The Willis Firm PC
Plan context: The Willis Firm PC 401(K) Plan
EIN 80-0042147 • Fairhope, AL • 13 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$470,482
2024 Contributions
$17,099
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $470,482 | $17,099 | $2,443iApproximate average salary by contribution assumption: employee only about $61,068 at 4% or $40,712 at 6%; with 50% employer match about $40,712 at 4% or $27,141 at 6%; with 100% employer match about $30,534 at 4% or $20,356 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 7 | $470,482 | $17,099 | $2,443iApproximate average salary by contribution assumption: employee only about $61,068 at 4% or $40,712 at 6%; with 50% employer match about $40,712 at 4% or $27,141 at 6%; with 100% employer match about $30,534 at 4% or $20,356 at 6%. |
| 2023 | 1 | 7 | $410,402 | $36,484 | $5,212iApproximate average salary by contribution assumption: employee only about $130,300 at 4% or $86,867 at 6%; with 50% employer match about $86,867 at 4% or $57,911 at 6%; with 100% employer match about $65,150 at 4% or $43,433 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 7 | $410,402 | $36,484 | $5,212iApproximate average salary by contribution assumption: employee only about $130,300 at 4% or $86,867 at 6%; with 50% employer match about $86,867 at 4% or $57,911 at 6%; with 100% employer match about $65,150 at 4% or $43,433 at 6%. |
| 2022 | 1 | 7 | $305,957 | $38,990 | $5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 7 | $305,957 | $38,990 | $5,570iApproximate average salary by contribution assumption: employee only about $139,250 at 4% or $92,833 at 6%; with 50% employer match about $92,833 at 4% or $61,889 at 6%; with 100% employer match about $69,625 at 4% or $46,417 at 6%. |
| 2021 | 1 | 6 | $315,084 | $33,205 | $5,534iApproximate average salary by contribution assumption: employee only about $138,354 at 4% or $92,236 at 6%; with 50% employer match about $92,236 at 4% or $61,491 at 6%; with 100% employer match about $69,177 at 4% or $46,118 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 6 | $315,084 | $33,205 | $5,534iApproximate average salary by contribution assumption: employee only about $138,354 at 4% or $92,236 at 6%; with 50% employer match about $92,236 at 4% or $61,491 at 6%; with 100% employer match about $69,177 at 4% or $46,118 at 6%. |
| 2020 | 1 | 6 | $246,092 | $33,365 | $5,561iApproximate average salary by contribution assumption: employee only about $139,021 at 4% or $92,681 at 6%; with 50% employer match about $92,681 at 4% or $61,787 at 6%; with 100% employer match about $69,510 at 4% or $46,340 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 6 | $246,092 | $33,365 | $5,561iApproximate average salary by contribution assumption: employee only about $139,021 at 4% or $92,681 at 6%; with 50% employer match about $92,681 at 4% or $61,787 at 6%; with 100% employer match about $69,510 at 4% or $46,340 at 6%. |
| 2019 | 1 | 7 | $195,181 | $56,455 | $8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 7 | $195,181 | $56,455 | $8,065iApproximate average salary by contribution assumption: employee only about $201,625 at 4% or $134,417 at 6%; with 50% employer match about $134,417 at 4% or $89,611 at 6%; with 100% employer match about $100,813 at 4% or $67,208 at 6%. |
| 2018 | 1 | 5 | $111,901 | $23,291 | $4,658iApproximate average salary by contribution assumption: employee only about $116,455 at 4% or $77,637 at 6%; with 50% employer match about $77,637 at 4% or $51,758 at 6%; with 100% employer match about $58,228 at 4% or $38,818 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 5 | $111,901 | $23,291 | $4,658iApproximate average salary by contribution assumption: employee only about $116,455 at 4% or $77,637 at 6%; with 50% employer match about $77,637 at 4% or $51,758 at 6%; with 100% employer match about $58,228 at 4% or $38,818 at 6%. |
| 2017 | 1 | 5 | $107,341 | $0 | - |
| The Willis Firm PC 401(K) Plan | - | 5 | $107,341 | - | - |
| 2016 | 1 | 5 | $104,511 | $25,188 | $5,038iApproximate average salary by contribution assumption: employee only about $125,940 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 5 | $104,511 | $25,188 | $5,038iApproximate average salary by contribution assumption: employee only about $125,940 at 4% or $83,960 at 6%; with 50% employer match about $83,960 at 4% or $55,973 at 6%; with 100% employer match about $62,970 at 4% or $41,980 at 6%. |
| 2015 | 1 | 4 | $71,171 | $5,000 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 4 | $71,171 | $5,000 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| 2014 | 1 | 4 | $67,528 | $67,811 | $16,953iApproximate average salary by contribution assumption: employee only about $423,819 at 4% or $282,546 at 6%; with 50% employer match about $282,546 at 4% or $188,364 at 6%; with 100% employer match about $211,909 at 4% or $141,273 at 6%. |
| The Willis Firm PC 401(K) Plan | - | 4 | $67,528 | $67,811 | $16,953iApproximate average salary by contribution assumption: employee only about $423,819 at 4% or $282,546 at 6%; with 50% employer match about $282,546 at 4% or $188,364 at 6%; with 100% employer match about $211,909 at 4% or $141,273 at 6%. |
| 2013 | 1 | 4 | $0 | $0 | - |
| The Willis Firm PC 401(K) Plan | - | 4 | $0 | - | - |
| 2012 | 1 | 0 | $0 | $0 | - |
| The Willis Firm PC 401(K) Plan | - | 0 | $0 | $0 | - |