2023 Form 5500 filing — Capital Group American Balanced Trust (Us)
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 20241127115036NAL0002886627001) for Capital Group American Balanced Trust (Us), reported by Capital Bank And Trust Company under EIN 95-6597294 and plan number 672. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241127115036NAL0002886627001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Capital Bank And Trust Company
- EIN
- 95-6597294
- Plan number
- 672
- Location
- Irvine, CA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,668,517,000
- Total liabilities (EOY)
- $314,477,000
- Net assets (EOY)
- $3,354,040,000
- Total income / additions
- $457,173,000
- Benefits paid
- $0
- Administrative expenses
- $6,500,000
- Total expenses
- $6,500,000
- Net increase / (decrease)
- $450,673,000
- Schedule source
- Schedule H