Tax Deferred Investment Program For Employees Of Cotton Incorporated — 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, Tax Deferred Investment Program For Employees Of Cotton Incorporated is a benefit plan reported by Cotton Incorporated under EIN 62-0786018 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $36,375,810 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cotton Incorporated
- EIN
- 62-0786018
- Plan number
- 002
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $36,375,810
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240703124621NAL0006423233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,375,810
- Total liabilities (EOY)
- $10,000
- Net assets (EOY)
- $36,365,810
- Net assets (BOY)
- $29,642,038
Income & contributions
- Employer contributions
- $553,720
- Participant contributions
- $1,501,538
- Total contributions
- $2,096,807
- Total income / additions
- $7,408,443
Expenses & distributions
- Benefits paid
- $642,637
- Administrative expenses
- $42,034
- Total expenses
- $684,671
- Net increase / (decrease)
- $6,723,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl - Compass Financial Services | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Mma Securities | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance | NONE | $2,034 | $0 | 2023 |