U.S. Cotton, LLC Retirement Savings Plan — Form 5500 plan (U.S. Cotton, LLC)
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, U.S. Cotton, LLC Retirement Savings Plan is a benefit plan reported by U.S. Cotton, LLC under EIN 85-0437023 and plan number 010. The latest loaded filing year is 2023. The filing reports 1,132 participants and $32,605,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- U.S. Cotton, LLC
- EIN
- 85-0437023
- Plan number
- 010
- Plan type
- 2
- Location
- Gastonia, NC
- Latest filing year
- 2023
- Participants
- 1,132
- End-of-year plan assets
- $32,605,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,132 | H, C | 20241004110456NAL0011340097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,605,591
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,605,591
- Net assets (BOY)
- $29,385,137
Income & contributions
- Employer contributions
- $727,981
- Participant contributions
- $1,416,101
- Total contributions
- $2,248,085
- Total income / additions
- $6,756,594
Expenses & distributions
- Benefits paid
- $3,396,518
- Administrative expenses
- $85,837
- Total expenses
- $3,536,140
- Net increase / (decrease)
- $3,220,454
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $34,774 | $0 | 2023 |
| Cbiz Investment Advisory Services L | NONE | $31,419 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $10,095 | not reported in the loaded dataset | 2023 |
| Arrowood & Associates Pa | NONE | $9,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for U.S. Cotton, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Gastonia, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Cbiz Investment Advisory Services L — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Arrowood & Associates Pa — Schedule C compensation