W.J. Cox Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (W.J. Cox Associates, 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, W.J. Cox Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by W.J. Cox Associates, Inc. under EIN 16-1125740 and plan number 002. The latest loaded filing year is 2023. The filing reports 32 participants and $4,919,449 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.J. Cox Associates, Inc.
- EIN
- 16-1125740
- Plan number
- 002
- Plan type
- 2
- Location
- Clarence, NY
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $4,919,449
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240702112216NAL0003478531001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,919,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,919,449
- Net assets (BOY)
- $4,825,173
Income & contributions
- Employer contributions
- $350,000
- Participant contributions
- $0
- Total income / additions
- $897,055
Expenses & distributions
- Benefits paid
- $802,696
- Administrative expenses
- $0
- Total expenses
- $802,779
- Net increase / (decrease)
- $94,276
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.