Wiley Companies 401(K) Retirement Plan — Form 5500 plan (Wiley Companies)
Plain-English plan 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, Wiley Companies 401(K) Retirement Plan is a benefit plan reported by Wiley Companies under EIN 31-1011840 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $20,114,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiley Companies
- EIN
- 31-1011840
- Plan number
- 001
- Plan type
- 2
- Location
- Coshocton, OH
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $20,114,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015144148NAL0014867011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,114,666
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,114,666
- Net assets (BOY)
- $15,717,721
Income & contributions
- Employer contributions
- $722,644
- Participant contributions
- $1,648,978
- Total contributions
- $2,541,401
- Total income / additions
- $5,358,524
Expenses & distributions
- Benefits paid
- $917,834
- Administrative expenses
- $40,371
- Total expenses
- $961,579
- Net increase / (decrease)
- $4,396,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,801 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,671 | not reported in the loaded dataset | 2023 |
| Kline Keppel & Koryak Pc | CONTRACT ADMIN | $3,636 | not reported in the loaded dataset | 2023 |