How big is James E Willis MD PC's plan?

James E Willis MD PC's plan reported $4.0M in assets and 3 participants for 2024.

Original filing (PDF)20250514143239NAL0028189280001

James E Willis MD PC

Name: James E Willis MD PC — James E Willis MD PC 401(k), Form 5500 (2024)
Creator: James E Willis MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James E Willis MD PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James E Willis MD PC's James E Willis MD PC 401(k) Profit Sharing Plan & Trust held $4.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

James E Willis signed James E Willis MD PC's 2024 Form 5500 as plan administrator.

James E Willis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James E Willis MD PC's EIN is 16-1491976.

EIN 16-1491976

Plan number 001

Plan year 2024

ACK ID 20250514143239NAL0028189280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James E Willis MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James E Willis MD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES E WILLIS MD PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

JAMES E WILLIS MD PC

EIN

all filings

Address

19436 HOWELL DR STE A · WATERTOWN, NY · 136016923

Phone

(315) 786-2000

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator