Willis Custom Yachts LLC
Plan context: WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 86-2030031 • Stuart, FL • 8 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
122
2025 Assets
$1,170,365
2025 Contributions
$262,904
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 122 | $1,170,365 | $262,904 | $2,155iApproximate average salary by contribution assumption: employee only about $53,874 at 4% or $35,916 at 6%; with 50% employer match about $35,916 at 4% or $23,944 at 6%; with 100% employer match about $26,937 at 4% or $17,958 at 6%. |
| WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 55 | $1,170,365 | $262,904 | $4,780iApproximate average salary by contribution assumption: employee only about $119,502 at 4% or $79,668 at 6%; with 50% employer match about $79,668 at 4% or $53,112 at 6%; with 100% employer match about $59,751 at 4% or $39,834 at 6%. |
| Willis Custom Yachts Welfare Benefits Plan | - | 122 | - | - | - |
| 2024 | 2 | 148 | $917,802 | $244,762 | $1,654iApproximate average salary by contribution assumption: employee only about $41,345 at 4% or $27,563 at 6%; with 50% employer match about $27,563 at 4% or $18,376 at 6%; with 100% employer match about $20,672 at 4% or $13,782 at 6%. |
| WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 52 | $917,802 | $244,762 | $4,707iApproximate average salary by contribution assumption: employee only about $117,674 at 4% or $78,449 at 6%; with 50% employer match about $78,449 at 4% or $52,300 at 6%; with 100% employer match about $58,837 at 4% or $39,225 at 6%. |
| Willis Custom Yachts Welfare Benefits Plan | - | 148 | - | - | - |
| 2023 | 2 | 120 | $684,958 | $276,524 | $2,304iApproximate average salary by contribution assumption: employee only about $57,609 at 4% or $38,406 at 6%; with 50% employer match about $38,406 at 4% or $25,604 at 6%; with 100% employer match about $28,805 at 4% or $19,203 at 6%. |
| WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 51 | $684,958 | $276,524 | $5,422iApproximate average salary by contribution assumption: employee only about $135,551 at 4% or $90,367 at 6%; with 50% employer match about $90,367 at 4% or $60,245 at 6%; with 100% employer match about $67,775 at 4% or $45,184 at 6%. |
| Willis Custom Yachts Welfare Benefits Plan | - | 120 | - | - | - |
| 2022 | 1 | 37 | $334,357 | $337,113 | $9,111iApproximate average salary by contribution assumption: employee only about $227,779 at 4% or $151,853 at 6%; with 50% employer match about $151,853 at 4% or $101,235 at 6%; with 100% employer match about $113,890 at 4% or $75,926 at 6%. |
| WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 37 | $334,357 | $337,113 | $9,111iApproximate average salary by contribution assumption: employee only about $227,779 at 4% or $151,853 at 6%; with 50% employer match about $151,853 at 4% or $101,235 at 6%; with 100% employer match about $113,890 at 4% or $75,926 at 6%. |
| 2021 | 1 | 19 | $18,125 | $18,113 | $953iApproximate average salary by contribution assumption: employee only about $23,833 at 4% or $15,889 at 6%; with 50% employer match about $15,889 at 4% or $10,592 at 6%; with 100% employer match about $11,916 at 4% or $7,944 at 6%. |
| WILLIS CUSTOM YACHTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 19 | $18,125 | $18,113 | $953iApproximate average salary by contribution assumption: employee only about $23,833 at 4% or $15,889 at 6%; with 50% employer match about $15,889 at 4% or $10,592 at 6%; with 100% employer match about $11,916 at 4% or $7,944 at 6%. |