2023 Form 5500 filing — Cox Operating, LLC 401(K) P/S 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 20241003160011NAL0020192578001) for Cox Operating, LLC 401(K) P/S Plan, reported by Cox Operating, LLC under EIN 71-0960939 and plan number 001. It reports 543 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$41MReported net assets$40,982,988
Participants543
Provider compensation$220K5 Schedule C row(s)$220,010
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003160011NAL0020192578001
- Plan sponsor
- Cox Operating, LLC
- EIN
- 71-0960939
- Plan number
- 001
- Location
- Houston, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$41M total assets
Net assets$41MLiabilities$0
Full reported line items
- Total assets (EOY)
- $40,982,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,982,988
- Employer contributions
- $1,845,087
- Participant contributions
- $2,739,227
- Total income / additions
- $10,470,191
- Benefits paid
- $5,248,218
- Administrative expenses
- $220,010
- Total expenses
- $5,534,629
- Net increase / (decrease)
- $4,935,562
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Amarillo National Bank | INVESTMENT ADVISOR | $128,304 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $55,488 | $0 |
| Whitley Penn Llp | AUDITOR | $18,025 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,793 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |