401k Plan data: COTTON & COMPANY 401(K) RETIREMENT PLAN plan

COTTON & COMPANY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	COTTON & COMPANY 401(K) RETIREMENT PLAN
Plan identification number	002

COTTON & COMPANY 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COTTON & COMPANY has sponsored the creation of one or more 401k plans.

Company Name: COTTON & COMPANY

Employer identification number (EIN): 592497866

NAIC Classification: 541800

Additional information about COTTON & COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1985-01-25

Company Identification Number: H39830

Legal Registered Office Address: 3 PINEAPPLE LANE

STUART

34996

More information about COTTON & COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COTTON & COMPANY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEPHANN COTTON 2024-09-18 STEPHANN COTTON 2024-09-18
002 2022-01-01 STEPHANN COTTON 2023-09-28 STEPHANN COTTON 2023-09-28
002 2021-01-01 STEPHANN COTTON 2022-06-02 STEPHANN COTTON 2022-06-02
002 2020-01-01 STEPHANN COTTON 2021-04-20 STEPHANN COTTON 2021-04-20
002 2019-01-01 STEPHANN COTTON 2020-03-09 STEPHANN COTTON 2020-03-09
002 2018-01-01 STEPHANN COTTON 2019-04-24 STEPHANN COTTON 2019-04-24
002 2017-01-01 STEPHANN COTTON 2018-06-27 STEPHANN COTTON 2018-06-27
002 2016-01-01 STEPHANN COTTON 2017-07-28 STEPHANN COTTON 2017-07-28
002 2015-01-01 STEHANN COTTON 2016-07-18 STEHANN COTTON 2016-07-18
002 2015-01-01 STEPHANN COTTON 2016-06-10 STEPHANN COTTON 2016-06-10
002 2014-01-01 STEPHANN COTTON 2015-09-02 STEPHANN COTTON 2015-09-02
002 2013-01-01 STEPHANN COTTON 2014-05-27 STEPHANN COTTON 2014-05-27
002 2012-01-01 STEPHANN COTTON 2013-05-31 STEPHANN COTTON 2013-05-31
002 2011-01-01 MONA KOHLER 2012-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEPHANN COTTON	2024-09-18	STEPHANN COTTON	2024-09-18
002	2022-01-01	STEPHANN COTTON	2023-09-28	STEPHANN COTTON	2023-09-28
002	2021-01-01	STEPHANN COTTON	2022-06-02	STEPHANN COTTON	2022-06-02
002	2020-01-01	STEPHANN COTTON	2021-04-20	STEPHANN COTTON	2021-04-20
002	2019-01-01	STEPHANN COTTON	2020-03-09	STEPHANN COTTON	2020-03-09
002	2018-01-01	STEPHANN COTTON	2019-04-24	STEPHANN COTTON	2019-04-24
002	2017-01-01	STEPHANN COTTON	2018-06-27	STEPHANN COTTON	2018-06-27
002	2016-01-01	STEPHANN COTTON	2017-07-28	STEPHANN COTTON	2017-07-28
002	2015-01-01	STEHANN COTTON	2016-07-18	STEHANN COTTON	2016-07-18
002	2015-01-01	STEPHANN COTTON	2016-06-10	STEPHANN COTTON	2016-06-10
002	2014-01-01	STEPHANN COTTON	2015-09-02	STEPHANN COTTON	2015-09-02
002	2013-01-01	STEPHANN COTTON	2014-05-27	STEPHANN COTTON	2014-05-27
002	2012-01-01	STEPHANN COTTON	2013-05-31	STEPHANN COTTON	2013-05-31
002	2011-01-01	MONA KOHLER	2012-07-20

Financial Data on COTTON & COMPANY 401(K) RETIREMENT PLAN

Measure	Date	Value
2025 : COTTON & COMPANY 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-07	655705
Net assets as of the end of the plan year	2025-08-07	1601333
Total assets as of the beginning of the plan year	2025-08-07	1851303
Value of plan covered by a fidelity bond	2025-08-07	160000
Participant contributions to plan in this plan year	2025-08-07	88878
Other income to plan in this plan year	2025-08-07	268954
Plan net income in this plan year	2025-08-07	-249970
Net assets as of the end of the plan year	2025-08-07	1601333
Net assets as of the beginning of the plan year	2025-08-07	1851303
Employer contributions to plan in this plan year	2025-08-07	47903
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-07	2006
2024 : COTTON & COMPANY 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-18	87408
Net assets as of the end of the plan year	2024-09-18	1851303
Total assets as of the beginning of the plan year	2024-09-18	1529764
Value of plan covered by a fidelity bond	2024-09-18	160000
Participant contributions to plan in this plan year	2024-09-18	87991
Other income to plan in this plan year	2024-09-18	279781
Plan net income in this plan year	2024-09-18	321539
Net assets as of the end of the plan year	2024-09-18	1851303
Net assets as of the beginning of the plan year	2024-09-18	1529764
Employer contributions to plan in this plan year	2024-09-18	41175
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-18	555
2022 : COTTON & COMPANY 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-06-02	16
Net assets as of the end of the plan year	2022-06-02	1975276
Total assets as of the beginning of the plan year	2022-06-02	1759967
Value of plan covered by a fidelity bond	2022-06-02	140000
Participant contributions to plan in this plan year	2022-06-02	58115
Value of participant loans at end of plan year	2022-06-02	0
Other income to plan in this plan year	2022-06-02	130060
Plan net income in this plan year	2022-06-02	215309
Net assets as of the end of the plan year	2022-06-02	1975276
Net assets as of the beginning of the plan year	2022-06-02	1759967
Employer contributions to plan in this plan year	2022-06-02	27150
Fees paid to broker by Benefit Provider	2022-06-02	5502
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-02	16

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Company Name:	COTTON & COMPANY
Employer identification number (EIN):	592497866
NAIC Classification:	541800

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1985-01-25
Company Identification Number:	H39830
Legal Registered Office Address:	3 PINEAPPLE LANE STUART 34996