How many benefit plans does Cox & Company, Inc. report on Form 5500?

Cox & Company, Inc. (EIN 13-5618975) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cox & Company, Inc.?

The Employer Identification Number (EIN) reported for Cox & Company, Inc. is 13-5618975.

What is the latest Form 5500 filing year for Cox & Company, Inc.?

The latest loaded Form 5500 filing year for Cox & Company, Inc. is 2023.

Cox & Company, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cox & Company, Inc. (EIN 13-5618975) is a plan sponsor located in Plainview, NY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 13-5618975
Location: Plainview, NY
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $89,795,305
Total reported liabilities (EOY): $564,725
Total reported net assets (EOY): $89,230,580

Contributions & income

Employer contributions: $676,672
Participant contributions: $1,700,513
Total income / additions: $23,588,886

Expenses & distributions

Benefits paid / distributions: $4,745,142
Total expenses: $4,826,909
Net increase / (decrease): $18,761,977

Coverage

Total reported participants: 972
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cox & Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Cox & Company, Inc. Employee Stock Ownership Plan	004	466	$57,658,460	2023
Cox & Company, Inc. 401(K) Savings Plan	003	303	$32,136,845	2023
Cox & Company, Inc. Welfare Benefit Plan	501	203	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cox & Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Cox & Company, Inc. Welfare Benefit Plan	203	—	20240517102628NAL0023377699001
2023	Cox & Company, Inc. 401(K) Savings Plan	303	H, C	20240829090401NAL0006336771001
2023	Cox & Company, Inc. Employee Stock Ownership Plan	466	H	20240919080511NAL0003360195001