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WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 401k Plan overview

Plan NameWORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN
Plan identification number 001

WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WORKMAN PUBLISHING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:WORKMAN PUBLISHING CO., INC.
Employer identification number (EIN):132598120
NAIC Classification:511130
NAIC Description:Book Publishers

Additional information about WORKMAN PUBLISHING CO., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1967-11-20
Company Identification Number: 216335
Legal Registered Office Address: 225 VARICK ST.
New York
NEW YORK
United States of America (USA)
10014

More information about WORKMAN PUBLISHING CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM JACKSON WILLIAM JACKSON2018-09-26
0012016-01-01WILLIAM JACKSON WILLIAM JACKSON2017-10-06
0012015-01-01WILLIAM JACKSON WILLIAM JACKSON2016-10-12
0012014-01-01WILLIAM JACKSON WILLIAM JACKSON2015-10-02
0012013-01-01RICHARD PETRY RICHARD PETRY2014-07-18
0012012-01-01RICHARD PETRY RICHARD PETRY2013-07-17
0012011-01-01RICHARD PETRY
0012010-01-01RICHARD PETRY
0012009-01-01RICHARD PETRY

Plan Statistics for WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN

401k plan membership statisitcs for WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN

Measure Date Value
2022: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01266
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01276
Total number of active participants reported on line 7a of the Form 55002021-01-01185
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0185
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01271
Number of participants with account balances2021-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01278
Total number of active participants reported on line 7a of the Form 55002020-01-01183
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0189
Total of all active and inactive participants2020-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01274
Number of participants with account balances2020-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01270
Total number of active participants reported on line 7a of the Form 55002019-01-01183
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0193
Total of all active and inactive participants2019-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01278
Number of participants with account balances2019-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01269
Total number of active participants reported on line 7a of the Form 55002018-01-01181
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01266
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01252
Total number of active participants reported on line 7a of the Form 55002017-01-01174
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0182
Total of all active and inactive participants2017-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01258
Number of participants with account balances2017-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01247
Number of participants with account balances2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01240
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01247
Number of participants with account balances2015-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01233
Total number of active participants reported on line 7a of the Form 55002014-01-01163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0163
Total of all active and inactive participants2014-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01227
Number of participants with account balances2014-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01231
Number of participants with account balances2013-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01220
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01228
Number of participants with account balances2012-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of other retired or separated participants entitled to future benefits2011-01-0174
Total of all active and inactive participants2011-01-01220
Total participants2011-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01220
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of other retired or separated participants entitled to future benefits2010-01-0169
Total of all active and inactive participants2010-01-01216
Total participants2010-01-01216
Number of participants with account balances2010-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01201
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of other retired or separated participants entitled to future benefits2009-01-0165
Total of all active and inactive participants2009-01-01220
Total participants2009-01-01220
Number of participants with account balances2009-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN

Measure Date Value
2022 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-01$0
Total transfer of assets from this plan2022-04-01$53,555,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-01$0
Total income from all sources (including contributions)2022-04-01$-6,497,935
Total loss/gain on sale of assets2022-04-01$0
Total of all expenses incurred2022-04-01$7,651,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-01$7,651,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-01$0
Value of total assets at end of year2022-04-01$0
Value of total assets at beginning of year2022-04-01$67,705,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-01$175
Total interest from all sources2022-04-01$3,129
Total dividends received (eg from common stock, registered investment company shares)2022-04-01$44,215
Total dividends received from registered investment company shares (eg mutual funds)2022-04-01$44,215
Was this plan covered by a fidelity bond2022-04-01Yes
Value of fidelity bond cover2022-04-01$1,000,000
If this is an individual account plan, was there a blackout period2022-04-01No
Were there any nonexempt tranactions with any party-in-interest2022-04-01No
Participant contributions at end of year2022-04-01$0
Participant contributions at beginning of year2022-04-01$283,872
Other income not declared elsewhere2022-04-01$21,909
Administrative expenses (other) incurred2022-04-01$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Value of net income/loss2022-04-01$-14,149,577
Value of net assets at end of year (total assets less liabilities)2022-04-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-01$67,705,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-01No
Were any leases to which the plan was party in default or uncollectible2022-04-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-01$67,421,449
Interest on participant loans2022-04-01$3,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-01$-6,567,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-01No
Was there a failure to transmit to the plan any participant contributions2022-04-01No
Has the plan failed to provide any benefit when due under the plan2022-04-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-01$7,651,467
Did the plan have assets held for investment2022-04-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-01Yes
Opinion of an independent qualified public accountant for this plan2022-04-01Unqualified
Accountancy firm name2022-04-01MAZARS USA LLP
Accountancy firm EIN2022-04-01131450550
2021 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$11,674,889
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,321,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,207,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,366,328
Value of total assets at end of year2021-12-31$67,705,321
Value of total assets at beginning of year2021-12-31$72,352,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,713
Total interest from all sources2021-12-31$15,888
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,140,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,140,658
Administrative expenses professional fees incurred2021-12-31$112,793
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,710,860
Participant contributions at end of year2021-12-31$283,872
Participant contributions at beginning of year2021-12-31$324,725
Other income not declared elsewhere2021-12-31$73,616
Administrative expenses (other) incurred2021-12-31$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,646,695
Value of net assets at end of year (total assets less liabilities)2021-12-31$67,705,321
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$72,352,016
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$67,421,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$72,027,291
Interest on participant loans2021-12-31$15,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,078,399
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$655,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,207,871
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$16,353,547
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,198,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,170,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,220,562
Value of total assets at end of year2020-12-31$72,352,016
Value of total assets at beginning of year2020-12-31$63,197,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,760
Total interest from all sources2020-12-31$16,933
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,119,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,119,781
Administrative expenses professional fees incurred2020-12-31$27,573
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,530,494
Participant contributions at end of year2020-12-31$324,725
Participant contributions at beginning of year2020-12-31$339,352
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,251
Other income not declared elsewhere2020-12-31$42,446
Administrative expenses (other) incurred2020-12-31$1,187
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$9,154,559
Value of net assets at end of year (total assets less liabilities)2020-12-31$72,352,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$63,197,457
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$72,027,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,858,105
Interest on participant loans2020-12-31$16,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,953,825
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$629,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,170,228
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2019 401k financial data
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 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$15,225,851
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,569,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,540,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,156,660
Value of total assets at end of year2019-12-31$63,197,457
Value of total assets at beginning of year2019-12-31$53,540,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$28,125
Total interest from all sources2019-12-31$17,296
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,387,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,387,831
Administrative expenses professional fees incurred2019-12-31$26,295
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,520,492
Participant contributions at end of year2019-12-31$339,352
Participant contributions at beginning of year2019-12-31$257,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,553
Other income not declared elsewhere2019-12-31$31,793
Administrative expenses (other) incurred2019-12-31$1,830
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$9,656,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$63,197,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$53,540,727
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 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$62,858,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$53,283,618
Interest on participant loans2019-12-31$17,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,632,271
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$617,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,540,996
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$1,101,967
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,300,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,275,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,186,462
Value of total assets at end of year2018-12-31$53,540,727
Value of total assets at beginning of year2018-12-31$53,739,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,245
Total interest from all sources2018-12-31$13,918
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,280,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,280,743
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$1,447,089
Participant contributions at end of year2018-12-31$257,109
Participant contributions at beginning of year2018-12-31$274,991
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$149,767
Other income not declared elsewhere2018-12-31$38,931
Administrative expenses (other) incurred2018-12-31$25,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-198,722
Value of net assets at end of year (total assets less liabilities)2018-12-31$53,540,727
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$53,739,449
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$53,283,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$53,464,458
Interest on participant loans2018-12-31$13,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,418,087
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$589,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,275,444
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$11,086,487
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,228,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,147,081
Expenses. Certain deemed distributions of participant loans2017-12-31$56,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,030,217
Value of total assets at end of year2017-12-31$53,739,449
Value of total assets at beginning of year2017-12-31$43,881,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,903
Total interest from all sources2017-12-31$11,292
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,880,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,880,712
Administrative expenses professional fees incurred2017-12-31$24,750
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,367,266
Participant contributions at end of year2017-12-31$274,991
Participant contributions at beginning of year2017-12-31$259,361
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,124
Other income not declared elsewhere2017-12-31$33,078
Administrative expenses (other) incurred2017-12-31$153
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$9,858,212
Value of net assets at end of year (total assets less liabilities)2017-12-31$53,739,449
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$43,881,237
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$53,464,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,621,876
Interest on participant loans2017-12-31$11,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,131,188
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$544,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,147,081
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$5,196,121
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,808,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,808,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,963,407
