2023 Form 5500 filing — A&B Enhanced Partner Cash Balance Pension 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 20240724083136NAL0012366945001) for A&B Enhanced Partner Cash Balance Pension Plan, reported by Alston & Bird Llp under EIN 58-0137615 and plan number 021. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$125.9MReported net assets$125,933,796
Participants408
Provider compensation$220.2K2 Schedule C row(s)$220,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240724083136NAL0012366945001
- Plan sponsor
- Alston & Bird Llp
- EIN
- 58-0137615
- Plan number
- 021
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$125.9M total assets
Net assets$125.9MLiabilities$2.5K
Full reported line items
- Total assets (EOY)
- $125,936,296
- Total liabilities (EOY)
- $2,500
- Net assets (EOY)
- $125,933,796
- Employer contributions
- $17,495,341
- Total income / additions
- $28,510,631
- Benefits paid
- $14,013,715
- Administrative expenses
- $220,157
- Total expenses
- $14,233,872
- Net increase / (decrease)
- $14,276,759
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISORY | $210,157 | not reported in the loaded dataset |
| Principal Trust Company | TRUSTEE | $10,000 | not reported in the loaded dataset |