2023 Form 5500 filing — Dale Carnegie & Associates, Inc. Savings And Investment Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250115100915NAL0011681859001) for Dale Carnegie & Associates, Inc. Savings And Investment Plan, reported by Dale Carnegie & Associates, Inc. under EIN 13-1805573 and plan number 002. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115100915NAL0011681859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dale Carnegie & Associates, Inc.
- EIN
- 13-1805573
- Plan number
- 002
- Location
- Melville, NY
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,844,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,844,813
- Employer contributions
- $182,466
- Participant contributions
- $595,745
- Total income / additions
- $3,595,343
- Benefits paid
- $166,099
- Administrative expenses
- $30,651
- Total expenses
- $199,732
- Net increase / (decrease)
- $3,395,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Investment Advisers LLC | INVESTMENT/FINANCIAL ADVI | $29,726 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |