Cottonwood, AZ Form 5500 retirement and benefit plan filings
City Form 5500 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, Cottonwood, AZ has 5 loaded benefit plan(s) reported by 4 plan sponsor(s), with $12,264,233 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 4
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $12,264,233
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $12,264,233
Contributions & income
- Employer contributions
- $817,577
- Participant contributions
- $938,162
- Total income / additions
- $3,124,421
Expenses & distributions
- Benefits paid / distributions
- $758,266
- Total expenses
- $863,948
- Net increase / (decrease)
- $2,260,473
Coverage
- Total reported participants
- 877
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Cottonwood, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Spectrum Healthcare Tax Deferred Savings Plan And Trust | Spectrum Healthcare Group, Inc. | $8,139,627 | 2023 |
| Cornerstone Surveying & Engineering, Inc. 401k Profit Sharing Plan | Cornerstone Surveying & Engineering, Inc. 401k Profit Sharing Plan | $2,872,652 | 2023 |
| Larry Green Chevrolet, Oldsmobile & Geo, Inc. 401(K) Plan | Larry Green Chevrolet Oldsmobile & Geo, Inc. | $1,004,203 | 2023 |
| Valais Corp. 401(K) Plan | Valais Corp. | $247,751 | 2023 |
| Spectrum Healthcare Group Welfare Benefit Plan | Spectrum Healthcare Group, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Cottonwood → · Cottonwood plans by participants → · Cottonwood plans with financial data → · Cottonwood plans with provider compensation → · $1B+ plans in Cottonwood →
Related Form 5500 pages
- All AZ Form 5500 filings
- Spectrum Healthcare Tax Deferred Savings Plan And Trust (plan 001)
- Spectrum Healthcare Group, Inc. — all reported plans
- Cornerstone Surveying & Engineering, Inc. 401k Profit Sharing Plan (plan 001)
- Cornerstone Surveying & Engineering, Inc. 401k Profit Sharing Plan — all reported plans
- Larry Green Chevrolet, Oldsmobile & Geo, Inc. 401(K) Plan (plan 001)
- Larry Green Chevrolet Oldsmobile & Geo, Inc. — all reported plans
- Valais Corp. 401(K) Plan (plan 001)
- Valais Corp. — all reported plans
- Spectrum Healthcare Group Welfare Benefit Plan (plan 501)
- Methodology
- Data sources