2023 Form 5500 filing — American Century Retirement Readiness 2030 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 20240621095235NAL0001652723002) for American Century Retirement Readiness 2030 Trust, reported by Benefit Trust Company under EIN 83-6703513 and plan number 092. 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)$29.6MReported net assets$29,620,687
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240621095235NAL0001652723002
Plan sponsor
Benefit Trust Company
EIN
83-6703513
Plan number
092
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)$29.7M total assets
Net assets$29.6MLiabilities$80.7K
Money in vs. money out
Total income / additions$3.2M
Total expenses$60.6K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$29,701,382
Total liabilities (EOY)
$80,695
Net assets (EOY)
$29,620,687
Total income / additions
$3,160,584
Administrative expenses
$60,583
Total expenses
$60,583
Net increase / (decrease)
$3,100,001

Related Form 5500 pages