2023 Form 5500 filing — American Century Retirement Date Hybrid 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 20240621103536NAL0001678179002) for American Century Retirement Date Hybrid 2040 Trust, reported by Benefit Trust Company under EIN 83-6699605 and plan number 084. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240621103536NAL0001678179002
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Benefit Trust Company
- EIN
- 83-6699605
- Plan number
- 084
- Location
- Overland Park, KS
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $208,533,660
- Total liabilities (EOY)
- $1,739,630
- Net assets (EOY)
- $206,794,030
- Total income / additions
- $24,913,569
- Administrative expenses
- $396,159
- Total expenses
- $396,159
- Net increase / (decrease)
- $24,517,410
- Schedule source
- Schedule H