2023 Form 5500 filing — American Century Retirement Readiness 2035 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 20240621100000NAL0005174786001) for American Century Retirement Readiness 2035 Trust, reported by Benefit Trust Company under EIN 83-6703513 and plan number 093. 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)$25.6MReported net assets$25,582,519
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240621100000NAL0005174786001
Plan sponsor
Benefit Trust Company
EIN
83-6703513
Plan number
093
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)$25.9M total assets
Net assets$25.6MLiabilities$352.8K
Money in vs. money out
Total income / additions$2.7M
Total expenses$50.1K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$25,935,331
Total liabilities (EOY)
$352,812
Net assets (EOY)
$25,582,519
Total income / additions
$2,717,196
Administrative expenses
$50,108
Total expenses
$50,108
Net increase / (decrease)
$2,667,088

Related Form 5500 pages