How big is Charles E. Willis, II, M.D., P.A.'s plan?

Charles E. Willis, II, M.D., P.A.'s plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20251013122222NAL0002768642001

Charles E. Willis, II, M.D., P.A.

Name: Charles E. Willis, II, M.D., P.A. — Charles E., Form 5500 (2024)
Creator: Charles E. Willis, II, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles E. Willis, II, M.D. 401(k) Plan

401(k) retirement plan · Charles E. Willis, II, M.D., P.A.'s Charles E. Willis, II, M.D. 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Charles E. Willis, II, M.D., P.A.'s EIN is 75-2891790.

EIN 75-2891790

Plan number 001

Plan year 2024

ACK ID 20251013122222NAL0002768642001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles E. Willis, II, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles E. Willis, II, M.D., P.A.'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 CHARLES E. WILLIS, II, M.D., P.A..

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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 (96th percentile).

Plan sponsor

Name

CHARLES E. WILLIS, II, M.D., P.A.

EIN

all filings

Address

1205 NOBLE WAY · FLOWER MOUND, TX · 75022

Phone

(214) 623-0550

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator