Original filing (PDF)20250212174055NAL0035839776001

WILLITTS EQUIPMENT CO., INC.

Name: WILLITTS EQUIPMENT CO., INC. — WILLITTS EQUIPMENT CO., INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: WILLITTS EQUIPMENT CO., INC.

Form 5500-SF

FILING_RECEIVED

WILLITTS EQUIPMENT CO., INC. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Signals · 1

Late filing · 17.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLITTS EQUIPMENT CO., INC..

Plan sponsor

Name

WILLITTS EQUIPMENT CO., INC.

EIN

77-0313221

Address

30548 ROAD 196 · EXETER, CA · 93221

Phone

(559) 594-5020

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-10-01

Tax period

2022-09-30

Filed

2025-02-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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