P K Willis Company Inc 401k Plan — Form 5500 plan (Patrick K Willis 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, P K Willis Company Inc 401k Plan is a benefit plan reported by Patrick K Willis Company Inc under EIN 94-3394523 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $6,327,022 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Patrick K Willis Company Inc
- EIN
- 94-3394523
- Plan number
- 001
- Plan type
- 2
- Location
- El Dorado Hills, CA
- Latest filing year
- 2023
- Participants
- 345
- End-of-year plan assets
- $6,327,022
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20241015213957NAL0015438659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,327,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,327,022
- Net assets (BOY)
- $4,612,061
Income & contributions
- Employer contributions
- $96,325
- Participant contributions
- $802,074
- Total contributions
- $904,866
- Total income / additions
- $1,882,700
Expenses & distributions
- Benefits paid
- $120,874
- Administrative expenses
- $26,710
- Total expenses
- $167,739
- Net increase / (decrease)
- $1,714,961
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodruff Sawyer & Co | INVESTMENT/FINANCIAL ADVI | $25,440 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,269 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |