2023 Form 5500 filing — Kilpatrick Townsend & Stockton Llp Ret Sav Plan-Plan 2
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 20241001160008NAL0007067969002) for Kilpatrick Townsend & Stockton Llp Ret Sav Plan-Plan 2, reported by Kilpatrick Townsend & Stockton Llp under EIN 58-0511774 and plan number 009. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160008NAL0007067969002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kilpatrick Townsend & Stockton Llp
- EIN
- 58-0511774
- Plan number
- 009
- Location
- Atlanta, GA
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $93,684,949
- Net assets (EOY)
- $93,684,949
- Employer contributions
- $6,459,154
- Participant contributions
- $3,327,250
- Total income / additions
- $22,943,480
- Benefits paid
- $8,384,428
- Administrative expenses
- $51,082
- Total expenses
- $8,435,510
- Net increase / (decrease)
- $14,507,970
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Institutional Op. Co. | RECORD KEEPER | $21,562 | $0 |
| Strategic Advisors, Inc. | ADVISER | $15,253 | not reported in the loaded dataset |
| Prudential Insurance Co. | RISK | $14,937 | not reported in the loaded dataset |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $11,243 | $0 |