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S. B. COX, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameS. B. COX, INC. PROFIT SHARING PLAN
Plan identification number 001

S. B. COX, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

S. B. COX, INC. has sponsored the creation of one or more 401k plans.

Company Name:S. B. COX, INC.
Employer identification number (EIN):540737268
NAIC Classification:238900

Additional information about S. B. COX, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1963-08-20
Company Identification Number: 0097648
Legal Registered Office Address: 901 POTOMAC ST
6802 PARAGON PL STE 100
RICHMOND
United States of America (USA)
23231

More information about S. B. COX, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S. B. COX, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01MICHAEL BARR
0012016-08-01MICHAEL BARR
0012015-08-01MICHAEL BARR
0012014-08-01MICHAEL BARR
0012013-08-01MICHAEL BARR
0012012-08-01MICHAEL BARR
0012011-08-01MICHAEL BARR
0012010-08-01MICHAEL BARR
0012009-08-01MICHAEL BARR

Plan Statistics for S. B. COX, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for S. B. COX, INC. PROFIT SHARING PLAN

Measure Date Value
2022: S. B. COX, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01228
Total number of active participants reported on line 7a of the Form 55002022-08-01178
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-0123
Total of all active and inactive participants2022-08-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-013
Total participants2022-08-01204
Number of participants with account balances2022-08-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-0111
2021: S. B. COX, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-01212
Total number of active participants reported on line 7a of the Form 55002021-08-01171
Number of retired or separated participants receiving benefits2021-08-011
Number of other retired or separated participants entitled to future benefits2021-08-0129
Total of all active and inactive participants2021-08-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-011
Total participants2021-08-01202
Number of participants with account balances2021-08-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-0124
2020: S. B. COX, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01215
Total number of active participants reported on line 7a of the Form 55002020-08-01169
Number of retired or separated participants receiving benefits2020-08-011
Number of other retired or separated participants entitled to future benefits2020-08-0123
Total of all active and inactive participants2020-08-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-012
Total participants2020-08-01195
Number of participants with account balances2020-08-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-0118
2019: S. B. COX, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01216
Total number of active participants reported on line 7a of the Form 55002019-08-01161
Number of retired or separated participants receiving benefits2019-08-012
Number of other retired or separated participants entitled to future benefits2019-08-0129
Total of all active and inactive participants2019-08-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-011
Total participants2019-08-01193
Number of participants with account balances2019-08-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-0126
2018: S. B. COX, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01201
Total number of active participants reported on line 7a of the Form 55002018-08-01176
Number of retired or separated participants receiving benefits2018-08-011
Number of other retired or separated participants entitled to future benefits2018-08-0115
Total of all active and inactive participants2018-08-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-011
Total participants2018-08-01193
Number of participants with account balances2018-08-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-0112
2017: S. B. COX, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01205
Total number of active participants reported on line 7a of the Form 55002017-08-01171
Number of retired or separated participants receiving benefits2017-08-011
Number of other retired or separated participants entitled to future benefits2017-08-0123
Total of all active and inactive participants2017-08-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-011
Total participants2017-08-01196
Number of participants with account balances2017-08-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-0131
2016: S. B. COX, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01207
Total number of active participants reported on line 7a of the Form 55002016-08-01163
Number of retired or separated participants receiving benefits2016-08-011
Number of other retired or separated participants entitled to future benefits2016-08-0118
Total of all active and inactive participants2016-08-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-01182
Number of participants with account balances2016-08-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-0121
2015: S. B. COX, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01204
Total number of active participants reported on line 7a of the Form 55002015-08-01164
Number of retired or separated participants receiving benefits2015-08-011
Number of other retired or separated participants entitled to future benefits2015-08-0123
Total of all active and inactive participants2015-08-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-013
Total participants2015-08-01191
Number of participants with account balances2015-08-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-0127
2014: S. B. COX, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01206
Total number of active participants reported on line 7a of the Form 55002014-08-01161
Number of retired or separated participants receiving benefits2014-08-011
Number of other retired or separated participants entitled to future benefits2014-08-0117
Total of all active and inactive participants2014-08-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-011
Total participants2014-08-01180
Number of participants with account balances2014-08-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-0115
2013: S. B. COX, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01182
Total number of active participants reported on line 7a of the Form 55002013-08-01165
Number of retired or separated participants receiving benefits2013-08-011
Number of other retired or separated participants entitled to future benefits2013-08-0121
Total of all active and inactive participants2013-08-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-011
Total participants2013-08-01188
Number of participants with account balances2013-08-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-014
2012: S. B. COX, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01166
Total number of active participants reported on line 7a of the Form 55002012-08-01147
Number of retired or separated participants receiving benefits2012-08-011
Number of other retired or separated participants entitled to future benefits2012-08-0111
Total of all active and inactive participants2012-08-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-011
Total participants2012-08-01160
Number of participants with account balances2012-08-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-014
2011: S. B. COX, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01175
Total number of active participants reported on line 7a of the Form 55002011-08-01147
Number of retired or separated participants receiving benefits2011-08-011
Number of other retired or separated participants entitled to future benefits2011-08-019
Total of all active and inactive participants2011-08-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-011
Total participants2011-08-01158
Number of participants with account balances2011-08-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-013
2010: S. B. COX, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01170
Total number of active participants reported on line 7a of the Form 55002010-08-01144
Number of retired or separated participants receiving benefits2010-08-011
Number of other retired or separated participants entitled to future benefits2010-08-0111
Total of all active and inactive participants2010-08-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-011
Total participants2010-08-01157
Number of participants with account balances2010-08-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-08-0110
2009: S. B. COX, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01175
Total number of active participants reported on line 7a of the Form 55002009-08-01149
Number of retired or separated participants receiving benefits2009-08-011
Number of other retired or separated participants entitled to future benefits2009-08-0115
Total of all active and inactive participants2009-08-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-011
Total participants2009-08-01166
Number of participants with account balances2009-08-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-0112

Financial Data on S. B. COX, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : S. B. COX, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$35
Total income from all sources (including contributions)2023-07-31$1,303,620
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$1,158,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$1,148,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$714,773
Value of total assets at end of year2023-07-31$10,015,049
Value of total assets at beginning of year2023-07-31$9,870,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$10,000
Total interest from all sources2023-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$336,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-31$336,407
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Liabilities. Value of operating payables at end of year2023-07-31$35
Liabilities. Value of operating payables at beginning of year2023-07-31$35
Total non interest bearing cash at end of year2023-07-31$35
Total non interest bearing cash at beginning of year2023-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$144,992
Value of net assets at end of year (total assets less liabilities)2023-07-31$10,015,014
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$9,870,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Investment advisory and management fees2023-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$9,300,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$9,183,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-07-31$3,618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-07-31$3,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$252,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Contributions received in cash from employer2023-07-31$714,773
Employer contributions (assets) at end of year2023-07-31$714,773
Employer contributions (assets) at beginning of year2023-07-31$683,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$1,148,628
Did the plan have assets held for investment2023-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31No
Opinion of an independent qualified public accountant for this plan2023-07-31Unqualified
Accountancy firm name2023-07-31PBMARES, LLP
Accountancy firm EIN2023-07-31540737372
2022 : S. B. COX, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$35
Total income from all sources (including contributions)2022-07-31$-272,404
Total loss/gain on sale of assets2022-07-31$0
Total of all expenses incurred2022-07-31$590,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$580,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$686,953
Value of total assets at end of year2022-07-31$9,870,057
Value of total assets at beginning of year2022-07-31$10,732,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$10,030
Total interest from all sources2022-07-31$21
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$418,565
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$418,565
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
If this is an individual account plan, was there a blackout period2022-07-31No
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-07-31$3,597
Administrative expenses (other) incurred2022-07-31$30
Liabilities. Value of operating payables at end of year2022-07-31$35
Liabilities. Value of operating payables at beginning of year2022-07-31$35
Total non interest bearing cash at end of year2022-07-31$35
Total non interest bearing cash at beginning of year2022-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-862,447
Value of net assets at end of year (total assets less liabilities)2022-07-31$9,870,022
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$10,732,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Investment advisory and management fees2022-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$9,183,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$10,074,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-31$3,618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-31$23,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-31$23,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-07-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-1,377,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31No
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$686,953
Employer contributions (assets) at end of year2022-07-31$683,124
Employer contributions (assets) at beginning of year2022-07-31$630,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$580,013
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31PBMARES, LLP
Accountancy firm EIN2022-07-31540737372
2021 : S. B. COX, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$35
Total income from all sources (including contributions)2021-07-31$2,709,990
Total loss/gain on sale of assets2021-07-31$0
Total of all expenses incurred2021-07-31$872,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$862,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$633,531
Value of total assets at end of year2021-07-31$10,732,504
Value of total assets at beginning of year2021-07-31$8,894,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$10,000
Total interest from all sources2021-07-31$53
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$355,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$355,163
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
If this is an individual account plan, was there a blackout period2021-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-31$0
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-07-31$3,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-07-31$0
Other income not declared elsewhere2021-07-31$106
Liabilities. Value of operating payables at end of year2021-07-31$35
Liabilities. Value of operating payables at beginning of year2021-07-31$35
Total non interest bearing cash at end of year2021-07-31$35
Total non interest bearing cash at beginning of year2021-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$1,837,770
Value of net assets at end of year (total assets less liabilities)2021-07-31$10,732,469
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$8,894,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Investment advisory and management fees2021-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$10,074,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$8,289,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-07-31$23,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-07-31$140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-07-31$140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-07-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$1,721,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31No
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$633,531
Employer contributions (assets) at end of year2021-07-31$630,940
Employer contributions (assets) at beginning of year2021-07-31$605,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$862,220
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Opinion of an independent qualified public accountant for this plan2021-07-31Disclaimer
Accountancy firm name2021-07-31PBMARES, LLP
Accountancy firm EIN2021-07-31540737372
2020 : S. B. COX, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$99,204
Total income from all sources (including contributions)2020-07-31$1,174,733
Total loss/gain on sale of assets2020-07-31$0
Total of all expenses incurred2020-07-31$461,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$451,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$605,109
Value of total assets at end of year2020-07-31$8,894,734
Value of total assets at beginning of year2020-07-31$8,281,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$10,000
Total interest from all sources2020-07-31$303
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$292,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$292,505
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
If this is an individual account plan, was there a blackout period2020-07-31No
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Liabilities. Value of operating payables at end of year2020-07-31$35
Liabilities. Value of operating payables at beginning of year2020-07-31$35
Total non interest bearing cash at end of year2020-07-31$35
Total non interest bearing cash at beginning of year2020-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$712,848
Value of net assets at end of year (total assets less liabilities)2020-07-31$8,894,699
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$8,181,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Investment advisory and management fees2020-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$8,289,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$7,565,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-07-31$140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-07-31$105,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-07-31$105,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-07-31$303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$276,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31No
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$605,109
Employer contributions (assets) at end of year2020-07-31$605,109
Employer contributions (assets) at beginning of year2020-07-31$609,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$451,885
Liabilities. Value of benefit claims payable at end of year2020-07-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-07-31$99,169
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31Yes
Opinion of an independent qualified public accountant for this plan2020-07-31Disclaimer
Accountancy firm name2020-07-31PBMARES, LLP
Accountancy firm EIN2020-07-31540737372
2019 : S. B. COX, INC. PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-07-31$0
2018 : S. B. COX, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$35
Total income from all sources (including contributions)2018-07-31$1,162,532
Total loss/gain on sale of assets2018-07-31$0
Total of all expenses incurred2018-07-31$277,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$267,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$599,556
Value of total assets at end of year2018-07-31$7,937,504
Value of total assets at beginning of year2018-07-31$7,052,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$10,030
Total interest from all sources2018-07-31$67
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
If this is an individual account plan, was there a blackout period2018-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Liabilities. Value of operating payables at end of year2018-07-31$35
Liabilities. Value of operating payables at beginning of year2018-07-31$35
Total non interest bearing cash at end of year2018-07-31$35
Total non interest bearing cash at beginning of year2018-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$884,750
Value of net assets at end of year (total assets less liabilities)2018-07-31$7,937,469
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$7,052,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$7,329,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$6,478,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-07-31$8,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-07-31$5,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-07-31$5,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-07-31$67
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$562,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31No
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$599,556
Employer contributions (assets) at end of year2018-07-31$599,556
Employer contributions (assets) at beginning of year2018-07-31$569,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$267,752
Contract administrator fees2018-07-31$30
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31No
Opinion of an independent qualified public accountant for this plan2018-07-31Unqualified
Accountancy firm name2018-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-07-31560747981
2017 : S. B. COX, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$35
Total income from all sources (including contributions)2017-07-31$1,207,338
Total loss/gain on sale of assets2017-07-31$0
Total of all expenses incurred2017-07-31$478,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$468,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$571,504
Value of total assets at end of year2017-07-31$7,052,754
Value of total assets at beginning of year2017-07-31$6,323,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$10,000
Total interest from all sources2017-07-31$1
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$168,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$168,287
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
If this is an individual account plan, was there a blackout period2017-07-31No
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Liabilities. Value of operating payables at end of year2017-07-31$35
Liabilities. Value of operating payables at beginning of year2017-07-31$35
Total non interest bearing cash at end of year2017-07-31$35
Total non interest bearing cash at beginning of year2017-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$728,981
Value of net assets at end of year (total assets less liabilities)2017-07-31$7,052,719
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$6,323,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Investment advisory and management fees2017-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$6,478,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$5,775,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-07-31$5,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-07-31$13,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-07-31$13,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-07-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$467,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31No
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$571,504
Employer contributions (assets) at end of year2017-07-31$569,376
Employer contributions (assets) at beginning of year2017-07-31$535,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$468,357
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31No
Opinion of an independent qualified public accountant for this plan2017-07-31Unqualified
Accountancy firm name2017-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-07-31560747981
2016 : S. B. COX, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$35
Total income from all sources (including contributions)2016-07-31$701,951
Total loss/gain on sale of assets2016-07-31$0
