Frost Brown Todd Llp Cash Balance Pension Plan — Form 5500 plan (Frost Brown Todd 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, Frost Brown Todd Llp Cash Balance Pension Plan is a benefit plan reported by Frost Brown Todd Llp under EIN 61-0722001 and plan number 004. The latest loaded filing year is 2023. The filing reports 215 participants and $29,680,227 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frost Brown Todd Llp
- EIN
- 61-0722001
- Plan number
- 004
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $29,680,227
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241010114923NAL0020922401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,680,227
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,680,227
- Net assets (BOY)
- $26,114,819
Income & contributions
- Employer contributions
- $4,870,500
- Participant contributions
- $0
- Total contributions
- $4,870,500
- Total income / additions
- $6,411,396
Expenses & distributions
- Benefits paid
- $2,736,622
- Administrative expenses
- $109,366
- Total expenses
- $2,845,988
- Net increase / (decrease)
- $3,565,408
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Capital Group, Inc. | NONE | $54,925 | not reported in the loaded dataset | 2023 |
| Mchenry Advisers, Inc. | NONE | $12,831 | not reported in the loaded dataset | 2023 |
| Harding Shymanski & Company, P.S.C. | NONE | $11,200 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE | $10,382 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Frost Brown Todd Llp
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Advanced Capital Group, Inc. — Schedule C compensation
- Mchenry Advisers, Inc. — Schedule C compensation
- Harding Shymanski & Company, P.S.C. — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation