2023 Form 5500 filing — State Street American Funds Hybrid 2025 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 20241002203447NAL0016064864001) for State Street American Funds Hybrid 2025 Trust, reported by Benefit Trust Company under EIN 99-6912621 and plan number 379. 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)$14.3MReported net assets$14,274,026
ParticipantsNot reported
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20241002203447NAL0016064864001
- Plan sponsor
- Benefit Trust Company
- EIN
- 99-6912621
- Plan number
- 379
- 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)$14.3M total assets
Net assets$14.3MLiabilities$966
Full reported line items
- Total assets (EOY)
- $14,274,992
- Total liabilities (EOY)
- $966
- Net assets (EOY)
- $14,274,026
- Total income / additions
- $609,306
- Benefits paid
- $0
- Administrative expenses
- $1,167
- Total expenses
- $1,167
- Net increase / (decrease)
- $608,139