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PROFIT-SHARING PLAN OF WOLTERS KLUWER 401k Plan overview

Plan NamePROFIT-SHARING PLAN OF WOLTERS KLUWER
Plan identification number 002

PROFIT-SHARING PLAN OF WOLTERS KLUWER 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WOLTERS KLUWER UNITED STATES INC. has sponsored the creation of one or more 401k plans.

Company Name:WOLTERS KLUWER UNITED STATES INC.
Employer identification number (EIN):133577870
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT-SHARING PLAN OF WOLTERS KLUWER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ED CARROLL2024-10-14 DAWN KALAMARAS2024-10-14
0022022-01-01ED CARROLL2023-10-16 DAWN KALAMARAS2023-10-16
0022021-01-01ED CARROLL2022-10-14 DAWN KALAMARAS2022-10-13
0022020-01-01ED CARROLL2021-10-15 DAWN KALAMARAS2021-10-15
0022019-01-01DAWN KALAMARAS2020-10-15 BILL BAKER2020-10-15
0022018-01-01DAWN KALAMARAS2019-10-15 BILL BAKER2019-10-15
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01NATHAN SOLOMON MARTIN BUSH2015-10-15
0022013-01-01NATHAN SOLOMON MARTIN BUSH2014-10-15
0022012-01-01NATHAN SOLOMON MARTIN BUSH2013-10-15
0022011-01-01NATHAN SOLOMON SUSAN YULES2012-10-15
0022009-01-01NATHAN SOLOMON NORM PLAISTOWE2010-10-13

Plan Statistics for PROFIT-SHARING PLAN OF WOLTERS KLUWER

401k plan membership statisitcs for PROFIT-SHARING PLAN OF WOLTERS KLUWER

Measure Date Value
2023: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2023 401k membership
Total participants, beginning-of-year2023-01-0112,955
Total number of active participants reported on line 7a of the Form 55002023-01-018,741
Number of retired or separated participants receiving benefits2023-01-01150
Number of other retired or separated participants entitled to future benefits2023-01-014,017
Total of all active and inactive participants2023-01-0112,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0112,908
Number of participants with account balances2023-01-0112,791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01368
2022: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2022 401k membership
Total participants, beginning-of-year2022-01-0112,430
Total number of active participants reported on line 7a of the Form 55002022-01-018,597
Number of retired or separated participants receiving benefits2022-01-01136
Number of other retired or separated participants entitled to future benefits2022-01-014,220
Total of all active and inactive participants2022-01-0112,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-0112,955
Number of participants with account balances2022-01-0112,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01453
2021: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2021 401k membership
Total participants, beginning-of-year2021-01-0112,189
Total number of active participants reported on line 7a of the Form 55002021-01-018,119
Number of retired or separated participants receiving benefits2021-01-01136
Number of other retired or separated participants entitled to future benefits2021-01-014,174
Total of all active and inactive participants2021-01-0112,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0112,430
Number of participants with account balances2021-01-0111,915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01411
2020: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2020 401k membership
Total participants, beginning-of-year2020-01-0112,357
Total number of active participants reported on line 7a of the Form 55002020-01-017,950
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-014,175
Total of all active and inactive participants2020-01-0112,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-0112,189
Number of participants with account balances2020-01-0111,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01315
2019: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2019 401k membership
Total participants, beginning-of-year2019-01-0112,904
Total number of active participants reported on line 7a of the Form 55002019-01-018,248
Number of retired or separated participants receiving benefits2019-01-01138
Number of other retired or separated participants entitled to future benefits2019-01-013,969
Total of all active and inactive participants2019-01-0112,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-0112,357
Number of participants with account balances2019-01-0112,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01283
2018: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2018 401k membership
Total participants, beginning-of-year2018-01-0112,854
Total number of active participants reported on line 7a of the Form 55002018-01-018,935
Number of retired or separated participants receiving benefits2018-01-01126
Number of other retired or separated participants entitled to future benefits2018-01-013,841
Total of all active and inactive participants2018-01-0112,902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0112,904
Number of participants with account balances2018-01-0112,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01261
2017: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2017 401k membership
Total participants, beginning-of-year2017-01-0112,763
Total number of active participants reported on line 7a of the Form 55002017-01-019,123
Number of retired or separated participants receiving benefits2017-01-01105
Number of other retired or separated participants entitled to future benefits2017-01-013,623
Total of all active and inactive participants2017-01-0112,851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-0112,854
Number of participants with account balances2017-01-0112,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01122
2016: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2016 401k membership
Total participants, beginning-of-year2016-01-0113,574
Total number of active participants reported on line 7a of the Form 55002016-01-019,136
Number of retired or separated participants receiving benefits2016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-013,536
Total of all active and inactive participants2016-01-0112,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-0112,763
Number of participants with account balances2016-01-0111,381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2015 401k membership
Total participants, beginning-of-year2015-01-0113,344
Total number of active participants reported on line 7a of the Form 55002015-01-0110,217
Number of retired or separated participants receiving benefits2015-01-0182
Number of other retired or separated participants entitled to future benefits2015-01-013,272
Total of all active and inactive participants2015-01-0113,571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-0113,574
Number of participants with account balances2015-01-0110,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2014 401k membership
Total participants, beginning-of-year2014-01-0113,159
Total number of active participants reported on line 7a of the Form 55002014-01-0110,009
