2023 Form 5500 filing — State Street American Funds Hybrid 2020 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 20241002203357NAL0008904817001) for State Street American Funds Hybrid 2020 Trust, reported by Benefit Trust Company under EIN 99-6912621 and plan number 378. 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)$6.1MReported net assets$6,111,773
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241002203357NAL0008904817001
Plan sponsor
Benefit Trust Company
EIN
99-6912621
Plan number
378
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)$6.1M total assets
Net assets$6.1MLiabilities$419
Money in vs. money out
Total income / additions$228.6K
Total expenses$1.1K
Benefits paid / distributions$0
Full reported line items
Total assets (EOY)
$6,112,192
Total liabilities (EOY)
$419
Net assets (EOY)
$6,111,773
Total income / additions
$228,642
Benefits paid
$0
Administrative expenses
$1,079
Total expenses
$1,079
Net increase / (decrease)
$227,563

Related Form 5500 pages