Original filing (PDF)20250717092304NAL0000009235003

WILLBANKS & ASSOCIATES, INC.

Name: WILLBANKS & ASSOCIATES, INC. — WILLBANKS & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: WILLBANKS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WILLBANKS & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLBANKS & ASSOCIATES, INC..

Plan sponsor

Name

WILLBANKS & ASSOCIATES, INC.

EIN

74-1965971

Address

735 BUFFALO RUN · MISSOURI CITY, TX · 77489

Phone

(713) 640-2710

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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