401k Plan data: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 plan

KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 401k Plan overview

Plan Name	KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2
Plan identification number	009

KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

KILPATRICK TOWNSEND & STOCKTON LLP has sponsored the creation of one or more 401k plans.

Company Name: KILPATRICK TOWNSEND & STOCKTON LLP

Employer identification number (EIN): 580511774

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2022-01-01
009 2021-01-01
009 2020-01-01
009 2019-01-01
009 2018-01-01
009 2017-01-01 GARY DACEY
009 2017-01-01 GARY DACEY GARY DACEY
009 2017-01-01 GARY DACEY GARY DACEY

Plan Statistics for KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

401k plan membership statisitcs for KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

Measure Date Value
2022: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2022 401k membership
Total participants, beginning-of-year 2022-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 545
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 164
Total of all active and inactive participants 2022-01-01 724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 725
Number of participants with account balances 2022-01-01 725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2021 401k membership
Total participants, beginning-of-year 2021-01-01 618
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 460
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 137
Total of all active and inactive participants 2021-01-01 603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 603
Number of participants with account balances 2021-01-01 603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2020 401k membership
Total participants, beginning-of-year 2020-01-01 599
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 457
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 146
Total of all active and inactive participants 2020-01-01 604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 605
Number of participants with account balances 2020-01-01 605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2019 401k membership
Total participants, beginning-of-year 2019-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 475
Number of retired or separated participants receiving benefits 2019-01-01 38
Number of other retired or separated participants entitled to future benefits 2019-01-01 86
Total of all active and inactive participants 2019-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 599
Number of participants with account balances 2019-01-01 599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2018 401k membership
Total participants, beginning-of-year 2018-01-01 366
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 251
Number of retired or separated participants receiving benefits 2018-01-01 25
Number of other retired or separated participants entitled to future benefits 2018-01-01 91
Total of all active and inactive participants 2018-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 367
Number of participants with account balances 2018-01-01 367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 261
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 104
Total of all active and inactive participants 2017-01-01 366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 366
Number of participants with account balances 2017-01-01 366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2022 401k membership
Total participants, beginning-of-year	2022-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	545
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	164
Total of all active and inactive participants	2022-01-01	724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	725
Number of participants with account balances	2022-01-01	725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2021 401k membership
Total participants, beginning-of-year	2021-01-01	618
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	460
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	137
Total of all active and inactive participants	2021-01-01	603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	603
Number of participants with account balances	2021-01-01	603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2020 401k membership
Total participants, beginning-of-year	2020-01-01	599
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	457
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	146
Total of all active and inactive participants	2020-01-01	604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	605
Number of participants with account balances	2020-01-01	605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2019 401k membership
Total participants, beginning-of-year	2019-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	475
Number of retired or separated participants receiving benefits	2019-01-01	38
Number of other retired or separated participants entitled to future benefits	2019-01-01	86
Total of all active and inactive participants	2019-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	599
Number of participants with account balances	2019-01-01	599
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2018 401k membership
Total participants, beginning-of-year	2018-01-01	366
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	251
Number of retired or separated participants receiving benefits	2018-01-01	25
Number of other retired or separated participants entitled to future benefits	2018-01-01	91
Total of all active and inactive participants	2018-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	367
Number of participants with account balances	2018-01-01	367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	261
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	104
Total of all active and inactive participants	2017-01-01	366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	366
Number of participants with account balances	2017-01-01	366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

Measure	Date	Value
2022 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$14,721,269
Total transfer of assets from this plan	2022-12-31	$254,338
Total income from all sources (including contributions)	2022-12-31	$-6,369,222
Total of all expenses incurred	2022-12-31	$6,078,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$6,032,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,077,599
Value of total assets at end of year	2022-12-31	$79,208,611
Value of total assets at beginning of year	2022-12-31	$77,188,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,922
Total interest from all sources	2022-12-31	$65,519
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,142,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,142,051
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,936,229
Participant contributions at end of year	2022-12-31	$1,328,070
Participant contributions at beginning of year	2022-12-31	$1,140,882
Participant contributions at end of year	2022-12-31	$1,487
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,288,319
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,549,083
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$70,897
Other income not declared elsewhere	2022-12-31	$-545,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,447,254
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$79,208,611
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$77,188,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$12,482
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$67,223,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$66,023,884
Interest on participant loans	2022-12-31	$65,519
Value of interest in common/collective trusts at end of year	2022-12-31	$6,322,638
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,494,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-16,451,093
Net investment gain or loss from common/collective trusts	2022-12-31	$-658,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$6,070,473
Employer contributions (assets) at end of year	2022-12-31	$2,044,334
Employer contributions (assets) at beginning of year	2022-12-31	$1,980,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$6,032,110
Contract administrator fees	2022-12-31	$33,440
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2022-12-31	201702555
2021 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$18,067,993
Total of all expenses incurred	2021-12-31	$7,232,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$7,192,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,965,092
Value of total assets at end of year	2021-12-31	$77,188,934
Value of total assets at beginning of year	2021-12-31	$66,353,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$40,165
Total interest from all sources	2021-12-31	$74,520
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,448,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,448,197
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,151,782
Participant contributions at end of year	2021-12-31	$1,140,882
Participant contributions at beginning of year	2021-12-31	$1,289,873
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,549,083
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,088,916
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,028,785
Other income not declared elsewhere	2021-12-31	$305,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,835,465
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$77,188,934
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$66,353,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$12,323
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$66,023,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$55,926,238
Interest on participant loans	2021-12-31	$74,520
Value of interest in common/collective trusts at end of year	2021-12-31	$5,494,379
Value of interest in common/collective trusts at beginning of year	2021-12-31	$5,337,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,374,060
Net investment gain or loss from common/collective trusts	2021-12-31	$-99,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$5,784,525
Employer contributions (assets) at end of year	2021-12-31	$1,980,706
Employer contributions (assets) at beginning of year	2021-12-31	$1,710,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$7,192,363
Contract administrator fees	2021-12-31	$27,842
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2021-12-31	201702555
2020 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$82,433
Total transfer of assets from this plan	2020-12-31	$10,571
Total income from all sources (including contributions)	2020-12-31	$15,969,237
Total of all expenses incurred	2020-12-31	$5,768,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,728,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,331,854
Value of total assets at end of year	2020-12-31	$66,353,469
Value of total assets at beginning of year	2020-12-31	$56,081,362
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,436
Total interest from all sources	2020-12-31	$57,911
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,604,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,604,491
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,944,925
Participant contributions at end of year	2020-12-31	$1,289,873
Participant contributions at beginning of year	2020-12-31	$1,241,517
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,088,916
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,558,006
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$175,968
Other income not declared elsewhere	2020-12-31	$237,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,200,245
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$66,353,469
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$56,081,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$11,727
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$55,926,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$47,078,786
Interest on participant loans	2020-12-31	$57,911
Value of interest in common/collective trusts at end of year	2020-12-31	$5,337,812
Value of interest in common/collective trusts at beginning of year	2020-12-31	$4,432,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$6,451,327
Net investment gain or loss from common/collective trusts	2020-12-31	$285,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,210,961
Employer contributions (assets) at end of year	2020-12-31	$1,710,630
Employer contributions (assets) at beginning of year	2020-12-31	$1,770,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,728,556
Contract administrator fees	2020-12-31	$28,709
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2020-12-31	201702555
2019 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$2,657
Total transfer of assets from this plan	2019-12-31	$25,327
Total income from all sources (including contributions)	2019-12-31	$16,864,686
Total of all expenses incurred	2019-12-31	$4,205,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,151,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$7,256,817
Value of total assets at end of year	2019-12-31	$56,081,362
Value of total assets at beginning of year	2019-12-31	$43,444,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,623
Total interest from all sources	2019-12-31	$69,211
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,470,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,470,073
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,946,762
Participant contributions at end of year	2019-12-31	$1,241,517
Participant contributions at beginning of year	2019-12-31	$1,350,658
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,558,006
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$1,232,830
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$107,813
Other income not declared elsewhere	2019-12-31	$219,133
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,659,663
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$56,081,362
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$43,444,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,245
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$47,078,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,623,849
Interest on participant loans	2019-12-31	$69,211
Value of interest in common/collective trusts at end of year	2019-12-31	$4,432,349
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,976,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,557,104
Net investment gain or loss from common/collective trusts	2019-12-31	$292,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,202,242
Employer contributions (assets) at end of year	2019-12-31	$1,770,704
Employer contributions (assets) at beginning of year	2019-12-31	$1,260,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,151,400
Contract administrator fees	2019-12-31	$40,378
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2019-12-31	201702555
2018 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$40,259
Total transfer of assets from this plan	2018-12-31	$1,230
Total income from all sources (including contributions)	2018-12-31	$979,555
Total of all expenses incurred	2018-12-31	$3,025,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,983,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,050,505
Value of total assets at end of year	2018-12-31	$43,444,369
Value of total assets at beginning of year	2018-12-31	$45,451,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$41,689
Total interest from all sources	2018-12-31	$69,949
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,706,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,706,548
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,668,734
Participant contributions at end of year	2018-12-31	$1,350,658
Participant contributions at beginning of year	2018-12-31	$1,428,478
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$1,232,830
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,009,991
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$120,872
Other income not declared elsewhere	2018-12-31	$-103,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,046,021
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$43,444,369
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$45,451,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$10,908
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,623,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$38,259,396
Interest on participant loans	2018-12-31	$69,949
Value of interest in common/collective trusts at end of year	2018-12-31	$3,976,133
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,701,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,762,461
Net investment gain or loss from common/collective trusts	2018-12-31	$18,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,260,899
Employer contributions (assets) at end of year	2018-12-31	$1,260,899
Employer contributions (assets) at beginning of year	2018-12-31	$1,051,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,983,887
Contract administrator fees	2018-12-31	$30,781
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2018-12-31	201702555
2017 : KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$41,033,968
Total transfer of assets from this plan	2017-12-31	$45,950
Total income from all sources (including contributions)	2017-12-31	$8,702,735
Total of all expenses incurred	2017-12-31	$4,239,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,209,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,700,056
Value of total assets at end of year	2017-12-31	$45,451,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,551
Total interest from all sources	2017-12-31	$61,613
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,234,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$4,234,971
Administrative expenses professional fees incurred	2017-12-31	$5,197
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,601,316
Participant contributions at end of year	2017-12-31	$1,428,478
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,009,991
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,068
Other income not declared elsewhere	2017-12-31	$107,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,463,343
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$45,451,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,223
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$38,259,396
Interest on participant loans	2017-12-31	$61,613
Value of interest in common/collective trusts at end of year	2017-12-31	$3,701,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,483,589
Net investment gain or loss from common/collective trusts	2017-12-31	$114,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,051,672
Employer contributions (assets) at end of year	2017-12-31	$1,051,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$4,209,841
Contract administrator fees	2017-12-31	$16,131
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TOMKIEWICZ WRIGHT LLC
Accountancy firm EIN	2017-12-31	201702555

Form 5500 Responses for KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2

2022: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KILPATRICK TOWNSEND & STOCKTON LLP RET SAV PLAN-PLAN 2 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KILPATRICK TOWNSEND & STOCKTON LLP
Employer identification number (EIN):	580511774
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers