J. B. Coxwell Contracting, Inc. 401(K) Plan And Trust — Form 5500 plan (J.B. Coxwell Contracting, 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, J. B. Coxwell Contracting, Inc. 401(K) Plan And Trust is a benefit plan reported by J.B. Coxwell Contracting, Inc. under EIN 59-3666875 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $14,099,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J.B. Coxwell Contracting, Inc.
- EIN
- 59-3666875
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $14,099,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20240827114412NAL0010840689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,099,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,099,038
- Net assets (BOY)
- $10,884,228
Income & contributions
- Employer contributions
- $715,747
- Participant contributions
- $923,126
- Total contributions
- $1,638,873
- Total income / additions
- $3,852,663
Expenses & distributions
- Benefits paid
- $564,036
- Administrative expenses
- $73,817
- Total expenses
- $637,853
- Net increase / (decrease)
- $3,214,810
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management LLC | RIA | $37,104 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,200 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | RIA | $2,474 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J.B. Coxwell Contracting, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Mai Capital Management LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation