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COX & COMPANY, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan NameCOX & COMPANY, INC. 401(K) SAVINGS PLAN
Plan identification number 003

COX & COMPANY, INC. 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

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. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01JAMES JAFFE JAMES JAFFE2018-10-04
0032016-01-01JAMES JAFFE JAMES JAFFE2017-10-03
0032015-01-01JAMES JAFFE JAMES JAFFE2016-10-11
0032014-01-01JAMES JAFFE JAMES JAFFE2015-10-07
0032013-01-01JAMES JAFFE JAMES JAFFE2014-10-08
0032012-01-01JAMES JAFFE JAMES JAFFE2013-10-09
0032011-01-01JAMES JAFFE JAMES JAFFE2012-10-11
0032010-01-01JAMES JAFFE JAMES JAFFE2011-10-11
0032009-01-01JAMES JAFFE JAMES JAFFE2010-10-13

Plan Statistics for COX & COMPANY, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for COX & COMPANY, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01234
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01303
Number of participants with account balances2022-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01266
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01295
Number of participants with account balances2021-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01271
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01266
Number of participants with account balances2020-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01253
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01262
Number of participants with account balances2019-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01253
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01253
Number of participants with account balances2018-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-01192
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01253
Number of participants with account balances2017-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01220
Total number of active participants reported on line 7a of the Form 55002016-01-01189
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01236
Number of participants with account balances2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01230
Total number of active participants reported on line 7a of the Form 55002015-01-01175
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01220
Number of participants with account balances2015-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01242
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0139
Total of all active and inactive participants2014-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01228
Number of participants with account balances2014-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01242
Number of participants with account balances2013-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01222
Total number of active participants reported on line 7a of the Form 55002012-01-01184
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01228
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01174
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01220
Number of participants with account balances2011-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01170
Number of participants with account balances2010-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: COX & COMPANY, INC. 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01192
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on COX & COMPANY, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,311,279
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,706,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,632,788
Value of total corrective distributions2022-12-31$18,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,518,868
Value of total assets at end of year2022-12-31$26,466,615
Value of total assets at beginning of year2022-12-31$31,484,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$55,284
Total interest from all sources2022-12-31$42,775
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$291,266
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,518,518
Participant contributions at end of year2022-12-31$1,009,955
Participant contributions at beginning of year2022-12-31$819,338
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$306,067
Other income not declared elsewhere2022-12-31$79,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,018,254
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,466,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,484,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,110
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,486,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,539,557
Interest on participant loans2022-12-31$42,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,970,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,125,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,243,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$694,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,632,788
Contract administrator fees2022-12-31$11,174
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARCUM LLP
Accountancy firm EIN2022-12-31111986323
2021 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$6,304,432
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,487,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,433,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,855,037
Value of total assets at end of year2021-12-31$31,484,869
Value of total assets at beginning of year2021-12-31$27,667,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,190
Total interest from all sources2021-12-31$37,473
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$241,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$241,875
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
Contributions received from participants2021-12-31$1,523,971
Participant contributions at end of year2021-12-31$819,338
Participant contributions at beginning of year2021-12-31$784,321
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$710,293
Other income not declared elsewhere2021-12-31$84,130
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$3,817,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,484,869
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,667,603
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
Investment advisory and management fees2021-12-31$44,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,539,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,726,807
Interest on participant loans2021-12-31$37,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,125,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,156,475
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,085,917
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
Contributions received in cash from employer2021-12-31$620,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,433,976
Contract administrator fees2021-12-31$8,949
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. 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$0
Total income from all sources (including contributions)2020-12-31$6,589,200
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,268,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,201,198
Value of total corrective distributions2020-12-31$25,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,908,954
Value of total assets at end of year2020-12-31$27,667,603
Value of total assets at beginning of year2020-12-31$23,346,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$41,997
Total interest from all sources2020-12-31$37,530
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$188,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$188,775
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
Contributions received from participants2020-12-31$1,407,794
Participant contributions at end of year2020-12-31$784,321
Participant contributions at beginning of year2020-12-31$628,057
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$886,176
Other income not declared elsewhere2020-12-31$100,497
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$4,320,999
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,667,603
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,346,604
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
Investment advisory and management fees2020-12-31$34,320
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,726,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,121,862
Interest on participant loans2020-12-31$37,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,156,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,596,685
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,353,444
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
Contributions received in cash from employer2020-12-31$614,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,201,198
Contract administrator fees2020-12-31$7,677
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NUSSBAUM, BERG, KLEIN & WOLPOW, LLP
Accountancy firm EIN2020-12-31260221653
2019 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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$6,091,731
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,140,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,087,656
Expenses. Certain deemed distributions of participant loans2019-12-31$20,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,371,516
Value of total assets at end of year2019-12-31$23,346,604
Value of total assets at beginning of year2019-12-31$20,395,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,665
Total interest from all sources2019-12-31$35,601
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$249,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$249,702
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
Contributions received from participants2019-12-31$1,416,499
Participant contributions at end of year2019-12-31$628,057
Participant contributions at beginning of year2019-12-31$627,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$387,923
Other income not declared elsewhere2019-12-31$113,052
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$2,951,343
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,346,604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,395,261
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
Investment advisory and management fees2019-12-31$27,274
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,121,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,743,842
Interest on participant loans2019-12-31$35,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,596,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,023,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,321,860
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
Contributions received in cash from employer2019-12-31$567,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,087,656
Contract administrator fees2019-12-31$5,391
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NUSSBAUM, BERG, KLEIN & WOLPOW, LLP
Accountancy firm EIN2019-12-31260221653
2018 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$1,064,059
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,943,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,879,858
Expenses. Certain deemed distributions of participant loans2018-12-31$58,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,479,464
Value of total assets at end of year2018-12-31$20,395,261
Value of total assets at beginning of year2018-12-31$22,274,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,511
Total interest from all sources2018-12-31$104,158
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$269,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$269,672
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 period2018-12-31Yes
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
Contributions received from participants2018-12-31$1,215,364
Participant contributions at end of year2018-12-31$627,819
Participant contributions at beginning of year2018-12-31$613,852
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$708,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,879,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,395,261
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,274,715
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,743,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,622,953
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$50,893
Interest on participant loans2018-12-31$27,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$76,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,023,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,987,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,789,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$555,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,879,858
Contract administrator fees2018-12-31$5,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NUSSBAUM, BERG, KLEIN & WOLPOW, LLP
Accountancy firm EIN2018-12-31260221653
2017 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$4,914,703
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,027,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,968,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,101,008
Value of total assets at end of year2017-12-31$22,274,715
Value of total assets at beginning of year2017-12-31$19,387,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$58,940
Total interest from all sources2017-12-31$103,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$192,464
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
Contributions received from participants2017-12-31$1,198,429
Participant contributions at end of year2017-12-31$613,852
Participant contributions at beginning of year2017-12-31$455,182
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$357,845
Other income not declared elsewhere2017-12-31$58,753
Administrative expenses (other) incurred2017-12-31$58,940
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$2,887,169
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,274,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,387,546
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,622,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,435,582
Value of interest in pooled separate accounts at end of year2017-12-31$50,893
Value of interest in pooled separate accounts at beginning of year2017-12-31$23,989
Interest on participant loans2017-12-31$21,722
Interest earned on other investments2017-12-31$81,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,987,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,472,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,455,190
Net investment gain/loss from pooled separate accounts2017-12-31$4,145
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
Contributions received in cash from employer2017-12-31$544,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,968,594
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31R GRABER CPA, PLLC
Accountancy firm EIN2017-12-31454434956
2016 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$2,845,095
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,979,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,911,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,800,962
Value of total assets at end of year2016-12-31$19,387,546
Value of total assets at beginning of year2016-12-31$18,521,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$67,840
Total interest from all sources2016-12-31$109,660
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$153,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$153,585
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
Contributions received from participants2016-12-31$1,103,610
Participant contributions at end of year2016-12-31$455,182
Participant contributions at beginning of year2016-12-31$486,879
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$325,477
Other income not declared elsewhere2016-12-31$64,648
Administrative expenses (other) incurred2016-12-31$67,840
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$865,611
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,387,546
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,521,935
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,435,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,344,200
Value of interest in pooled separate accounts at end of year2016-12-31$23,989
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,376
Interest on participant loans2016-12-31$18,693
Interest earned on other investments2016-12-31$90,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,472,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,687,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$716,240
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
Contributions received in cash from employer2016-12-31$371,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,911,644
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31R GRABER CPA, PLLC
Accountancy firm EIN2016-12-31454434956
2015 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,725,350
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,201,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,133,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,671,912
Value of total assets at end of year2015-12-31$18,521,935
Value of total assets at beginning of year2015-12-31$17,998,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,857
Total interest from all sources2015-12-31$109,905
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$140,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$140,572
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
Contributions received from participants2015-12-31$1,000,557
Participant contributions at end of year2015-12-31$486,879
Participant contributions at beginning of year2015-12-31$595,154
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$334,835
Other income not declared elsewhere2015-12-31$63,227
Administrative expenses (other) incurred2015-12-31$67,857
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$523,677
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,521,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,998,258
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,344,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,637,389
Value of interest in pooled separate accounts at end of year2015-12-31$3,376
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$20,439
Interest earned on other investments2015-12-31$89,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,687,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,765,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-260,156
Net investment gain/loss from pooled separate accounts2015-12-31$-110
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
Contributions received in cash from employer2015-12-31$336,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,133,816
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31R GRABER CPA, PLLC
Accountancy firm EIN2015-12-31454434956
2014 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,842,814
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$987,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$972,095
Value of total corrective distributions2014-12-31$92
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,207,411
Value of total assets at end of year2014-12-31$17,998,258
Value of total assets at beginning of year2014-12-31$17,143,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,470
Total interest from all sources2014-12-31$126,188
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$94,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$94,009
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
Contributions received from participants2014-12-31$900,807
Participant contributions at end of year2014-12-31$595,154
Participant contributions at beginning of year2014-12-31$591,697
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,095
Other income not declared elsewhere2014-12-31$8,595
Administrative expenses (other) incurred2014-12-31$15,470
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$855,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,998,258
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,143,101
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,637,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,838,657
Interest on participant loans2014-12-31$23,655
Interest earned on other investments2014-12-31$102,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,765,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,712,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$406,611
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
Contributions received in cash from employer2014-12-31$298,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$972,095
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31R GRABER CPA, PLLC
Accountancy firm EIN2014-12-31454434956
2013 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$3,828,171
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$238,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$233,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,421,852
Value of total assets at end of year2013-12-31$17,143,101
Value of total assets at beginning of year2013-12-31$13,553,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,115
Total interest from all sources2013-12-31$125,637
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$71,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$71,863
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
Contributions received from participants2013-12-31$768,003
Participant contributions at end of year2013-12-31$591,697
Participant contributions at beginning of year2013-12-31$491,647
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$385,944
Other income not declared elsewhere2013-12-31$138
Administrative expenses (other) incurred2013-12-31$5,115
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$3,589,646
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,143,101
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,553,455
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,838,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,787,719
Interest on participant loans2013-12-31$20,210
Interest earned on other investments2013-12-31$105,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,712,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,274,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,208,681
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
Contributions received in cash from employer2013-12-31$267,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$233,410
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31R GRABER CPA, PLLC
Accountancy firm EIN2013-12-31454434956
2012 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$2,038,101
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$699,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$695,693
Expenses. Certain deemed distributions of participant loans2012-12-31$-45
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$947,664
Value of total assets at end of year2012-12-31$13,553,455
Value of total assets at beginning of year2012-12-31$12,215,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,343
Total interest from all sources2012-12-31$144,919
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$77,151
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$719,805
Participant contributions at end of year2012-12-31$491,647
Participant contributions at beginning of year2012-12-31$506,743
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,555
Administrative expenses (other) incurred2012-12-31$4,343
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$1,338,110
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,553,455
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,215,345
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,787,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,550,643
Interest on participant loans2012-12-31$23,842
Interest earned on other investments2012-12-31$121,077
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,274,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,157,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$868,367
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
Contributions received in cash from employer2012-12-31$166,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$695,693
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31R GRABER CPA, LLC
Accountancy firm EIN2012-12-31454434956
2011 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$526,369
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$284,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$256,970
Value of total corrective distributions2011-12-31$23,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$810,191
Value of total assets at end of year2011-12-31$12,215,345
Value of total assets at beginning of year2011-12-31$11,973,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,451
Total interest from all sources2011-12-31$156,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$61,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$61,946
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$619,165
Participant contributions at end of year2011-12-31$506,743
Participant contributions at beginning of year2011-12-31$563,771
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$104,791
Other income not declared elsewhere2011-12-31$-19
Administrative expenses (other) incurred2011-12-31$4,451
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$241,516
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,215,345
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,973,829
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 in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,550,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,682,939
Interest on participant loans2011-12-31$27,165
Interest earned on other investments2011-12-31$129,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,157,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,727,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-502,348
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
Contributions received in cash from employer2011-12-31$86,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$256,970
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31R GRABER CPA, LLC
Accountancy firm EIN2011-12-31454434956
2010 : COX & COMPANY, INC. 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$0
Total income from all sources (including contributions)2010-12-31$1,616,346
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$544,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$539,547
Expenses. Certain deemed distributions of participant loans2010-12-31$45
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$596,500
Value of total assets at end of year2010-12-31$11,973,829
Value of total assets at beginning of year2010-12-31$10,901,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,663
Total interest from all sources2010-12-31$173,386
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$53,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$53,429
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$562,037
Participant contributions at end of year2010-12-31$563,771
Participant contributions at beginning of year2010-12-31$631,051
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$34,463
Administrative expenses (other) incurred2010-12-31$4,663
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$1,072,091
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,973,829
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,901,738
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 in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,682,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,601,110
Interest on participant loans2010-12-31$140,007
Income. Interest from loans (other than to participants)2010-12-31$33,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,727,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,669,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$793,031
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$539,547
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DDK & COMPANY LLP
Accountancy firm EIN2010-12-31132738625
2009 : COX & COMPANY, INC. 401(K) SAVINGS 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. 401(K) SAVINGS PLAN

2022: COX & COMPANY, INC. 401(K) SAVINGS 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 filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COX & COMPANY, INC. 401(K) SAVINGS 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered303
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered285
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered266
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered248
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered253
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered220
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number002443
Policy instance 1
Insurance contract or identification number002443
Number of Individuals Covered228
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,662
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12662
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39280
Policy instance 1
Insurance contract or identification numberGA 39280
Number of Individuals Covered242
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $19,690
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19690
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39280
Policy instance 1
Insurance contract or identification numberGA 39280
Number of Individuals Covered228
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18,955
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18955
Additional information about fees paid to insurance brokerSERVICES PAID TO INSURER OR PROVIDER
Insurance broker organization code?4
Insurance broker nameWELLS FARGO WEALTH BROKGE INS AGCY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39280
Policy instance 1
Insurance contract or identification numberGA 39280
Number of Individuals Covered220
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,819
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA 39280
Policy instance 1
Insurance contract or identification numberGA 39280
Number of Individuals Covered170
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,050
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17050
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?3
Insurance broker nameWS INSURANCE SERVICES

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