2023 Form 5500 filing — Cox Transfer, Inc. 401k 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 20241003051914NAL0018796994001) for Cox Transfer, Inc. 401k Plan, reported by Cox Transfer, Inc. under EIN 37-0958078 and plan number 001. It reports 118 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)$5.3MReported net assets$5,339,939
Participants118
Provider compensation$19.5K3 Schedule C row(s)$19,463
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003051914NAL0018796994001
Plan sponsor
Cox Transfer, Inc.
EIN
37-0958078
Plan number
001
Location
Eureka, IL
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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$177.1K
Benefits paid / distributions$157.5K
Contributions
Employer$172.3K
Participant$435.6K
Full reported line items
Total assets (EOY)
$5,339,939
Total liabilities (EOY)
$0
Net assets (EOY)
$5,339,939
Employer contributions
$172,314
Participant contributions
$435,633
Total income / additions
$1,280,858
Benefits paid
$157,499
Administrative expenses
$19,497
Total expenses
$177,112
Net increase / (decrease)
$1,103,746
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $16.5K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.9K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003051914NAL0018796994001 cover?
It is the 2023 Form 5500 filing for Cox Transfer, Inc. 401k Plan, reported by Cox Transfer, Inc. (EIN 37-0958078).
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