Total of all expenses incurred2016-07-31$424,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$414,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$535,432
Value of total assets at end of year2016-07-31$6,323,773
Value of total assets at beginning of year2016-07-31$6,046,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$10,000
Total interest from all sources2016-07-31$1
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-07-31$0
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Liabilities. Value of operating payables at end of year2016-07-31$35
Liabilities. Value of operating payables at beginning of year2016-07-31$35
Total non interest bearing cash at end of year2016-07-31$35
Total non interest bearing cash at beginning of year2016-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$277,148
Value of net assets at end of year (total assets less liabilities)2016-07-31$6,323,738
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$6,046,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$5,775,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$5,542,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-07-31$13,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-07-31$5,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-07-31$5,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-07-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$166,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31No
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$535,432
Employer contributions (assets) at end of year2016-07-31$535,432
Employer contributions (assets) at beginning of year2016-07-31$499,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$414,803
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31No
Opinion of an independent qualified public accountant for this plan2016-07-31Unqualified
Accountancy firm name2016-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-07-31560747981
2015 : S. B. COX, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$35
Total income from all sources (including contributions)2015-07-31$790,592
Total loss/gain on sale of assets2015-07-31$0
Total of all expenses incurred2015-07-31$465,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$455,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$499,201
Value of total assets at end of year2015-07-31$6,046,625
Value of total assets at beginning of year2015-07-31$5,721,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$10,000
Total interest from all sources2015-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$204,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$204,104
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Liabilities. Value of operating payables at end of year2015-07-31$35
Liabilities. Value of operating payables at beginning of year2015-07-31$35
Total non interest bearing cash at end of year2015-07-31$35
Total non interest bearing cash at beginning of year2015-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$325,566
Value of net assets at end of year (total assets less liabilities)2015-07-31$6,046,590
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$5,721,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$5,542,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$5,235,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-07-31$5,314
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-07-31$17,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-07-31$17,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$87,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31No
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$499,201
Employer contributions (assets) at end of year2015-07-31$499,201
Employer contributions (assets) at beginning of year2015-07-31$467,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$455,026
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31No
Opinion of an independent qualified public accountant for this plan2015-07-31Unqualified
Accountancy firm name2015-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-07-31560747981
2014 : S. B. COX, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$35
Total income from all sources (including contributions)2014-07-31$1,039,930
Total loss/gain on sale of assets2014-07-31$0
Total of all expenses incurred2014-07-31$575,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$565,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$467,621
Value of total assets at end of year2014-07-31$5,721,059
Value of total assets at beginning of year2014-07-31$5,256,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$10,000
Total interest from all sources2014-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$136,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$136,260
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$1,000,000
If this is an individual account plan, was there a blackout period2014-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Liabilities. Value of operating payables at end of year2014-07-31$35
Liabilities. Value of operating payables at beginning of year2014-07-31$35
Total non interest bearing cash at end of year2014-07-31$35
Total non interest bearing cash at beginning of year2014-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$464,490
Value of net assets at end of year (total assets less liabilities)2014-07-31$5,721,024
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$5,256,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$5,235,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$4,808,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-07-31$17,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-07-31$45,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-07-31$45,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-07-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$436,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31No
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$467,621
Employer contributions (assets) at end of year2014-07-31$467,621
Employer contributions (assets) at beginning of year2014-07-31$403,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$565,440
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31No
Opinion of an independent qualified public accountant for this plan2014-07-31Unqualified
Accountancy firm name2014-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-07-31560747981
2013 : S. B. COX, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$35
Total income from all sources (including contributions)2013-07-31$1,132,633
Total loss/gain on sale of assets2013-07-31$0
Total of all expenses incurred2013-07-31$488,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$478,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$403,196
Value of total assets at end of year2013-07-31$5,256,569
Value of total assets at beginning of year2013-07-31$4,612,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$10,000
Total interest from all sources2013-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$132,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-07-31$132,407
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$1,000,000
If this is an individual account plan, was there a blackout period2013-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-07-31$0
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Liabilities. Value of operating payables at end of year2013-07-31$35
Liabilities. Value of operating payables at beginning of year2013-07-31$35
Total non interest bearing cash at end of year2013-07-31$35
Total non interest bearing cash at beginning of year2013-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$644,103
Value of net assets at end of year (total assets less liabilities)2013-07-31$5,256,534
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$4,612,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Investment advisory and management fees2013-07-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$4,808,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$4,191,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-07-31$45,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-07-31$2,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-07-31$2,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-07-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-07-31$597,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31No
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$403,196
Employer contributions (assets) at end of year2013-07-31$403,196
Employer contributions (assets) at beginning of year2013-07-31$418,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$478,530
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31No
Opinion of an independent qualified public accountant for this plan2013-07-31Unqualified
Accountancy firm name2013-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-07-31560747981
2012 : S. B. COX, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$35
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$0
Total income from all sources (including contributions)2012-07-31$597,625
Total loss/gain on sale of assets2012-07-31$0
Total of all expenses incurred2012-07-31$224,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$212,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$418,420
Value of total assets at end of year2012-07-31$4,612,466
Value of total assets at beginning of year2012-07-31$4,239,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$11,445
Total interest from all sources2012-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$104,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-07-31$104,943
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$500,000
If this is an individual account plan, was there a blackout period2012-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-07-31$0
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Liabilities. Value of operating payables at end of year2012-07-31$35
Total non interest bearing cash at end of year2012-07-31$35
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$373,382
Value of net assets at end of year (total assets less liabilities)2012-07-31$4,612,431
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$4,239,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$11,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$4,191,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$3,841,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-07-31$2,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-07-31$9,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-07-31$9,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-07-31$74,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31No
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$418,420
Employer contributions (assets) at end of year2012-07-31$418,420
Employer contributions (assets) at beginning of year2012-07-31$387,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$212,798
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31No
Opinion of an independent qualified public accountant for this plan2012-07-31Unqualified
Accountancy firm name2012-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-07-31560747981
2011 : S. B. COX, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$0
Total income from all sources (including contributions)2011-07-31$918,596
Total loss/gain on sale of assets2011-07-31$0
Total of all expenses incurred2011-07-31$259,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$249,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$387,163
Value of total assets at end of year2011-07-31$4,239,049
Value of total assets at beginning of year2011-07-31$3,579,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$9,418
Total interest from all sources2011-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$94,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-07-31$94,028
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$500,000
If this is an individual account plan, was there a blackout period2011-07-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-07-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-07-31$0
Administrative expenses (other) incurred2011-07-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$659,561
Value of net assets at end of year (total assets less liabilities)2011-07-31$4,239,049
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$3,579,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Investment advisory and management fees2011-07-31$9,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$3,841,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$3,176,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-07-31$9,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-07-31$24,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-07-31$24,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-31$437,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31No
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$387,163
Employer contributions (assets) at end of year2011-07-31$387,163
Employer contributions (assets) at beginning of year2011-07-31$377,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$249,617
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31No
Opinion of an independent qualified public accountant for this plan2011-07-31Unqualified
Accountancy firm name2011-07-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-07-31560747981
2010 : S. B. COX, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for S. B. COX, INC. PROFIT SHARING PLAN

2022: S. B. COX, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: S. B. COX, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: S. B. COX, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: S. B. COX, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: S. B. COX, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: S. B. COX, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement - TrustYes
2016: S. B. COX, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement - TrustYes
2015: S. B. COX, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement - TrustYes
2014: S. B. COX, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement - TrustYes
2013: S. B. COX, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement - TrustYes
2012: S. B. COX, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement - TrustYes
2011: S. B. COX, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement - TrustYes
2010: S. B. COX, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – TrustYes
2010-08-01Plan benefit arrangement - TrustYes
2009: S. B. COX, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement - TrustYes

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