Cottrell, Inc. 401(K) Retirement Plan — Form 5500 plan (Cottrell, Inc.)
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, Cottrell, Inc. 401(K) Retirement Plan is a benefit plan reported by Cottrell, Inc. under EIN 58-1250243 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,009 participants and $24,967,152 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cottrell, Inc.
- EIN
- 58-1250243
- Plan number
- 002
- Plan type
- 2
- Location
- Gainesville, GA
- Latest filing year
- 2023
- Participants
- 1,009
- End-of-year plan assets
- $24,967,152
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,009 | H, C | 20241010115816NAL0033982688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,967,152
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,967,152
- Net assets (BOY)
- $20,675,133
Income & contributions
- Employer contributions
- $783,785
- Participant contributions
- $1,507,280
- Total contributions
- $2,291,585
- Total income / additions
- $6,759,230
Expenses & distributions
- Benefits paid
- $2,303,070
- Administrative expenses
- $15,894
- Total expenses
- $2,467,211
- Net increase / (decrease)
- $4,292,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cira (Cambridge Investment Research | BROKER/DEALER | $0 | $25,292 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $9,448 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,446 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cottrell, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Gainesville, GA
- Cira (Cambridge Investment Research — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation