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, Dalby, Wendland And Company, P. C. Salary is a benefit plan reported by Dalby, Wendland And Company, P. C. under EIN 84-0795096 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $14,906,334 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,906,334
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,906,334
- Net assets (BOY)
- $12,803,331
Income & contributions
- Employer contributions
- $296,989
- Participant contributions
- $882,155
- Total contributions
- $1,317,685
- Total income / additions
- $3,650,876
Expenses & distributions
- Benefits paid
- $1,536,788
- Administrative expenses
- $9,996
- Total expenses
- $1,547,873
- Net increase / (decrease)
- $2,103,003