2023 Form 5500 filing — U.S. Cotton, LLC Retirement Savings Plan
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 20241004110456NAL0011340097001) for U.S. Cotton, LLC Retirement Savings Plan, reported by U.S. Cotton, LLC under EIN 85-0437023 and plan number 010. It reports 1,132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004110456NAL0011340097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U.S. Cotton, LLC
- EIN
- 85-0437023
- Plan number
- 010
- Location
- Gastonia, NC
- Participants
- 1,132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,605,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,605,591
- Employer contributions
- $727,981
- Participant contributions
- $1,416,101
- Total income / additions
- $6,756,594
- Benefits paid
- $3,396,518
- Administrative expenses
- $85,837
- Total expenses
- $3,536,140
- Net increase / (decrease)
- $3,220,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $34,774 | $0 |
| Cbiz Investment Advisory Services L | NONE | $31,419 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $10,095 | not reported in the loaded dataset |
| Arrowood & Associates Pa | NONE | $9,250 | not reported in the loaded dataset |