Kilpatrick Townsend & Stockton Llp Ret Sav Plan-Plan 2 — 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 Ret Sav Plan-Plan 2 is a benefit plan reported by Kilpatrick Townsend & Stockton Llp under EIN 58-0511774 and plan number 009. The latest loaded filing year is 2023. The filing reports 725 participants and $93,684,949 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
- 009
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $93,684,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20241001160008NAL0007067969002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $93,684,949
- Net assets (EOY)
- $93,684,949
- Net assets (BOY)
- $79,208,611
Income & contributions
- Employer contributions
- $6,459,154
- Participant contributions
- $3,327,250
- Total contributions
- $9,843,429
- Total income / additions
- $22,943,480
Expenses & distributions
- Benefits paid
- $8,384,428
- Administrative expenses
- $51,082
- Total expenses
- $8,435,510
- Net increase / (decrease)
- $14,507,970
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Inv. Institutional Op. Co. | RECORD KEEPER | $21,562 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISER | $15,253 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | RISK | $14,937 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co. | INVESTMENT MANAGEMENT | $11,243 | $0 | 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
- Strategic Advisors, Inc. — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Prudential Trust Co. — Schedule C compensation