WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN

Plan Contact

  • Address: 127 NATIONWIDE DRIVE,LYNCHBURG,VA
  • Contact person: JACQUELYN MOSBY
  • Phone: (434) 947-1901

Plan General Information

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is $92,415,668.00.This plan was established in 1967.

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is 317

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is $291,532.00

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is $6,286.00.

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is approximately $11,962.00
Investing in this additonal $11,962.00 for 20 years would give you extra $765,615.00, assuming a 10% annual return.

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN allocates $3,792,189.00 to match its employees' contributions, providing an employer match rate of 192.11% of their contributions

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is 9.71%.

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is 12.67%. This measures the effectiveness of the plan participants' investments in the year.

WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of WILEY & WILSON, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN is 0.17%.

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