JOHN WILEY & SONS, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOHN WILEY & SONS, INC.
Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC.
| Measure | Date | Value |
|---|
| 2023 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-05-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-01 | $19,513 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-01 | $18,999 |
| Total income from all sources (including contributions) | 2023-05-01 | $2,005,508 |
| Total loss/gain on sale of assets | 2023-05-01 | $0 |
| Total of all expenses incurred | 2023-05-01 | $15,044,170 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-01 | $12,330,954 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-01 | $0 |
| Value of total assets at end of year | 2023-05-01 | $173,569,245 |
| Value of total assets at beginning of year | 2023-05-01 | $186,607,393 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-01 | $2,713,216 |
| Total interest from all sources | 2023-05-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-01 | No |
| Was this plan covered by a fidelity bond | 2023-05-01 | Yes |
| Value of fidelity bond cover | 2023-05-01 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-01 | No |
| Administrative expenses (other) incurred | 2023-05-01 | $2,071,212 |
| Liabilities. Value of operating payables at end of year | 2023-05-01 | $19,513 |
| Liabilities. Value of operating payables at beginning of year | 2023-05-01 | $18,999 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-01 | No |
| Value of net income/loss | 2023-05-01 | $-13,038,662 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-01 | $173,549,732 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-01 | $186,588,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-01 | No |
| Investment advisory and management fees | 2023-05-01 | $6,689 |
| Value of interest in common/collective trusts at end of year | 2023-05-01 | $173,569,245 |
| Value of interest in common/collective trusts at beginning of year | 2023-05-01 | $186,607,393 |
| Net investment gain or loss from common/collective trusts | 2023-05-01 | $2,005,508 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-01 | $12,330,954 |
| Did the plan have assets held for investment | 2023-05-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-01 | 1 |
| Accountancy firm name | 2023-05-01 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2023-05-01 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2023-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $18,999 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $18,818 |
| Total income from all sources (including contributions) | 2023-04-30 | $-3,406,629 |
| Total loss/gain on sale of assets | 2023-04-30 | $0 |
| Total of all expenses incurred | 2023-04-30 | $14,441,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $11,894,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $0 |
| Value of total assets at end of year | 2023-04-30 | $186,607,393 |
| Value of total assets at beginning of year | 2023-04-30 | $204,454,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $2,547,015 |
| Total interest from all sources | 2023-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Administrative expenses professional fees incurred | 2023-04-30 | $628,370 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Administrative expenses (other) incurred | 2023-04-30 | $1,913,254 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $18,999 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $18,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $-17,847,712 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $186,588,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $204,436,106 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $5,391 |
| Value of interest in common/collective trusts at end of year | 2023-04-30 | $186,607,393 |
| Value of interest in common/collective trusts at beginning of year | 2023-04-30 | $204,454,924 |
| Net investment gain or loss from common/collective trusts | 2023-04-30 | $-3,406,629 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-04-30 | $11,894,068 |
| Did the plan have assets held for investment | 2023-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2023-04-30 | 222027092 |
| 2022 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-05-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-01 | $18,999 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-01 | $18,818 |
| Total income from all sources (including contributions) | 2022-05-01 | $-3,406,629 |
| Total loss/gain on sale of assets | 2022-05-01 | $0 |
| Total of all expenses incurred | 2022-05-01 | $14,441,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-01 | $11,894,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-01 | $0 |
| Value of total assets at end of year | 2022-05-01 | $186,607,393 |
| Value of total assets at beginning of year | 2022-05-01 | $204,454,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-01 | $2,547,015 |
| Total interest from all sources | 2022-05-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-01 | No |
| Administrative expenses professional fees incurred | 2022-05-01 | $628,370 |
| Was this plan covered by a fidelity bond | 2022-05-01 | Yes |
| Value of fidelity bond cover | 2022-05-01 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-01 | No |
| Administrative expenses (other) incurred | 2022-05-01 | $1,913,254 |
| Liabilities. Value of operating payables at end of year | 2022-05-01 | $18,999 |
| Liabilities. Value of operating payables at beginning of year | 2022-05-01 | $18,818 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Value of net income/loss | 2022-05-01 | $-17,847,712 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-01 | $186,588,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-01 | $204,436,106 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-01 | No |
| Investment advisory and management fees | 2022-05-01 | $5,391 |
| Value of interest in common/collective trusts at end of year | 2022-05-01 | $186,607,393 |
| Value of interest in common/collective trusts at beginning of year | 2022-05-01 | $204,454,924 |
| Net investment gain or loss from common/collective trusts | 2022-05-01 | $-3,406,629 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-01 | $11,894,068 |
| Did the plan have assets held for investment | 2022-05-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-01 | 1 |
| Accountancy firm name | 2022-05-01 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2022-05-01 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2022-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $18,818 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $46,909 |
| Total income from all sources (including contributions) | 2022-04-30 | $-19,739,133 |
| Total loss/gain on sale of assets | 2022-04-30 | $0 |
| Total of all expenses incurred | 2022-04-30 | $13,160,268 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $11,416,342 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $0 |
| Value of total assets at end of year | 2022-04-30 | $204,454,924 |
| Value of total assets at beginning of year | 2022-04-30 | $237,382,416 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $1,743,926 |
| Total interest from all sources | 2022-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Administrative expenses professional fees incurred | 2022-04-30 | $741,092 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Administrative expenses (other) incurred | 2022-04-30 | $977,889 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $18,818 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $46,909 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-32,899,401 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $204,436,106 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $237,335,507 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $24,945 |
| Value of interest in common/collective trusts at end of year | 2022-04-30 | $204,454,924 |
| Value of interest in common/collective trusts at beginning of year | 2022-04-30 | $237,382,416 |
| Net investment gain or loss from common/collective trusts | 2022-04-30 | $-19,739,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-04-30 | $11,416,342 |
| Did the plan have assets held for investment | 2022-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2022-04-30 | 222027092 |
| 2021 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $46,909 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $26,151 |
| Total income from all sources (including contributions) | 2021-04-30 | $36,930,754 |
| Total loss/gain on sale of assets | 2021-04-30 | $0 |
| Total of all expenses incurred | 2021-04-30 | $13,514,518 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $11,377,105 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $0 |
| Value of total assets at end of year | 2021-04-30 | $237,382,416 |
| Value of total assets at beginning of year | 2021-04-30 | $213,945,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $2,137,413 |
| Total interest from all sources | 2021-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $189,282 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $189,282 |
| Administrative expenses professional fees incurred | 2021-04-30 | $1,038,676 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Administrative expenses (other) incurred | 2021-04-30 | $1,075,994 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $46,909 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $26,151 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $23,416,236 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $237,335,507 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $213,919,271 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $22,743 |
| Value of interest in common/collective trusts at end of year | 2021-04-30 | $237,382,416 |
| Value of interest in common/collective trusts at beginning of year | 2021-04-30 | $102,980,744 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-04-30 | $110,964,678 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $1,294,681 |
| Net investment gain or loss from common/collective trusts | 2021-04-30 | $14,164,913 |
| Net gain/loss from 103.12 investment entities | 2021-04-30 | $21,281,878 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-04-30 | $11,377,105 |
| Did the plan have assets held for investment | 2021-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Disclaimer |
| Accountancy firm name | 2021-04-30 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2021-04-30 | 222027092 |
| 2020 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $26,151 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $56,213 |
| Total income from all sources (including contributions) | 2020-04-30 | $13,812,205 |
| Total loss/gain on sale of assets | 2020-04-30 | $0 |
| Total of all expenses incurred | 2020-04-30 | $13,464,546 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $11,326,938 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $0 |
| Value of total assets at end of year | 2020-04-30 | $213,945,422 |
| Value of total assets at beginning of year | 2020-04-30 | $213,627,825 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $2,137,608 |
| Total interest from all sources | 2020-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Administrative expenses professional fees incurred | 2020-04-30 | $145,987 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Administrative expenses (other) incurred | 2020-04-30 | $925,095 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $26,151 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $56,213 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $347,659 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $213,919,271 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $213,571,612 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $1,066,526 |
| Value of interest in common/collective trusts at end of year | 2020-04-30 | $102,980,744 |
| Value of interest in common/collective trusts at beginning of year | 2020-04-30 | $104,137,860 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-04-30 | $110,964,678 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-04-30 | $109,489,965 |
| Net investment gain or loss from common/collective trusts | 2020-04-30 | $26,846,870 |
| Net gain/loss from 103.12 investment entities | 2020-04-30 | $-13,034,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $11,326,938 |
| Did the plan have assets held for investment | 2020-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Disclaimer |
| Accountancy firm name | 2020-04-30 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2020-04-30 | 222027092 |
| 2019 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $56,213 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $117,824 |
| Total income from all sources (including contributions) | 2019-04-30 | $11,654,591 |
| Total loss/gain on sale of assets | 2019-04-30 | $0 |
| Total of all expenses incurred | 2019-04-30 | $12,948,308 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $11,060,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $0 |
| Value of total assets at end of year | 2019-04-30 | $213,627,825 |
| Value of total assets at beginning of year | 2019-04-30 | $214,983,153 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $1,887,691 |
| Total interest from all sources | 2019-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Administrative expenses professional fees incurred | 2019-04-30 | $208,652 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Administrative expenses (other) incurred | 2019-04-30 | $786,794 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $56,213 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $117,824 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $-1,293,717 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $213,571,612 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $214,865,329 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Investment advisory and management fees | 2019-04-30 | $892,245 |
| Value of interest in common/collective trusts at end of year | 2019-04-30 | $104,137,860 |
| Value of interest in common/collective trusts at beginning of year | 2019-04-30 | $109,049,725 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-04-30 | $109,489,965 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-04-30 | $95,933,428 |
| Net investment gain or loss from common/collective trusts | 2019-04-30 | $7,258,956 |
| Net gain/loss from 103.12 investment entities | 2019-04-30 | $4,395,635 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $10,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $11,060,617 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Disclaimer |
| Accountancy firm name | 2019-04-30 | WITHUMSMITH+BROWN, PC |
| Accountancy firm EIN | 2019-04-30 | 222027092 |
| 2018 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $117,824 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $120,610 |
| Total income from all sources (including contributions) | 2018-04-30 | $27,321,999 |
| Total loss/gain on sale of assets | 2018-04-30 | $0 |
| Total of all expenses incurred | 2018-04-30 | $12,337,465 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $10,370,419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $10,000,000 |
| Value of total assets at end of year | 2018-04-30 | $214,983,153 |
| Value of total assets at beginning of year | 2018-04-30 | $200,001,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $1,967,046 |
| Total interest from all sources | 2018-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Administrative expenses professional fees incurred | 2018-04-30 | $180,176 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Administrative expenses (other) incurred | 2018-04-30 | $864,934 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $117,824 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $120,610 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $14,984,534 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $214,865,329 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $199,880,795 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Investment advisory and management fees | 2018-04-30 | $921,936 |
| Value of interest in common/collective trusts at end of year | 2018-04-30 | $109,049,725 |
| Value of interest in common/collective trusts at beginning of year | 2018-04-30 | $200,001,405 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-04-30 | $95,933,428 |
| Net investment gain or loss from common/collective trusts | 2018-04-30 | $21,247,426 |
| Net gain/loss from 103.12 investment entities | 2018-04-30 | $-3,925,427 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $10,000,000 |
| Employer contributions (assets) at end of year | 2018-04-30 | $10,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-04-30 | $10,370,419 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Disclaimer |
| Accountancy firm name | 2018-04-30 | KPMG LLP |
| Accountancy firm EIN | 2018-04-30 | 135565207 |
| 2017 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $120,610 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $152,884 |
| Total income from all sources (including contributions) | 2017-04-30 | $19,992,498 |
| Total loss/gain on sale of assets | 2017-04-30 | $0 |
| Total of all expenses incurred | 2017-04-30 | $40,881,855 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $38,267,511 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $0 |
| Value of total assets at end of year | 2017-04-30 | $200,001,405 |
| Value of total assets at beginning of year | 2017-04-30 | $220,923,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $2,614,344 |
| Total interest from all sources | 2017-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Administrative expenses professional fees incurred | 2017-04-30 | $601,387 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-04-30 | $12,483 |
| Administrative expenses (other) incurred | 2017-04-30 | $1,065,900 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $120,610 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $152,884 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $-20,889,357 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $199,880,795 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $220,770,152 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Investment advisory and management fees | 2017-04-30 | $947,057 |
| Value of interest in common/collective trusts at end of year | 2017-04-30 | $200,001,405 |
| Value of interest in common/collective trusts at beginning of year | 2017-04-30 | $215,910,553 |
| Net investment gain or loss from common/collective trusts | 2017-04-30 | $19,992,498 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $5,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-04-30 | $38,267,511 |
| Did the plan have assets held for investment | 2017-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Disclaimer |
| Accountancy firm name | 2017-04-30 | KPMG LLP |
| Accountancy firm EIN | 2017-04-30 | 135565207 |
| 2016 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $152,884 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $162,817 |
| Total income from all sources (including contributions) | 2016-04-30 | $8,954,853 |
| Total loss/gain on sale of assets | 2016-04-30 | $0 |
