Cox Operating, LLC 401(K) P/S Plan — Form 5500 plan (Cox Operating, LLC)
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 Operating, LLC 401(K) P/S Plan is a benefit plan reported by Cox Operating, LLC under EIN 71-0960939 and plan number 001. The latest loaded filing year is 2023. The filing reports 543 participants and $40,982,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cox Operating, LLC
- EIN
- 71-0960939
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $40,982,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H, C | 20241003160011NAL0020192578001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,982,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,982,988
- Net assets (BOY)
- $36,047,426
Income & contributions
- Employer contributions
- $1,845,087
- Participant contributions
- $2,739,227
- Total contributions
- $4,585,307
- Total income / additions
- $10,470,191
Expenses & distributions
- Benefits paid
- $5,248,218
- Administrative expenses
- $220,010
- Total expenses
- $5,534,629
- Net increase / (decrease)
- $4,935,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Amarillo National Bank | INVESTMENT ADVISOR | $128,304 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $55,488 | $0 | 2023 |
| Whitley Penn Llp | AUDITOR | $18,025 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,793 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cox Operating, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Amarillo National Bank — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation