Wiley X, Inc. 401(K) Plan & Trust — Form 5500 plan (Wiley X, Inc 401(K) Plan & Trust)
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 X, Inc. 401(K) Plan & Trust is a benefit plan reported by Wiley X, Inc 401(K) Plan & Trust under EIN 77-0162376 and plan number 001. The latest loaded filing year is 2023. The filing reports 206 participants and $11,189,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wiley X, Inc 401(K) Plan & Trust
- EIN
- 77-0162376
- Plan number
- 001
- Plan type
- 2
- Location
- Frisco, TX
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $11,189,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241009111645NAL0010558291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,189,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,189,166
- Net assets (BOY)
- $9,081,083
Income & contributions
- Employer contributions
- $167,579
- Participant contributions
- $677,580
- Total contributions
- $890,474
- Total income / additions
- $2,705,594
Expenses & distributions
- Benefits paid
- $519,134
- Administrative expenses
- $63,880
- Total expenses
- $597,511
- Net increase / (decrease)
- $2,108,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,711 | $0 | 2023 |
| Capital Planning Advisors, LLC | INVESTMENT ADVISORY | $0 | $13,318 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $12,333 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wiley X, Inc 401(K) Plan & Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Frisco, TX
- Principal Life Insurance Company — Schedule C compensation
- Capital Planning Advisors, LLC — Schedule C compensation
- Creative Planning, Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation