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COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCOX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Stock bonus
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

COX & COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COX & COMPANY, INC.
Employer identification number (EIN):135618975
NAIC Classification:335900

Additional information about COX & COMPANY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1944-01-25
Company Identification Number: 54893
Legal Registered Office Address: 1664 Old Country Road
New York
Plainview
United States of America (USA)
11803

More information about COX & COMPANY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JAMES JAFFE JAMES JAFFE2018-10-15
0022016-01-01JAMES JAFFE JAMES JAFFE2017-09-28
0022015-01-01JAMES JAFFE JAMES JAFFE2016-10-06
0022014-01-01JAMES JAFFE JAMES JAFFE2015-10-07
0022013-01-01JAMES JAFFE JAMES JAFFE2014-10-07
0022012-01-01JAMES JAFFE
0022011-01-01JAMES JAFFE
0022010-01-01JAMES JAFFE JAMES JAFFE2011-10-14
0022009-01-01JAMES JAFFE JAMES JAFFE2010-10-14

Plan Statistics for COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01172
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01166
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0191
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01172
Number of participants with account balances2020-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01184
Number of participants with account balances2019-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01227
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0193
Total of all active and inactive participants2018-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01211
Number of participants with account balances2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01227
Number of participants with account balances2017-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01315
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01111
Total of all active and inactive participants2016-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01299
Number of participants with account balances2016-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01340
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01307
Number of participants with account balances2015-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01369
Total number of active participants reported on line 7a of the Form 55002014-01-01192
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01332
Number of participants with account balances2014-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01392
Total number of active participants reported on line 7a of the Form 55002013-01-01194
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01360
Number of participants with account balances2013-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01351
Total number of active participants reported on line 7a of the Form 55002012-01-01223
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01140
Total of all active and inactive participants2012-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01374
Number of participants with account balances2012-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01339
Total number of active participants reported on line 7a of the Form 55002011-01-01174
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-01152
Total of all active and inactive participants2011-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01338
Number of participants with account balances2011-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01295
Total number of active participants reported on line 7a of the Form 55002010-01-01143
Number of retired or separated participants receiving benefits2010-01-0127
Number of other retired or separated participants entitled to future benefits2010-01-01158
Total of all active and inactive participants2010-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01329
Number of participants with account balances2010-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01322
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01176
Total of all active and inactive participants2009-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01332
Number of participants with account balances2009-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total transfer of assets to this plan2022-07-31$0
Total transfer of assets from this plan2022-07-31$10,829,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$0
Total income from all sources (including contributions)2022-07-31$407
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$505,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$505,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$0
Value of total assets at end of year2022-07-31$0
Value of total assets at beginning of year2022-07-31$11,334,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$0
Total interest from all sources2022-07-31$407
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$1,000,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-505,547
Value of net assets at end of year (total assets less liabilities)2022-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$11,334,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-31$143,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-31$143,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-07-31$407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31Yes
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Assets. Invements in employer securities at end of year2022-07-31$0
Assets. Invements in employer securities at beginning of year2022-07-31$11,191,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$505,954
Did the plan have assets held for investment2022-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31Yes
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31MARCUM, LLP
Accountancy firm EIN2022-07-31111986323
2021 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,939,137
Total unrealized appreciation/depreciation of assets2021-12-31$1,939,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,939,148
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$358,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$358,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$11,334,830
Value of total assets at beginning of year2021-12-31$9,754,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$11
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,580,639
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,334,830
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,754,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$143,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$144,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$144,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$11
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$11,191,143
Assets. Invements in employer securities at beginning of year2021-12-31$9,609,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$358,509
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM, LLP
Accountancy firm EIN2021-12-31111986323
2020 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$591,845
Total unrealized appreciation/depreciation of assets2020-12-31$591,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$136,031
Total income from all sources (including contributions)2020-12-31$592,459
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$227,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$227,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$9,754,191
Value of total assets at beginning of year2020-12-31$9,524,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$614
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$365,427
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,754,191
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,388,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$144,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$144,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$144,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$9,609,881
Assets. Invements in employer securities at beginning of year2020-12-31$9,380,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$227,032
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$136,031
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NUSSBAUM YATES BERG KLEIN & WOLPOW
Accountancy firm EIN2020-12-31260221653
2019 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,394,282
Total unrealized appreciation/depreciation of assets2019-12-31$2,394,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$136,031
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,394,480
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,468,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,468,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$9,524,795
Value of total assets at beginning of year2019-12-31$8,462,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$198
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$136,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$925,772
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,388,764
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,462,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$144,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,531
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$9,380,036
Assets. Invements in employer securities at beginning of year2019-12-31$8,453,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,468,708
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NUSSBAUM YATES BERG KLEIN & WOLPOW
Accountancy firm EIN2019-12-31260221653
2018 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$833,274
Total unrealized appreciation/depreciation of assets2018-12-31$833,274
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$833,431
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,118,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,118,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$8,462,992
Value of total assets at beginning of year2018-12-31$8,747,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-284,805
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,462,992
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,747,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$8,453,461
Assets. Invements in employer securities at beginning of year2018-12-31$8,737,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,118,236
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NUSSBAUM BERG KLEIN & WOLPOW CPAS
Accountancy firm EIN2018-12-31260221653
2017 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,775,213
Total unrealized appreciation/depreciation of assets2017-12-31$2,775,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,775,284
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$593,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$593,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$8,747,797
Value of total assets at beginning of year2017-12-31$6,566,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$71
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,181,405
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,747,797
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,566,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$71
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$8,737,534
Assets. Invements in employer securities at beginning of year2017-12-31$6,555,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$593,879
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31R. GRABER CPA, PLLC
Accountancy firm EIN2017-12-31454434956
2016 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$987,361
Total unrealized appreciation/depreciation of assets2016-12-31$987,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$987,385
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$517,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$517,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$6,566,392
Value of total assets at beginning of year2016-12-31$6,096,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$469,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,566,392
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,096,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,206
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$6,555,186
Assets. Invements in employer securities at beginning of year2016-12-31$6,085,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$517,965
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2016-12-31454434956
2015 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-304,257
Total unrealized appreciation/depreciation of assets2015-12-31$-304,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-304,243
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,023,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,023,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$6,096,972
Value of total assets at beginning of year2015-12-31$7,424,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,327,593
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,096,972
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,424,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$6,085,148
Assets. Invements in employer securities at beginning of year2015-12-31$7,412,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,023,350
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2015-12-31454434956
2014 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-508,254
Total unrealized appreciation/depreciation of assets2014-12-31$-508,254
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$-508,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$499,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$499,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$7,424,565
Value of total assets at beginning of year2014-12-31$8,432,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,007,528
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,424,565
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,432,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,209
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$7,412,038
Assets. Invements in employer securities at beginning of year2014-12-31$8,418,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$499,282
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2014-12-31454434956
2013 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,080,498
Total unrealized appreciation/depreciation of assets2013-12-31$1,080,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,080,512
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$292,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$292,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$8,432,093
Value of total assets at beginning of year2013-12-31$7,644,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$14
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$787,915
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,432,093
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,644,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,209
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$14,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$14,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$8,418,884
Assets. Invements in employer securities at beginning of year2013-12-31$7,629,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$292,597
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31R. GRABER,CPA, PLLC
Accountancy firm EIN2013-12-31454434956
2012 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$717,735
Total unrealized appreciation/depreciation of assets2012-12-31$717,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$717,761
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$874,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$874,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$7,644,178
Value of total assets at beginning of year2012-12-31$7,800,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-156,633
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,644,178
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,800,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$14,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$26
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$7,629,834
Assets. Invements in employer securities at beginning of year2012-12-31$7,784,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$874,394
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31R GRABER, CPA, PLLC
Accountancy firm EIN2012-12-31454434956
2011 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,921,270
Total unrealized appreciation/depreciation of assets2011-12-31$1,921,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,921,272
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$214,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$214,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$7,800,811
Value of total assets at beginning of year2011-12-31$6,094,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,706,488
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,800,811
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,094,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,151
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$18,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$18,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$7,784,660
Assets. Invements in employer securities at beginning of year2011-12-31$6,075,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$214,784
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DDK & COMPANY, LLP
Accountancy firm EIN2011-12-31132738625
2010 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,566,016
Total unrealized appreciation/depreciation of assets2010-12-31$1,566,016
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$81,367
Total income from all sources (including contributions)2010-12-31$1,566,074
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$135,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$135,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$6,094,323
Value of total assets at beginning of year2010-12-31$4,744,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,430,852
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,094,323
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,663,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$18,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$20,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$20,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$6,075,899
Assets. Invements in employer securities at beginning of year2010-12-31$4,724,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$135,222
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$81,367
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DDK & COMPANY LLP
Accountancy firm EIN2010-12-31132738625
2009 : COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

2022: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COX & COMPANY, INC. STOCK BONUS PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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