2023 Form 5500 filing — Coxwells, Inc 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002165142NAL0005042739001) for Coxwells, Inc 401(K) Plan, reported by Coxwells, Inc. Dba Coxreels under EIN 95-2224830 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.5MReported net assets$5,506,319
Participants129
Provider compensation$3.1K1 Schedule C row(s)$3,075
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002165142NAL0005042739001
Plan sponsor
Coxwells, Inc. Dba Coxreels
EIN
95-2224830
Plan number
001
Location
Tempe, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.5M total assets
Net assets$5.5MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$124.4K
Benefits paid / distributions$120.7K
Contributions
Employer$148.7K
Participant$277.1K
Full reported line items
Total assets (EOY)
$5,506,319
Total liabilities (EOY)
$0
Net assets (EOY)
$5,506,319
Employer contributions
$148,729
Participant contributions
$277,133
Total income / additions
$1,391,649
Benefits paid
$120,735
Administrative expenses
$3,704
Total expenses
$124,439
Net increase / (decrease)
$1,267,210
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $3.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002165142NAL0005042739001 cover?
It is the 2023 Form 5500 filing for Coxwells, Inc 401(K) Plan, reported by Coxwells, Inc. Dba Coxreels (EIN 95-2224830).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages