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STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST 401k Plan overview

Plan NameSTATE STREET AMERICAN FUNDS HYBRID 2065 TRUST
Plan identification number 387

STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

BENEFIT TRUST COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BENEFIT TRUST COMPANY
Employer identification number (EIN):996912621

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3872023-07-05

Plan Statistics for STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST

401k plan membership statisitcs for STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST

Measure Date Value
2023: STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST 2023 401k membership
Total of all active and inactive participants2023-07-050

Financial Data on STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST

Measure Date Value
2023 : STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$140,879
Total transfer of assets from this plan2023-12-31$6,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,021
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$135,206
Value of total assets at beginning of year2023-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$270
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$2
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Value of net income/loss2023-12-31$1,018
Value of net assets at end of year (total assets less liabilities)2023-12-31$135,204
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$0
Investment advisory and management fees2023-12-31$2
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$61,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$73,817
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$89
Net investment gain or loss from common/collective trusts2023-12-31$662

Form 5500 Responses for STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST

2023: STATE STREET AMERICAN FUNDS HYBRID 2065 TRUST 2023 form 5500 responses
2023-07-05Type of plan entityDFE (Diect Filing Entity)
2023-07-05First time form 5500 has been submittedYes
2023-07-05Submission has been amendedNo
2023-07-05This submission is the final filingNo
2023-07-05This return/report is a short plan year return/report (less than 12 months)Yes
2023-07-05Plan is a collectively bargained planNo

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