2023 Form 5500 filing — Capital Accumulation P/S Plan For Employees Of Payden & Rygel
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 20240709105219NAL0015286337001) for Capital Accumulation P/S Plan For Employees Of Payden & Rygel, reported by Payden & Rygel under EIN 95-3921788 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709105219NAL0015286337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Payden & Rygel
- EIN
- 95-3921788
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $110,048,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,048,079
- Employer contributions
- $2,620,958
- Participant contributions
- $3,558,551
- Total income / additions
- $21,870,747
- Benefits paid
- $4,829,194
- Administrative expenses
- $93,241
- Total expenses
- $4,922,435
- Net increase / (decrease)
- $16,948,312
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $45,852 | $0 |
| Charles Schwab Trust Company | NONE | $32,388 | $0 |
| Hutchinson & Bloodgood Llp | AUDIT | $15,000 | not reported in the loaded dataset |