401k Plan data: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN plan

F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 401k Plan overview

Plan Name	F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN
Plan identification number	002

F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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

F. SPENCE WILLIS, JR., M.D., APMC has sponsored the creation of one or more 401k plans.

Company Name: F. SPENCE WILLIS, JR., M.D., APMC

Employer identification number (EIN): 721252955

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2022-01-01 F. SPENCE WILLIS, JR., M.D.
002 2021-01-01
002 2021-01-01 F. SPENCE WILLIS, JR., M.D.
002 2020-01-01
002 2019-01-01
002 2017-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2018-10-14
002 2016-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2017-10-14
002 2015-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2016-10-16
002 2014-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2015-07-30
002 2013-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2014-07-20
002 2012-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2013-07-28
002 2011-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2012-07-29
002 2010-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2011-09-26
002 2009-01-01 F. SPENCE WILLIS, JR., M.D. F. SPENCE WILLIS, JR., M.D. 2010-07-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2022-01-01	F. SPENCE WILLIS, JR., M.D.
002	2021-01-01
002	2021-01-01	F. SPENCE WILLIS, JR., M.D.
002	2020-01-01
002	2019-01-01
002	2017-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2018-10-14
002	2016-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2017-10-14
002	2015-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2016-10-16
002	2014-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2015-07-30
002	2013-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2014-07-20
002	2012-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2013-07-28
002	2011-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2012-07-29
002	2010-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2011-09-26
002	2009-01-01	F. SPENCE WILLIS, JR., M.D.	F. SPENCE WILLIS, JR., M.D.	2010-07-15

Plan Statistics for F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN

401k plan membership statisitcs for F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN

Measure Date Value
2022: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN

Measure	Date	Value
2022 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-133,882
Expenses. Total of all expenses incurred	2022-12-31	$9,435
Benefits paid (including direct rollovers)	2022-12-31	$7,136
Total plan assets at end of year	2022-12-31	$121,621
Total plan assets at beginning of year	2022-12-31	$264,938
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-133,882
Net income (gross income less expenses)	2022-12-31	$-143,317
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$121,621
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$264,938
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,299
2021 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$39,815
Expenses. Total of all expenses incurred	2021-12-31	$93,175
Benefits paid (including direct rollovers)	2021-12-31	$89,970
Total plan assets at end of year	2021-12-31	$264,938
Total plan assets at beginning of year	2021-12-31	$318,298
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$39,815
Net income (gross income less expenses)	2021-12-31	$-53,360
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$264,938
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$318,298
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$3,205
2020 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$12,881
Expenses. Total of all expenses incurred	2020-12-31	$3,367
Total plan assets at end of year	2020-12-31	$318,298
Total plan assets at beginning of year	2020-12-31	$308,784
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$12,881
Net income (gross income less expenses)	2020-12-31	$9,514
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$318,298
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$308,784
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,367
2019 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$20,656
Total income from all sources	2019-12-31	$57,059
Expenses. Total of all expenses incurred	2019-12-31	$3,659
Total plan assets at end of year	2019-12-31	$308,784
Total plan assets at beginning of year	2019-12-31	$276,040
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$57,059
Net income (gross income less expenses)	2019-12-31	$53,400
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$308,784
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$255,384
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,659
2018 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$20,656
Total plan liabilities at beginning of year	2018-12-31	$20,656
Total income from all sources	2018-12-31	$-3,241
Expenses. Total of all expenses incurred	2018-12-31	$3,273
Total plan assets at end of year	2018-12-31	$276,040
Total plan assets at beginning of year	2018-12-31	$282,554
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-24,771
Net income (gross income less expenses)	2018-12-31	$-6,514
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$255,384
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$261,898
Total contributions received or receivable from employer(s)	2018-12-31	$21,530
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$3,273
2017 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$20,656
Total plan liabilities at beginning of year	2017-12-31	$20,656
Total income from all sources	2017-12-31	$38,403
Expenses. Total of all expenses incurred	2017-12-31	$3,109
Total plan assets at end of year	2017-12-31	$282,554
Total plan assets at beginning of year	2017-12-31	$247,260
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$30,283
Net income (gross income less expenses)	2017-12-31	$35,294
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$261,898
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$226,604
Total contributions received or receivable from employer(s)	2017-12-31	$8,120
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,109
2016 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$20,656
Total plan liabilities at beginning of year	2016-12-31	$28,977
Total income from all sources	2016-12-31	$36,781
Expenses. Total of all expenses incurred	2016-12-31	$2,507
Total plan assets at end of year	2016-12-31	$247,260
Total plan assets at beginning of year	2016-12-31	$221,307
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$20,550
Net income (gross income less expenses)	2016-12-31	$34,274
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$226,604
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$192,330
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$16,231
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,507
2015 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$28,977
Total plan liabilities at beginning of year	2015-12-31	$30,248
Total income from all sources	2015-12-31	$-36,090
Expenses. Total of all expenses incurred	2015-12-31	$44,886
Total plan assets at end of year	2015-12-31	$221,307
Total plan assets at beginning of year	2015-12-31	$303,554
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$-36,090
Net income (gross income less expenses)	2015-12-31	$-80,976
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$192,330
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$273,306
Assets. Value of participant loans	2015-12-31	$7,456
Value of certain deemed distributions of participant loans	2015-12-31	$42,508
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,378
2014 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$30,248
Total plan liabilities at beginning of year	2014-12-31	$2,594
Total income from all sources	2014-12-31	$-1,603
Expenses. Total of all expenses incurred	2014-12-31	$13,504
Benefits paid (including direct rollovers)	2014-12-31	$10,943
Total plan assets at end of year	2014-12-31	$303,554
Total plan assets at beginning of year	2014-12-31	$291,007
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,561
Other income received	2014-12-31	$-1,603
Net income (gross income less expenses)	2014-12-31	$-15,107
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$273,306
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$288,413
Assets. Value of participant loans	2014-12-31	$49,964
2013 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2,594
Total plan liabilities at beginning of year	2013-12-31	$20,744
Total income from all sources	2013-12-31	$54,997
Expenses. Total of all expenses incurred	2013-12-31	$1,598
Total plan assets at end of year	2013-12-31	$291,007
Total plan assets at beginning of year	2013-12-31	$255,758
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,598
Other income received	2013-12-31	$36,873
Net income (gross income less expenses)	2013-12-31	$53,399
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$288,413
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$235,014
Total contributions received or receivable from employer(s)	2013-12-31	$18,124
2012 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$20,744
Total income from all sources	2012-12-31	$42,355
Expenses. Total of all expenses incurred	2012-12-31	$386
Total plan assets at end of year	2012-12-31	$255,758
Total plan assets at beginning of year	2012-12-31	$193,045
Expenses. Other expenses not covered elsewhere	2012-12-31	$386
Other income received	2012-12-31	$21,594
Net income (gross income less expenses)	2012-12-31	$41,969
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$235,014
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$193,045
Total contributions received or receivable from employer(s)	2012-12-31	$20,761
2011 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$19,002
Expenses. Total of all expenses incurred	2011-12-31	$150
Total plan assets at end of year	2011-12-31	$193,045
Total plan assets at beginning of year	2011-12-31	$174,193
Assets. Value of loans (other than to participants)	2011-12-31	$20,744
Expenses. Other expenses not covered elsewhere	2011-12-31	$150
Other income received	2011-12-31	$-1,742
Net income (gross income less expenses)	2011-12-31	$18,852
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$193,045
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$174,193
Total contributions received or receivable from employer(s)	2011-12-31	$20,744
2010 : F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$32,456
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$174,193
Total plan assets at beginning of year	2010-12-31	$141,887
Expenses. Other expenses not covered elsewhere	2010-12-31	$150
Other income received	2010-12-31	$12,627
Net income (gross income less expenses)	2010-12-31	$32,306
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$174,193
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$141,887
Total contributions received or receivable from employer(s)	2010-12-31	$19,829

Form 5500 Responses for F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN

2022: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: F. SPENCE WILLIS, JR., M.D., A.P.M.C. PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	F. SPENCE WILLIS, JR., M.D., APMC
Employer identification number (EIN):	721252955
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)