American Century Non-U.S. Concentrated Growth Trust — Form 5500 plan (Global Trust Company)
Plain-English plan 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, American Century Non-U.S. Concentrated Growth Trust is a benefit plan reported by Global Trust Company under EIN 30-6406015 and plan number 023. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $362,285,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Global Trust Company
- EIN
- 30-6406015
- Plan number
- 023
- Plan type
- 4
- Location
- Woburn, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20240528124505NAL0010775953004 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $362,285,625
- Total liabilities (EOY)
- $6,326,081
- Net assets (EOY)
- $355,959,544
- Net assets (BOY)
- $73,465,533
Income & contributions
- Total income / additions
- $9,464,495
Expenses & distributions
- Administrative expenses
- $889,273
- Total expenses
- $889,273
- Net increase / (decrease)
- $8,575,222
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.