Civic Intelligence

Willis Marketing Inc.

Plan context: Willis Marketing Inc. Retirement Trust

EIN 91-1097631 • Fife, WA • 27 filings • 4 plans

5013 Pacific Highway East, Unit 16Fife, WA 98424
Current Snapshot

Latest Year

2025

2025 Participants

35

2025 Assets

$4,939,053

2025 Contributions

$293,407

Historical Graphs

Total Assets Over Time

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

$4,939,053$2,469,527$0199920132025YearValue
$4,939,053Latest year 2025

Participants Over Time

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

44220199920122025YearValue
35Latest year 2025

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
2025135$4,939,053$293,407$8,383iApproximate average salary by contribution assumption: employee only about $209,576 at 4% or $139,718 at 6%; with 50% employer match about $139,718 at 4% or $93,145 at 6%; with 100% employer match about $104,788 at 4% or $69,859 at 6%.
Willis Marketing Inc. Retirement Trust-35$4,939,053$293,407$8,383iApproximate average salary by contribution assumption: employee only about $209,576 at 4% or $139,718 at 6%; with 50% employer match about $139,718 at 4% or $93,145 at 6%; with 100% employer match about $104,788 at 4% or $69,859 at 6%.
2024132$4,038,825$259,015$8,094iApproximate average salary by contribution assumption: employee only about $202,355 at 4% or $134,904 at 6%; with 50% employer match about $134,904 at 4% or $89,936 at 6%; with 100% employer match about $101,178 at 4% or $67,452 at 6%.
Willis Marketing Inc. Retirement Trust-32$4,038,825$259,015$8,094iApproximate average salary by contribution assumption: employee only about $202,355 at 4% or $134,904 at 6%; with 50% employer match about $134,904 at 4% or $89,936 at 6%; with 100% employer match about $101,178 at 4% or $67,452 at 6%.
2023117$4,691,044$268,929$15,819iApproximate average salary by contribution assumption: employee only about $395,484 at 4% or $263,656 at 6%; with 50% employer match about $263,656 at 4% or $175,771 at 6%; with 100% employer match about $197,742 at 4% or $131,828 at 6%.
Willis Marketing Inc. Retirement Trust-17$4,691,044$268,929$15,819iApproximate average salary by contribution assumption: employee only about $395,484 at 4% or $263,656 at 6%; with 50% employer match about $263,656 at 4% or $175,771 at 6%; with 100% employer match about $197,742 at 4% or $131,828 at 6%.
2022133$4,091,701$444,595$13,473iApproximate average salary by contribution assumption: employee only about $336,814 at 4% or $224,543 at 6%; with 50% employer match about $224,543 at 4% or $149,695 at 6%; with 100% employer match about $168,407 at 4% or $112,271 at 6%.
Willis Marketing Inc. Retirement Trust-33$4,091,701$444,595$13,473iApproximate average salary by contribution assumption: employee only about $336,814 at 4% or $224,543 at 6%; with 50% employer match about $224,543 at 4% or $149,695 at 6%; with 100% employer match about $168,407 at 4% or $112,271 at 6%.
2021132$4,627,676$281,435$8,795iApproximate average salary by contribution assumption: employee only about $219,871 at 4% or $146,581 at 6%; with 50% employer match about $146,581 at 4% or $97,720 at 6%; with 100% employer match about $109,936 at 4% or $73,290 at 6%.
Willis Marketing Inc. Retirement Trust-32$4,627,676$281,435$8,795iApproximate average salary by contribution assumption: employee only about $219,871 at 4% or $146,581 at 6%; with 50% employer match about $146,581 at 4% or $97,720 at 6%; with 100% employer match about $109,936 at 4% or $73,290 at 6%.
2020136$4,066,721$289,620$8,045iApproximate average salary by contribution assumption: employee only about $201,125 at 4% or $134,083 at 6%; with 50% employer match about $134,083 at 4% or $89,389 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%.
