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WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 401k Plan overview

Plan NameWILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN
Plan identification number 002

WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILLIAM H SADLIER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H SADLIER, INC.
Employer identification number (EIN):135363840
NAIC Classification:511130
NAIC Description:Book Publishers

Additional information about WILLIAM H SADLIER, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1928-12-19
Company Identification Number: 25361
Legal Registered Office Address: 25 Broadway
14th Floor
New York
United States of America (USA)
10004

More information about WILLIAM H SADLIER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DAVID KONIS
0022016-01-01RAYMOND D. FAGAN RAYMOND D FAGAN2017-09-26
0022015-01-01RAYMOND FAGAN
0022014-01-01RAYMOND D FAGAN RAYMOND D FAGAN2015-10-02
0022014-01-01RAYMOND D FAGAN
0022013-01-01RAYMOND FAGAN
0022012-01-01RAYMOND FAGAN
0022011-01-01FRANCES MARSH
0022009-01-01LAWRENCE DANZIGER LAWRENCE DANZIGER2010-09-17

Plan Statistics for WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN

401k plan membership statisitcs for WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN

Measure Date Value
2023: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2023 401k membership
Total participants, beginning-of-year2023-01-01236
Total number of active participants reported on line 7a of the Form 55002023-01-01137
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0187
Total of all active and inactive participants2023-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01229
Number of participants with account balances2023-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01236
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2021 401k membership
Total participants, beginning-of-year2021-01-01237
Total number of active participants reported on line 7a of the Form 55002021-01-01162
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01235
Number of participants with account balances2021-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2020 401k membership
Total participants, beginning-of-year2020-01-01251
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01237
Number of participants with account balances2020-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2019 401k membership
Total participants, beginning-of-year2019-01-01232
Total number of active participants reported on line 7a of the Form 55002019-01-01190
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01251
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2018 401k membership
Total participants, beginning-of-year2018-01-01233
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01232
Number of participants with account balances2018-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0171
Total of all active and inactive participants2017-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01233
Number of participants with account balances2017-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2016 401k membership
Total participants, beginning-of-year2016-01-01248
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0162
Total of all active and inactive participants2016-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01255
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01248
Number of participants with account balances2015-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01238
Number of participants with account balances2014-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2013 401k membership
Total participants, beginning-of-year2013-01-01230
Total number of active participants reported on line 7a of the Form 55002013-01-01185
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01239
Number of participants with account balances2013-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01230
Number of participants with account balances2012-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2011 401k membership
Total participants, beginning-of-year2011-01-01291
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0178
Total of all active and inactive participants2011-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01251
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2009 401k membership
Total participants, beginning-of-year2009-01-01322
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0170
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01297
Number of participants with account balances2009-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN

