A&B Enhanced Partner Cash Balance Pension Plan — Form 5500 plan (Alston & Bird Llp)

Plain-English plan 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, A&B Enhanced Partner Cash Balance Pension Plan is a benefit plan reported by Alston & Bird Llp under EIN 58-0137615 and plan number 021. The latest loaded filing year is 2023. The filing reports 408 participants and $125,936,296 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$125.9MPlan net assets, end of year$125,933,796
Participants408Covered participants reported
Assets / participant$308.7KComputed: assets ÷ participants$308,667 (computed)
Provider compensation$220.2K2 Schedule C provider row(s)$220,157
Plan sponsor
Alston & Bird Llp
EIN
58-0137615
Plan number
021
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20240724083136NAL0012366945001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$125.9M total assets
Net assets$125.9MLiabilities$2.5K
Money in vs. money out
Total income / additions$28.5M
Total expenses$14.2M
Benefits paid / distributions$14M
Contributions
Employer$17.5M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$125,936,296
Total liabilities (EOY)
$2,500
Net assets (EOY)
$125,933,796
Net assets (BOY)
$111,657,037

Income & contributions

Employer contributions
$17,495,341
Total contributions
$17,495,341
Total income / additions
$28,510,631

Expenses & distributions

Benefits paid
$14,013,715
Administrative expenses
$220,157
Total expenses
$14,233,872
Net increase / (decrease)
$14,276,759
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISORY$210,157not reported in the loaded dataset2023
Principal Trust CompanyTRUSTEE$10,000not reported in the loaded dataset2023

Related Form 5500 pages