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

Plan NameCOX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 004

COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

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

401k Sponsoring company profile

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

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

Additional information about COX & COMPANY, INC.

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

More information about COX & COMPANY, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01DOMINICK NOCERA2023-09-11 DOMINICK NOCERA2023-09-11
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01JAMES JAFFE JAMES JAFFE2018-10-15
0042016-01-01JAMES JAFFE JAMES JAFFE2017-09-28
0042015-01-01JAMES JAFFE JAMES JAFFE2016-10-06
0042014-01-01JAMES JAFFE JAMES JAFFE2015-10-07
0042013-01-01JAMES JAFFE JAMES JAFFE2016-05-03
0042012-01-01JAMES JAFFE
0042011-01-01JAMES JAFFE
0042009-01-01JAMES JAFFE JAMES JAFFE2010-10-14

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

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

Measure Date Value
2022: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01410
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-0168
Number of other retired or separated participants entitled to future benefits2022-01-01126
Total of all active and inactive participants2022-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01454
Number of participants with account balances2022-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01366
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-0153
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01390
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01355
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-0144
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01354
Number of participants with account balances2020-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01347
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-0140
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01344
Number of participants with account balances2019-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01357
Total number of active participants reported on line 7a of the Form 55002018-01-01229
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01335
Number of participants with account balances2018-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01315
Total number of active participants reported on line 7a of the Form 55002017-01-01225
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01342
Number of participants with account balances2017-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01312
Total number of active participants reported on line 7a of the Form 55002016-01-01223
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01324
Number of participants with account balances2016-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01312
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-0128
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01304
Number of participants with account balances2015-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01301
Total number of active participants reported on line 7a of the Form 55002014-01-01224
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01304
Number of participants with account balances2014-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01222
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0158
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01292
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01251
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0162
Total of all active and inactive participants2012-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01288
Number of participants with account balances2012-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01232
Total number of active participants reported on line 7a of the Form 55002011-01-01174
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0158
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01238
Number of participants with account balances2011-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01206
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-0120
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01213
Number of participants with account balances2009-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

