2023 Form 5500 filing — Frost Brown Todd Llp Retirement Savings 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 20241014143410NAL0013457971001) for Frost Brown Todd Llp Retirement Savings Plan, reported by Frost Brown Todd Llp under EIN 61-0722001 and plan number 001. It reports 867 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014143410NAL0013457971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frost Brown Todd Llp
- EIN
- 61-0722001
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 867
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $315,364,154
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $315,364,154
- Employer contributions
- $7,776,064
- Participant contributions
- $6,502,764
- Total income / additions
- $65,239,545
- Benefits paid
- $18,097,333
- Administrative expenses
- $152,323
- Total expenses
- $18,256,840
- Net increase / (decrease)
- $46,982,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $68,452 | $0 |
| T Rowe Price Rps Inc | NONE | $37,534 | $0 |
| Procourse Fiduciary Advisors, LLC | NONE | $34,657 | not reported in the loaded dataset |
| Retirement Management Services, LLC | NONE | $10,480 | not reported in the loaded dataset |