Willis Marketing Inc. Retirement Trust-36$4,066,721$289,620$8,045iApproximate average salary by contribution assumption: employee only about $201,125 at 4% or $134,083 at 6%; with 50% employer match about $134,083 at 4% or $89,389 at 6%; with 100% employer match about $100,563 at 4% or $67,042 at 6%.
2019136$3,287,770$246,572$6,849iApproximate average salary by contribution assumption: employee only about $171,231 at 4% or $114,154 at 6%; with 50% employer match about $114,154 at 4% or $76,102 at 6%; with 100% employer match about $85,615 at 4% or $57,077 at 6%.
Willis Marketing Inc. Retirement Trust-36$3,287,770$246,572$6,849iApproximate average salary by contribution assumption: employee only about $171,231 at 4% or $114,154 at 6%; with 50% employer match about $114,154 at 4% or $76,102 at 6%; with 100% employer match about $85,615 at 4% or $57,077 at 6%.
2018134$2,604,061$225,425$6,630iApproximate average salary by contribution assumption: employee only about $165,754 at 4% or $110,502 at 6%; with 50% employer match about $110,502 at 4% or $73,668 at 6%; with 100% employer match about $82,877 at 4% or $55,251 at 6%.
Willis Marketing Inc. Retirement Trust-34$2,604,061$225,425$6,630iApproximate average salary by contribution assumption: employee only about $165,754 at 4% or $110,502 at 6%; with 50% employer match about $110,502 at 4% or $73,668 at 6%; with 100% employer match about $82,877 at 4% or $55,251 at 6%.
2017141$2,648,283$265,232$6,469iApproximate average salary by contribution assumption: employee only about $161,727 at 4% or $107,818 at 6%; with 50% employer match about $107,818 at 4% or $71,879 at 6%; with 100% employer match about $80,863 at 4% or $53,909 at 6%.
Willis Marketing Inc. Retirement Trust-41$2,648,283$265,232$6,469iApproximate average salary by contribution assumption: employee only about $161,727 at 4% or $107,818 at 6%; with 50% employer match about $107,818 at 4% or $71,879 at 6%; with 100% employer match about $80,863 at 4% or $53,909 at 6%.
2016140$2,244,570$215,749$5,394iApproximate average salary by contribution assumption: employee only about $134,843 at 4% or $89,895 at 6%; with 50% employer match about $89,895 at 4% or $59,930 at 6%; with 100% employer match about $67,422 at 4% or $44,948 at 6%.
Willis Marketing Inc. Retirement Trust-40$2,244,570$215,749$5,394iApproximate average salary by contribution assumption: employee only about $134,843 at 4% or $89,895 at 6%; with 50% employer match about $89,895 at 4% or $59,930 at 6%; with 100% employer match about $67,422 at 4% or $44,948 at 6%.
2015140$1,975,416$201,037$5,026iApproximate average salary by contribution assumption: employee only about $125,648 at 4% or $83,765 at 6%; with 50% employer match about $83,765 at 4% or $55,844 at 6%; with 100% employer match about $62,824 at 4% or $41,883 at 6%.
Willis Marketing Inc. Retirement Trust-40$1,975,416$201,037$5,026iApproximate average salary by contribution assumption: employee only about $125,648 at 4% or $83,765 at 6%; with 50% employer match about $83,765 at 4% or $55,844 at 6%; with 100% employer match about $62,824 at 4% or $41,883 at 6%.
2014144$1,918,247$179,097$4,070iApproximate average salary by contribution assumption: employee only about $101,760 at 4% or $67,840 at 6%; with 50% employer match about $67,840 at 4% or $45,227 at 6%; with 100% employer match about $50,880 at 4% or $33,920 at 6%.
Willis Marketing Inc. Retirement Trust-44$1,918,247$179,097$4,070iApproximate average salary by contribution assumption: employee only about $101,760 at 4% or $67,840 at 6%; with 50% employer match about $67,840 at 4% or $45,227 at 6%; with 100% employer match about $50,880 at 4% or $33,920 at 6%.
2013136$1,832,590$180,382$5,011iApproximate average salary by contribution assumption: employee only about $125,265 at 4% or $83,510 at 6%; with 50% employer match about $83,510 at 4% or $55,673 at 6%; with 100% employer match about $62,633 at 4% or $41,755 at 6%.
Willis Marketing Inc. Retirement Trust-36$1,832,590$180,382$5,011iApproximate average salary by contribution assumption: employee only about $125,265 at 4% or $83,510 at 6%; with 50% employer match about $83,510 at 4% or $55,673 at 6%; with 100% employer match about $62,633 at 4% or $41,755 at 6%.
2012134$1,453,318$174,164$5,122iApproximate average salary by contribution assumption: employee only about $128,062 at 4% or $85,375 at 6%; with 50% employer match about $85,375 at 4% or $56,916 at 6%; with 100% employer match about $64,031 at 4% or $42,687 at 6%.
Willis Marketing Inc. Retirement Trust-34$1,453,318$174,164$5,122iApproximate average salary by contribution assumption: employee only about $128,062 at 4% or $85,375 at 6%; with 50% employer match about $85,375 at 4% or $56,916 at 6%; with 100% employer match about $64,031 at 4% or $42,687 at 6%.
2011135$1,231,952$187,446$5,356iApproximate average salary by contribution assumption: employee only about $133,890 at 4% or $89,260 at 6%; with 50% employer match about $89,260 at 4% or $59,507 at 6%; with 100% employer match about $66,945 at 4% or $44,630 at 6%.
Willis Marketing Inc. Retirement Trust-35$1,231,952$187,446$5,356iApproximate average salary by contribution assumption: employee only about $133,890 at 4% or $89,260 at 6%; with 50% employer match about $89,260 at 4% or $59,507 at 6%; with 100% employer match about $66,945 at 4% or $44,630 at 6%.
2010135$1,090,444$154,475$4,414iApproximate average salary by contribution assumption: employee only about $110,339 at 4% or $73,560 at 6%; with 50% employer match about $73,560 at 4% or $49,040 at 6%; with 100% employer match about $55,170 at 4% or $36,780 at 6%.
Willis Marketing Inc. Retirement Trust-35$1,090,444$154,475$4,414iApproximate average salary by contribution assumption: employee only about $110,339 at 4% or $73,560 at 6%; with 50% employer match about $73,560 at 4% or $49,040 at 6%; with 100% employer match about $55,170 at 4% or $36,780 at 6%.
2009133$879,820$154,042$4,668iApproximate average salary by contribution assumption: employee only about $116,698 at 4% or $77,799 at 6%; with 50% employer match about $77,799 at 4% or $51,866 at 6%; with 100% employer match about $58,349 at 4% or $38,899 at 6%.
Willis Marketing Inc. Retirement Trust-33$879,820$154,042$4,668iApproximate average salary by contribution assumption: employee only about $116,698 at 4% or $77,799 at 6%; with 50% employer match about $77,799 at 4% or $51,866 at 6%; with 100% employer match about $58,349 at 4% or $38,899 at 6%.
2008120$556,408$98,191$4,910iApproximate average salary by contribution assumption: employee only about $122,739 at 4% or $81,826 at 6%; with 50% employer match about $81,826 at 4% or $54,551 at 6%; with 100% employer match about $61,369 at 4% or $40,913 at 6%.
Willis Marketing Inc. Retirement Trust-20$556,408$98,191$4,910iApproximate average salary by contribution assumption: employee only about $122,739 at 4% or $81,826 at 6%; with 50% employer match about $81,826 at 4% or $54,551 at 6%; with 100% employer match about $61,369 at 4% or $40,913 at 6%.
2007117$0$0-
Willis Marketing Inc. Retirement Trust-17---
2006118$550,928$63,346$3,519iApproximate average salary by contribution assumption: employee only about $87,981 at 4% or $58,654 at 6%; with 50% employer match about $58,654 at 4% or $39,102 at 6%; with 100% employer match about $43,990 at 4% or $29,327 at 6%.
Willis Marketing Inc. Retirement Trust-18$550,928$63,346$3,519iApproximate average salary by contribution assumption: employee only about $87,981 at 4% or $58,654 at 6%; with 50% employer match about $58,654 at 4% or $39,102 at 6%; with 100% employer match about $43,990 at 4% or $29,327 at 6%.
