Cox & Company, Inc. 401(K) Savings Plan — Form 5500 plan (Cox & Company, Inc.)

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, Cox & Company, Inc. 401(K) Savings Plan is a benefit plan reported by Cox & Company, Inc. under EIN 13-5618975 and plan number 003. The latest loaded filing year is 2023. The filing reports 303 participants and $32,136,845 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cox & Company, Inc.
EIN
13-5618975
Plan number
003
Plan type
2
Location
Plainview, NY
Latest filing year
2023
Participants
303
End-of-year plan assets
$32,136,845

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023303H, C20240829090401NAL0006336771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,136,845
Total liabilities (EOY)
$0
Net assets (EOY)
$32,136,845
Net assets (BOY)
$26,466,615

Income & contributions

Employer contributions
$549,098
Participant contributions
$1,700,513
Total contributions
$2,509,355
Total income / additions
$6,938,379

Expenses & distributions

Benefits paid
$1,214,541
Administrative expenses
$53,608
Total expenses
$1,268,149
Net increase / (decrease)
$5,670,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners, LLCRETAINED BY EMPLOYER$40,962not reported in the loaded dataset2023
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$12,646$02023

Related Form 5500 pages