2023 Form 5500 filing — Wiley Companies 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015144148NAL0014867011001) for Wiley Companies 401(K) Retirement Plan, reported by Wiley Companies under EIN 31-1011840 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$20.1MReported net assets$20,114,666
Participants276
Provider compensation$46.1K3 Schedule C row(s)$46,108
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015144148NAL0014867011001
- Plan sponsor
- Wiley Companies
- EIN
- 31-1011840
- Plan number
- 001
- Location
- Coshocton, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,114,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,114,666
- Employer contributions
- $722,644
- Participant contributions
- $1,648,978
- Total income / additions
- $5,358,524
- Benefits paid
- $917,834
- Administrative expenses
- $40,371
- Total expenses
- $961,579
- Net increase / (decrease)
- $4,396,945
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,801 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,671 | not reported in the loaded dataset |
| Kline Keppel & Koryak Pc | CONTRACT ADMIN | $3,636 | not reported in the loaded dataset |