2023 Form 5500 filing — Wiley X, Inc. 401(K) Plan & Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009111645NAL0010558291001) for Wiley X, Inc. 401(K) Plan & Trust, reported by Wiley X, Inc 401(K) Plan & Trust under EIN 77-0162376 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111645NAL0010558291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wiley X, Inc 401(K) Plan & Trust
- EIN
- 77-0162376
- Plan number
- 001
- Location
- Frisco, TX
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,189,166
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,189,166
- Employer contributions
- $167,579
- Participant contributions
- $677,580
- Total income / additions
- $2,705,594
- Benefits paid
- $519,134
- Administrative expenses
- $63,880
- Total expenses
- $597,511
- Net increase / (decrease)
- $2,108,083
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,711 | $0 |
| Capital Planning Advisors, LLC | INVESTMENT ADVISORY | $0 | $13,318 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $12,333 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |