2023 Form 5500 filing — Tax Deferred Investment Program For Employees Of Cotton Incorporated
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240703124621NAL0006423233001) for Tax Deferred Investment Program For Employees Of Cotton Incorporated, reported by Cotton Incorporated under EIN 62-0786018 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240703124621NAL0006423233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cotton Incorporated
- EIN
- 62-0786018
- Plan number
- 002
- Location
- Cary, NC
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,375,810
- Total liabilities (EOY)
- $10,000
- Net assets (EOY)
- $36,365,810
- Employer contributions
- $553,720
- Participant contributions
- $1,501,538
- Total income / additions
- $7,408,443
- Benefits paid
- $642,637
- Administrative expenses
- $42,034
- Total expenses
- $684,671
- Net increase / (decrease)
- $6,723,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl - Compass Financial Services | NONE | $20,000 | not reported in the loaded dataset |
| Mma Securities | NONE | $20,000 | not reported in the loaded dataset |
| John Hancock Life Insurance | NONE | $2,034 | $0 |