Capital Accumulation P/S Plan For Employees Of Payden & Rygel — Form 5500 plan (Payden & Rygel)
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, Capital Accumulation P/S Plan For Employees Of Payden & Rygel is a benefit plan reported by Payden & Rygel under EIN 95-3921788 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $110,048,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Payden & Rygel
- EIN
- 95-3921788
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $110,048,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20240709105219NAL0015286337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $110,048,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $110,048,079
- Net assets (BOY)
- $93,099,767
Income & contributions
- Employer contributions
- $2,620,958
- Participant contributions
- $3,558,551
- Total contributions
- $6,182,833
- Total income / additions
- $21,870,747
Expenses & distributions
- Benefits paid
- $4,829,194
- Administrative expenses
- $93,241
- Total expenses
- $4,922,435
- Net increase / (decrease)
- $16,948,312
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $45,852 | $0 | 2023 |
| Charles Schwab Trust Company | NONE | $32,388 | $0 | 2023 |
| Hutchinson & Bloodgood Llp | AUDIT | $15,000 | not reported in the loaded dataset | 2023 |