401k Plan data: P K WILLIS COMPANY INC 401K PLAN plan

P K WILLIS COMPANY INC 401K PLAN 401k Plan overview

Plan Name	P K WILLIS COMPANY INC 401K PLAN
Plan identification number	001

P K WILLIS COMPANY INC 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.
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

PATRICK K. WILLIS COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PATRICK K. WILLIS COMPANY, INC.

Employer identification number (EIN): 943394523

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan P K WILLIS COMPANY INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01

Plan Statistics for P K WILLIS COMPANY INC 401K PLAN

401k plan membership statisitcs for P K WILLIS COMPANY INC 401K PLAN

Measure Date Value
2022: P K WILLIS COMPANY INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 260
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 74
Total of all active and inactive participants 2022-01-01 334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 334
Number of participants with account balances 2022-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: P K WILLIS COMPANY INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 277
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 77
Total of all active and inactive participants 2021-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 354
Number of participants with account balances 2021-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: P K WILLIS COMPANY INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 323
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 73
Total of all active and inactive participants 2020-01-01 396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 396
Number of participants with account balances 2020-01-01 209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: P K WILLIS COMPANY INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 338
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 60
Total of all active and inactive participants 2019-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 398
Number of participants with account balances 2019-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: P K WILLIS COMPANY INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 311
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 52
Total of all active and inactive participants 2018-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 363
Number of participants with account balances 2018-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: P K WILLIS COMPANY INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 268
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 51
Total of all active and inactive participants 2017-01-01 319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 319
Number of participants with account balances 2017-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: P K WILLIS COMPANY INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 249
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 45
Total of all active and inactive participants 2016-01-01 294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 294
Number of participants with account balances 2016-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 5

Measure	Date	Value
2022: P K WILLIS COMPANY INC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	260
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	74
Total of all active and inactive participants	2022-01-01	334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	334
Number of participants with account balances	2022-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: P K WILLIS COMPANY INC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	277
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	77
Total of all active and inactive participants	2021-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	354
Number of participants with account balances	2021-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: P K WILLIS COMPANY INC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	323
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	73
Total of all active and inactive participants	2020-01-01	396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	396
Number of participants with account balances	2020-01-01	209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: P K WILLIS COMPANY INC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	338
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	60
Total of all active and inactive participants	2019-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	398
Number of participants with account balances	2019-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: P K WILLIS COMPANY INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	311
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	52
Total of all active and inactive participants	2018-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	363
Number of participants with account balances	2018-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: P K WILLIS COMPANY INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	268
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	51
Total of all active and inactive participants	2017-01-01	319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	319
Number of participants with account balances	2017-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: P K WILLIS COMPANY INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	249
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	45
Total of all active and inactive participants	2016-01-01	294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	294
Number of participants with account balances	2016-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	5

Financial Data on P K WILLIS COMPANY INC 401K PLAN

Measure	Date	Value
2022 : P K WILLIS COMPANY INC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	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	$-314,759
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$413,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$340,999
Expenses. Certain deemed distributions of participant loans	2022-12-31	$287
Value of total corrective distributions	2022-12-31	$46,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$749,327
Value of total assets at end of year	2022-12-31	$4,612,061
Value of total assets at beginning of year	2022-12-31	$5,339,921
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,594
Total interest from all sources	2022-12-31	$1,456
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$153,971
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	$153,971
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	$661,499
Participant contributions at end of year	2022-12-31	$12,948
Participant contributions at beginning of year	2022-12-31	$22,232
Other income not declared elsewhere	2022-12-31	$24,109
Administrative expenses (other) incurred	2022-12-31	$25,594
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	$-727,860
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,612,061
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,339,921
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	$3,949,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,719,892
Interest on participant loans	2022-12-31	$1,456
Value of interest in common/collective trusts at end of year	2022-12-31	$649,438
Value of interest in common/collective trusts at beginning of year	2022-12-31	$597,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,156,890
Net investment gain or loss from common/collective trusts	2022-12-31	$-86,732
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	$87,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$340,999
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	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2022-12-31	680251243
2021 : P K WILLIS COMPANY INC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	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	$1,554,641
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$388,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$306,265
Expenses. Certain deemed distributions of participant loans	2021-12-31	$274
Value of total corrective distributions	2021-12-31	$58,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$780,318
Value of total assets at end of year	2021-12-31	$5,339,921
Value of total assets at beginning of year	2021-12-31	$4,173,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$23,838
Total interest from all sources	2021-12-31	$3,111
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$339,271
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	$339,271
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$418,000
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	$682,807
Participant contributions at end of year	2021-12-31	$22,232
Participant contributions at beginning of year	2021-12-31	$47,820
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,429
Other income not declared elsewhere	2021-12-31	$22,211
Administrative expenses (other) incurred	2021-12-31	$23,838
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	$1,165,941
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,339,921
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,173,980
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	$4,719,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,691,545
Interest on participant loans	2021-12-31	$3,111
Value of interest in common/collective trusts at end of year	2021-12-31	$597,797
Value of interest in common/collective trusts at beginning of year	2021-12-31	$434,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$306,645
Net investment gain or loss from common/collective trusts	2021-12-31	$103,085
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	$93,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$306,265
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	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2021-12-31	680251243
2020 : P K WILLIS COMPANY INC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	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	$1,233,346
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$343,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$245,285
Expenses. Certain deemed distributions of participant loans	2020-12-31	$289
Value of total corrective distributions	2020-12-31	$80,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$626,341
Value of total assets at end of year	2020-12-31	$4,173,980
Value of total assets at beginning of year	2020-12-31	$3,283,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,697
Total interest from all sources	2020-12-31	$2,171
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$195,217
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	$195,217
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$329,000
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	$546,284
Participant contributions at end of year	2020-12-31	$47,820
Participant contributions at beginning of year	2020-12-31	$62,156
Other income not declared elsewhere	2020-12-31	$15,867
Administrative expenses (other) incurred	2020-12-31	$16,697
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	$890,231
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,173,980
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,283,749
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	$3,691,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,876,678
Interest on participant loans	2020-12-31	$2,171
Value of interest in common/collective trusts at end of year	2020-12-31	$434,615
Value of interest in common/collective trusts at beginning of year	2020-12-31	$344,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$339,234
Net investment gain or loss from common/collective trusts	2020-12-31	$54,516
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	$80,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$245,285
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	Unqualified
Accountancy firm name	2020-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2020-12-31	680251243
2019 : P K WILLIS COMPANY INC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,302,184
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$209,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$148,713
Expenses. Certain deemed distributions of participant loans	2019-12-31	$247
Value of total corrective distributions	2019-12-31	$46,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$728,485
Value of total assets at end of year	2019-12-31	$3,283,749
Value of total assets at beginning of year	2019-12-31	$2,191,021
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,365
Total interest from all sources	2019-12-31	$4,172
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$117,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$117,044
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$220,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$633,895
Participant contributions at end of year	2019-12-31	$62,156
Participant contributions at beginning of year	2019-12-31	$68,131
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,917
Other income not declared elsewhere	2019-12-31	$12,647
Administrative expenses (other) incurred	2019-12-31	$14,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,092,728
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,283,749
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,191,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,876,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,922,970
Interest on participant loans	2019-12-31	$4,172
Value of interest in common/collective trusts at end of year	2019-12-31	$344,915
Value of interest in common/collective trusts at beginning of year	2019-12-31	$199,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$383,575
Net investment gain or loss from common/collective trusts	2019-12-31	$56,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$89,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$148,713
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN	2019-12-31	680251243
2018 : P K WILLIS COMPANY INC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$490,988
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$140,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$48,990
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,307
Value of total corrective distributions	2018-12-31	$78,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$633,487
Value of total assets at end of year	2018-12-31	$2,191,021
Value of total assets at beginning of year	2018-12-31	$1,840,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,882
Total interest from all sources	2018-12-31	$2,612
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$155,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$155,520
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$185,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$527,583
Participant contributions at end of year	2018-12-31	$68,131
Participant contributions at beginning of year	2018-12-31	$42,904
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,135
Other income not declared elsewhere	2018-12-31	$9,878
Administrative expenses (other) incurred	2018-12-31	$11,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$350,130
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,191,021
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,840,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,922,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,645,441
Interest on participant loans	2018-12-31	$2,612
Value of interest in common/collective trusts at end of year	2018-12-31	$199,920
Value of interest in common/collective trusts at beginning of year	2018-12-31	$152,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-301,073
Net investment gain or loss from common/collective trusts	2018-12-31	$-9,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$75,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$48,990
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN	2018-12-31	680251243
2017 : P K WILLIS COMPANY INC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$787,547
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$272,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$171,341
Expenses. Certain deemed distributions of participant loans	2017-12-31	$204
Value of total corrective distributions	2017-12-31	$91,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$545,228
Value of total assets at end of year	2017-12-31	$1,840,891
Value of total assets at beginning of year	2017-12-31	$1,325,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,044
Total interest from all sources	2017-12-31	$2,320
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$86,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$86,859
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$133,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$457,414
Participant contributions at end of year	2017-12-31	$42,904
Participant contributions at beginning of year	2017-12-31	$21,597
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$21,758
Other income not declared elsewhere	2017-12-31	$7,274
Administrative expenses (other) incurred	2017-12-31	$10,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$514,893
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,840,891
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,325,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,645,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,204,420
Interest on participant loans	2017-12-31	$2,320
Value of interest in common/collective trusts at end of year	2017-12-31	$152,546
Value of interest in common/collective trusts at beginning of year	2017-12-31	$99,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$129,034
Net investment gain or loss from common/collective trusts	2017-12-31	$16,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$171,341
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN	2017-12-31	680251243
2016 : P K WILLIS COMPANY INC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$544,141
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$103,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$32,880
Expenses. Certain deemed distributions of participant loans	2016-12-31	$195
Value of total corrective distributions	2016-12-31	$64,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$466,448
Value of total assets at end of year	2016-12-31	$1,325,998
Value of total assets at beginning of year	2016-12-31	$885,015
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,081
Total interest from all sources	2016-12-31	$866
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$40,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$40,916
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$89,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$401,497
Participant contributions at end of year	2016-12-31	$21,597
Participant contributions at beginning of year	2016-12-31	$13,890
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,510
Other income not declared elsewhere	2016-12-31	$4,806
Administrative expenses (other) incurred	2016-12-31	$6,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$440,983
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,325,998
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$885,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,204,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$816,183
Interest on participant loans	2016-12-31	$866
Value of interest in common/collective trusts at end of year	2016-12-31	$99,981
Value of interest in common/collective trusts at beginning of year	2016-12-31	$54,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$25,006
Net investment gain or loss from common/collective trusts	2016-12-31	$6,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$58,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$32,880
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CAMPBELL TAYLOR & COMPANY
Accountancy firm EIN	2016-12-31	680251243

Form 5500 Responses for P K WILLIS COMPANY INC 401K PLAN

2022: P K WILLIS COMPANY INC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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: P K WILLIS COMPANY INC 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: P K WILLIS COMPANY INC 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
2019: P K WILLIS COMPANY INC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: P K WILLIS COMPANY INC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: P K WILLIS COMPANY INC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: P K WILLIS COMPANY INC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PATRICK K. WILLIS COMPANY, INC.
Employer identification number (EIN):	943394523
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services