Frost Brown Todd Llp Retirement Savings Plan For Associated Lawyers — 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 Retirement Savings Plan For Associated Lawyers is a benefit plan reported by Frost Brown Todd Llp under EIN 61-0722001 and plan number 005. The latest loaded filing year is 2023. The filing reports 524 participants and $154,147,412 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
- 005
- Plan type
- 2
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 524
- End-of-year plan assets
- $154,147,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 524 | H, C | 20241014171740NAL0026818113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,147,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,147,412
- Net assets (BOY)
- $114,711,213
Income & contributions
- Employer contributions
- $2,309,475
- Participant contributions
- $5,423,872
- Total contributions
- $10,632,010
- Total income / additions
- $33,229,960
Expenses & distributions
- Benefits paid
- $11,841,656
- Administrative expenses
- $141,942
- Total expenses
- $12,006,824
- Net increase / (decrease)
- $21,223,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $102,855 | $0 | 2023 |
| T Rowe Price Rps Inc | NONE | $18,379 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | NONE | $15,543 | not reported in the loaded dataset | 2023 |