| Total of all expenses incurred | 2016-04-30 | $10,988,299 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $8,939,368 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $5,000,000 |
| Value of total assets at end of year | 2016-04-30 | $220,923,036 |
| Value of total assets at beginning of year | 2016-04-30 | $222,966,415 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $2,048,931 |
| Total interest from all sources | 2016-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Administrative expenses professional fees incurred | 2016-04-30 | $234,715 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-04-30 | $12,483 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-04-30 | $0 |
| Administrative expenses (other) incurred | 2016-04-30 | $850,551 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $152,884 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $162,817 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $-2,033,446 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $220,770,152 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $222,803,598 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Investment advisory and management fees | 2016-04-30 | $963,665 |
| Value of interest in common/collective trusts at end of year | 2016-04-30 | $215,910,553 |
| Value of interest in common/collective trusts at beginning of year | 2016-04-30 | $222,966,415 |
| Net investment gain or loss from common/collective trusts | 2016-04-30 | $3,954,853 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $5,000,000 |
| Employer contributions (assets) at end of year | 2016-04-30 | $5,000,000 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-30 | $8,939,368 |
| Did the plan have assets held for investment | 2016-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Disclaimer |
| Accountancy firm name | 2016-04-30 | KPMG LLP |
| Accountancy firm EIN | 2016-04-30 | 135565207 |
| 2015 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $162,817 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $125,944 |
| Total income from all sources (including contributions) | 2015-04-30 | $24,705,063 |
| Total loss/gain on sale of assets | 2015-04-30 | $0 |
| Total of all expenses incurred | 2015-04-30 | $9,761,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $8,185,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $0 |
| Value of total assets at end of year | 2015-04-30 | $222,966,415 |
| Value of total assets at beginning of year | 2015-04-30 | $207,986,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $1,575,992 |
| Total interest from all sources | 2015-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Administrative expenses professional fees incurred | 2015-04-30 | $249,711 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Other income not declared elsewhere | 2015-04-30 | $305 |
| Administrative expenses (other) incurred | 2015-04-30 | $338,499 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $162,817 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $125,944 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $14,943,108 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $222,803,598 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $207,860,490 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Investment advisory and management fees | 2015-04-30 | $987,782 |
| Value of interest in common/collective trusts at end of year | 2015-04-30 | $222,966,415 |
| Value of interest in common/collective trusts at beginning of year | 2015-04-30 | $207,986,434 |
| Net investment gain or loss from common/collective trusts | 2015-04-30 | $24,704,758 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-04-30 | $8,185,963 |
| Did the plan have assets held for investment | 2015-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Disclaimer |
| Accountancy firm name | 2015-04-30 | KPMG LLP |
| Accountancy firm EIN | 2015-04-30 | 135565207 |
| 2014 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $125,944 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $168,753 |
| Total income from all sources (including contributions) | 2014-04-30 | $23,812,155 |
| Total loss/gain on sale of assets | 2014-04-30 | $0 |
| Total of all expenses incurred | 2014-04-30 | $8,310,024 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $6,642,020 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $0 |
| Value of total assets at end of year | 2014-04-30 | $207,986,434 |
| Value of total assets at beginning of year | 2014-04-30 | $192,527,112 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $1,668,004 |
| Total interest from all sources | 2014-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Administrative expenses professional fees incurred | 2014-04-30 | $511,509 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Other income not declared elsewhere | 2014-04-30 | $43 |
| Administrative expenses (other) incurred | 2014-04-30 | $230,811 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $125,944 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $168,753 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $15,502,131 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $207,860,490 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $192,358,359 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Investment advisory and management fees | 2014-04-30 | $925,684 |
| Value of interest in common/collective trusts at end of year | 2014-04-30 | $207,986,434 |
| Value of interest in common/collective trusts at beginning of year | 2014-04-30 | $186,527,112 |
| Net investment gain or loss from common/collective trusts | 2014-04-30 | $23,812,112 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $6,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-04-30 | $6,642,020 |
| Did the plan have assets held for investment | 2014-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Disclaimer |
| Accountancy firm name | 2014-04-30 | KPMG LLP |
| Accountancy firm EIN | 2014-04-30 | 135565207 |
| 2013 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $168,753 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $128,742 |
| Total income from all sources (including contributions) | 2013-04-30 | $32,485,980 |
| Total loss/gain on sale of assets | 2013-04-30 | $0 |
| Total of all expenses incurred | 2013-04-30 | $7,105,434 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $5,741,119 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $9,000,000 |
| Value of total assets at end of year | 2013-04-30 | $192,527,112 |
| Value of total assets at beginning of year | 2013-04-30 | $167,106,555 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $1,364,315 |
| Total interest from all sources | 2013-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Administrative expenses professional fees incurred | 2013-04-30 | $364,837 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Other income not declared elsewhere | 2013-04-30 | $559 |
| Administrative expenses (other) incurred | 2013-04-30 | $137,305 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $168,753 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $128,742 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $25,380,546 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $192,358,359 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $166,977,813 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Investment advisory and management fees | 2013-04-30 | $862,173 |
| Value of interest in common/collective trusts at end of year | 2013-04-30 | $186,527,112 |
| Value of interest in common/collective trusts at beginning of year | 2013-04-30 | $160,395,897 |
| Net investment gain or loss from common/collective trusts | 2013-04-30 | $23,485,421 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $9,000,000 |
| Employer contributions (assets) at end of year | 2013-04-30 | $6,000,000 |
| Employer contributions (assets) at beginning of year | 2013-04-30 | $6,710,658 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-04-30 | $5,741,119 |
| Did the plan have assets held for investment | 2013-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Disclaimer |
| Accountancy firm name | 2013-04-30 | KPMG LLP |
| Accountancy firm EIN | 2013-04-30 | 135565207 |
| 2012 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $128,742 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $138,589 |
| Total income from all sources (including contributions) | 2012-04-30 | $27,987,247 |
| Total loss/gain on sale of assets | 2012-04-30 | $0 |
| Total of all expenses incurred | 2012-04-30 | $6,451,920 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $5,315,039 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $17,168,706 |
| Value of total assets at end of year | 2012-04-30 | $167,106,555 |
| Value of total assets at beginning of year | 2012-04-30 | $145,581,075 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $1,136,881 |
| Total interest from all sources | 2012-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Administrative expenses professional fees incurred | 2012-04-30 | $255,612 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-04-30 | $2,046 |
| Other income not declared elsewhere | 2012-04-30 | $3,661 |
| Administrative expenses (other) incurred | 2012-04-30 | $132,685 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $128,742 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $138,589 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $21,535,327 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $166,977,813 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $145,442,486 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Investment advisory and management fees | 2012-04-30 | $748,584 |
| Value of interest in common/collective trusts at end of year | 2012-04-30 | $160,395,897 |
| Value of interest in common/collective trusts at beginning of year | 2012-04-30 | $144,884,531 |
| Net investment gain or loss from common/collective trusts | 2012-04-30 | $10,814,880 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $17,168,706 |
| Employer contributions (assets) at end of year | 2012-04-30 | $6,710,658 |
| Employer contributions (assets) at beginning of year | 2012-04-30 | $694,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-04-30 | $5,315,039 |
| Did the plan have assets held for investment | 2012-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Disclaimer |
| Accountancy firm name | 2012-04-30 | KPMG LLP |
| Accountancy firm EIN | 2012-04-30 | 135565207 |
| 2011 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-04-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $138,589 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $87,295 |
| Total income from all sources (including contributions) | 2011-04-30 | $31,835,215 |
| Total loss/gain on sale of assets | 2011-04-30 | $0 |
| Total of all expenses incurred | 2011-04-30 | $5,606,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $4,615,436 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $11,525,402 |
| Value of total assets at end of year | 2011-04-30 | $145,581,075 |
| Value of total assets at beginning of year | 2011-04-30 | $119,301,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $991,273 |
| Total interest from all sources | 2011-04-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-04-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Administrative expenses professional fees incurred | 2011-04-30 | $187,046 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $5,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-04-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-04-30 | $2,046 |
| Other income not declared elsewhere | 2011-04-30 | $3,747 |
| Administrative expenses (other) incurred | 2011-04-30 | $149,331 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $138,589 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $87,295 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $26,228,506 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $145,442,486 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $119,213,980 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Investment advisory and management fees | 2011-04-30 | $654,896 |
| Value of interest in common/collective trusts at end of year | 2011-04-30 | $144,884,531 |
| Value of interest in common/collective trusts at beginning of year | 2011-04-30 | $119,301,275 |
| Net investment gain or loss from common/collective trusts | 2011-04-30 | $20,306,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $11,525,402 |
| Employer contributions (assets) at end of year | 2011-04-30 | $694,498 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-04-30 | $4,615,436 |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Disclaimer |
| Accountancy firm name | 2011-04-30 | KPMG LLP |
| Accountancy firm EIN | 2011-04-30 | 135565207 |
| 2010 : EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC. 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-04-30 | $0 |
