Staple Cotton Cooperative Association And Its Affiliates 401k Retirement Savings Plan — Form 5500 plan (Staple Cotton Cooperative Association)
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, Staple Cotton Cooperative Association And Its Affiliates 401k Retirement Savings Plan is a benefit plan reported by Staple Cotton Cooperative Association under EIN 64-0247150 and plan number 002. The latest loaded filing year is 2023. The filing reports 166 participants and $18,450,342 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Staple Cotton Cooperative Association
- EIN
- 64-0247150
- Plan number
- 002
- Plan type
- 2
- Location
- Greenwood, MS
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $18,450,342
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241010170847NAL0020590625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,450,342
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,450,342
- Net assets (BOY)
- $15,048,891
Income & contributions
- Employer contributions
- $721,815
- Participant contributions
- $598,131
- Total contributions
- $1,341,726
- Total income / additions
- $3,971,253
Expenses & distributions
- Benefits paid
- $514,867
- Administrative expenses
- $54,935
- Total expenses
- $569,802
- Net increase / (decrease)
- $3,401,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Regions Bank | ADVISOR | $31,316 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $23,619 | $0 | 2023 |