401k Plan data: THE WILLIS 401K PLAN plan

THE WILLIS 401K PLAN 401k Plan overview

Plan Name	THE WILLIS 401K PLAN
Plan identification number	001

THE WILLIS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 LEASE FINANCE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: WILLIS LEASE FINANCE CORPORATION

Employer identification number (EIN): 680070656

NAIC Classification: 333610

Additional information about WILLIS LEASE FINANCE CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2870540

More information about WILLIS LEASE FINANCE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 LYNN MCMILLAN 2020-10-13
001 2018-01-01 LYNN MCMILLAN 2019-10-07
001 2017-01-01 DENISE MINABERRY 2018-08-20
001 2016-01-01 DENISE MINABERRY 2017-09-07 DENISE MINABERRY 2017-09-07
001 2015-01-01 DENISE MINABERRY 2016-10-06 DENISE MINABERRY 2016-10-06
001 2014-01-01 DENISE MINABERRY 2015-09-25
001 2013-01-01 DENISE MINABERRY 2014-05-28 DENISE MINABERRY 2014-05-28
001 2012-01-01 DENISE MINABERRY 2013-10-04 DENISE MINABERRY 2013-10-04
001 2011-01-01 DENISE MINABERRY 2012-09-18 DENISE MINABERRY 2012-09-18
001 2010-01-01 DENISE MINABERRY 2011-07-06 DENISE MINABERRY 2011-07-06
001 2009-01-01 DENISE MINABERRY DENISE MINABERRY 2010-08-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	LYNN MCMILLAN	2020-10-13
001	2018-01-01	LYNN MCMILLAN	2019-10-07
001	2017-01-01	DENISE MINABERRY	2018-08-20
001	2016-01-01	DENISE MINABERRY	2017-09-07	DENISE MINABERRY	2017-09-07
001	2015-01-01	DENISE MINABERRY	2016-10-06	DENISE MINABERRY	2016-10-06
001	2014-01-01	DENISE MINABERRY	2015-09-25
001	2013-01-01	DENISE MINABERRY	2014-05-28	DENISE MINABERRY	2014-05-28
001	2012-01-01	DENISE MINABERRY	2013-10-04	DENISE MINABERRY	2013-10-04
001	2011-01-01	DENISE MINABERRY	2012-09-18	DENISE MINABERRY	2012-09-18
001	2010-01-01	DENISE MINABERRY	2011-07-06	DENISE MINABERRY	2011-07-06
001	2009-01-01	DENISE MINABERRY		DENISE MINABERRY	2010-08-13

Plan Statistics for THE WILLIS 401K PLAN

401k plan membership statisitcs for THE WILLIS 401K PLAN

Measure Date Value
2023: THE WILLIS 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 148
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 30
Total of all active and inactive participants 2023-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 179
Number of participants with account balances 2023-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 5
2022: THE WILLIS 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 121
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 33
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: THE WILLIS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
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 30
Total of all active and inactive participants 2021-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 140
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: THE WILLIS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 113
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 27
Total of all active and inactive participants 2020-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2009: THE WILLIS 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
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 4
Total of all active and inactive participants 2009-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 64
Number of participants with account balances 2009-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: THE WILLIS 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	148
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	30
Total of all active and inactive participants	2023-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	179
Number of participants with account balances	2023-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	5
2022: THE WILLIS 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	121
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	33
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: THE WILLIS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
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	30
Total of all active and inactive participants	2021-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	140
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: THE WILLIS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	113
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	27
Total of all active and inactive participants	2020-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2009: THE WILLIS 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
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	4
Total of all active and inactive participants	2009-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	64
Number of participants with account balances	2009-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE WILLIS 401K PLAN

Measure	Date	Value
2023 : THE WILLIS 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$8,571,124
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,778,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,760,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$3,733,867
Value of total assets at end of year	2023-12-31	$33,198,554
Value of total assets at beginning of year	2023-12-31	$27,406,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$17,906
Total interest from all sources	2023-12-31	$5,533
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$791,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$791,606
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,887,559
Participant contributions at end of year	2023-12-31	$121,056
Participant contributions at beginning of year	2023-12-31	$211,025
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$951,634
Administrative expenses (other) incurred	2023-12-31	$132
Total non interest bearing cash at end of year	2023-12-31	$82,187
Total non interest bearing cash at beginning of year	2023-12-31	$69,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$5,792,321
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,198,554
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$27,406,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$29,510,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$23,656,659
Interest on participant loans	2023-12-31	$5,533
Value of interest in common/collective trusts at end of year	2023-12-31	$3,485,238
Value of interest in common/collective trusts at beginning of year	2023-12-31	$3,469,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,040,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$894,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,760,897
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MARCUM LLP
Accountancy firm EIN	2023-12-31	111986323
2022 : THE WILLIS 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,126,681
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,055,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,035,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,296,698
Value of total assets at end of year	2022-12-31	$27,406,233
Value of total assets at beginning of year	2022-12-31	$33,588,170
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$20,011
Total interest from all sources	2022-12-31	$7,893
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$691,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$691,253
Administrative expenses professional fees incurred	2022-12-31	$20,011
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,541,748
Participant contributions at end of year	2022-12-31	$211,025
Participant contributions at beginning of year	2022-12-31	$229,024
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,381
Total non interest bearing cash at end of year	2022-12-31	$69,023
Total non interest bearing cash at beginning of year	2022-12-31	$4,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,181,937
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$27,406,233
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,588,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$23,656,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$30,848,322
Interest on participant loans	2022-12-31	$7,893
Value of interest in common/collective trusts at end of year	2022-12-31	$3,469,526
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,506,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,122,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$752,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,035,245
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : THE WILLIS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,569,680
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$632,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$615,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,093,988
Value of total assets at end of year	2021-12-31	$33,588,170
Value of total assets at beginning of year	2021-12-31	$27,651,415
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,511
Total interest from all sources	2021-12-31	$7,026
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$741,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$741,108
Administrative expenses professional fees incurred	2021-12-31	$17,511
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,404,594
Participant contributions at end of year	2021-12-31	$229,024
Participant contributions at beginning of year	2021-12-31	$125,451
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$28,961
Total non interest bearing cash at end of year	2021-12-31	$4,556
Total non interest bearing cash at beginning of year	2021-12-31	$4,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,936,755
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,588,170
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$27,651,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$30,848,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$16,924,202
Interest on participant loans	2021-12-31	$7,026
Value of interest in common/collective trusts at end of year	2021-12-31	$2,506,268
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,597,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,242,816
Net investment gain or loss from common/collective trusts	2021-12-31	$484,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$660,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$615,414
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM LLP
Accountancy firm EIN	2021-12-31	111986323
2020 : THE WILLIS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,994,919
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$930,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$913,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,408,864
Value of total assets at end of year	2020-12-31	$27,651,415
Value of total assets at beginning of year	2020-12-31	$22,586,877
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,855
Total interest from all sources	2020-12-31	$3,076
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$415,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$415,121
Administrative expenses professional fees incurred	2020-12-31	$16,855
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,569,475
Participant contributions at end of year	2020-12-31	$125,451
Participant contributions at beginning of year	2020-12-31	$63,104
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$65,571
Total non interest bearing cash at end of year	2020-12-31	$4,556
Total non interest bearing cash at beginning of year	2020-12-31	$62,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,064,538
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$27,651,415
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,586,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$16,924,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$13,305,177
Interest on participant loans	2020-12-31	$3,076
Value of interest in common/collective trusts at end of year	2020-12-31	$10,597,206
Value of interest in common/collective trusts at beginning of year	2020-12-31	$9,156,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,229,956
Net investment gain or loss from common/collective trusts	2020-12-31	$937,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$773,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$913,526
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MARCUM LLP
Accountancy firm EIN	2020-12-31	111986323
2009 : THE WILLIS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE WILLIS 401K PLAN

2023: THE WILLIS 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE WILLIS 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE WILLIS 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE WILLIS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: THE WILLIS 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIS LEASE FINANCE CORPORATION
Employer identification number (EIN):	680070656
NAIC Classification:	333610

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2870540