Cox & Company, Inc. Employee Stock Ownership Plan — Form 5500 plan (Cox & Company, Inc. Employee Stock Ownership Plan)
Plain-English plan 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. Employee Stock Ownership Plan is a benefit plan reported by Cox & Company, Inc. Employee Stock Ownership Plan under EIN 13-5618975 and plan number 004. The latest loaded filing year is 2023. The filing reports 466 participants and $57,658,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cox & Company, Inc. Employee Stock Ownership Plan
- EIN
- 13-5618975
- Plan number
- 004
- Plan type
- 2
- Location
- Plainview, NY
- Latest filing year
- 2023
- Participants
- 466
- End-of-year plan assets
- $57,658,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 466 | H | 20240919080511NAL0003360195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,658,460
- Total liabilities (EOY)
- $564,725
- Net assets (EOY)
- $57,093,735
- Net assets (BOY)
- $44,001,988
Income & contributions
- Employer contributions
- $127,574
- Total contributions
- $1,500,400
- Total income / additions
- $16,650,507
Expenses & distributions
- Benefits paid
- $3,530,601
- Administrative expenses
- $0
- Total expenses
- $3,558,760
- Net increase / (decrease)
- $13,091,747
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.