Cotton Incorporated Pension Plan — Form 5500 plan (Cotton Incorporated)

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, Cotton Incorporated Pension Plan is a benefit plan reported by Cotton Incorporated under EIN 62-0786018 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $35,244,323 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.2MPlan net assets, end of year$35,244,323
Participants199Covered participants reported
Assets / participant$177.1KComputed: assets ÷ participants$177,107 (computed)
Provider compensationNone reported
Plan sponsor
Cotton Incorporated
EIN
62-0786018
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H20240703124115NAL0006418193001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.2M total assets
Net assets$35.2MLiabilities$0
Money in vs. money out
Total income / additions$5.3M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$1.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$35,244,323
Total liabilities (EOY)
$0
Net assets (EOY)
$35,244,323
Net assets (BOY)
$31,340,783

Income & contributions

Employer contributions
$1,780,000
Total contributions
$1,780,000
Total income / additions
$5,264,078

Expenses & distributions

Benefits paid
$1,360,538
Administrative expenses
$0
Total expenses
$1,360,538
Net increase / (decrease)
$3,903,540
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income26%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages