Civic Intelligence

Ben Willis

Plan context: BEN WILLIS CASH BALANCE PLAN

EIN 85-2989002 • Virginia Beach, VA • 8 filings • 4 plans

4389 Virginia Beach BlvdVirginia Beach, VA 23462
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$6,218,997

2024 Contributions

$206,798

Historical Graphs

Total Assets Over Time

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

$6,218,997$3,109,499$0202120232024YearValue
$6,218,997Latest year 2024

Participants Over Time

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

1470202120232024YearValue
11Latest 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
2024211$6,218,997$206,798$18,800iApproximate average salary by contribution assumption: employee only about $469,995 at 4% or $313,330 at 6%; with 50% employer match about $313,330 at 4% or $208,887 at 6%; with 100% employer match about $234,998 at 4% or $156,665 at 6%.
BEN WILLIS CASH BALANCE PLAN-11$4,884,021$86,842$7,895iApproximate average salary by contribution assumption: employee only about $197,368 at 4% or $131,579 at 6%; with 50% employer match about $131,579 at 4% or $87,719 at 6%; with 100% employer match about $98,684 at 4% or $65,789 at 6%.
Ben Willis 401(K) Plan-8$1,334,976$119,956$14,995iApproximate average salary by contribution assumption: employee only about $374,863 at 4% or $249,908 at 6%; with 50% employer match about $249,908 at 4% or $166,606 at 6%; with 100% employer match about $187,431 at 4% or $124,954 at 6%.
2023211$5,294,418$506,068$46,006iApproximate average salary by contribution assumption: employee only about $1,150,155 at 4% or $766,770 at 6%; with 50% employer match about $766,770 at 4% or $511,180 at 6%; with 100% employer match about $575,077 at 4% or $383,385 at 6%.
BEN WILLIS CASH BALANCE PLAN-11$4,212,674$414,435$37,676iApproximate average salary by contribution assumption: employee only about $941,898 at 4% or $627,932 at 6%; with 50% employer match about $627,932 at 4% or $418,621 at 6%; with 100% employer match about $470,949 at 4% or $313,966 at 6%.
Ben Willis 401(K) Plan-10$1,081,744$91,633$9,163iApproximate average salary by contribution assumption: employee only about $229,082 at 4% or $152,722 at 6%; with 50% employer match about $152,722 at 4% or $101,814 at 6%; with 100% employer match about $114,541 at 4% or $76,361 at 6%.
2022214$4,264,550$785,401$56,100iApproximate average salary by contribution assumption: employee only about $1,402,502 at 4% or $935,001 at 6%; with 50% employer match about $935,001 at 4% or $623,334 at 6%; with 100% employer match about $701,251 at 4% or $467,501 at 6%.
BEN WILLIS CASH BALANCE PLAN-12$3,355,854$659,555$54,963iApproximate average salary by contribution assumption: employee only about $1,374,073 at 4% or $916,049 at 6%; with 50% employer match about $916,049 at 4% or $610,699 at 6%; with 100% employer match about $687,036 at 4% or $458,024 at 6%.
Ben Willis 401(K) Plan-14$908,696$125,846$8,989iApproximate average salary by contribution assumption: employee only about $224,725 at 4% or $149,817 at 6%; with 50% employer match about $149,817 at 4% or $99,878 at 6%; with 100% employer match about $112,363 at 4% or $74,908 at 6%.
2021213$4,251,430$844,078$64,929iApproximate average salary by contribution assumption: employee only about $1,623,227 at 4% or $1,082,151 at 6%; with 50% employer match about $1,082,151 at 4% or $721,434 at 6%; with 100% employer match about $811,613 at 4% or $541,076 at 6%.
WILLIS FINANCIAL CORPORATION CASH BALANCE PLAN-13$3,211,461$672,813$51,755iApproximate average salary by contribution assumption: employee only about $1,293,871 at 4% or $862,581 at 6%; with 50% employer match about $862,581 at 4% or $575,054 at 6%; with 100% employer match about $646,936 at 4% or $431,290 at 6%.
Ben Willis 401(K) Plan-13$1,039,969$171,265$13,174iApproximate average salary by contribution assumption: employee only about $329,356 at 4% or $219,571 at 6%; with 50% employer match about $219,571 at 4% or $146,380 at 6%; with 100% employer match about $164,678 at 4% or $109,785 at 6%.