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Plan Name | COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | DOMINICK NOCERA | 2023-09-11 | DOMINICK NOCERA | 2023-09-11 |
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | JAMES JAFFE | JAMES JAFFE | 2018-10-15 | |
004 | 2016-01-01 | JAMES JAFFE | JAMES JAFFE | 2017-09-28 | |
004 | 2015-01-01 | JAMES JAFFE | JAMES JAFFE | 2016-10-06 | |
004 | 2014-01-01 | JAMES JAFFE | JAMES JAFFE | 2015-10-07 | |
004 | 2013-01-01 | JAMES JAFFE | JAMES JAFFE | 2016-05-03 | |
004 | 2012-01-01 | JAMES JAFFE | |||
004 | 2011-01-01 | JAMES JAFFE | |||
004 | 2009-01-01 | JAMES JAFFE | JAMES JAFFE | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 259 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 126 |
Total of all active and inactive participants | 2022-01-01 | 453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 454 |
Number of participants with account balances | 2022-01-01 | 454 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 17 |
2021: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 258 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 53 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 74 |
Total of all active and inactive participants | 2021-01-01 | 385 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 5 |
Total participants | 2021-01-01 | 390 |
Number of participants with account balances | 2021-01-01 | 390 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 15 |
2020: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 44 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 73 |
Total of all active and inactive participants | 2020-01-01 | 349 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 354 |
Number of participants with account balances | 2020-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 12 |
2019: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 228 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 74 |
Total of all active and inactive participants | 2019-01-01 | 342 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 344 |
Number of participants with account balances | 2019-01-01 | 344 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 8 |
2018: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 229 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 72 |
Total of all active and inactive participants | 2018-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 335 |
Number of participants with account balances | 2018-01-01 | 335 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
2017: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 315 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 77 |
Total of all active and inactive participants | 2017-01-01 | 339 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 342 |
Number of participants with account balances | 2017-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 13 |
2016: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 223 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 67 |
Total of all active and inactive participants | 2016-01-01 | 322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 324 |
Number of participants with account balances | 2016-01-01 | 324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 63 |
Total of all active and inactive participants | 2015-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 304 |
Number of participants with account balances | 2015-01-01 | 304 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 16 |
2014: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 224 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 56 |
Total of all active and inactive participants | 2014-01-01 | 301 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 304 |
Number of participants with account balances | 2014-01-01 | 302 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 13 |
2013: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 301 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 222 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 58 |
Total of all active and inactive participants | 2013-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 292 |
Number of participants with account balances | 2013-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 13 |
2012: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 251 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 217 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 62 |
Total of all active and inactive participants | 2012-01-01 | 285 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 288 |
Number of participants with account balances | 2012-01-01 | 287 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 13 |
2011: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 232 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 58 |
Total of all active and inactive participants | 2011-01-01 | 236 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 238 |
Number of participants with account balances | 2011-01-01 | 238 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 206 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 61 |
Total of all active and inactive participants | 2009-01-01 | 211 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 213 |
Number of participants with account balances | 2009-01-01 | 193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 23 |
Measure | Date | Value |
---|---|---|
2022 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $1,505,043 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $1,505,043 |
Total transfer of assets to this plan | 2022-12-31 | $10,829,283 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $664,140 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $759,510 |
Expenses. Interest paid | 2022-12-31 | $32,203 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $32,203 |
Total income from all sources (including contributions) | 2022-12-31 | $3,102,235 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,372,496 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,340,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,595,863 |
Value of total assets at end of year | 2022-12-31 | $44,666,128 |
Value of total assets at beginning of year | 2022-12-31 | $33,202,476 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $1,317 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Other income not declared elsewhere | 2022-12-31 | $12 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $1,468,289 |
Value of net income/loss | 2022-12-31 | $729,739 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $44,001,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,442,966 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $145,223 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,317 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $43,052,616 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $31,871,977 |
Contributions received in cash from employer | 2022-12-31 | $127,574 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,468,289 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,330,499 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,340,293 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $664,140 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $759,510 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2022-12-31 | 111986323 |
2021 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $5,522,594 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $5,522,594 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $759,510 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $851,001 |
Expenses. Interest paid | 2021-12-31 | $36,083 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $36,083 |
Total income from all sources (including contributions) | 2021-12-31 | $6,980,667 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,746,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,709,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,458,073 |
Value of total assets at end of year | 2021-12-31 | $33,202,476 |
Value of total assets at beginning of year | 2021-12-31 | $28,059,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $5,234,659 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,442,966 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $27,208,307 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $31,871,977 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $26,741,585 |
Contributions received in cash from employer | 2021-12-31 | $1,458,073 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,330,499 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,317,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,709,925 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $759,510 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $851,001 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MARCUM, LLP |
Accountancy firm EIN | 2021-12-31 | 111986323 |
2020 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,646,938 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,646,938 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $851,001 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $938,667 |
Expenses. Interest paid | 2020-12-31 | $39,908 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $39,908 |
Total income from all sources (including contributions) | 2020-12-31 | $3,092,235 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,336,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,296,650 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,445,297 |
Value of total assets at end of year | 2020-12-31 | $28,059,308 |
Value of total assets at beginning of year | 2020-12-31 | $27,391,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $755,677 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $27,208,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,452,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $26,741,585 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $26,187,650 |
Contributions received in cash from employer | 2020-12-31 | $1,445,297 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,317,723 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,203,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,296,650 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $851,001 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $938,667 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | NUSSBAUM YATES BERG KLEIN & WOLPOW |
Accountancy firm EIN | 2020-12-31 | 260221653 |
2019 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,684,474 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,684,474 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $938,667 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,022,871 |
Expenses. Interest paid | 2019-12-31 | $43,370 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $43,370 |
Total income from all sources (including contributions) | 2019-12-31 | $8,015,695 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $874,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $831,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,331,221 |
Value of total assets at end of year | 2019-12-31 | $27,391,297 |
Value of total assets at beginning of year | 2019-12-31 | $20,334,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $1,203,647 |
Value of net income/loss | 2019-12-31 | $7,141,169 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,452,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $19,311,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $26,187,650 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $20,334,332 |
Contributions received in cash from employer | 2019-12-31 | $127,574 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,203,647 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $831,156 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $938,667 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $1,022,871 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | NUSSBAUM YATES BERG KLEIN & WOLPOW |
Accountancy firm EIN | 2019-12-31 | 260221653 |
2018 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $2,004,394 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $2,004,394 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,022,871 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,518,483 |
Expenses. Interest paid | 2018-12-31 | $67,536 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $67,536 |
Total income from all sources (including contributions) | 2018-12-31 | $2,567,542 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,410,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,343,193 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $563,148 |
Value of total assets at end of year | 2018-12-31 | $20,334,332 |
Value of total assets at beginning of year | 2018-12-31 | $19,673,131 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,156,813 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $19,311,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $18,154,648 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $20,334,332 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $19,673,131 |
Contributions received in cash from employer | 2018-12-31 | $563,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,343,193 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $1,022,871 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $1,518,483 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | NUSSBAUM BERG KLEIN & WOLPOW CPAS |
Accountancy firm EIN | 2018-12-31 | 260221653 |
2017 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $6,248,576 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $6,248,576 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,518,483 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,010,810 |
Expenses. Interest paid | 2017-12-31 | $91,564 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $91,564 |
Total income from all sources (including contributions) | 2017-12-31 | $6,832,467 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $702,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $610,777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $583,891 |
Value of total assets at end of year | 2017-12-31 | $19,673,131 |
Value of total assets at beginning of year | 2017-12-31 | $14,035,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $4 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,130,122 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $18,154,648 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,024,526 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $5 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $19,673,131 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $14,035,331 |
Contributions received in cash from employer | 2017-12-31 | $583,891 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $610,777 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $1,518,483 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $2,010,810 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | R. GRABER CPA, PLLLC |
Accountancy firm EIN | 2017-12-31 | 454434956 |
2016 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,114,042 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,114,042 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,010,810 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,499,845 |
Expenses. Interest paid | 2016-12-31 | $115,597 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $115,597 |
Total income from all sources (including contributions) | 2016-12-31 | $2,718,674 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $347,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $231,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $604,632 |
Value of total assets at end of year | 2016-12-31 | $14,035,336 |
Value of total assets at beginning of year | 2016-12-31 | $12,152,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,371,591 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $12,024,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,652,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $6 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $6 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $14,035,331 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $12,152,774 |
Contributions received in cash from employer | 2016-12-31 | $604,632 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $231,486 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $2,010,810 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $2,499,845 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | R. GRABER, CPA, PLLC |
Accountancy firm EIN | 2016-12-31 | 454434956 |
2015 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-607,639 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-607,639 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,499,845 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,986,001 |
Expenses. Interest paid | 2015-12-31 | $139,217 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $139,217 |
Total income from all sources (including contributions) | 2015-12-31 | $17,735 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $392,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $252,875 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $625,374 |
Value of total assets at end of year | 2015-12-31 | $12,152,780 |
Value of total assets at beginning of year | 2015-12-31 | $13,013,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-374,357 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,652,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,027,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $6 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $7 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $7 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $12,152,774 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $13,013,286 |
Contributions received in cash from employer | 2015-12-31 | $625,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $252,875 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $2,499,845 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $2,986,001 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | R. GRABER, CPA, PLLC |
Accountancy firm EIN | 2015-12-31 | 454434956 |
2014 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-892,340 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-892,340 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,986,001 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,469,257 |
Expenses. Interest paid | 2014-12-31 | $162,860 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $162,860 |
Total income from all sources (including contributions) | 2014-12-31 | $-245,837 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $375,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $212,909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $646,503 |
Value of total assets at end of year | 2014-12-31 | $13,013,293 |
Value of total assets at beginning of year | 2014-12-31 | $14,118,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-621,606 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $10,027,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,648,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $7 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $13,013,286 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $14,118,147 |
Contributions received in cash from employer | 2014-12-31 | $646,503 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $212,909 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $2,986,001 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $3,469,257 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | R. GRABER, CPA, PLLC |
Accountancy firm EIN | 2014-12-31 | 454434956 |
2013 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $1,811,955 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $1,811,955 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,469,257 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,949,729 |
Expenses. Interest paid | 2013-12-31 | $186,385 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $186,385 |
Total income from all sources (including contributions) | 2013-12-31 | $2,478,812 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $483,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $296,714 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $666,857 |
Value of total assets at end of year | 2013-12-31 | $14,118,155 |
Value of total assets at beginning of year | 2013-12-31 | $12,602,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,995,713 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,648,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,653,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $27 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $27 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $14,118,147 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $12,602,887 |
Contributions received in cash from employer | 2013-12-31 | $666,857 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $296,714 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $3,469,257 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $3,949,729 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | R. GRABER, CPA, PLLC |
Accountancy firm EIN | 2013-12-31 | 454434956 |
2012 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,185,548 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,185,548 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,949,729 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,427,361 |
Expenses. Interest paid | 2012-12-31 | $209,966 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $209,966 |
Total income from all sources (including contributions) | 2012-12-31 | $1,873,151 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $286,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $76,601 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $687,599 |
Value of total assets at end of year | 2012-12-31 | $12,602,914 |
Value of total assets at beginning of year | 2012-12-31 | $11,493,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $4 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,586,584 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,653,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,066,601 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $27 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $23 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $23 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $4 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $12,602,887 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $11,493,939 |
Contributions received in cash from employer | 2012-12-31 | $687,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $76,601 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $3,949,729 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $4,427,361 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | R GRABER, CPA, PLLC |
Accountancy firm EIN | 2012-12-31 | 454434956 |
2011 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,836,728 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,836,728 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,427,361 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,902,610 |
Expenses. Interest paid | 2011-12-31 | $233,092 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $233,092 |
Total income from all sources (including contributions) | 2011-12-31 | $3,545,069 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $322,319 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $89,227 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $708,341 |
Value of total assets at end of year | 2011-12-31 | $11,493,962 |
Value of total assets at beginning of year | 2011-12-31 | $8,746,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $3,222,750 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,066,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,843,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $23 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $24 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $24 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $11,493,939 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $8,746,437 |
Contributions received in cash from employer | 2011-12-31 | $708,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $89,227 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $4,427,361 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $4,902,610 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DDK & COMPANY, LLP |
Accountancy firm EIN | 2011-12-31 | 132738625 |
2010 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $2,254,326 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $2,254,326 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,902,610 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,376,468 |
Expenses. Interest paid | 2010-12-31 | $256,292 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $256,292 |
Total income from all sources (including contributions) | 2010-12-31 | $2,983,408 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $324,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $68,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $729,082 |
Value of total assets at end of year | 2010-12-31 | $8,746,461 |
Value of total assets at beginning of year | 2010-12-31 | $6,561,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,658,569 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,843,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,185,282 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $24 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $24 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $24 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $8,746,437 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $6,561,726 |
Contributions received in cash from employer | 2010-12-31 | $729,082 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $68,547 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,068 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $4,902,610 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $5,375,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DDK & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 132738625 |
2009 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |