Plan5500

Cottonwood Capital — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Capital (EIN 26-2255801) is a plan sponsor located in Salt Lake City, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-2255801
Location
Salt Lake City, UT
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cottonwood Capital

  • 2 loaded plans hold $9.9M in reported assets.
  • The largest, Cottonwood Capital Management, Inc. 401(K) Safe Harbor Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 491 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.9MSummed across loaded plans$9,906,567
Total reported assets$9.9M$9,906,567
Total reported participants491
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.9M total assets
Net assets$9.9MLiabilities$0
Contributions & income
Employer contributions$380.9K
Participant contributions$710.6K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$778K
Total expenses$869.9K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cottonwood Capital Management, Inc. 401(K) Safe Harbor Retirement Plan
Participants per plan246Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cottonwood Capital Management, Inc. 401(K) Safe Harbor Retirement Plan$9.9M
    Plan #001 · 262 participants · 2023
  2. 2
    Cottonwood Capital Premium Only Plannot reported in the loaded dataset
    Plan #502 · 229 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cottonwood Capital. Open one for its full reported snapshot.

  1. 2023
    Cottonwood Capital Management, Inc. 401(K) Safe Harbor Retirement Plan262 participants · 2Sch HSch C
    View filing →
  2. 2023
    Cottonwood Capital Premium Only Plan229 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cottonwood Capital report on Form 5500?
Cottonwood Capital (EIN 26-2255801) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cottonwood Capital?
The Employer Identification Number (EIN) reported for Cottonwood Capital is 26-2255801.
What is the latest Form 5500 filing year for Cottonwood Capital?
The latest loaded Form 5500 filing year for Cottonwood Capital is 2023.

Related Form 5500 pages