2023 Form 5500 filing — American Century Investments

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 20240206180202NAL0018978627001) for American Century Investments, reported by Anixter & Oser Inc under EIN 20-0513131 and plan number 005. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.1MReported net assets$4,132,497
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240206180202NAL0018978627001
Plan sponsor
Anixter & Oser Inc
EIN
20-0513131
Plan number
005
Location
Novato, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.1M total assets
Net assets$4.1MLiabilities
Money in vs. money out
Total income / additions$524.9K
Total expenses$60.7K
Benefits paid / distributions$60.7K
Contributions
Employer$61.4K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,132,497
Net assets (EOY)
$4,132,497
Employer contributions
$61,381
Total income / additions
$524,878
Benefits paid
$60,738
Total expenses
$60,738
Net increase / (decrease)
$464,140

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240206180202NAL0018978627001 cover?
It is the 2023 Form 5500 filing for American Century Investments, reported by Anixter & Oser Inc (EIN 20-0513131).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages