2023 Form 5500 filing — Cox Operating, LLC 401(K) P/S 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 20241003160011NAL0020192578001) for Cox Operating, LLC 401(K) P/S Plan, reported by Cox Operating, LLC under EIN 71-0960939 and plan number 001. It reports 543 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)$41MReported net assets$40,982,988
Participants543
Provider compensation$220K5 Schedule C row(s)$220,010
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003160011NAL0020192578001
Plan sponsor
Cox Operating, LLC
EIN
71-0960939
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
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)$41M total assets
Net assets$41MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$5.5M
Benefits paid / distributions$5.2M
Contributions
Employer$1.8M
Participant$2.7M
Full reported line items
Total assets (EOY)
$40,982,988
Total liabilities (EOY)
$0
Net assets (EOY)
$40,982,988
Employer contributions
$1,845,087
Participant contributions
$2,739,227
Total income / additions
$10,470,191
Benefits paid
$5,248,218
Administrative expenses
$220,010
Total expenses
$5,534,629
Net increase / (decrease)
$4,935,562

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Amarillo National BankINVESTMENT ADVISOR$128,304not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$55,488$0
Whitley Penn LlpAUDITOR$18,025not reported in the loaded dataset
Empower Advisory Group, LLCINVESTMENT MGMT$17,793not reported in the loaded dataset
Qdro Consultants Company, LLCOTHER$400not reported in the loaded dataset

Related Form 5500 pages