Civic Intelligence

The Wills Group, Inc.

Plan context: The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan

EIN 52-1461039 • 78 filings • 10 plans

Current Snapshot

Latest Year

2024

2024 Participants

758

2024 Assets

$45,824,889

2024 Contributions

$4,316,269

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$79,839,373$39,919,687$0199920122024YearValue
$45,824,889Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7583790199920122024YearValue
758Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242758$45,824,889$4,316,269$5,694iApproximate average salary by contribution assumption: employee only about $142,357 at 4% or $94,905 at 6%; with 50% employer match about $94,905 at 4% or $63,270 at 6%; with 100% employer match about $71,179 at 4% or $47,452 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-758$45,824,889$4,316,269$5,694iApproximate average salary by contribution assumption: employee only about $142,357 at 4% or $94,905 at 6%; with 50% employer match about $94,905 at 4% or $63,270 at 6%; with 100% employer match about $71,179 at 4% or $47,452 at 6%.
The Wills Group Inc. Flexible Benefits Plan-437---
20233631$41,998,965$8,642,411$13,696iApproximate average salary by contribution assumption: employee only about $342,409 at 4% or $228,273 at 6%; with 50% employer match about $228,273 at 4% or $152,182 at 6%; with 100% employer match about $171,205 at 4% or $114,136 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-631$41,998,965$6,893,608$10,925iApproximate average salary by contribution assumption: employee only about $273,122 at 4% or $182,082 at 6%; with 50% employer match about $182,082 at 4% or $121,388 at 6%; with 100% employer match about $136,561 at 4% or $91,041 at 6%.
The Wills Group Inc. Flexible Benefits Plan-396---
The Wills Group Inc. Employees Pension Plan-0-$1,748,803-
20224470$79,839,373$12,446,924$26,483iApproximate average salary by contribution assumption: employee only about $662,070 at 4% or $441,380 at 6%; with 50% employer match about $441,380 at 4% or $294,254 at 6%; with 100% employer match about $331,035 at 4% or $220,690 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-464$36,358,812$6,223,462$13,413iApproximate average salary by contribution assumption: employee only about $335,316 at 4% or $223,544 at 6%; with 50% employer match about $223,544 at 4% or $149,029 at 6%; with 100% employer match about $167,658 at 4% or $111,772 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-470$36,358,812$6,223,462$13,241iApproximate average salary by contribution assumption: employee only about $331,035 at 4% or $220,690 at 6%; with 50% employer match about $220,690 at 4% or $147,127 at 6%; with 100% employer match about $165,518 at 4% or $110,345 at 6%.
The Wills Group Inc. Employees Pension Plan-12$7,121,749--
The Wills Group Inc. Flexible Benefits Plan-268---
20213317$50,091,756$4,735,887$14,940iApproximate average salary by contribution assumption: employee only about $373,493 at 4% or $248,995 at 6%; with 50% employer match about $248,995 at 4% or $165,997 at 6%; with 100% employer match about $186,746 at 4% or $124,498 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-317$38,805,115$4,735,887$14,940iApproximate average salary by contribution assumption: employee only about $373,493 at 4% or $248,995 at 6%; with 50% employer match about $248,995 at 4% or $165,997 at 6%; with 100% employer match about $186,746 at 4% or $124,498 at 6%.
The Wills Group Inc. Employees Pension Plan-12$11,286,641--
The Wills Group Inc. Flexible Benefits Plan-205---
20203342$44,087,273$4,242,531$12,405iApproximate average salary by contribution assumption: employee only about $310,127 at 4% or $206,751 at 6%; with 50% employer match about $206,751 at 4% or $137,834 at 6%; with 100% employer match about $155,063 at 4% or $103,376 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-342$32,521,207$3,992,531$11,674iApproximate average salary by contribution assumption: employee only about $291,852 at 4% or $194,568 at 6%; with 50% employer match about $194,568 at 4% or $129,712 at 6%; with 100% employer match about $145,926 at 4% or $97,284 at 6%.
The Wills Group Inc. Employees Pension Plan-14$11,566,066$250,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
The Wills Group Inc. Flexible Benefits Plan-179---
20193351$39,918,242$3,922,400$11,175iApproximate average salary by contribution assumption: employee only about $279,373 at 4% or $186,249 at 6%; with 50% employer match about $186,249 at 4% or $124,166 at 6%; with 100% employer match about $139,687 at 4% or $93,124 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-351$29,037,547$3,674,958$10,470iApproximate average salary by contribution assumption: employee only about $261,749 at 4% or $174,499 at 6%; with 50% employer match about $174,499 at 4% or $116,333 at 6%; with 100% employer match about $130,875 at 4% or $87,250 at 6%.
The Wills Group Inc. Employees Pension Plan-15$10,880,695$247,442$16,496iApproximate average salary by contribution assumption: employee only about $412,403 at 4% or $274,936 at 6%; with 50% employer match about $274,936 at 4% or $183,290 at 6%; with 100% employer match about $206,202 at 4% or $137,468 at 6%.
The Wills Group Inc. Flexible Benefits Plan-163---
20183420$36,019,386$3,561,061$8,479iApproximate average salary by contribution assumption: employee only about $211,968 at 4% or $141,312 at 6%; with 50% employer match about $141,312 at 4% or $94,208 at 6%; with 100% employer match about $105,984 at 4% or $70,656 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-420$25,799,067$3,561,061$8,479iApproximate average salary by contribution assumption: employee only about $211,968 at 4% or $141,312 at 6%; with 50% employer match about $141,312 at 4% or $94,208 at 6%; with 100% employer match about $105,984 at 4% or $70,656 at 6%.
The Wills Group Inc. Employees Pension Plan-39$10,220,319--
The Wills Group Inc. Flexible Benefits Plan-301---
20173352$38,639,394$6,059,071$17,213iApproximate average salary by contribution assumption: employee only about $430,332 at 4% or $286,888 at 6%; with 50% employer match about $286,888 at 4% or $191,259 at 6%; with 100% employer match about $215,166 at 4% or $143,444 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-352$26,562,482$3,858,743$10,962iApproximate average salary by contribution assumption: employee only about $274,058 at 4% or $182,706 at 6%; with 50% employer match about $182,706 at 4% or $121,804 at 6%; with 100% employer match about $137,029 at 4% or $91,353 at 6%.
The Wills Group Inc. Employees Pension Plan-47$12,076,912$2,200,328$46,815iApproximate average salary by contribution assumption: employee only about $1,170,387 at 4% or $780,258 at 6%; with 50% employer match about $780,258 at 4% or $520,172 at 6%; with 100% employer match about $585,194 at 4% or $390,129 at 6%.
The Wills Group Inc. Flexible Benefits Plan-264---
20163281$33,466,004$6,588,514$23,447iApproximate average salary by contribution assumption: employee only about $586,167 at 4% or $390,778 at 6%; with 50% employer match about $390,778 at 4% or $260,519 at 6%; with 100% employer match about $293,083 at 4% or $195,389 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-281$21,480,848$2,937,484$10,454iApproximate average salary by contribution assumption: employee only about $261,342 at 4% or $174,228 at 6%; with 50% employer match about $174,228 at 4% or $116,152 at 6%; with 100% employer match about $130,671 at 4% or $87,114 at 6%.
The Wills Group Inc. Employees Pension Plan-53$11,985,156$3,651,030$68,887iApproximate average salary by contribution assumption: employee only about $1,722,184 at 4% or $1,148,123 at 6%; with 50% employer match about $1,148,123 at 4% or $765,415 at 6%; with 100% employer match about $861,092 at 4% or $574,061 at 6%.
The Wills Group Inc. Flexible Benefits Plan-234---
20153260$26,028,687$3,528,280$13,570iApproximate average salary by contribution assumption: employee only about $339,258 at 4% or $226,172 at 6%; with 50% employer match about $226,172 at 4% or $150,781 at 6%; with 100% employer match about $169,629 at 4% or $113,086 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-260$19,515,424$2,691,760$10,353iApproximate average salary by contribution assumption: employee only about $258,823 at 4% or $172,549 at 6%; with 50% employer match about $172,549 at 4% or $115,032 at 6%; with 100% employer match about $129,412 at 4% or $86,274 at 6%.
The Wills Group Inc. Employees Pension Plan-68$6,513,263$836,520$12,302iApproximate average salary by contribution assumption: employee only about $307,544 at 4% or $205,029 at 6%; with 50% employer match about $205,029 at 4% or $136,686 at 6%; with 100% employer match about $153,772 at 4% or $102,515 at 6%.
The Wills Group Inc. Flexible Benefits Plan-223---
20143247$24,514,261$3,372,929$13,656iApproximate average salary by contribution assumption: employee only about $341,390 at 4% or $227,593 at 6%; with 50% employer match about $227,593 at 4% or $151,729 at 6%; with 100% employer match about $170,695 at 4% or $113,797 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-247$17,971,121$2,489,522$10,079iApproximate average salary by contribution assumption: employee only about $251,976 at 4% or $167,984 at 6%; with 50% employer match about $167,984 at 4% or $111,989 at 6%; with 100% employer match about $125,988 at 4% or $83,992 at 6%.
The Wills Group Inc. Employees Pension Plan-73$6,543,140$883,407$12,101iApproximate average salary by contribution assumption: employee only about $302,537 at 4% or $201,691 at 6%; with 50% employer match about $201,691 at 4% or $134,461 at 6%; with 100% employer match about $151,268 at 4% or $100,846 at 6%.
The Wills Group Inc. Flexible Benefits Plan-206---
20133231$21,230,818$2,840,443$12,296iApproximate average salary by contribution assumption: employee only about $307,407 at 4% or $204,938 at 6%; with 50% employer match about $204,938 at 4% or $136,625 at 6%; with 100% employer match about $153,704 at 4% or $102,469 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-231$15,352,221$2,350,127$10,174iApproximate average salary by contribution assumption: employee only about $254,343 at 4% or $169,562 at 6%; with 50% employer match about $169,562 at 4% or $113,041 at 6%; with 100% employer match about $127,171 at 4% or $84,781 at 6%.
The Wills Group Inc. Employees Pension Plan-75$5,878,597$490,316$6,538iApproximate average salary by contribution assumption: employee only about $163,439 at 4% or $108,959 at 6%; with 50% employer match about $108,959 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,480 at 6%.
The Wills Group Inc. Flexible Benefits Plan-195---
20123287$18,866,797$2,553,351$8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,209 at 4% or $74,139 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-287$13,599,335$2,103,351$7,329iApproximate average salary by contribution assumption: employee only about $183,219 at 4% or $122,146 at 6%; with 50% employer match about $122,146 at 4% or $81,431 at 6%; with 100% employer match about $91,609 at 4% or $61,073 at 6%.
The Wills Group Inc. Employees Pension Plan-113$5,267,462$450,000$3,982iApproximate average salary by contribution assumption: employee only about $99,558 at 4% or $66,372 at 6%; with 50% employer match about $66,372 at 4% or $44,248 at 6%; with 100% employer match about $49,779 at 4% or $33,186 at 6%.
The Wills Group Inc. Flexible Benefits Plan-227---
20113306$16,388,179$1,683,341$5,501iApproximate average salary by contribution assumption: employee only about $137,528 at 4% or $91,685 at 6%; with 50% employer match about $91,685 at 4% or $61,123 at 6%; with 100% employer match about $68,764 at 4% or $45,843 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-306$11,726,360$1,663,341$5,436iApproximate average salary by contribution assumption: employee only about $135,894 at 4% or $90,596 at 6%; with 50% employer match about $90,596 at 4% or $60,397 at 6%; with 100% employer match about $67,947 at 4% or $45,298 at 6%.
The Wills Group Inc. Employees Pension Plan-131$4,661,819$20,000$153iApproximate average salary by contribution assumption: employee only about $3,817 at 4% or $2,545 at 6%; with 50% employer match about $2,545 at 4% or $1,696 at 6%; with 100% employer match about $1,908 at 4% or $1,272 at 6%.
The Wills Group Inc. Flexible Benefits Plan-218---
20103337$17,083,367$1,656,095$4,914iApproximate average salary by contribution assumption: employee only about $122,856 at 4% or $81,904 at 6%; with 50% employer match about $81,904 at 4% or $54,603 at 6%; with 100% employer match about $61,428 at 4% or $40,952 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-337$11,647,966$1,656,095$4,914iApproximate average salary by contribution assumption: employee only about $122,856 at 4% or $81,904 at 6%; with 50% employer match about $81,904 at 4% or $54,603 at 6%; with 100% employer match about $61,428 at 4% or $40,952 at 6%.
The Wills Group Inc. Employees Pension Plan-141$5,435,401--
The Wills Group Inc. Flexible Benefits Plan-243---
20093350$15,176,052$2,267,200$6,478iApproximate average salary by contribution assumption: employee only about $161,943 at 4% or $107,962 at 6%; with 50% employer match about $107,962 at 4% or $71,975 at 6%; with 100% employer match about $80,971 at 4% or $53,981 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-350$9,984,491$1,267,200$3,621iApproximate average salary by contribution assumption: employee only about $90,514 at 4% or $60,343 at 6%; with 50% employer match about $60,343 at 4% or $40,229 at 6%; with 100% employer match about $45,257 at 4% or $30,171 at 6%.
The Wills Group Inc. Employees Pension Plan-175$5,191,561$1,000,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
The Wills Group Inc. Flexible Benefits Plan-237---
20083531$12,659,135$2,452,258$4,618iApproximate average salary by contribution assumption: employee only about $115,455 at 4% or $76,970 at 6%; with 50% employer match about $76,970 at 4% or $51,313 at 6%; with 100% employer match about $57,727 at 4% or $38,485 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-531$8,404,403$1,452,258$2,735iApproximate average salary by contribution assumption: employee only about $68,374 at 4% or $45,582 at 6%; with 50% employer match about $45,582 at 4% or $30,388 at 6%; with 100% employer match about $34,187 at 4% or $22,791 at 6%.
The Wills Group Inc. Employees Pension Plan-203$4,254,732$1,000,000$4,926iApproximate average salary by contribution assumption: employee only about $123,153 at 4% or $82,102 at 6%; with 50% employer match about $82,102 at 4% or $54,735 at 6%; with 100% employer match about $61,576 at 4% or $41,051 at 6%.
The Wills Group Inc. Flexible Benefits Plan-268---
20073381$15,137,625$1,624,531$4,264iApproximate average salary by contribution assumption: employee only about $106,597 at 4% or $71,064 at 6%; with 50% employer match about $71,064 at 4% or $47,376 at 6%; with 100% employer match about $53,298 at 4% or $35,532 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-381$10,286,661$1,374,531$3,608iApproximate average salary by contribution assumption: employee only about $90,192 at 4% or $60,128 at 6%; with 50% employer match about $60,128 at 4% or $40,085 at 6%; with 100% employer match about $45,096 at 4% or $30,064 at 6%.
The Wills Group Inc. Employees Pension Plan-244$4,850,964$250,000$1,025iApproximate average salary by contribution assumption: employee only about $25,615 at 4% or $17,077 at 6%; with 50% employer match about $17,077 at 4% or $11,384 at 6%; with 100% employer match about $12,807 at 4% or $8,538 at 6%.
The Wills Group Inc. Flexible Benefits Plan-260---
20063377$14,851,847$1,337,819$3,549iApproximate average salary by contribution assumption: employee only about $88,715 at 4% or $59,143 at 6%; with 50% employer match about $59,143 at 4% or $39,429 at 6%; with 100% employer match about $44,357 at 4% or $29,572 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-377$9,856,949$1,337,819$3,549iApproximate average salary by contribution assumption: employee only about $88,715 at 4% or $59,143 at 6%; with 50% employer match about $59,143 at 4% or $39,429 at 6%; with 100% employer match about $44,357 at 4% or $29,572 at 6%.
The Wills Group Inc. Employees Pension Plan-275$4,994,898--
The Wills Group Inc. Flexible Benefits Plan-255---
20053395$14,306,454$1,743,808$4,415iApproximate average salary by contribution assumption: employee only about $110,368 at 4% or $73,578 at 6%; with 50% employer match about $73,578 at 4% or $49,052 at 6%; with 100% employer match about $55,184 at 4% or $36,789 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-395$8,920,472$1,118,808$2,832iApproximate average salary by contribution assumption: employee only about $70,811 at 4% or $47,207 at 6%; with 50% employer match about $47,207 at 4% or $31,471 at 6%; with 100% employer match about $35,405 at 4% or $23,604 at 6%.
The Wills Group Inc. Employees Pension Plan-275$5,385,982$625,000$2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%.
The Wills Group Inc. Flexible Benefits Plan-194---
20043415$12,966,798$1,446,134$3,485iApproximate average salary by contribution assumption: employee only about $87,117 at 4% or $58,078 at 6%; with 50% employer match about $58,078 at 4% or $38,718 at 6%; with 100% employer match about $43,558 at 4% or $29,039 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-415$8,085,147$1,046,134$2,521iApproximate average salary by contribution assumption: employee only about $63,020 at 4% or $42,013 at 6%; with 50% employer match about $42,013 at 4% or $28,009 at 6%; with 100% employer match about $31,510 at 4% or $21,007 at 6%.
The Wills Group Inc. Employees Pension Plan-296$4,881,651$400,000$1,351iApproximate average salary by contribution assumption: employee only about $33,784 at 4% or $22,523 at 6%; with 50% employer match about $22,523 at 4% or $15,015 at 6%; with 100% employer match about $16,892 at 4% or $11,261 at 6%.
The Wills Group Inc. Flexible Benefits Plan-195---
20033354$11,527,517$1,060,762$2,997iApproximate average salary by contribution assumption: employee only about $74,913 at 4% or $49,942 at 6%; with 50% employer match about $49,942 at 4% or $33,294 at 6%; with 100% employer match about $37,456 at 4% or $24,971 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-354$6,950,865$860,762$2,432iApproximate average salary by contribution assumption: employee only about $60,788 at 4% or $40,526 at 6%; with 50% employer match about $40,526 at 4% or $27,017 at 6%; with 100% employer match about $30,394 at 4% or $20,263 at 6%.
The Wills Group Inc. Employees Pension Plan-328$4,576,652$200,000$610iApproximate average salary by contribution assumption: employee only about $15,244 at 4% or $10,163 at 6%; with 50% employer match about $10,163 at 4% or $6,775 at 6%; with 100% employer match about $7,622 at 4% or $5,081 at 6%.
The Wills Group Inc. Flexible Benefits Plan-212---
20023379$9,592,838$1,432,295$3,779iApproximate average salary by contribution assumption: employee only about $94,479 at 4% or $62,986 at 6%; with 50% employer match about $62,986 at 4% or $41,990 at 6%; with 100% employer match about $47,239 at 4% or $31,493 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-379$5,688,619$1,002,295$2,645iApproximate average salary by contribution assumption: employee only about $66,114 at 4% or $44,076 at 6%; with 50% employer match about $44,076 at 4% or $29,384 at 6%; with 100% employer match about $33,057 at 4% or $22,038 at 6%.
The Wills Group Inc. Employees Pension Plan-312$3,904,219$430,000$1,378iApproximate average salary by contribution assumption: employee only about $34,455 at 4% or $22,970 at 6%; with 50% employer match about $22,970 at 4% or $15,313 at 6%; with 100% employer match about $17,228 at 4% or $11,485 at 6%.
The Wills Group Inc. Flexible Benefits Plan-211---
20013398$3,844,858$0-
The Wills Group Inc. Employees Pension Plan-315$3,844,858--
GROUP LIFE AND HEALTH PLAN-278---
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-398---
20004445$0$0-
GROUP LIFE AND HEALTH PLAN-271---
The Wills Group Inc. Employees Pension Plan-306---
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-445---
LONG TERM DISABILITY PLAN-174---
19992346$9,778,089$1,109,236$3,206iApproximate average salary by contribution assumption: employee only about $80,147 at 4% or $53,431 at 6%; with 50% employer match about $53,431 at 4% or $35,621 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%.
The H. S. Swann, James W. Wills, Jr., Employees Value Sharing Opportunity Plan-346$5,443,158$1,109,236$3,206iApproximate average salary by contribution assumption: employee only about $80,147 at 4% or $53,431 at 6%; with 50% employer match about $53,431 at 4% or $35,621 at 6%; with 100% employer match about $40,074 at 4% or $26,716 at 6%.
The Wills Group Inc. Employees Pension Plan-308$4,334,931--