How many benefit plans does Cottrell, Inc. report on Form 5500?

Cottrell, Inc. (EIN 58-1250243) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cottrell, Inc.?

The Employer Identification Number (EIN) reported for Cottrell, Inc. is 58-1250243.

What is the latest Form 5500 filing year for Cottrell, Inc.?

The latest loaded Form 5500 filing year for Cottrell, Inc. is 2023.

Cottrell, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cottrell, Inc. (EIN 58-1250243) is a plan sponsor located in Gainesville, GA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 58-1250243
Location: Gainesville, GA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $24,967,152
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $24,967,152

Contributions & income

Employer contributions: $783,785
Participant contributions: $1,507,280
Total income / additions: $6,759,230

Expenses & distributions

Benefits paid / distributions: $2,303,070
Total expenses: $2,467,211
Net increase / (decrease): $4,292,019

Coverage

Total reported participants: 2,109
Plans with financial statements: 1
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cottrell, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cottrell, Inc. 401(K) Retirement Plan	002	1,009	$24,967,152	2023
Cottrell Inc. Group Life And Health Insurance Plan	501	1,100	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cottrell, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Cottrell Inc. Group Life And Health Insurance Plan	1,100	C	20240806125738NAL0004045136001
2023	Cottrell, Inc. 401(K) Retirement Plan	1,009	H, C	20241010115816NAL0033982688001