Kilpatrick Townsend & Stockton Llp Cash Balance Plan I — 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 Cash Balance Plan I is a benefit plan reported by Kilpatrick Townsend & Stockton Llp under EIN 58-0511774 and plan number 010. The latest loaded filing year is 2023. The filing reports 136 participants and $21,778,395 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.8MPlan net assets, end of year$21,771,920
Participants136Covered participants reported
Assets / participant$160.1KComputed: assets ÷ participants$160,135 (computed)
Provider compensation$25.4K1 Schedule C provider row(s)$25,405
- Plan sponsor
- Kilpatrick Townsend & Stockton Llp
- EIN
- 58-0511774
- Plan number
- 010
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241002132858NAL0004828291001 |
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)$21.8M total assets
Net assets$21.8MLiabilities$6.5K
Full reported line items
Net assets
- Total assets (EOY)
- $21,778,395
- Total liabilities (EOY)
- $6,475
- Net assets (EOY)
- $21,771,920
- Net assets (BOY)
- $16,200,064
Income & contributions
- Employer contributions
- $6,944,801
- Total contributions
- $6,944,801
- Total income / additions
- $8,236,486
Expenses & distributions
- Benefits paid
- $2,623,177
- Administrative expenses
- $41,453
- Total expenses
- $2,664,630
- Net increase / (decrease)
- $5,571,856
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 assets12%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $25,405 | not reported in the loaded dataset | 2023 |