Number of retired or separated participants receiving benefits2014-01-0176
Number of other retired or separated participants entitled to future benefits2014-01-013,256
Total of all active and inactive participants2014-01-0113,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-0113,344
Number of participants with account balances2014-01-0110,611
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2013 401k membership
Total participants, beginning-of-year2013-01-0112,602
Total number of active participants reported on line 7a of the Form 55002013-01-019,881
Number of retired or separated participants receiving benefits2013-01-0164
Number of other retired or separated participants entitled to future benefits2013-01-013,214
Total of all active and inactive participants2013-01-0113,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113,159
Number of participants with account balances2013-01-0110,471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2012 401k membership
Total participants, beginning-of-year2012-01-0112,710
Total number of active participants reported on line 7a of the Form 55002012-01-019,450
Number of retired or separated participants receiving benefits2012-01-01107
Number of other retired or separated participants entitled to future benefits2012-01-013,045
Total of all active and inactive participants2012-01-0112,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112,602
Number of participants with account balances2012-01-0110,553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2011 401k membership
Total participants, beginning-of-year2011-01-0112,354
Total number of active participants reported on line 7a of the Form 55002011-01-019,734
Number of retired or separated participants receiving benefits2011-01-01105
Number of other retired or separated participants entitled to future benefits2011-01-012,856
Total of all active and inactive participants2011-01-0112,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-0112,710
Number of participants with account balances2011-01-0110,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PROFIT-SHARING PLAN OF WOLTERS KLUWER 2009 401k membership
Total participants, beginning-of-year2009-01-0112,808
Total number of active participants reported on line 7a of the Form 55002009-01-019,691
Number of retired or separated participants receiving benefits2009-01-0197
Number of other retired or separated participants entitled to future benefits2009-01-012,749
Total of all active and inactive participants2009-01-0112,537
Total participants2009-01-0112,537
Number of participants with account balances2009-01-0110,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PROFIT-SHARING PLAN OF WOLTERS KLUWER

Measure Date Value
2023 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$16,499
Total unrealized appreciation/depreciation of assets2023-12-31$16,499
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$494,008,496
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$140,243,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$139,027,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$172,242,846
Value of total assets at end of year2023-12-31$2,054,821,596
Value of total assets at beginning of year2023-12-31$1,701,056,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$1,215,601
Total interest from all sources2023-12-31$1,241,006
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,596,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,596,455
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
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$94,004,613
Participant contributions at end of year2023-12-31$23,695,600
Participant contributions at beginning of year2023-12-31$20,322,721
Participant contributions at end of year2023-12-31$2,710,322
Participant contributions at beginning of year2023-12-31$1,867,724
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$20,092,450
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$353,765,051
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,054,821,596
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,701,056,545
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$597,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$254,169,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$231,186,646
Interest on participant loans2023-12-31$1,241,006
Value of interest in common/collective trusts at end of year2023-12-31$1,741,718,861
Value of interest in common/collective trusts at beginning of year2023-12-31$1,419,094,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$26,868,868
Net investment gain or loss from common/collective trusts2023-12-31$288,042,822
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$58,145,783
Employer contributions (assets) at end of year2023-12-31$32,099,254
Employer contributions (assets) at beginning of year2023-12-31$28,206,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$139,027,844
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$428,204
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$378,904
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-296,072
Total unrealized appreciation/depreciation of assets2022-12-31$-296,072
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$0
Total income from all sources (including contributions)2022-12-31$-197,470,343
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$138,551,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$136,866,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$150,874,788
Value of total assets at end of year2022-12-31$1,701,056,545
Value of total assets at beginning of year2022-12-31$2,037,078,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,684,813
Total interest from all sources2022-12-31$926,605
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,982,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,982,395
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$83,939,365
Participant contributions at end of year2022-12-31$20,322,721
Participant contributions at beginning of year2022-12-31$19,822,607
Participant contributions at end of year2022-12-31$1,867,724
Participant contributions at beginning of year2022-12-31$1,452,169
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,856,539
Administrative expenses (other) incurred2022-12-31$929,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-336,022,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,701,056,545
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,037,078,675
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
Investment advisory and management fees2022-12-31$755,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$231,186,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$246,025,799
Interest on participant loans2022-12-31$926,605
Value of interest in common/collective trusts at end of year2022-12-31$1,419,094,538
Value of interest in common/collective trusts at beginning of year2022-12-31$1,741,847,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,149,102
Net investment gain or loss from common/collective trusts2022-12-31$-306,808,957
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$53,078,884
Employer contributions (assets) at end of year2022-12-31$28,206,012
Employer contributions (assets) at beginning of year2022-12-31$27,255,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$136,866,974
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$378,904
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$675,320
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-114,579
Total unrealized appreciation/depreciation of assets2021-12-31$-114,579
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$399,304,564
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$165,066,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$163,849,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$147,376,663
Value of total assets at end of year2021-12-31$2,037,078,675
Value of total assets at beginning of year2021-12-31$1,802,840,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,217,061
Total interest from all sources2021-12-31$1,083,605
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,536,733
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$15,536,733
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$76,533,108
Participant contributions at end of year2021-12-31$19,822,607
Participant contributions at beginning of year2021-12-31$19,639,277
Participant contributions at end of year2021-12-31$1,452,169
Participant contributions at beginning of year2021-12-31$1,313,066
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,436,107
Administrative expenses (other) incurred2021-12-31$536,504
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$234,237,866
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,037,078,675
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,802,840,809
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
Investment advisory and management fees2021-12-31$680,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$246,025,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$224,855,509
Interest on participant loans2021-12-31$1,083,605
Value of interest in common/collective trusts at end of year2021-12-31$1,741,847,562
Value of interest in common/collective trusts at beginning of year2021-12-31$1,528,316,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,418,829
Net investment gain or loss from common/collective trusts2021-12-31$232,003,313
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$50,407,448
Employer contributions (assets) at end of year2021-12-31$27,255,218
Employer contributions (assets) at beginning of year2021-12-31$27,926,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$163,849,637
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$675,320
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$789,945
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 name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$159,481
Total unrealized appreciation/depreciation of assets2020-12-31$159,481
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$372,658,739
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$137,551,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$135,942,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$135,284,981
Value of total assets at end of year2020-12-31$1,802,840,809
Value of total assets at beginning of year2020-12-31$1,567,733,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,609,115
Total interest from all sources2020-12-31$1,171,715
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,224,524
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$4,220,687
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$73,679,907
Participant contributions at end of year2020-12-31$19,639,277
Participant contributions at beginning of year2020-12-31$20,861,142
Participant contributions at end of year2020-12-31$1,313,066
Participant contributions at beginning of year2020-12-31$3,771
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,044,712
Administrative expenses (other) incurred2020-12-31$1,028,737
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$235,107,273
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,802,840,809
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,567,733,536
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
Investment advisory and management fees2020-12-31$580,378
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$224,855,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$233,500,764
Interest on participant loans2020-12-31$1,171,715
Value of interest in common/collective trusts at end of year2020-12-31$1,528,316,873
Value of interest in common/collective trusts at beginning of year2020-12-31$1,268,835,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,735,999
Net investment gain or loss from common/collective trusts2020-12-31$212,082,039
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$51,560,362
Employer contributions (assets) at end of year2020-12-31$27,926,139
Employer contributions (assets) at beginning of year2020-12-31$43,901,776
Income. Dividends from common stock2020-12-31$3,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$135,942,351
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$789,945
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$630,622
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 name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$153,030
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$153,030
Total unrealized appreciation/depreciation of assets2019-12-31$153,030
Total unrealized appreciation/depreciation of assets2019-12-31$153,030
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$392,903,036
Total income from all sources (including contributions)2019-12-31$392,903,036
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$110,544,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,514,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$109,514,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$125,624,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$125,624,335
Value of total assets at end of year2019-12-31$1,567,733,536
Value of total assets at end of year2019-12-31$1,567,733,536
Value of total assets at beginning of year2019-12-31$1,285,374,690
Value of total assets at beginning of year2019-12-31$1,285,374,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,030,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,030,103
Total interest from all sources2019-12-31$1,092,066
Total interest from all sources2019-12-31$1,092,066
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,249,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,249,861
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,242,187
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,242,187
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$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$65,448,695
Contributions received from participants2019-12-31$65,448,695
Participant contributions at end of year2019-12-31$20,861,142
Participant contributions at end of year2019-12-31$20,861,142
Participant contributions at beginning of year2019-12-31$20,132,176
Participant contributions at beginning of year2019-12-31$20,132,176
Participant contributions at end of year2019-12-31$3,771
Participant contributions at end of year2019-12-31$3,771
Participant contributions at beginning of year2019-12-31$1,030,649
Participant contributions at beginning of year2019-12-31$1,030,649
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,088,672
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,088,672
Administrative expenses (other) incurred2019-12-31$339,950
Administrative expenses (other) incurred2019-12-31$339,950
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$282,358,846
Value of net income/loss2019-12-31$282,358,846
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,567,733,536
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,567,733,536
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,285,374,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,285,374,690
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
Investment advisory and management fees2019-12-31$690,153
Investment advisory and management fees2019-12-31$690,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$233,500,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$233,500,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,149,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$199,149,822
Interest on participant loans2019-12-31$1,092,066
Interest on participant loans2019-12-31$1,092,066
Value of interest in common/collective trusts at end of year2019-12-31$1,268,835,461
Value of interest in common/collective trusts at end of year2019-12-31$1,268,835,461
Value of interest in common/collective trusts at beginning of year2019-12-31$1,025,764,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,675,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$23,675,672
Net investment gain or loss from common/collective trusts2019-12-31$234,108,072
Net investment gain or loss from common/collective trusts2019-12-31$234,108,072
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$44,086,968
Contributions received in cash from employer2019-12-31$44,086,968
Employer contributions (assets) at end of year2019-12-31$43,901,776
Employer contributions (assets) at end of year2019-12-31$43,901,776
Employer contributions (assets) at beginning of year2019-12-31$38,819,460
Employer contributions (assets) at beginning of year2019-12-31$38,819,460
Income. Dividends from common stock2019-12-31$7,674
Income. Dividends from common stock2019-12-31$7,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$109,514,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$109,514,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$630,622
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$630,622
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$478,074
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$478,074
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 name2019-12-31GRANT THORNTON LLP
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
Accountancy firm EIN2019-12-31366055558
2018 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$9,735
Total unrealized appreciation/depreciation of assets2018-12-31$9,735
Total transfer of assets to this plan2018-12-31$708,641
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$48,909,114
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$100,729,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$99,479,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$113,300,102
Value of total assets at end of year2018-12-31$1,285,374,690
Value of total assets at beginning of year2018-12-31$1,336,486,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,250,001
Total interest from all sources2018-12-31$929,319
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,892,698
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$8,885,373
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$62,369,097
Participant contributions at end of year2018-12-31$20,132,176
Participant contributions at beginning of year2018-12-31$19,700,759
Participant contributions at end of year2018-12-31$1,030,649
Participant contributions at beginning of year2018-12-31$1,119,671
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,111,545
Administrative expenses (other) incurred2018-12-31$756,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-51,819,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,285,374,690
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,336,486,040
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
Investment advisory and management fees2018-12-31$493,438
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$199,149,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$220,353,467
Interest on participant loans2018-12-31$929,319
Value of interest in common/collective trusts at end of year2018-12-31$1,025,764,509
Value of interest in common/collective trusts at beginning of year2018-12-31$1,059,633,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,672,485
Net investment gain or loss from common/collective trusts2018-12-31$-52,550,255
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$38,819,460
Employer contributions (assets) at end of year2018-12-31$38,819,460
Employer contributions (assets) at beginning of year2018-12-31$35,209,730
Income. Dividends from common stock2018-12-31$7,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$99,479,104
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$478,074
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$468,744
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 name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$14,444
Total unrealized appreciation/depreciation of assets2017-12-31$14,444
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$298,861,860
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$77,805,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$76,419,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$106,642,829
Value of total assets at end of year2017-12-31$1,336,486,040
Value of total assets at beginning of year2017-12-31$1,115,429,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,385,848
Total interest from all sources2017-12-31$839,806
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,973,938
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$9,967,111
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$59,841,759
Participant contributions at end of year2017-12-31$19,700,759
Participant contributions at beginning of year2017-12-31$19,133,663
Participant contributions at end of year2017-12-31$1,119,671
Participant contributions at beginning of year2017-12-31$961,411
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,591,340
Administrative expenses (other) incurred2017-12-31$852,074
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$221,056,845
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,336,486,040
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,115,429,195
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
Investment advisory and management fees2017-12-31$533,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$220,353,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$198,648,324
Interest on participant loans2017-12-31$839,806
Value of interest in common/collective trusts at end of year2017-12-31$1,059,633,669
Value of interest in common/collective trusts at beginning of year2017-12-31$866,904,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,673,346
Net investment gain or loss from common/collective trusts2017-12-31$165,717,497
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$35,209,730
Employer contributions (assets) at end of year2017-12-31$35,209,730
Employer contributions (assets) at beginning of year2017-12-31$29,326,973
Income. Dividends from common stock2017-12-31$6,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$76,419,167
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$468,744
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$454,399
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-3,703
Total unrealized appreciation/depreciation of assets2016-12-31$-3,703
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$161,158,185
Total loss/gain on sale of assets2016-12-31$-893
Total of all expenses incurred2016-12-31$74,189,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$73,687,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$96,006,362
Value of total assets at end of year2016-12-31$1,115,429,195
Value of total assets at beginning of year2016-12-31$1,028,460,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$501,647
Total interest from all sources2016-12-31$839,341
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,364,734
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$5,358,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$54,918,933
Participant contributions at end of year2016-12-31$19,133,663
Participant contributions at beginning of year2016-12-31$20,433,863
Participant contributions at end of year2016-12-31$961,411
Participant contributions at beginning of year2016-12-31$880,190
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,760,456
Administrative expenses (other) incurred2016-12-31$169,152
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$86,968,890
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,115,429,195
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,028,460,305
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
Investment advisory and management fees2016-12-31$332,495
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$198,648,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$171,365,937
Interest on participant loans2016-12-31$839,341
Value of interest in common/collective trusts at end of year2016-12-31$866,904,425
Value of interest in common/collective trusts at beginning of year2016-12-31$813,704,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,551,448
Net investment gain or loss from common/collective trusts2016-12-31$51,400,896
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$29,326,973
Employer contributions (assets) at end of year2016-12-31$29,326,973
Employer contributions (assets) at beginning of year2016-12-31$21,600,215
Income. Dividends from common stock2016-12-31$6,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$73,687,648
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$454,399
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$475,487
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
Aggregate proceeds on sale of assets2016-12-31$16,445
Aggregate carrying amount (costs) on sale of assets2016-12-31$17,338
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 name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$49,260
Total unrealized appreciation/depreciation of assets2015-12-31$49,260
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$93,005,958
Total loss/gain on sale of assets2015-12-31$2,830
Total of all expenses incurred2015-12-31$85,221,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$85,071,080
Expenses. Certain deemed distributions of participant loans2015-12-31$132,744
Value of total corrective distributions2015-12-31$17,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$86,252,605
Value of total assets at end of year2015-12-31$1,028,460,305
Value of total assets at beginning of year2015-12-31$1,020,675,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$874,883
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$44,771,885
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$44,763,464
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$50,891,848
Participant contributions at end of year2015-12-31$20,433,863
Participant contributions at beginning of year2015-12-31$20,024,017
Participant contributions at end of year2015-12-31$880,190
Participant contributions at beginning of year2015-12-31$790,214
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,758,910
Other income not declared elsewhere2015-12-31$280,864
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$7,784,676
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,028,460,305
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,020,675,629
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$171,365,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$803,581,089
Interest on participant loans2015-12-31$874,883
Value of interest in common/collective trusts at end of year2015-12-31$813,704,613
Value of interest in common/collective trusts at beginning of year2015-12-31$177,823,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-40,461,278
Net investment gain or loss from common/collective trusts2015-12-31$1,234,909
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$21,601,847
Employer contributions (assets) at end of year2015-12-31$21,600,215
Employer contributions (assets) at beginning of year2015-12-31$18,015,618
Income. Dividends from common stock2015-12-31$8,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$85,071,080
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$475,487
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$441,186
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
Aggregate proceeds on sale of assets2015-12-31$17,806
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,976
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 name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$80,347
Total unrealized appreciation/depreciation of assets2014-12-31$80,347
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$124,071,371
Total loss/gain on sale of assets2014-12-31$2,256
