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Plan Name | JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JOHN WILEY & SONS, INC. |
Employer identification number (EIN): | 135593032 |
NAIC Classification: | 511130 |
NAIC Description: | Book Publishers |
Additional information about JOHN WILEY & SONS, INC.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1904-01-15 |
Company Identification Number: | 25324 |
Legal Registered Office Address: |
80 STATE STREET New York ALBANY United States of America (USA) 12207 |
More information about JOHN WILEY & SONS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | KEVIN MONACO | KEVIN MONACO | 2019-07-01 | |
002 | 2017-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2018-07-31 | |
002 | 2016-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2017-07-13 | |
002 | 2015-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2016-08-02 | |
002 | 2014-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2015-07-13 | |
002 | 2013-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2014-07-18 | |
002 | 2012-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2013-07-10 | |
002 | 2011-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2012-07-11 | |
002 | 2009-01-01 | VINCENT MARZANO | VINCENT MARZANO | 2010-07-01 |
Measure | Date | Value |
---|---|---|
2022: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 5,227 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,565 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2,489 |
Total of all active and inactive participants | 2022-01-01 | 6,118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 13 |
Total participants | 2022-01-01 | 6,131 |
Number of participants with account balances | 2022-01-01 | 6,063 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,634 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,130 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,034 |
Total of all active and inactive participants | 2021-01-01 | 5,215 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 12 |
Total participants | 2021-01-01 | 5,227 |
Number of participants with account balances | 2021-01-01 | 5,084 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 3,988 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,660 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,916 |
Total of all active and inactive participants | 2020-01-01 | 4,623 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 11 |
Total participants | 2020-01-01 | 4,634 |
Number of participants with account balances | 2020-01-01 | 4,541 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,900 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,084 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,848 |
Total of all active and inactive participants | 2019-01-01 | 3,979 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 3,988 |
Number of participants with account balances | 2019-01-01 | 3,951 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3,935 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,058 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,796 |
Total of all active and inactive participants | 2018-01-01 | 3,892 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 8 |
Total participants | 2018-01-01 | 3,900 |
Number of participants with account balances | 2018-01-01 | 3,858 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,958 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,014 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,887 |
Total of all active and inactive participants | 2017-01-01 | 3,930 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 3,935 |
Number of participants with account balances | 2017-01-01 | 3,913 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3,990 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,193 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,738 |
Total of all active and inactive participants | 2016-01-01 | 3,951 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 3,958 |
Number of participants with account balances | 2016-01-01 | 3,931 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4,372 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,333 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,637 |
Total of all active and inactive participants | 2015-01-01 | 3,986 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 4 |
Total participants | 2015-01-01 | 3,990 |
Number of participants with account balances | 2015-01-01 | 3,971 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,831 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,632 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,720 |
Total of all active and inactive participants | 2014-01-01 | 4,365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 7 |
Total participants | 2014-01-01 | 4,372 |
Number of participants with account balances | 2014-01-01 | 4,316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,352 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,443 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,376 |
Total of all active and inactive participants | 2013-01-01 | 3,824 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 7 |
Total participants | 2013-01-01 | 3,831 |
Number of participants with account balances | 2013-01-01 | 3,737 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 137 |
2012: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,467 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,346 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 997 |
Total of all active and inactive participants | 2012-01-01 | 3,346 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 6 |
Total participants | 2012-01-01 | 3,352 |
Number of participants with account balances | 2012-01-01 | 3,310 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 92 |
2011: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,334 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,630 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 829 |
Total of all active and inactive participants | 2011-01-01 | 3,461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 6 |
Total participants | 2011-01-01 | 3,467 |
Number of participants with account balances | 2011-01-01 | 3,282 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 63 |
2009: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 3,257 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,723 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 684 |
Total of all active and inactive participants | 2009-01-01 | 3,408 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 7 |
Total participants | 2009-01-01 | 3,415 |
Number of participants with account balances | 2009-01-01 | 3,308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 41 |
Measure | Date | Value |
---|---|---|
2022 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $2,098,421 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-69,213,349 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $47,095,426 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $46,871,258 |
Value of total corrective distributions | 2022-12-31 | $17,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $48,653,522 |
Value of total assets at end of year | 2022-12-31 | $561,621,928 |
Value of total assets at beginning of year | 2022-12-31 | $675,832,282 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $206,512 |
Total interest from all sources | 2022-12-31 | $138,032 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $12,550,257 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $12,550,257 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $28,108,520 |
Participant contributions at end of year | 2022-12-31 | $3,324,866 |
Participant contributions at beginning of year | 2022-12-31 | $3,415,372 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,433,308 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $4,080 |
Administrative expenses (other) incurred | 2022-12-31 | $206,512 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-116,308,775 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $561,621,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $675,832,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $320,267,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $403,734,942 |
Interest on participant loans | 2022-12-31 | $138,032 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $237,436,916 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $267,964,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-85,930,838 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-44,624,322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $14,111,694 |
Employer contributions (assets) at end of year | 2022-12-31 | $592,406 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $717,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $46,867,178 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | Yes |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH +BROWN, PC |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $9,589,405 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $130,676,415 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $50,899,193 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,697,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $43,761,307 |
Value of total assets at end of year | 2021-12-31 | $675,832,282 |
Value of total assets at beginning of year | 2021-12-31 | $586,465,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $201,649 |
Total interest from all sources | 2021-12-31 | $142,670 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $24,366,104 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $24,366,104 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $24,902,296 |
Participant contributions at end of year | 2021-12-31 | $3,415,372 |
Participant contributions at beginning of year | 2021-12-31 | $3,440,667 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $6,481,117 |
Administrative expenses (other) incurred | 2021-12-31 | $201,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $79,777,222 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $675,832,282 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $586,465,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $403,734,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $582,502,644 |
Interest on participant loans | 2021-12-31 | $142,670 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $267,964,600 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $50,192,758 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $12,213,576 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $12,377,894 |
Employer contributions (assets) at end of year | 2021-12-31 | $717,368 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $522,344 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $50,697,544 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $9,549,317 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $120,936,233 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $37,907,337 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $37,770,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $33,806,756 |
Value of total assets at end of year | 2020-12-31 | $586,465,655 |
Value of total assets at beginning of year | 2020-12-31 | $493,887,442 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $136,851 |
Total interest from all sources | 2020-12-31 | $158,776 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $17,390,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $17,390,258 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $19,677,309 |
Participant contributions at end of year | 2020-12-31 | $3,440,667 |
Participant contributions at beginning of year | 2020-12-31 | $3,461,670 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,235,791 |
Administrative expenses (other) incurred | 2020-12-31 | $136,851 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $83,028,896 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $586,465,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $493,887,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $582,502,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $490,314,152 |
Interest on participant loans | 2020-12-31 | $158,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $69,580,443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $9,893,656 |
Employer contributions (assets) at end of year | 2020-12-31 | $522,344 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $111,620 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $37,770,486 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $124,126,492 |
Total loss/gain on sale of assets | 2019-12-31 | $-239,506 |
Total of all expenses incurred | 2019-12-31 | $30,406,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $30,279,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $31,803,700 |
Value of total assets at end of year | 2019-12-31 | $493,887,442 |
Value of total assets at beginning of year | 2019-12-31 | $400,167,000 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $126,435 |
Total interest from all sources | 2019-12-31 | $148,718 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $16,423,051 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $16,318,318 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $18,161,107 |
Participant contributions at end of year | 2019-12-31 | $3,461,670 |
Participant contributions at beginning of year | 2019-12-31 | $3,213,904 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,172,671 |
Administrative expenses (other) incurred | 2019-12-31 | $126,435 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $93,720,442 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $493,887,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $400,167,000 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $490,314,152 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $389,128,710 |
Interest on participant loans | 2019-12-31 | $148,718 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $75,990,529 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $7,699,689 |
Contributions received in cash from employer | 2019-12-31 | $9,469,922 |
Employer contributions (assets) at end of year | 2019-12-31 | $111,620 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $124,697 |
Income. Dividends from common stock | 2019-12-31 | $104,733 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,279,615 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $924,060 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,163,566 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WITHUMSMITH+BROWN, PC |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,978,491 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-2,978,491 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $2,207,388 |
Total loss/gain on sale of assets | 2018-12-31 | $-110,778 |
Total of all expenses incurred | 2018-12-31 | $41,103,712 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $40,994,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $26,869,641 |
Value of total assets at end of year | 2018-12-31 | $400,167,000 |
Value of total assets at beginning of year | 2018-12-31 | $439,063,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $109,078 |
Total interest from all sources | 2018-12-31 | $134,496 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $16,449,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $16,283,080 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $17,124,538 |
Participant contributions at end of year | 2018-12-31 | $3,213,904 |
Participant contributions at beginning of year | 2018-12-31 | $3,730,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,258,973 |
Administrative expenses (other) incurred | 2018-12-31 | $109,078 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-38,896,324 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $400,167,000 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $439,063,324 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $389,128,710 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $423,422,248 |
Interest on participant loans | 2018-12-31 | $134,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-38,156,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $7,699,689 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $11,798,908 |
Contributions received in cash from employer | 2018-12-31 | $8,486,130 |
Employer contributions (assets) at end of year | 2018-12-31 | $124,697 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $111,806 |
Income. Dividends from common stock | 2018-12-31 | $166,261 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $40,994,634 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $1,581,075 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,691,853 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,003,032 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,003,032 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $96,123,113 |