Value of total assets at end of year2016-12-31$43,881,237
Value of total assets at beginning of year2016-12-31$40,493,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$55
Total interest from all sources2016-12-31$12,780
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,686,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,686,136
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,399,062
Participant contributions at end of year2016-12-31$259,361
Participant contributions at beginning of year2016-12-31$313,722
Other income not declared elsewhere2016-12-31$19,934
Administrative expenses (other) incurred2016-12-31$55
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$3,387,362
Value of net assets at end of year (total assets less liabilities)2016-12-31$43,881,237
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$40,493,875
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$43,621,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$40,180,153
Interest on participant loans2016-12-31$12,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,513,864
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$564,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,808,704
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$2,510,885
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,290,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,290,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,967,742
Value of total assets at end of year2015-12-31$40,493,875
Value of total assets at beginning of year2015-12-31$40,273,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$13,774
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,218,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,218,988
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,320,132
Participant contributions at end of year2015-12-31$313,722
Participant contributions at beginning of year2015-12-31$330,939
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$29,722
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$102,296
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$219,909
Value of net assets at end of year (total assets less liabilities)2015-12-31$40,493,875
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,273,966
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$40,180,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$39,900,770
Interest on participant loans2015-12-31$13,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,689,619
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$545,314
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$12,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,290,976
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$4,282,148
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,611,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,611,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,850,158
Value of total assets at end of year2014-12-31$40,273,966
Value of total assets at beginning of year2014-12-31$38,603,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$12,750
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,521,936
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$2,521,936
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$1,275,097
Participant contributions at end of year2014-12-31$330,939
Participant contributions at beginning of year2014-12-31$280,636
Participant contributions at end of year2014-12-31$29,722
Participant contributions at beginning of year2014-12-31$21,338
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$16,618
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$1,670,159
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,273,966
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,603,807
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$39,900,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$38,297,826
Interest on participant loans2014-12-31$12,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-102,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$558,443
Employer contributions (assets) at end of year2014-12-31$12,535
Employer contributions (assets) at beginning of year2014-12-31$4,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,611,989
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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$10,373,596
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,852,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,852,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,886,268
Value of total assets at end of year2013-12-31$38,603,807
Value of total assets at beginning of year2013-12-31$31,082,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$11,901
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,466,074
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$1,466,074
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$1,256,275
Participant contributions at end of year2013-12-31$280,636
Participant contributions at beginning of year2013-12-31$202,308
Participant contributions at end of year2013-12-31$21,338
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$105,761
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$7,521,165
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,603,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,082,642
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$38,297,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,880,334
Interest on participant loans2013-12-31$11,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,009,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$524,232
Employer contributions (assets) at end of year2013-12-31$4,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,852,431
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,279,208
Total of all expenses incurred2012-12-31$1,975,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,970,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,705,959
Value of total assets at end of year2012-12-31$31,082,642
Value of total assets at beginning of year2012-12-31$27,778,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,534
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$8,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,179,733
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$1,179,733
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$1,184,760
Participant contributions at end of year2012-12-31$202,308
Participant contributions at beginning of year2012-12-31$194,370
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,675
Administrative expenses (other) incurred2012-12-31$4,534
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$3,303,767
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,082,642
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,778,875
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$30,880,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$27,104,154
Interest on participant loans2012-12-31$8,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,384,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$475,524
Employer contributions (assets) at beginning of year2012-12-31$480,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,970,907
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,406,068
Total of all expenses incurred2011-12-31$545,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$541,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,012,827
Value of total assets at end of year2011-12-31$27,778,875
Value of total assets at beginning of year2011-12-31$25,917,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,156
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$11,531
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,445,736
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$1,445,736
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$1,061,263
Participant contributions at end of year2011-12-31$194,370
Participant contributions at beginning of year2011-12-31$197,783
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,996
Administrative expenses (other) incurred2011-12-31$4,156
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$1,860,882
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,778,875
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$25,917,993
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$27,104,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,491,854
Interest on participant loans2011-12-31$11,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,064,026
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$945,568
Employer contributions (assets) at end of year2011-12-31$480,351
Employer contributions (assets) at beginning of year2011-12-31$228,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$541,030
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 & PULLEN, LLP
Accountancy firm EIN2011-12-31420714325
2010 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,578,355
Total of all expenses incurred2010-12-31$1,006,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,006,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,688,780
Value of total assets at end of year2010-12-31$25,917,993
Value of total assets at beginning of year2010-12-31$21,345,878
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$12,265
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$566,241
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$566,241
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$994,903
Participant contributions at end of year2010-12-31$197,783
Participant contributions at beginning of year2010-12-31$211,276
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$4,572,115
Value of net assets at end of year (total assets less liabilities)2010-12-31$25,917,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,345,878
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$25,491,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,134,602
Income. Interest from loans (other than to participants)2010-12-31$12,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,311,069
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$693,877
Employer contributions (assets) at end of year2010-12-31$228,356
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,006,240
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 : WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN

2022: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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
2010: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WORKMAN PUBLISHING COMPANY THRIFT AND PROFIT SHARING PLAN 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

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