Measure Date Value
2023 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,475,556
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,808,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,774,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,306,029
Value of total assets at end of year2023-12-31$26,628,337
Value of total assets at beginning of year2023-12-31$26,960,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$33,532
Total interest from all sources2023-12-31$102,233
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$991,075
Participant contributions at end of year2023-12-31$404,517
Participant contributions at beginning of year2023-12-31$449,473
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$70,251
Other income not declared elsewhere2023-12-31$1,487
Administrative expenses (other) incurred2023-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-332,524
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,628,337
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,960,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$29,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,277,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,404,707
Interest on participant loans2023-12-31$30,293
Interest earned on other investments2023-12-31$71,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,945,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,106,681
Net investment gain/loss from pooled separate accounts2023-12-31$4,065,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$244,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,774,548
Contract administrator fees2023-12-31$3,200
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31RSM US LLP
Accountancy firm EIN2023-12-31420714325
2022 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-4,084,878
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,146,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,116,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,636,283
Value of total assets at end of year2022-12-31$26,960,861
Value of total assets at beginning of year2022-12-31$32,192,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,589
Total interest from all sources2022-12-31$90,255
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,077,298
Participant contributions at end of year2022-12-31$449,473
Participant contributions at beginning of year2022-12-31$359,154
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$311,514
Other income not declared elsewhere2022-12-31$52
Administrative expenses (other) incurred2022-12-31$30,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,231,572
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,960,861
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,192,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,404,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,080,750
Interest on participant loans2022-12-31$24,522
Interest earned on other investments2022-12-31$65,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,106,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,752,529
Net investment gain/loss from pooled separate accounts2022-12-31$-5,811,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$247,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,116,105
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$5,370,969
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,088,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,048,770
Value of total corrective distributions2021-12-31$936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,260,007
Value of total assets at end of year2021-12-31$32,192,433
Value of total assets at beginning of year2021-12-31$29,910,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,913
Total interest from all sources2021-12-31$100,735
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,128,199
Participant contributions at end of year2021-12-31$359,154
Participant contributions at beginning of year2021-12-31$418,235
Other income not declared elsewhere2021-12-31$34
Administrative expenses (other) incurred2021-12-31$38,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,282,350
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,192,433
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,910,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,080,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,172,550
Interest on participant loans2021-12-31$25,631
Interest earned on other investments2021-12-31$75,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,752,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,319,298
Net investment gain/loss from pooled separate accounts2021-12-31$4,010,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$131,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,048,770
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$5,932,701
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,616,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,610,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,742,286
Value of total assets at end of year2020-12-31$29,910,083
Value of total assets at beginning of year2020-12-31$25,594,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,371
Total interest from all sources2020-12-31$85,055
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,186,983
Participant contributions at end of year2020-12-31$418,235
Participant contributions at beginning of year2020-12-31$493,068
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$149,002
Other income not declared elsewhere2020-12-31$164
Administrative expenses (other) incurred2020-12-31$6,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,316,026
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,910,083
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,594,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,172,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,891,351
Interest on participant loans2020-12-31$33,891
Interest earned on other investments2020-12-31$51,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,319,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,209,638
Net investment gain/loss from pooled separate accounts2020-12-31$4,105,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$406,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,610,304
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$6,168,200
Total income from all sources (including contributions)2019-12-31$6,168,200
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,745,984
Total of all expenses incurred2019-12-31$2,745,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,731,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,731,617
Value of total corrective distributions2019-12-31$6,131
Value of total corrective distributions2019-12-31$6,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,529,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,529,495
Value of total assets at end of year2019-12-31$25,594,057
Value of total assets at end of year2019-12-31$25,594,057
Value of total assets at beginning of year2019-12-31$22,171,841
Value of total assets at beginning of year2019-12-31$22,171,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,236
Total interest from all sources2019-12-31$94,832
Total interest from all sources2019-12-31$94,832
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,165,056
Contributions received from participants2019-12-31$1,165,056
Participant contributions at end of year2019-12-31$493,068
Participant contributions at end of year2019-12-31$493,068
Participant contributions at beginning of year2019-12-31$507,489
Participant contributions at beginning of year2019-12-31$507,489
Other income not declared elsewhere2019-12-31$35,679
Other income not declared elsewhere2019-12-31$35,679
Administrative expenses (other) incurred2019-12-31$8,236
Administrative expenses (other) incurred2019-12-31$8,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,422,216
Value of net income/loss2019-12-31$3,422,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,594,057
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,171,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,171,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,891,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,932,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,932,758
Interest on participant loans2019-12-31$33,205
Interest on participant loans2019-12-31$33,205
Interest earned on other investments2019-12-31$61,627
