Boice-willis Clinic, P.a. 401(k) Plan: Login, Facts & Contact Information

Boice-willis Clinic, P.a. 401(k) Plan Facts

Plan name
BOICE-WILLIS CLINIC, P.A. 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BOICE-WILLIS CLINIC, P.A.
Participants
399 (290 active employees)
Former employees with a balance
103
Plan assets
$96,990,493 at Dec 31, 2024
Average account balance
$271,682 across 357 accounts
Employer contributions
$2,189,503 in plan year 2024 (55% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1995
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.96 million went into the plan in contributions, $2.19 million of it from the employer (55%).
  • $3.62 million was paid out to participants.
  • Investment and other income added $12.2 million.
  • Administrative expenses were $145,862, about $409 per account.

How the Boice-willis Clinic, P.a. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019431$83.2 million$1.22 million$9.12 million
2020412$96.3 million$2.26 million$7.16 million
2021431$98.2 million$2.16 million$14.0 million
2022391$78.7 million$2.09 million$4.36 million
2023388$84.6 million$2.26 million$11.0 million
2024399$97.0 million$2.19 million$3.62 million

Boice-willis Clinic, P.a. 401(k) Contact Information

Phone
252-937-0200
Mailing address
P.O. BOX 7200 3221 ZEBULON, ROCKY MOUNT NC 27804
Plan sponsor
BOICE-WILLIS CLINIC, P.A.
Employer identification number (EIN)
56-1025986
Plan number
003

Questions about the Boice-willis Clinic, P.a. 401(k)

Does Boice-willis Clinic, P.a contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.19 million, 55% of all contributions.

Does the Boice-willis Clinic, P.a 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Boice-willis Clinic, P.a 401(k) plan?

399 participants at the start of plan year 2024, 290 of them active employees, and 103 former employees who still had money in the plan.

What is the average 401(k) balance at Boice-willis Clinic, P.a?

About $271,682 per account: $97.0 million in plan assets across 357 accounts with a balance at the end of plan year 2024.

Who manages the Boice-willis Clinic, P.a 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Boice-willis Clinic, P.a. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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