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NEW WORLD LIBRARY CASH BALANCE PLAN 401k Plan overview

Plan NameNEW WORLD LIBRARY CASH BALANCE PLAN
Plan identification number 002

NEW WORLD LIBRARY CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

Whatever Publishing Incorporated has sponsored the creation of one or more 401k plans.

Company Name:Whatever Publishing Incorporated
Employer identification number (EIN):972740958
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW WORLD LIBRARY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01

Financial Data on NEW WORLD LIBRARY CASH BALANCE PLAN

Measure Date Value
2025 : NEW WORLD LIBRARY CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-140
Total liabilities as of the end of the plan year2025-09-140
Total liabilities as of the beginning of the plan year2025-09-140
Total expenses incurred by plan in this plan year2025-09-14228307
Net assets as of the end of the plan year2025-09-14743339
Total assets as of the beginning of the plan year2025-09-14640833
Value of plan covered by a fidelity bond2025-09-14750000
Participant contributions to plan in this plan year2025-09-140
Other expenses paid from plan in this plan year2025-09-140
Other contributions to plan in this plan year2025-09-140
Other income to plan in this plan year2025-09-1410055
Plan net income in this plan year2025-09-14102506
Net assets as of the end of the plan year2025-09-14743339
Net assets as of the beginning of the plan year2025-09-14640833
Employer contributions to plan in this plan year2025-09-14320758
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-140
2024 : NEW WORLD LIBRARY CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-140
Net assets as of the end of the plan year2024-10-14640833
Total assets as of the beginning of the plan year2024-10-14318917
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-141092
Plan net income in this plan year2024-10-14321916
Net assets as of the end of the plan year2024-10-14640833
Net assets as of the beginning of the plan year2024-10-14318917
Employer contributions to plan in this plan year2024-10-14320824
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140

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