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.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36.4MPlan net assets, end of year$36,365,810
Participants169Covered participants reported
Assets / participant$215.2KComputed: assets ÷ participants$215,241 (computed)
Provider compensation$42K3 Schedule C provider row(s)$42,034
- Plan sponsor
- Cotton Incorporated
- EIN
- 62-0786018
- Plan number
- 002
- Plan type
- 2
- Location
- Cary, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240703124621NAL0006423233001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$36.4M total assets
Net assets$36.4MLiabilities$10K
Full reported line items
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
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
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 |