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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

Plan Statistics for PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.

401k plan membership statisitcs for PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC.

Measure Date Value
2008: PROFIT SHARING PLAN OF WILLIS ENGINEERS, INC. 2008 401k membership
Total participants, beginning-of-year2008-01-0110
Total number of active participants reported on line 7a of the Form 55002008-01-017
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Number of participants with account balances2008-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

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

Measure Date Value
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
Insurance contract or identification numberGA-39345
Number of Individuals Covered7
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $586
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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