Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Dale Carnegie & Associates, Inc. Savings And Investment Plan is a benefit plan reported by Dale Carnegie & Associates, Inc. under EIN 13-1805573 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $14,844,813 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,844,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,844,813
- Net assets (BOY)
- $11,449,202
Income & contributions
- Employer contributions
- $182,466
- Participant contributions
- $595,745
- Total contributions
- $930,738
- Total income / additions
- $3,595,343
Expenses & distributions
- Benefits paid
- $166,099
- Administrative expenses
- $30,651
- Total expenses
- $199,732
- Net increase / (decrease)
- $3,395,611