Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan — Form 5500 plan (Willis Construction Company, 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, Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan is a benefit plan reported by Willis Construction Company, Inc. under EIN 94-2554397 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $59,754,058 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.9MPlan net assets, end of year$50,935,038

Participants150Covered participants reported

Assets / participant$398.4KComputed: assets ÷ participants$398,360 (computed)

Provider compensation$25.8K1 Schedule C provider row(s)$25,812

Plan sponsor: Willis Construction Company, Inc.
EIN: 94-2554397
Plan number: 001
Plan type: 2
Location: San Juan Bautista, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
150 participants · 2Sch HSch C
View filing →

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.

Reported balance (end of year)$59.8M total assets

Net assets$50.9MLiabilities$8.8M

Money in vs. money out

Total income / additions$2.6M

Total expenses$3.6M

Benefits paid / distributions$3.4M

Contributions

Employer$772.3K

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $59,754,058
Total liabilities (EOY): $8,819,020
Net assets (EOY): $50,935,038
Net assets (BOY): $51,945,575

Income & contributions

Employer contributions: $772,343
Total contributions: $772,343
Total income / additions: $2,566,699

Expenses & distributions

Benefits paid: $3,364,441
Administrative expenses: $25,812
Total expenses: $3,577,236
Net increase / (decrease): -$1,010,537

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.

Total expenses ÷ net assets7%Computed ratio

Benefits paid ÷ total income131%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

1
City Fiduciary Group$25.8K
NONE · Direct $0 · Indirect $25.8K

What to inspect next

Frequently asked questions

Who sponsors the Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan?: Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan is reported as sponsored by Willis Construction Company, Inc. (EIN 94-2554397, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan?: The latest Form 5500 filing year loaded for Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan is 2023.
How many participants does Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan report?: Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan reports 150 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan?: Willis Construction Company, Inc. Combined Employee Stock Ownership And Tax Sheltered Savings Plan reports $59,754,058 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.