Interest earned on other investments2019-12-31$61,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,209,638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,209,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,731,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,731,594
Net investment gain/loss from pooled separate accounts2019-12-31$4,508,194
Net investment gain/loss from pooled separate accounts2019-12-31$4,508,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$364,439
Contributions received in cash from employer2019-12-31$364,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,731,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,731,617
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$151,628
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,143,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,122,806
Value of total corrective distributions2018-12-31$685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,530,445
Value of total assets at end of year2018-12-31$22,171,841
Value of total assets at beginning of year2018-12-31$24,163,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,571
Total interest from all sources2018-12-31$68,998
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,094,435
Participant contributions at end of year2018-12-31$507,489
Participant contributions at beginning of year2018-12-31$506,881
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$99,723
Other income not declared elsewhere2018-12-31$931
Administrative expenses (other) incurred2018-12-31$19,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,991,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,171,841
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,163,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,932,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,994,964
Interest on participant loans2018-12-31$28,111
Interest earned on other investments2018-12-31$40,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,731,594
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,661,430
Net investment gain/loss from pooled separate accounts2018-12-31$-1,448,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$336,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,122,806
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$5,369,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,379,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,368,951
Value of total corrective distributions2017-12-31$1,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,572,204
Value of total assets at end of year2017-12-31$24,163,275
Value of total assets at beginning of year2017-12-31$23,173,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,714
Total interest from all sources2017-12-31$65,856
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,181,383
Participant contributions at end of year2017-12-31$506,881
Participant contributions at beginning of year2017-12-31$548,079
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$6,686
Other income not declared elsewhere2017-12-31$9
Administrative expenses (other) incurred2017-12-31$9,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$989,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,163,275
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,173,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,994,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$20,060,961
Interest on participant loans2017-12-31$26,921
Interest earned on other investments2017-12-31$38,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,661,430
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,564,707
Net investment gain/loss from pooled separate accounts2017-12-31$3,731,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$384,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,368,951
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,901,472
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,585,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,580,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,582,398
Value of total assets at end of year2016-12-31$23,173,747
Value of total assets at beginning of year2016-12-31$21,858,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,827
Total interest from all sources2016-12-31$71,472
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,168,782
Participant contributions at end of year2016-12-31$548,079
Participant contributions at beginning of year2016-12-31$510,967
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,723
Other income not declared elsewhere2016-12-31$11,683
Administrative expenses (other) incurred2016-12-31$5,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,315,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,173,747
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,858,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$20,060,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,489,255
Interest on participant loans2016-12-31$26,253
Interest earned on other investments2016-12-31$45,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,564,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,857,960
Net investment gain/loss from pooled separate accounts2016-12-31$1,235,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$349,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,580,080
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,744,340
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,740,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,732,197
Expenses. Certain deemed distributions of participant loans2015-12-31$5,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,683,595
Value of total assets at end of year2015-12-31$21,858,182
Value of total assets at beginning of year2015-12-31$21,854,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,050
Total interest from all sources2015-12-31$70,026
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,244,955
Participant contributions at end of year2015-12-31$510,967
Participant contributions at beginning of year2015-12-31$593,916
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,595
Other income not declared elsewhere2015-12-31$957
Administrative expenses (other) incurred2015-12-31$3,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,835
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,858,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$21,854,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,489,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$21,260,431
Interest on participant loans2015-12-31$25,726
Interest earned on other investments2015-12-31$44,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,857,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-10,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$394,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,732,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
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$2,547,181
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,932,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,912,701
Expenses. Certain deemed distributions of participant loans2014-12-31$731
Value of total corrective distributions2014-12-31$1,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,616,703
Value of total assets at end of year2014-12-31$21,854,347
Value of total assets at beginning of year2014-12-31$22,239,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,000
Total interest from all sources2014-12-31$23,639
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,018,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,018,289
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,207,377
Participant contributions at end of year2014-12-31$593,916
Participant contributions at beginning of year2014-12-31$566,522
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,791
Other income not declared elsewhere2014-12-31$14,759
Administrative expenses (other) incurred2014-12-31$17,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-384,921
Value of net assets at end of year (total assets less liabilities)2014-12-31$21,854,347
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,239,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$21,260,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,672,746
Interest on participant loans2014-12-31$23,639
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-126,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$368,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,912,701
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$5,499,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,692,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,666,088
Expenses. Certain deemed distributions of participant loans2013-12-31$14,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,449,315
Value of total assets at end of year2013-12-31$22,239,268
Value of total assets at beginning of year2013-12-31$20,431,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,792
Total interest from all sources2013-12-31$22,246
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$949,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$949,635
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,112,345
Participant contributions at end of year2013-12-31$566,522
Participant contributions at beginning of year2013-12-31$534,585
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,206
Other income not declared elsewhere2013-12-31$13,357
Administrative expenses (other) incurred2013-12-31$11,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,807,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,239,268
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,431,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,672,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,897,162
Interest on participant loans2013-12-31$22,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,065,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$311,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,666,088
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$3,294,988
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,983,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,965,302
Expenses. Certain deemed distributions of participant loans2012-12-31$1,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,567,650
Value of total assets at end of year2012-12-31$20,431,747
Value of total assets at beginning of year2012-12-31$19,120,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,620
Total interest from all sources2012-12-31$25,447
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$403,460
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$403,460
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,122,550
Participant contributions at end of year2012-12-31$534,585
Participant contributions at beginning of year2012-12-31$470,221
Participant contributions at beginning of year2012-12-31$27,342
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$118,529
Other income not declared elsewhere2012-12-31$11,690
Administrative expenses (other) incurred2012-12-31$16,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,311,082
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,431,747
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,120,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$19,897,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,614,491
Interest on participant loans2012-12-31$25,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,286,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$326,571
Employer contributions (assets) at beginning of year2012-12-31$8,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,965,302
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$828,313
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,005,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,897,930
Expenses. Certain deemed distributions of participant loans2011-12-31$94,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,441,837
Value of total assets at end of year2011-12-31$19,120,665
Value of total assets at beginning of year2011-12-31$22,297,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,535
Total interest from all sources2011-12-31$27,508
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$256,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$256,039
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,120,025
Participant contributions at end of year2011-12-31$470,221
Participant contributions at beginning of year2011-12-31$659,305
Participant contributions at end of year2011-12-31$27,342
Other income not declared elsewhere2011-12-31$12,147
Administrative expenses (other) incurred2011-12-31$12,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,176,726
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,120,665
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,297,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,614,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$16,736,831
Interest on participant loans2011-12-31$27,508
Value of interest in common/collective trusts at beginning of year2011-12-31$4,901,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-909,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$321,812
Employer contributions (assets) at end of year2011-12-31$8,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,897,930
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$3,666,355
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,780,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,771,106
Expenses. Certain deemed distributions of participant loans2010-12-31$392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,671,396
Value of total assets at end of year2010-12-31$22,297,391
Value of total assets at beginning of year2010-12-31$20,411,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,054
Total interest from all sources2010-12-31$39,257
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$223,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$223,526
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,254,192
Participant contributions at end of year2010-12-31$659,305
Participant contributions at beginning of year2010-12-31$717,516
Participant contributions at beginning of year2010-12-31$35,609
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$47,466
Other income not declared elsewhere2010-12-31$9,189
Administrative expenses (other) incurred2010-12-31$9,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,885,803
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,297,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,411,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$16,736,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,961,435
Interest on participant loans2010-12-31$39,257
Value of interest in common/collective trusts at end of year2010-12-31$4,901,255
Value of interest in common/collective trusts at beginning of year2010-12-31$4,685,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,704,217
Net investment gain or loss from common/collective trusts2010-12-31$18,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$369,738
Employer contributions (assets) at beginning of year2010-12-31$11,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,771,106
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN

2023: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM H. SADLIER, INC. 401(K) PROFIT SHARING PLN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered223
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $47,735
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered236
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $50,618
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,618
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $55,881
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,881
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $45,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,298
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered251
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $47,321
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,321
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered216
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $46,734
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,734
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $47,787
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,787
Insurance broker organization code?3
Insurance broker nameMMA SECURITIES LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9861
Policy instance 1
Insurance contract or identification numberZH9861
Number of Individuals Covered248
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $57,022
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,022
Insurance broker organization code?3
Insurance broker nameMARSH AND MCLENNAN AGENCY LLC

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