2023 Form 5500 filing — Capital Retirement Savings Plan
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 20250321005622NAL0005520851001) for Capital Retirement Savings Plan, reported by Capital Group Companies, Inc. under EIN 86-0206507 and plan number 002. It reports 12,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250321005622NAL0005520851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Group Companies, Inc.
- EIN
- 86-0206507
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 12,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,067,430,633
- Total liabilities (EOY)
- $12,601,291
- Net assets (EOY)
- $7,054,829,342
- Employer contributions
- $189,888,602
- Participant contributions
- $81,977,071
- Total income / additions
- $1,276,110,095
- Benefits paid
- $337,792,897
- Administrative expenses
- $0
- Total expenses
- $339,228,934
- Net increase / (decrease)
- $936,881,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | SERVICE PROVIDER | $31,050 | not reported in the loaded dataset |