2023 Form 5500 filing — The Capital Group Master Retirement 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 20250814091205NAL0009752833001) for The Capital Group Master Retirement Plan, reported by Advisortrust, Inc. under EIN 46-4091337 and plan number 003. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250814091205NAL0009752833001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Advisortrust, Inc.
- EIN
- 46-4091337
- Plan number
- 003
- Location
- Sioux Falls, SD
- Participants
- 92
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,639,900
- Net assets (EOY)
- $2,639,900
- Employer contributions
- $326,130
- Participant contributions
- $913,260
- Total income / additions
- $1,928,520
- Benefits paid
- $41,410
- Administrative expenses
- $16,503
- Total expenses
- $58,201
- Net increase / (decrease)
- $1,870,319
- Schedule source
- Schedule I