Wiley & Wilson, Inc. Employee Stock Ownership And Savings Plan — Form 5500 plan (Wiley & Wilson, Inc.)

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 & Wilson, Inc. Employee Stock Ownership And Savings Plan is a benefit plan reported by Wiley & Wilson, Inc. under EIN 54-0922889 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $92,415,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wiley & Wilson, Inc.
EIN
54-0922889
Plan number
001
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
317
End-of-year plan assets
$92,415,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240715065145NAL0000986913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,415,668
Total liabilities (EOY)
$4,371,367
Net assets (EOY)
$88,044,301
Net assets (BOY)
$79,434,386

Income & contributions

Employer contributions
$3,792,189
Participant contributions
$1,973,957
Total contributions
$5,922,545
Total income / additions
$16,871,708

Expenses & distributions

Benefits paid
$7,952,639
Administrative expenses
$161,069
Total expenses
$8,261,793
Net increase / (decrease)
$8,609,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyNONE$96,062not reported in the loaded dataset2023
Commonwealth Equity Services, IncNONE$64,577not reported in the loaded dataset2023

Related Form 5500 pages