Kilpatrick Townsend & Stockton Llp Retirement Savings Plan — Form 5500 plan (Kilpatrick Townsend & Stockton 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, Kilpatrick Townsend & Stockton Llp Retirement Savings Plan is a benefit plan reported by Kilpatrick Townsend & Stockton Llp under EIN 58-0511774 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,387 participants and $511,852,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kilpatrick Townsend & Stockton Llp
- EIN
- 58-0511774
- Plan number
- 003
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,387
- End-of-year plan assets
- $511,852,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,387 | H, C | 20241001160008NAL0007067969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $511,852,575
- Net assets (EOY)
- $511,852,575
- Net assets (BOY)
- $445,862,700
Income & contributions
- Employer contributions
- $6,144,565
- Participant contributions
- $15,909,261
- Total contributions
- $30,840,772
- Total income / additions
- $111,476,317
Expenses & distributions
- Benefits paid
- $45,350,749
- Administrative expenses
- $151,915
- Total expenses
- $45,518,074
- Net increase / (decrease)
- $65,958,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Institutional Op. Co. | RECORD KEEPER | $51,472 | $0 | 2023 |
| Prudential Insurance Co. | RISK | $48,850 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $40,833 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $38,230 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kilpatrick Townsend & Stockton Llp
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Fidelity Inv. Institutional Op. Co. — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation