2023 Form 5500 filing — A&B 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 20240724083035NAL0007289939001) for A&B Retirement Plan, reported by Alston & Bird Llp under EIN 58-0137615 and plan number 001. It reports 2,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724083035NAL0007289939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alston & Bird Llp
- EIN
- 58-0137615
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 2,590
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,003,704,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,003,704,257
- Employer contributions
- $19,311,484
- Participant contributions
- $24,689,737
- Total income / additions
- $203,635,847
- Benefits paid
- $63,300,095
- Administrative expenses
- $350,075
- Total expenses
- $63,650,170
- Net increase / (decrease)
- $139,985,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Trust Company | TRUSTEE | $177,749 | not reported in the loaded dataset |
| Bilkey Katz Investment Manager | INVESTMENT ADVISORY | $140,000 | not reported in the loaded dataset |
| Usi Consulting Group | CONSULTANT | $27,092 | not reported in the loaded dataset |