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, Carnegie Learning, Inc. 401(K) Plan is a benefit plan reported by Carnegie Learning, Inc. under EIN 25-1805640 and plan number 001. The latest loaded filing year is 2023. The filing reports 821 participants and $33,499,258 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,499,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,499,258
- Net assets (BOY)
- $25,199,705
Income & contributions
- Employer contributions
- $523,578
- Participant contributions
- $3,492,401
- Total contributions
- $5,563,371
- Total income / additions
- $10,514,909
Expenses & distributions
- Benefits paid
- $2,112,286
- Administrative expenses
- $98,565
- Total expenses
- $2,215,356
- Net increase / (decrease)
- $8,299,553