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PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 401k Plan overview

Plan NamePROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.
Plan identification number 003

PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WILLIS ENGINEERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIS ENGINEERS, INC.
Employer identification number (EIN):560896011
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01AMANDA ALLEY2024-06-10
0032022-01-01AMANDA ALLEY2023-06-30
0032021-01-01AMANDA ALLEY2022-05-26
0032020-01-01AMANDA ALLEY2021-05-21
0032019-01-01AMANDA ALLEY2020-05-11
0032018-01-01AMANDA ALLEY2019-05-15
0032017-01-01AMANDA ALLEY2018-06-11
0032016-01-01AMANDA ALLEY2017-06-09
0032015-01-01AMANDA ALLEY2016-06-27
0032014-01-01AMANDA ALLEY2015-06-19
0032013-01-01AMANDA ALLEY2014-06-26
0032012-01-01AMANDA ALLEY2013-06-28
0032011-01-01AMANDA ALLEY2012-07-25
0032010-01-01AMANDA ALLEY2011-06-10
0032008-01-01AMANDA ALLEY

Financial Data on PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.

Measure Date Value
2025 : PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-1624374
Net assets as of the end of the plan year2025-07-163029612
Total assets as of the beginning of the plan year2025-07-162461671
Value of plan covered by a fidelity bond2025-07-16250000
Participant contributions to plan in this plan year2025-07-16123866
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-16269719
Plan net income in this plan year2025-07-16567941
Net assets as of the end of the plan year2025-07-163029612
Net assets as of the beginning of the plan year2025-07-162461671
Employer contributions to plan in this plan year2025-07-16198730
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-166194
2024 : PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-108940
Net assets as of the end of the plan year2024-06-102461671
Total assets as of the beginning of the plan year2024-06-101939945
Value of plan covered by a fidelity bond2024-06-10250000
Participant contributions to plan in this plan year2024-06-1052821
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-10303373
Plan net income in this plan year2024-06-10521726
Net assets as of the end of the plan year2024-06-102461671
Net assets as of the beginning of the plan year2024-06-101939945
Employer contributions to plan in this plan year2024-06-10174472
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-103615
2022 : PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-260
Total liabilities as of the end of the plan year2022-05-260
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-264710
Net assets as of the end of the plan year2022-05-262083581
Total assets as of the beginning of the plan year2022-05-261643809
Value of plan covered by a fidelity bond2022-05-26250000
Participant contributions to plan in this plan year2022-05-2636003
Other expenses paid from plan in this plan year2022-05-260
Other contributions to plan in this plan year2022-05-2629175
Other income to plan in this plan year2022-05-26220513
Plan net income in this plan year2022-05-26439772
Net assets as of the end of the plan year2022-05-262083581
Net assets as of the beginning of the plan year2022-05-261643809
Employer contributions to plan in this plan year2022-05-26158791
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-263182
2008 : PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2008 401k financial data
Total income from all sources2008-12-31$-319,061
Expenses. Total of all expenses incurred2008-12-31$234,528
Benefits paid (including direct rollovers)2008-12-31$233,925
Total plan assets at end of year2008-12-31$1,159,885
Total plan assets at beginning of year2008-12-31$1,713,474
Value of fidelity bond covering the plan2008-12-31$250,000
Other income received2008-12-31$-355,486
Net income (gross income less expenses)2008-12-31$-553,589
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,159,885
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,713,474
Total contributions received or receivable from employer(s)2008-12-31$36,425
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$603

Form 5500 Responses for PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.

2008: PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39345
Policy instance 1

Potentially related plans

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