240914083123NAL0017796112001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $7,121,749
Income & contributions
- Employer contributions
- $1,748,803
- Total contributions
- $1,748,803
- Total income / additions
- $1,895,812
Expenses & distributions
- Benefits paid
- $8,930,133
- Administrative expenses
- $87,428
- Total expenses
- $9,017,561
- Net increase / (decrease)
- -$7,121,749
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Benefits paid ÷ total income471%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,165 | $0 | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT | $9,975 | not reported in the loaded dataset | 2023 |
| Principal Global Investors, LLC | INVESTMENT ADVISORY | $6,040 | not reported in the loaded dataset | 2023 |