2023 Form 5500 filing — Frost Brown Todd Llp 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 20241010114923NAL0020922401001) for Frost Brown Todd Llp Cash Balance Pension Plan, reported by Frost Brown Todd Llp under EIN 61-0722001 and plan number 004. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114923NAL0020922401001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frost Brown Todd Llp
- EIN
- 61-0722001
- Plan number
- 004
- Location
- Louisville, KY
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,680,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,680,227
- Employer contributions
- $4,870,500
- Participant contributions
- $0
- Total income / additions
- $6,411,396
- Benefits paid
- $2,736,622
- Administrative expenses
- $109,366
- Total expenses
- $2,845,988
- Net increase / (decrease)
- $3,565,408
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advanced Capital Group, Inc. | NONE | $54,925 | not reported in the loaded dataset |
| Mchenry Advisers, Inc. | NONE | $12,831 | not reported in the loaded dataset |
| Harding Shymanski & Company, P.S.C. | NONE | $11,200 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $10,382 | not reported in the loaded dataset |