?>
Logo

EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 401k Plan overview

Plan NameEMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION
Plan identification number 002

EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WILEY & WILSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILEY & WILSON, INC.
Employer identification number (EIN):540922889
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about WILEY & WILSON, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1972-12-05
Company Identification Number: 0142194
Legal Registered Office Address: 127 NATIONWIDE DRIVE
127 NATIONWIDE DR
LYNCHBURG
United States of America (USA)
24502

More information about WILEY & WILSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-10-01MAC FRANKFORT MAC FRANKFORT2018-01-30
0022015-10-01MAC FRANKFORT MAC FRANKFORT2017-05-11
0022014-10-01MAC FRANKFORT MAC FRANKFORT2016-02-22
0022013-10-01MAC FRANKFORT MAC FRANKFORT2015-04-29
0022012-10-01MAC FRANKFORT MAC FRANKFORT2014-03-24
0022011-10-01MAC FRANKFORT MAC FRANKFORT2013-04-26
0022009-10-01MAC FRANKFORT MAC FRANKFORT2011-02-28

Plan Statistics for EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION

401k plan membership statisitcs for EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION

Measure Date Value
2016: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2016 401k membership
Total participants, beginning-of-year2016-10-01113
Total number of active participants reported on line 7a of the Form 55002016-10-010
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-010
2015: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2015 401k membership
Total participants, beginning-of-year2015-10-01118
Total number of active participants reported on line 7a of the Form 55002015-10-0126
Number of retired or separated participants receiving benefits2015-10-0139
Number of other retired or separated participants entitled to future benefits2015-10-0132
Total of all active and inactive participants2015-10-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-0116
Total participants2015-10-01113
2014: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2014 401k membership
Total participants, beginning-of-year2014-10-01124
Total number of active participants reported on line 7a of the Form 55002014-10-0129
Number of retired or separated participants receiving benefits2014-10-0139
Number of other retired or separated participants entitled to future benefits2014-10-0133
Total of all active and inactive participants2014-10-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-0117
Total participants2014-10-01118
2013: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2013 401k membership
Total participants, beginning-of-year2013-10-01127
Total number of active participants reported on line 7a of the Form 55002013-10-0130
Number of retired or separated participants receiving benefits2013-10-0142
Number of other retired or separated participants entitled to future benefits2013-10-0135
Total of all active and inactive participants2013-10-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-0117
Total participants2013-10-01124
2012: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2012 401k membership
Total participants, beginning-of-year2012-10-01129
Total number of active participants reported on line 7a of the Form 55002012-10-0135
Number of retired or separated participants receiving benefits2012-10-0143
Number of other retired or separated participants entitled to future benefits2012-10-0132
Total of all active and inactive participants2012-10-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-0117
Total participants2012-10-01127
2011: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2011 401k membership
Total participants, beginning-of-year2011-10-01135
Total number of active participants reported on line 7a of the Form 55002011-10-0136
Number of retired or separated participants receiving benefits2011-10-0142
Number of other retired or separated participants entitled to future benefits2011-10-0133
Total of all active and inactive participants2011-10-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-0118
Total participants2011-10-01129
2009: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2009 401k membership
Total participants, beginning-of-year2009-10-01155
Total number of active participants reported on line 7a of the Form 55002009-10-0144
Number of retired or separated participants receiving benefits2009-10-0142
Number of other retired or separated participants entitled to future benefits2009-10-0139
Total of all active and inactive participants2009-10-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-0117
Total participants2009-10-01142

Financial Data on EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION

Measure Date Value
2017 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$35,000
Total income from all sources (including contributions)2017-06-30$14,583
Total of all expenses incurred2017-06-30$5,893,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,893,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$4,947
Value of total assets at beginning of year2017-06-30$5,913,906
Total interest from all sources2017-06-30$9,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Liabilities. Value of operating payables at beginning of year2017-06-30$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-5,878,906
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,878,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$4,290,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$4,290,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$9,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$4,947
Employer contributions (assets) at beginning of year2017-06-30$1,623,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,893,489
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DAVIDSON DOYLE & HILTON, LLP
Accountancy firm EIN2017-06-30541953476
2016 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$35,000
Total income from all sources (including contributions)2016-09-30$2,016,543
Total loss/gain on sale of assets2016-09-30$406,213
Total of all expenses incurred2016-09-30$775,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$699,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,743,268
Value of total assets at end of year2016-09-30$5,913,906
Value of total assets at beginning of year2016-09-30$4,638,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$76,226
Total interest from all sources2016-09-30$3,783
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$137,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$137,319
Administrative expenses professional fees incurred2016-09-30$9,750
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Liabilities. Value of operating payables at end of year2016-09-30$35,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$1,240,735
Value of net assets at end of year (total assets less liabilities)2016-09-30$5,878,906
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$4,638,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$59,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$4,282,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$4,290,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$111,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$111,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$3,783
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$26,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$-274,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30Yes
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$1,743,268
Employer contributions (assets) at end of year2016-09-30$1,623,268
Employer contributions (assets) at beginning of year2016-09-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$672,912
Contract administrator fees2016-09-30$6,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-30$194,849
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Aggregate proceeds on sale of assets2016-09-30$5,264,909
Aggregate carrying amount (costs) on sale of assets2016-09-30$4,858,696
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30DAVIDSON DOYLE & HILTON, LLP
Accountancy firm EIN2016-09-30541953476
2015 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2015 401k financial data
Total income from all sources (including contributions)2015-09-30$201,912
Total loss/gain on sale of assets2015-09-30$65,759
Total of all expenses incurred2015-09-30$736,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$692,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$200,000
Value of total assets at end of year2015-09-30$4,638,171
Value of total assets at beginning of year2015-09-30$5,172,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$43,667
Total interest from all sources2015-09-30$5,951
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$170,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$170,055
Administrative expenses professional fees incurred2015-09-30$9,150
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-534,101
Value of net assets at end of year (total assets less liabilities)2015-09-30$4,638,171
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$5,172,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$4,282,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$4,715,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$111,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$88,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$88,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$5,951
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$16,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-239,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30Yes
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$200,000
Employer contributions (assets) at end of year2015-09-30$50,000
Employer contributions (assets) at beginning of year2015-09-30$172,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$675,644
Contract administrator fees2015-09-30$34,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2015-09-30$194,849
Assets. Corporate common stocks other than exployer securities at beginning of year2015-09-30$196,392
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Aggregate proceeds on sale of assets2015-09-30$1,187,366
Aggregate carrying amount (costs) on sale of assets2015-09-30$1,121,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30DAVIDSON DOYLE & HILTON, LLP
Accountancy firm EIN2015-09-30541953476
2014 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2014 401k financial data
Total income from all sources (including contributions)2014-09-30$781,393
Total loss/gain on sale of assets2014-09-30$-9,216
Total of all expenses incurred2014-09-30$490,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$446,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$430,000
Value of total assets at end of year2014-09-30$5,172,272
Value of total assets at beginning of year2014-09-30$4,881,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$43,741
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$181,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$181,062
Administrative expenses professional fees incurred2014-09-30$9,575
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$290,996
Value of net assets at end of year (total assets less liabilities)2014-09-30$5,172,272
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$4,881,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$4,715,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$4,426,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$88,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$154,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$154,122
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$12,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$179,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30Yes
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$430,000
Employer contributions (assets) at end of year2014-09-30$172,000
Employer contributions (assets) at beginning of year2014-09-30$126,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$433,762
Contract administrator fees2014-09-30$34,166
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$196,392
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$174,426
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$1,705,483
Aggregate carrying amount (costs) on sale of assets2014-09-30$1,714,699
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30DAVIDSON DOYLE & HILTON, LLP
Accountancy firm EIN2014-09-30541953476
2013 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2013 401k financial data
Total income from all sources (including contributions)2013-09-30$583,780
Total loss/gain on sale of assets2013-09-30$46,930
Total of all expenses incurred2013-09-30$445,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$402,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$366,000
Value of total assets at end of year2013-09-30$4,881,276
Value of total assets at beginning of year2013-09-30$4,742,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$42,483
Total interest from all sources2013-09-30$2,888
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$162,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$162,567
Administrative expenses professional fees incurred2013-09-30$9,850
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$138,310
Value of net assets at end of year (total assets less liabilities)2013-09-30$4,881,276
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,742,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$4,426,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$4,341,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$154,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$56,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$56,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$2,888
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$18,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$5,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30Yes
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$366,000
Employer contributions (assets) at end of year2013-09-30$126,000
Employer contributions (assets) at beginning of year2013-09-30$202,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$384,000
Contract administrator fees2013-09-30$32,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$174,426
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$142,662
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$744,925
Aggregate carrying amount (costs) on sale of assets2013-09-30$697,995
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30DAVIDSON DOYLE & HILTON, LLP
Accountancy firm EIN2013-09-30541953476
2012 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2012 401k financial data
Total income from all sources (including contributions)2012-09-30$1,036,554
Total loss/gain on sale of assets2012-09-30$169,437
Total of all expenses incurred2012-09-30$664,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$623,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$506,250
Value of total assets at end of year2012-09-30$4,742,966
Value of total assets at beginning of year2012-09-30$4,370,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$41,217
Total interest from all sources2012-09-30$3,943
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$164,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$10,300
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$372,239
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,742,966
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,370,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$4,341,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$3,486,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$56,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$137,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$137,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$3,943
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$20,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$192,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30Yes
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$506,250
Employer contributions (assets) at end of year2012-09-30$202,500
Employer contributions (assets) at beginning of year2012-09-30$150,000
Income. Dividends from common stock2012-09-30$164,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$602,542
Contract administrator fees2012-09-30$30,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$142,662
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$596,940
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$1,919,972
Aggregate carrying amount (costs) on sale of assets2012-09-30$1,750,535
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30DAVIDSON, DOYLE & HILTON, LLP
Accountancy firm EIN2012-09-30541953476
2011 : EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2011 401k financial data
Total income from all sources (including contributions)2011-09-30$477,882
Total loss/gain on sale of assets2011-09-30$61,207
Total of all expenses incurred2011-09-30$797,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$761,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$375,000
Value of total assets at end of year2011-09-30$4,370,726
Value of total assets at beginning of year2011-09-30$4,690,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$35,415
Total interest from all sources2011-09-30$160
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$166,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$10,125
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-319,490
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,370,726
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,690,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$3,486,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$3,859,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$137,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$85,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$85,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$160
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$19,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-124,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30Yes
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$375,000
Employer contributions (assets) at end of year2011-09-30$150,000
Employer contributions (assets) at beginning of year2011-09-30$75,000
Income. Dividends from common stock2011-09-30$166,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$742,110
Contract administrator fees2011-09-30$25,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-09-30No
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$596,940
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$670,771
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$1,175,063
Aggregate carrying amount (costs) on sale of assets2011-09-30$1,113,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30DAVIDSON, DOYLE & HILTON, LLP
Accountancy firm EIN2011-09-30541953476

Form 5500 Responses for EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION

2016: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01This submission is the final filingYes
2016-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-10-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2016-10-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES PENSION PLAN OF WILEY & WILSON, A PROFESSIONAL CORPORATION 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3