2023 Form 5500 filing — American Century Retirement Readiness 2040 Trust
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 20240621100556NAL0002710753002) for American Century Retirement Readiness 2040 Trust, reported by Benefit Trust Company under EIN 83-6703513 and plan number 094. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$25.5MReported net assets$25,466,528
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240621100556NAL0002710753002
- Plan sponsor
- Benefit Trust Company
- EIN
- 83-6703513
- Plan number
- 094
- Location
- Overland Park, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.5M total assets
Net assets$25.5MLiabilities$37.4K
Full reported line items
- Total assets (EOY)
- $25,503,950
- Total liabilities (EOY)
- $37,422
- Net assets (EOY)
- $25,466,528
- Total income / additions
- $2,809,451
- Administrative expenses
- $49,962
- Total expenses
- $49,962
- Net increase / (decrease)
- $2,759,489