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W.J. COX ASSOCIATES 401(K) PLAN 401k Plan overview

Plan NameW.J. COX ASSOCIATES 401(K) PLAN
Plan identification number 001

W.J. COX ASSOCIATES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

W. J. COX ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:W. J. COX ASSOCIATES, INC.
Employer identification number (EIN):161125740
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about W. J. COX ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1979-05-30
Company Identification Number: 560569
Legal Registered Office Address: 9600 MAIN STREET
SUITE THREE
CLARENCE
United States of America (USA)
140312093

More information about W. J. COX ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.J. COX ASSOCIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE CONLEY2024-04-26 MICHELLE CONLEY2024-04-26
0012022-01-01MICHELLE C CONLEY2023-05-26 MICHELLE C CONLEY2023-05-26
0012021-01-01MICHELLE CONLEY2022-06-22 MICHELLE CONLEY2022-06-22
0012020-01-01MICHELLE C. CONLEY2021-04-30 MICHELLE C. CONLEY2021-04-30
0012019-01-01MICHELLE CONLEY2020-04-28
0012018-01-01MICHELLE C. CONLEY2019-05-10 MICHELLE C. CONLEY2019-05-10
0012017-01-01MICHELLE C. CONLEY2018-05-31
0012016-01-01MICHELLE C. CONLEY2017-05-15 MICHELLE C. CONLEY2017-05-15
0012015-01-01MICHELLE C. CONLEY2016-05-05 MICHELLE C. CONLEY2016-05-05
0012014-01-01MICHELLE CONLEY2015-07-14 MICHELLE CONLEY2015-07-14
0012013-01-01MICHELLE C CONLEY2014-08-07
0012012-01-01MICHELLE CONLEY2013-09-18
0012011-01-01ROXANNE DUNGAN2012-06-01
0012010-01-01ROXANNE DUNGAN2011-04-21 ROXANNE DUNGAN2011-04-21

Financial Data on W.J. COX ASSOCIATES 401(K) PLAN

Measure Date Value
2025 : W.J. COX ASSOCIATES 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-290
Total liabilities as of the end of the plan year2025-08-290
Total liabilities as of the beginning of the plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-29530618
Net assets as of the end of the plan year2025-08-296330512
Total assets as of the beginning of the plan year2025-08-296050843
Value of plan covered by a fidelity bond2025-08-29985000
Participant contributions to plan in this plan year2025-08-29173342
Value of participant loans at end of plan year2025-08-291556
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-290
Other income to plan in this plan year2025-08-29565069
Plan net income in this plan year2025-08-29279669
Net assets as of the end of the plan year2025-08-296330512
Net assets as of the beginning of the plan year2025-08-296050843
Employer contributions to plan in this plan year2025-08-2971876
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2924437
2024 : W.J. COX ASSOCIATES 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-260
Total liabilities as of the end of the plan year2024-04-260
Total liabilities as of the beginning of the plan year2024-04-260
Total expenses incurred by plan in this plan year2024-04-26260205
Net assets as of the end of the plan year2024-04-266050843
Total assets as of the beginning of the plan year2024-04-265417690
Value of plan covered by a fidelity bond2024-04-26985000
Participant contributions to plan in this plan year2024-04-26171121
Value of participant loans at end of plan year2024-04-263782
Other expenses paid from plan in this plan year2024-04-260
Other contributions to plan in this plan year2024-04-2672465
Other income to plan in this plan year2024-04-26586386
Plan net income in this plan year2024-04-26633153
Net assets as of the end of the plan year2024-04-266050843
Net assets as of the beginning of the plan year2024-04-265417690
Employer contributions to plan in this plan year2024-04-2663386
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2622348
2022 : W.J. COX ASSOCIATES 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-220
Total expenses incurred by plan in this plan year2022-06-22730129
Net assets as of the end of the plan year2022-06-225823805
Total assets as of the beginning of the plan year2022-06-225378532
Value of plan covered by a fidelity bond2022-06-22750000
Participant contributions to plan in this plan year2022-06-22151541
Value of participant loans at end of plan year2022-06-2210654
Other income to plan in this plan year2022-06-22953776
Plan net income in this plan year2022-06-22445273
Net assets as of the end of the plan year2022-06-225823805
Net assets as of the beginning of the plan year2022-06-225378532
Employer contributions to plan in this plan year2022-06-2270085
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-22405

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