Total loss/gain on sale of assets | 2017-12-31 | $45,933 |
Total of all expenses incurred | 2017-12-31 | $37,603,302 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $37,505,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $28,465,192 |
Value of total assets at end of year | 2017-12-31 | $439,063,324 |
Value of total assets at beginning of year | 2017-12-31 | $380,543,513 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $98,096 |
Total interest from all sources | 2017-12-31 | $125,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,786,503 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $13,550,247 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $16,871,612 |
Participant contributions at end of year | 2017-12-31 | $3,730,362 |
Participant contributions at beginning of year | 2017-12-31 | $3,645,886 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,601,408 |
Administrative expenses (other) incurred | 2017-12-31 | $98,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $58,519,811 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $439,063,324 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $380,543,513 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $423,422,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $365,593,797 |
Interest on participant loans | 2017-12-31 | $125,811 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $51,696,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $11,798,908 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $11,190,014 |
Contributions received in cash from employer | 2017-12-31 | $8,992,172 |
Employer contributions (assets) at end of year | 2017-12-31 | $111,806 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $113,816 |
Income. Dividends from common stock | 2017-12-31 | $236,256 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $37,505,206 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,233,194 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,187,261 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,835,376 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,835,376 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $59,574,776 |
Total loss/gain on sale of assets | 2016-12-31 | $319,665 |
Total of all expenses incurred | 2016-12-31 | $29,121,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $29,073,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $28,400,215 |
Value of total assets at end of year | 2016-12-31 | $380,543,513 |
Value of total assets at beginning of year | 2016-12-31 | $350,090,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $48,018 |
Total interest from all sources | 2016-12-31 | $132,313 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $10,099,829 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $9,827,572 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $17,400,874 |
Participant contributions at end of year | 2016-12-31 | $3,645,886 |
Participant contributions at beginning of year | 2016-12-31 | $4,149,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,842,237 |
Administrative expenses (other) incurred | 2016-12-31 | $48,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $30,453,369 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $380,543,513 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $350,090,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $365,593,797 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $335,110,522 |
Interest on participant loans | 2016-12-31 | $132,313 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $18,787,378 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $11,190,014 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $10,717,378 |
Contributions received in cash from employer | 2016-12-31 | $9,157,104 |
Employer contributions (assets) at end of year | 2016-12-31 | $113,816 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $112,979 |
Income. Dividends from common stock | 2016-12-31 | $272,257 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $29,073,389 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,633,067 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,313,402 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,263,450 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-3,263,450 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $24,122,850 |
Total loss/gain on sale of assets | 2015-12-31 | $-179,682 |
Total of all expenses incurred | 2015-12-31 | $28,780,286 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $28,749,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $28,948,093 |
Value of total assets at end of year | 2015-12-31 | $350,090,144 |
Value of total assets at beginning of year | 2015-12-31 | $354,747,580 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $30,426 |
Total interest from all sources | 2015-12-31 | $127,792 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $10,676,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $10,387,926 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $17,596,430 |
Participant contributions at end of year | 2015-12-31 | $4,149,265 |
Participant contributions at beginning of year | 2015-12-31 | $3,916,736 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,806,319 |
Administrative expenses (other) incurred | 2015-12-31 | $30,426 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,657,436 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $350,090,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $354,747,580 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $335,110,522 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $242,950,132 |
Interest on participant loans | 2015-12-31 | $127,792 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $92,471,628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-15,555,182 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $3,368,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $10,717,378 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $15,280,781 |
Contributions received in cash from employer | 2015-12-31 | $9,545,344 |
Employer contributions (assets) at end of year | 2015-12-31 | $112,979 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $128,303 |
Income. Dividends from common stock | 2015-12-31 | $289,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $28,749,860 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $2,260,474 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,440,156 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $980,336 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $980,336 |
Total transfer of assets to this plan | 2014-12-31 | $4,147,562 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $55,646,870 |
Total loss/gain on sale of assets | 2014-12-31 | $101,082 |
Total of all expenses incurred | 2014-12-31 | $27,557,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $27,557,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $30,914,825 |
Value of total assets at end of year | 2014-12-31 | $354,747,580 |
Value of total assets at beginning of year | 2014-12-31 | $322,510,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $121,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $11,605,566 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $11,314,471 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $17,790,672 |
Participant contributions at end of year | 2014-12-31 | $3,916,736 |
Participant contributions at beginning of year | 2014-12-31 | $4,133,863 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,272,405 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $28,089,861 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $354,747,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $322,510,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $242,950,132 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $299,923,637 |
Interest on participant loans | 2014-12-31 | $121,846 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $92,471,628 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,130,694 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $4,792,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $15,280,781 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $14,869,588 |
Contributions received in cash from employer | 2014-12-31 | $10,851,748 |
Employer contributions (assets) at end of year | 2014-12-31 | $128,303 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,583,069 |
Income. Dividends from common stock | 2014-12-31 | $291,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $27,557,009 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,028,635 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,927,553 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $4,250,927 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $4,250,927 |
Total transfer of assets to this plan | 2013-12-31 | $10,017,859 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $83,043,773 |
Total loss/gain on sale of assets | 2013-12-31 | $309,976 |
Total of all expenses incurred | 2013-12-31 | $22,801,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $22,801,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $25,823,793 |
Value of total assets at end of year | 2013-12-31 | $322,510,157 |
Value of total assets at beginning of year | 2013-12-31 | $252,249,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $115,222 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $9,967,512 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $9,684,418 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $15,588,548 |
Participant contributions at end of year | 2013-12-31 | $4,133,863 |
Participant contributions at beginning of year | 2013-12-31 | $4,149,996 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $624 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,682,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $60,242,479 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $322,510,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $252,249,819 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $299,923,637 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $235,615,013 |
Interest on participant loans | 2013-12-31 | $115,222 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $42,576,343 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $14,869,588 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $12,483,943 |
Contributions received in cash from employer | 2013-12-31 | $8,552,266 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,583,069 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $243 |
Income. Dividends from common stock | 2013-12-31 | $283,094 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $22,801,294 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $3,415,651 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $3,105,675 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-1,751,278 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-1,751,278 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $41,984,769 |
Total loss/gain on sale of assets | 2012-12-31 | $36,929 |
Total of all expenses incurred | 2012-12-31 | $13,562,189 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $13,562,189 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $19,066,600 |
Value of total assets at end of year | 2012-12-31 | $252,249,819 |
Value of total assets at beginning of year | 2012-12-31 | $223,827,239 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $98,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,796,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $5,506,360 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $14,160,117 |
Participant contributions at end of year | 2012-12-31 | $4,149,996 |
Participant contributions at beginning of year | 2012-12-31 | $3,826,631 |
Participant contributions at end of year | 2012-12-31 | $624 |
Participant contributions at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $491,389 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $28,422,580 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $252,249,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $223,827,239 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $235,615,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $205,460,361 |
Interest on participant loans | 2012-12-31 | $98,833 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $18,737,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $12,483,943 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $14,540,247 |
Contributions received in cash from employer | 2012-12-31 | $4,415,094 |
Employer contributions (assets) at end of year | 2012-12-31 | $243 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $289,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $13,562,189 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $1,821,080 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,784,151 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-370,602 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-370,602 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $17,844,308 |
Total loss/gain on sale of assets | 2011-12-31 | $85,501 |
Total of all expenses incurred | 2011-12-31 | $12,875,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,875,873 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $19,005,848 |
Value of total assets at end of year | 2011-12-31 | $223,827,239 |
Value of total assets at beginning of year | 2011-12-31 | $218,858,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $96,996 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,045,330 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $3,800,885 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $13,613,883 |
Participant contributions at end of year | 2011-12-31 | $3,826,631 |
Participant contributions at beginning of year | 2011-12-31 | $3,294,765 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,072,462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $4,968,435 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $223,827,239 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $218,858,804 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $205,460,361 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $200,714,255 |
Interest on participant loans | 2011-12-31 | $96,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,018,765 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $14,540,247 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $14,849,784 |
Contributions received in cash from employer | 2011-12-31 | $4,319,503 |
Income. Dividends from common stock | 2011-12-31 | $244,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,875,873 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,519,456 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,433,955 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,104,080 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,104,080 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $41,827,434 |
Total loss/gain on sale of assets | 2010-12-31 | $13,309 |
Total of all expenses incurred | 2010-12-31 | $12,974,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,974,717 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $17,641,635 |
Value of total assets at end of year | 2010-12-31 | $218,858,804 |
Value of total assets at beginning of year | 2010-12-31 | $190,006,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $102,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,616,877 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,415,200 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $13,053,735 |
Participant contributions at end of year | 2010-12-31 | $3,294,765 |
Participant contributions at beginning of year | 2010-12-31 | $3,244,264 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $419,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $28,852,717 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $218,858,804 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $190,006,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $200,714,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $173,060,355 |
Interest on participant loans | 2010-12-31 | $102,551 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $19,348,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $14,849,784 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $13,701,468 |
Contributions received in cash from employer | 2010-12-31 | $4,168,842 |
Income. Dividends from common stock | 2010-12-31 | $201,677 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,974,717 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,394,731 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,381,422 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2022: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |