401k Plan data: JOHN B COX KEOGH plan

JOHN B COX KEOGH 401k Plan overview

Plan Name	JOHN B COX KEOGH
Plan identification number	001

JOHN B COX KEOGH Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JOHN B. COX, M.D. has sponsored the creation of one or more 401k plans.

Company Name: JOHN B. COX, M.D.

Employer identification number (EIN): 630771964

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN B COX KEOGH

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOHN COX 2024-07-26 JOHN COX 2024-07-26
001 2022-01-01 JOHN COX 2023-07-22 JOHN COX 2023-07-22
001 2021-01-01 JOHN COX 2022-07-28 JOHN COX 2022-07-28
001 2020-01-01 JOHN COX 2021-07-27 JOHN COX 2021-07-27
001 2019-01-01 JOHN COX 2020-07-28 JOHN COX 2020-07-28
001 2018-01-01 JOHN COX 2019-07-30 JOHN COX 2019-07-30
001 2017-01-01 JOHN COX JOHN COX 2018-07-31
001 2016-01-01 JOHN COX JOHN COX 2017-07-30
001 2015-01-01 JOHN COX JOHN COX 2016-07-29
001 2014-01-01 JOHN COX JOHN COX 2016-09-02
001 2013-01-01 JOHN COX JOHN COX 2014-07-29
001 2012-01-01 JOHN COX 2013-07-30 JOHN COX 2013-07-30
001 2011-01-01 JOHN COX
001 2010-01-01 JOHN COX
001 2009-01-01 JOHN COX

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JOHN COX	2024-07-26	JOHN COX	2024-07-26
001	2022-01-01	JOHN COX	2023-07-22	JOHN COX	2023-07-22
001	2021-01-01	JOHN COX	2022-07-28	JOHN COX	2022-07-28
001	2020-01-01	JOHN COX	2021-07-27	JOHN COX	2021-07-27
001	2019-01-01	JOHN COX	2020-07-28	JOHN COX	2020-07-28
001	2018-01-01	JOHN COX	2019-07-30	JOHN COX	2019-07-30
001	2017-01-01	JOHN COX		JOHN COX	2018-07-31
001	2016-01-01	JOHN COX		JOHN COX	2017-07-30
001	2015-01-01	JOHN COX		JOHN COX	2016-07-29
001	2014-01-01	JOHN COX		JOHN COX	2016-09-02
001	2013-01-01	JOHN COX		JOHN COX	2014-07-29
001	2012-01-01	JOHN COX	2013-07-30	JOHN COX	2013-07-30
001	2011-01-01	JOHN COX
001	2010-01-01	JOHN COX
001	2009-01-01	JOHN COX

Financial Data on JOHN B COX KEOGH

Measure	Date	Value
2025 : JOHN B COX KEOGH 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-25	0
Total liabilities as of the beginning of the plan year	2025-07-25	0
Total expenses incurred by plan in this plan year	2025-07-25	133670
Net assets as of the end of the plan year	2025-07-25	3441609
Total assets as of the beginning of the plan year	2025-07-25	3113917
Value of plan covered by a fidelity bond	2025-07-25	50000
Participant contributions to plan in this plan year	2025-07-25	0
Other contributions to plan in this plan year	2025-07-25	0
Other income to plan in this plan year	2025-07-25	461362
Plan net income in this plan year	2025-07-25	327692
Net assets as of the end of the plan year	2025-07-25	3441609
Net assets as of the beginning of the plan year	2025-07-25	3113917
Employer contributions to plan in this plan year	2025-07-25	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-25	456
2024 : JOHN B COX KEOGH 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-26	572347
Total expenses incurred by plan in this plan year	2024-07-26	110835
Net assets as of the end of the plan year	2024-07-26	3113917
Total assets as of the beginning of the plan year	2024-07-26	3254437
Value of plan covered by a fidelity bond	2024-07-26	50000
Participant contributions to plan in this plan year	2024-07-26	0
Other expenses paid from plan in this plan year	2024-07-26	0
Other contributions to plan in this plan year	2024-07-26	0
Other income to plan in this plan year	2024-07-26	542662
Plan net income in this plan year	2024-07-26	431827
Net assets as of the end of the plan year	2024-07-26	3113917
Net assets as of the beginning of the plan year	2024-07-26	2682090
Employer contributions to plan in this plan year	2024-07-26	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-26	460
2017 : JOHN B COX KEOGH 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$233,495
Expenses. Total of all expenses incurred	2017-12-31	$60,217
Benefits paid (including direct rollovers)	2017-12-31	$60,067
Total plan assets at end of year	2017-12-31	$1,873,266
Total plan assets at beginning of year	2017-12-31	$1,699,988
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$233,495
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$173,278
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,873,266
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,699,988
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$150
2016 : JOHN B COX KEOGH 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$162,683
Expenses. Total of all expenses incurred	2016-12-31	$7,288
Benefits paid (including direct rollovers)	2016-12-31	$7,288
Total plan assets at end of year	2016-12-31	$1,699,988
Total plan assets at beginning of year	2016-12-31	$1,544,593
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$162,683
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$155,395
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,699,988
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,544,593
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : JOHN B COX KEOGH 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$3,457
Expenses. Total of all expenses incurred	2015-12-31	$76,260
Benefits paid (including direct rollovers)	2015-12-31	$76,260
Total plan assets at end of year	2015-12-31	$1,544,593
Total plan assets at beginning of year	2015-12-31	$1,617,396
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$3,457
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-72,803
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,544,593
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,617,396
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JOHN B COX KEOGH 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$117,446
Expenses. Total of all expenses incurred	2014-12-31	$5,796
Benefits paid (including direct rollovers)	2014-12-31	$5,796
Total plan assets at end of year	2014-12-31	$1,617,396
Total plan assets at beginning of year	2014-12-31	$1,505,746
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$117,446
Net income (gross income less expenses)	2014-12-31	$111,650
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,617,396
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,505,746
2013 : JOHN B COX KEOGH 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$148,836
Expenses. Total of all expenses incurred	2013-12-31	$65,090
Benefits paid (including direct rollovers)	2013-12-31	$65,090
Total plan assets at end of year	2013-12-31	$1,505,746
Total plan assets at beginning of year	2013-12-31	$1,422,000
Value of fidelity bond covering the plan	2013-12-31	$50,000
Other income received	2013-12-31	$148,836
Net income (gross income less expenses)	2013-12-31	$83,746
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,505,746
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,422,000
2011 : JOHN B COX KEOGH 2011 401k financial data
Total income from all sources	2011-12-31	$67,915
Expenses. Total of all expenses incurred	2011-12-31	$12,288
Benefits paid (including direct rollovers)	2011-12-31	$12,288
Total plan assets at end of year	2011-12-31	$1,286,619
Total plan assets at beginning of year	2011-12-31	$1,230,992
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$43,877
Net income (gross income less expenses)	2011-12-31	$55,627
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,286,619
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,230,992
Total contributions received or receivable from employer(s)	2011-12-31	$24,038
2010 : JOHN B COX KEOGH 2010 401k financial data
Total income from all sources	2010-12-31	$81,418
Expenses. Total of all expenses incurred	2010-12-31	$80,875
Benefits paid (including direct rollovers)	2010-12-31	$80,875
Total plan assets at end of year	2010-12-31	$1,230,992
Total plan assets at beginning of year	2010-12-31	$1,149,574
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$57,862
Net income (gross income less expenses)	2010-12-31	$543
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,230,992
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,149,574
Total contributions received or receivable from employer(s)	2010-12-31	$23,556

Form 5500 Responses for JOHN B COX KEOGH

2017: JOHN B COX KEOGH 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN B COX KEOGH 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN B COX KEOGH 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN B COX KEOGH 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN B COX KEOGH 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN B COX KEOGH 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN B COX KEOGH 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN B COX KEOGH 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN B. COX, M.D.
Employer identification number (EIN):	630771964
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)