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

Measure Date Value
2022 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,505,043
Total unrealized appreciation/depreciation of assets2022-12-31$1,505,043
Total transfer of assets to this plan2022-12-31$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 paid2022-12-31$32,203
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$32,203
Total income from all sources (including contributions)2022-12-31$3,102,235
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,372,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$44,666,128
Value of total assets at beginning of year2022-12-31$33,202,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
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
Other income not declared elsewhere2022-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$1,468,289
Value of net income/loss2022-12-31$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)2022-12-31No
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$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 assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$43,052,616
Assets. Invements in employer securities at beginning of year2022-12-31$31,871,977
Contributions received in cash from employer2022-12-31$127,574
Employer contributions (assets) at end of year2022-12-31$1,468,289
Employer contributions (assets) at beginning of year2022-12-31$1,330,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,340,293
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
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$664,140
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$759,510
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. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$5,522,594
Total unrealized appreciation/depreciation of assets2021-12-31$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 paid2021-12-31$36,083
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$36,083
Total income from all sources (including contributions)2021-12-31$6,980,667
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,746,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$33,202,476
Value of total assets at beginning of year2021-12-31$28,059,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$31,871,977
Assets. Invements in employer securities at beginning of year2021-12-31$26,741,585
Contributions received in cash from employer2021-12-31$1,458,073
Employer contributions (assets) at end of year2021-12-31$1,330,499
Employer contributions (assets) at beginning of year2021-12-31$1,317,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,709,925
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
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$759,510
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$851,001
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. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,646,938
Total unrealized appreciation/depreciation of assets2020-12-31$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 paid2020-12-31$39,908
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$39,908
Total income from all sources (including contributions)2020-12-31$3,092,235
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,336,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$28,059,308
Value of total assets at beginning of year2020-12-31$27,391,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$26,741,585
Assets. Invements in employer securities at beginning of year2020-12-31$26,187,650
Contributions received in cash from employer2020-12-31$1,445,297
Employer contributions (assets) at end of year2020-12-31$1,317,723
Employer contributions (assets) at beginning of year2020-12-31$1,203,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,296,650
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$851,001
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$938,667
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NUSSBAUM YATES BERG KLEIN & WOLPOW
Accountancy firm EIN2020-12-31260221653
2019 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,684,474
Total unrealized appreciation/depreciation of assets2019-12-31$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 paid2019-12-31$43,370
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$43,370
Total income from all sources (including contributions)2019-12-31$8,015,695
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$874,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$27,391,297
Value of total assets at beginning of year2019-12-31$20,334,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
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
Income. Non cash contributions2019-12-31$1,203,647
Value of net income/loss2019-12-31$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)2019-12-31No
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$26,187,650
Assets. Invements in employer securities at beginning of year2019-12-31$20,334,332
Contributions received in cash from employer2019-12-31$127,574
Employer contributions (assets) at end of year2019-12-31$1,203,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$831,156
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
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$938,667
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$1,022,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NUSSBAUM YATES BERG KLEIN & WOLPOW
Accountancy firm EIN2019-12-31260221653
2018 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$2,004,394
Total unrealized appreciation/depreciation of assets2018-12-31$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 paid2018-12-31$67,536
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$67,536
Total income from all sources (including contributions)2018-12-31$2,567,542
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,410,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$20,334,332
Value of total assets at beginning of year2018-12-31$19,673,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$20,334,332
Assets. Invements in employer securities at beginning of year2018-12-31$19,673,131
Contributions received in cash from employer2018-12-31$563,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,343,193
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$1,022,871
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$1,518,483
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NUSSBAUM BERG KLEIN & WOLPOW CPAS
Accountancy firm EIN2018-12-31260221653
2017 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,248,576
Total unrealized appreciation/depreciation of assets2017-12-31$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 paid2017-12-31$91,564
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$91,564
Total income from all sources (including contributions)2017-12-31$6,832,467
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$702,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$19,673,131
Value of total assets at beginning of year2017-12-31$14,035,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$19,673,131
Assets. Invements in employer securities at beginning of year2017-12-31$14,035,331
Contributions received in cash from employer2017-12-31$583,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$610,777
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$1,518,483
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$2,010,810
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31R. GRABER CPA, PLLLC
Accountancy firm EIN2017-12-31454434956
2016 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,114,042
Total unrealized appreciation/depreciation of assets2016-12-31$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 paid2016-12-31$115,597
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$115,597
Total income from all sources (including contributions)2016-12-31$2,718,674
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$347,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$14,035,336
Value of total assets at beginning of year2016-12-31$12,152,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$14,035,331
Assets. Invements in employer securities at beginning of year2016-12-31$12,152,774
Contributions received in cash from employer2016-12-31$604,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$231,486
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$2,010,810
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$2,499,845
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2016-12-31454434956
2015 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-607,639
Total unrealized appreciation/depreciation of assets2015-12-31$-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 paid2015-12-31$139,217
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$139,217
Total income from all sources (including contributions)2015-12-31$17,735
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$392,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$12,152,780
Value of total assets at beginning of year2015-12-31$13,013,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$12,152,774
Assets. Invements in employer securities at beginning of year2015-12-31$13,013,286
Contributions received in cash from employer2015-12-31$625,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$252,875
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$2,499,845
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$2,986,001
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2015-12-31454434956
2014 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-892,340
Total unrealized appreciation/depreciation of assets2014-12-31$-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 paid2014-12-31$162,860
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$162,860
Total income from all sources (including contributions)2014-12-31$-245,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$375,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$13,013,293
Value of total assets at beginning of year2014-12-31$14,118,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$13,013,286
Assets. Invements in employer securities at beginning of year2014-12-31$14,118,147
Contributions received in cash from employer2014-12-31$646,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$212,909
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$2,986,001
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$3,469,257
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2014-12-31454434956
2013 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,811,955
Total unrealized appreciation/depreciation of assets2013-12-31$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 paid2013-12-31$186,385
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$186,385
Total income from all sources (including contributions)2013-12-31$2,478,812
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$483,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$14,118,155
Value of total assets at beginning of year2013-12-31$12,602,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$27
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$27
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$14,118,147
Assets. Invements in employer securities at beginning of year2013-12-31$12,602,887
Contributions received in cash from employer2013-12-31$666,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$296,714
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$3,469,257
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$3,949,729
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31R. GRABER, CPA, PLLC
Accountancy firm EIN2013-12-31454434956
2012 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,185,548
Total unrealized appreciation/depreciation of assets2012-12-31$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 paid2012-12-31$209,966
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$209,966
Total income from all sources (including contributions)2012-12-31$1,873,151
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$286,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$12,602,914
Value of total assets at beginning of year2012-12-31$11,493,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$27
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$12,602,887
Assets. Invements in employer securities at beginning of year2012-12-31$11,493,939
Contributions received in cash from employer2012-12-31$687,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$76,601
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$3,949,729
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$4,427,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31R GRABER, CPA, PLLC
Accountancy firm EIN2012-12-31454434956
2011 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,836,728
Total unrealized appreciation/depreciation of assets2011-12-31$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 paid2011-12-31$233,092
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$233,092
Total income from all sources (including contributions)2011-12-31$3,545,069
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$322,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$11,493,962
Value of total assets at beginning of year2011-12-31$8,746,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
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$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$23
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$11,493,939
Assets. Invements in employer securities at beginning of year2011-12-31$8,746,437
Contributions received in cash from employer2011-12-31$708,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$89,227
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
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$4,427,361
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$4,902,610
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DDK & COMPANY, LLP
Accountancy firm EIN2011-12-31132738625
2010 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,254,326
Total unrealized appreciation/depreciation of assets2010-12-31$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 paid2010-12-31$256,292
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$256,292
Total income from all sources (including contributions)2010-12-31$2,983,408
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$324,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$8,746,461
Value of total assets at beginning of year2010-12-31$6,561,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$24
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$8,746,437
Assets. Invements in employer securities at beginning of year2010-12-31$6,561,726
Contributions received in cash from employer2010-12-31$729,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$68,547
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,068
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$4,902,610
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$5,375,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DDK & COMPANY, LLP
Accountancy firm EIN2010-12-31132738625
2009 : COX & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

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

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