2023 Form 5500 filing — W.J. Cox Associates, Inc. Employee Stock Ownership Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702112216NAL0003478531001) for W.J. Cox Associates, Inc. Employee Stock Ownership Plan, reported by W.J. Cox Associates, Inc. under EIN 16-1125740 and plan number 002. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240702112216NAL0003478531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- W.J. Cox Associates, Inc.
- EIN
- 16-1125740
- Plan number
- 002
- Location
- Clarence, NY
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,919,449
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,919,449
- Employer contributions
- $350,000
- Participant contributions
- $0
- Total income / additions
- $897,055
- Benefits paid
- $802,696
- Administrative expenses
- $0
- Total expenses
- $802,779
- Net increase / (decrease)
- $94,276
- Schedule source
- Schedule I