2005122$465,527$63,595$2,891iApproximate average salary by contribution assumption: employee only about $72,267 at 4% or $48,178 at 6%; with 50% employer match about $48,178 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
Willis Marketing Inc. Retirement Trust-22$465,527$63,595$2,891iApproximate average salary by contribution assumption: employee only about $72,267 at 4% or $48,178 at 6%; with 50% employer match about $48,178 at 4% or $32,119 at 6%; with 100% employer match about $36,134 at 4% or $24,089 at 6%.
2004118$478,989$83,743$4,652iApproximate average salary by contribution assumption: employee only about $116,310 at 4% or $77,540 at 6%; with 50% employer match about $77,540 at 4% or $51,693 at 6%; with 100% employer match about $58,155 at 4% or $38,770 at 6%.
Willis Marketing Inc. Retirement Trust-18$478,989$83,743$4,652iApproximate average salary by contribution assumption: employee only about $116,310 at 4% or $77,540 at 6%; with 50% employer match about $77,540 at 4% or $51,693 at 6%; with 100% employer match about $58,155 at 4% or $38,770 at 6%.
2003117$357,348$65,235$3,837iApproximate average salary by contribution assumption: employee only about $95,934 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%.
Willis Marketing Inc. Retirement Trust-17$357,348$65,235$3,837iApproximate average salary by contribution assumption: employee only about $95,934 at 4% or $63,956 at 6%; with 50% employer match about $63,956 at 4% or $42,637 at 6%; with 100% employer match about $47,967 at 4% or $31,978 at 6%.
2002113$295,031$51,571$3,967iApproximate average salary by contribution assumption: employee only about $99,175 at 4% or $66,117 at 6%; with 50% employer match about $66,117 at 4% or $44,078 at 6%; with 100% employer match about $49,588 at 4% or $33,058 at 6%.
Willis Marketing Inc. 401K Profit Sharing Plan and Trust-13$295,031$51,571$3,967iApproximate average salary by contribution assumption: employee only about $99,175 at 4% or $66,117 at 6%; with 50% employer match about $66,117 at 4% or $44,078 at 6%; with 100% employer match about $49,588 at 4% or $33,058 at 6%.
2001113$294,005$60,986$4,691iApproximate average salary by contribution assumption: employee only about $117,281 at 4% or $78,187 at 6%; with 50% employer match about $78,187 at 4% or $52,125 at 6%; with 100% employer match about $58,640 at 4% or $39,094 at 6%.
Willis Marketing Inc. 401K Profit Sharing Plan and Trust-13$294,005$60,986$4,691iApproximate average salary by contribution assumption: employee only about $117,281 at 4% or $78,187 at 6%; with 50% employer match about $78,187 at 4% or $52,125 at 6%; with 100% employer match about $58,640 at 4% or $39,094 at 6%.
2000112$256,439$36,233$3,019iApproximate average salary by contribution assumption: employee only about $75,485 at 4% or $50,324 at 6%; with 50% employer match about $50,324 at 4% or $33,549 at 6%; with 100% employer match about $37,743 at 4% or $25,162 at 6%.
Willis Marketing Inc. 401K Profit Sharing Plan and Trust-12$256,439$36,233$3,019iApproximate average salary by contribution assumption: employee only about $75,485 at 4% or $50,324 at 6%; with 50% employer match about $50,324 at 4% or $33,549 at 6%; with 100% employer match about $37,743 at 4% or $25,162 at 6%.
1999113$286,280$56,371$4,336iApproximate average salary by contribution assumption: employee only about $108,406 at 4% or $72,271 at 6%; with 50% employer match about $72,271 at 4% or $48,180 at 6%; with 100% employer match about $54,203 at 4% or $36,135 at 6%.
Willis Marketing Inc. 401K Profit Sharing Plan and Trust-13$286,280$56,371$4,336iApproximate average salary by contribution assumption: employee only about $108,406 at 4% or $72,271 at 6%; with 50% employer match about $72,271 at 4% or $48,180 at 6%; with 100% employer match about $54,203 at 4% or $36,135 at 6%.