Total of all expenses incurred2014-12-31$82,259,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$82,259,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$76,226,075
Value of total assets at end of year2014-12-31$1,020,675,629
Value of total assets at beginning of year2014-12-31$978,864,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$832,717
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,805,386
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$64,799,999
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$47,160,389
Participant contributions at end of year2014-12-31$20,024,017
Participant contributions at beginning of year2014-12-31$19,871,885
Participant contributions at end of year2014-12-31$790,214
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,048,587
Other income not declared elsewhere2014-12-31$196,504
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$2,849,523
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$41,811,426
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,020,675,629
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$978,864,203
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$803,581,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$768,503,212
Interest on participant loans2014-12-31$832,717
Value of interest in common/collective trusts at end of year2014-12-31$177,823,505
Value of interest in common/collective trusts at beginning of year2014-12-31$170,208,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-27,592,918
Net investment gain or loss from common/collective trusts2014-12-31$9,521,004
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$18,017,099
Employer contributions (assets) at end of year2014-12-31$18,015,618
Employer contributions (assets) at beginning of year2014-12-31$17,050,376
Income. Dividends from common stock2014-12-31$5,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$82,259,945
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$441,186
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$380,548
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
Aggregate proceeds on sale of assets2014-12-31$24,947
Aggregate carrying amount (costs) on sale of assets2014-12-31$22,691
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 name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$132,925
Total unrealized appreciation/depreciation of assets2013-12-31$132,925
Total transfer of assets to this plan2013-12-31$3,609,538
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$209,625,796
Total loss/gain on sale of assets2013-12-31$2,376
Total of all expenses incurred2013-12-31$75,826,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$75,826,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$64,368,724
Value of total assets at end of year2013-12-31$978,864,203
Value of total assets at beginning of year2013-12-31$841,455,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$842,830
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,635,094
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$28,630,810
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$43,836,598
Participant contributions at end of year2013-12-31$19,871,885
Participant contributions at beginning of year2013-12-31$19,378,425
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$848,801
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,486,647
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2
Other income not declared elsewhere2013-12-31$125,253
Total non interest bearing cash at end of year2013-12-31$2,849,523
Total non interest bearing cash at beginning of year2013-12-31$0
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$133,799,228
Value of net assets at end of year (total assets less liabilities)2013-12-31$978,864,203
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$841,455,437
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$768,503,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$646,834,814
Interest on participant loans2013-12-31$842,830
Value of interest in common/collective trusts at end of year2013-12-31$170,208,659
Value of interest in common/collective trusts at beginning of year2013-12-31$157,479,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$103,468,609
Net investment gain or loss from common/collective trusts2013-12-31$12,049,985
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$17,045,479
Employer contributions (assets) at end of year2013-12-31$17,050,376
Employer contributions (assets) at beginning of year2013-12-31$16,658,283
Income. Dividends from common stock2013-12-31$4,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$75,826,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$380,548
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$255,473
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
Aggregate proceeds on sale of assets2013-12-31$9,845
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,469
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 name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$63,093
Total unrealized appreciation/depreciation of assets2012-12-31$63,093
Total transfer of assets to this plan2012-12-31$10,405,369
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$3,203
Total income from all sources (including contributions)2012-12-31$151,428,674
Total loss/gain on sale of assets2012-12-31$2,196
Total of all expenses incurred2012-12-31$70,035,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$69,968,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$66,157,493
Value of total assets at end of year2012-12-31$841,455,437
Value of total assets at beginning of year2012-12-31$749,660,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,217
Total interest from all sources2012-12-31$841,348
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,835,732
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$21,831,884
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$42,950,281
Participant contributions at end of year2012-12-31$19,378,425
Participant contributions at beginning of year2012-12-31$19,941,512
Participant contributions at end of year2012-12-31$848,801
Participant contributions at beginning of year2012-12-31$752,727
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,542,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,205
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$3,203
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$81,392,971
Value of net assets at end of year (total assets less liabilities)2012-12-31$841,455,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$749,657,097
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
Investment advisory and management fees2012-12-31$67,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$646,834,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$559,356,527
Interest on participant loans2012-12-31$841,348
Value of interest in common/collective trusts at end of year2012-12-31$157,479,639
Value of interest in common/collective trusts at beginning of year2012-12-31$152,730,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$55,201,074
Net investment gain or loss from common/collective trusts2012-12-31$7,327,738
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$16,664,360
Employer contributions (assets) at end of year2012-12-31$16,658,283
Employer contributions (assets) at beginning of year2012-12-31$16,675,147
Income. Dividends from common stock2012-12-31$3,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$69,968,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$255,473
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$200,213
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
Aggregate proceeds on sale of assets2012-12-31$9,996
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,800
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-115
Total unrealized appreciation/depreciation of assets2011-12-31$-115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,168
Total income from all sources (including contributions)2011-12-31$52,195,808
Total loss/gain on sale of assets2011-12-31$443
Total of all expenses incurred2011-12-31$52,993,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$52,898,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$62,361,328
Value of total assets at end of year2011-12-31$749,660,300
Value of total assets at beginning of year2011-12-31$750,456,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,350
Total interest from all sources2011-12-31$866,691
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,471,219
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$21,468,016
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$41,023,125
Participant contributions at end of year2011-12-31$19,941,512
Participant contributions at beginning of year2011-12-31$18,195,443
Participant contributions at end of year2011-12-31$752,727
Participant contributions at beginning of year2011-12-31$808,986
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,654,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,170
Administrative expenses (other) incurred2011-12-31$24,096
Liabilities. Value of operating payables at end of year2011-12-31$3,203
Liabilities. Value of operating payables at beginning of year2011-12-31$2,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-797,366
Value of net assets at end of year (total assets less liabilities)2011-12-31$749,657,097
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$750,454,463
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
Investment advisory and management fees2011-12-31$70,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$559,356,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$595,421,333
Interest on participant loans2011-12-31$866,691
Value of interest in common/collective trusts at end of year2011-12-31$152,730,969
Value of interest in common/collective trusts at beginning of year2011-12-31$119,297,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,973,690
Net investment gain or loss from common/collective trusts2011-12-31$2,469,932
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$16,683,463
Employer contributions (assets) at end of year2011-12-31$16,675,147
Employer contributions (assets) at beginning of year2011-12-31$16,528,147
Income. Dividends from common stock2011-12-31$3,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$52,898,824
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$200,213
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$203,267
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
Aggregate proceeds on sale of assets2011-12-31$3,444
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,001
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 name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$28,592
Total unrealized appreciation/depreciation of assets2010-12-31$28,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,897
Total income from all sources (including contributions)2010-12-31$139,579,493
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$46,815,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$46,751,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,415,029
Value of total assets at end of year2010-12-31$750,456,631
Value of total assets at beginning of year2010-12-31$657,692,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,860
Total interest from all sources2010-12-31$886,675
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,518,803
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$15,516,635
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$39,673,493
Participant contributions at end of year2010-12-31$18,195,443
Participant contributions at beginning of year2010-12-31$16,016,578
Participant contributions at end of year2010-12-31$808,986
Participant contributions at beginning of year2010-12-31$736,776
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,213,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,899
Administrative expenses (other) incurred2010-12-31$24,134
Liabilities. Value of operating payables at end of year2010-12-31$2,168
Liabilities. Value of operating payables at beginning of year2010-12-31$1,897
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$92,763,645
Value of net assets at end of year (total assets less liabilities)2010-12-31$750,454,463
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$657,690,818
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
Investment advisory and management fees2010-12-31$39,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$595,421,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$472,024,675
Interest on participant loans2010-12-31$883,902
Value of interest in common/collective trusts at end of year2010-12-31$119,297,285
Value of interest in common/collective trusts at beginning of year2010-12-31$152,037,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$56,004,474
Net investment gain or loss from common/collective trusts2010-12-31$6,725,920
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$16,528,147
Employer contributions (assets) at end of year2010-12-31$16,528,147
Employer contributions (assets) at beginning of year2010-12-31$16,688,283
Income. Dividends from common stock2010-12-31$2,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,751,988
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$203,267
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$174,763
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 name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : PROFIT-SHARING PLAN OF WOLTERS KLUWER 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 PROFIT-SHARING PLAN OF WOLTERS KLUWER

2023: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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: PROFIT-SHARING PLAN OF WOLTERS KLUWER 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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