401k Plan data: COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN plan

COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN
Plan identification number	005

COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COX, CASTLE & NICHOLSON LLP has sponsored the creation of one or more 401k plans.

Company Name: COX, CASTLE & NICHOLSON LLP

Employer identification number (EIN): 952547124

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01 JOHN TROTT 2023-10-10
005 2021-01-01 JOHN TROTT 2022-10-14
005 2020-01-01 JOHN TROTT 2021-10-15
005 2019-01-01 JOHN TROTT 2020-10-13
005 2018-01-01 JOHN TROTT 2019-10-15
005 2017-01-01 JOHN TROTT 2018-10-15
005 2016-01-01 JOHN TROTT 2017-10-16
005 2015-01-01 JOHN TROTT 2016-10-17
005 2014-01-01 JOHN TROTT 2015-10-14
005 2013-01-01 JOHN TROTT 2014-10-15
005 2012-01-01 JOHN TROTT 2013-10-15 JOHN TROTT 2013-10-15
005 2011-01-01 JOHN TROTT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01	JOHN TROTT	2023-10-10
005	2021-01-01	JOHN TROTT	2022-10-14
005	2020-01-01	JOHN TROTT	2021-10-15
005	2019-01-01	JOHN TROTT	2020-10-13
005	2018-01-01	JOHN TROTT	2019-10-15
005	2017-01-01	JOHN TROTT	2018-10-15
005	2016-01-01	JOHN TROTT	2017-10-16
005	2015-01-01	JOHN TROTT	2016-10-17
005	2014-01-01	JOHN TROTT	2015-10-14
005	2013-01-01	JOHN TROTT	2014-10-15
005	2012-01-01	JOHN TROTT	2013-10-15	JOHN TROTT	2013-10-15
005	2011-01-01	JOHN TROTT

Plan Statistics for COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

Measure Date Value
2011: COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 38
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 5
Total of all active and inactive participants 2011-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 43
Number of participants with account balances 2011-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2011: COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	38
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	5
Total of all active and inactive participants	2011-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	43
Number of participants with account balances	2011-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2011 : COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$3,769,544
Total income from all sources	2011-12-31	$566,630
Expenses. Total of all expenses incurred	2011-12-31	$247,292
Benefits paid (including direct rollovers)	2011-12-31	$241,508
Total plan assets at end of year	2011-12-31	$4,088,882
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$411,587
Expenses. Other expenses not covered elsewhere	2011-12-31	$483
Other income received	2011-12-31	$-155,444
Net income (gross income less expenses)	2011-12-31	$319,338
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,088,882
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of participant loans	2011-12-31	$161,008
Total contributions received or receivable from employer(s)	2011-12-31	$310,487
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$5,301
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN

2011: COX, CASTLE & NICHOLSON LLP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COX, CASTLE & NICHOLSON LLP
Employer identification number (EIN):	952547124
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers