401k Plan data: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN plan

W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

W. J. COX ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: W. J. COX ASSOCIATES, INC.

Employer identification number (EIN): 161125740

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about W. J. COX ASSOCIATES, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1979-05-30

Company Identification Number: 560569

Legal Registered Office Address: 9600 MAIN STREET
SUITE THREE
CLARENCE
United States of America (USA)
140312093

More information about W. J. COX ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MICHELLE CONLEY
002 2017-01-01 MICHELLE CONLEY
002 2016-01-01 MICHELLE CONLEY
002 2015-01-01 MICHELLE CONLEY
002 2014-01-01 MICHELLE CONLEY
002 2013-01-01 MICHELLE CONLEY
002 2012-01-01 MICHELLE CONLEY
002 2011-01-01 ROXANNE DUNGAN
002 2009-01-01 ROXANNE DUNGAN

Plan Statistics for W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 23
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 23
Number of participants with account balances 2023-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20
Number of retired or separated participants receiving benefits 2022-01-01 9
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 32
Number of participants with account balances 2022-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 6
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 29
Number of participants with account balances 2021-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 23
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 31
Total participants 2020-01-01 31
Number of participants with account balances 2020-01-01 31
2019: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 26
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 31
Total participants 2019-01-01 31
Number of participants with account balances 2019-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 26
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 32
Number of participants with account balances 2018-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 33
Number of participants with account balances 2017-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 25
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 32
Number of participants with account balances 2015-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 34
Number of participants with account balances 2014-01-01 33
2013: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 32
Total participants 2013-01-01 32
Number of participants with account balances 2013-01-01 32
2012: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 35
Total participants 2012-01-01 35
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 26
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 33
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 28
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	23
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	23
Number of participants with account balances	2023-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20
Number of retired or separated participants receiving benefits	2022-01-01	9
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	32
Number of participants with account balances	2022-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	6
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	29
Number of participants with account balances	2021-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	23
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	31
Total participants	2020-01-01	31
Number of participants with account balances	2020-01-01	31
2019: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	26
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	31
Total participants	2019-01-01	31
Number of participants with account balances	2019-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	26
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	32
Number of participants with account balances	2018-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	33
Number of participants with account balances	2017-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	25
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	32
Number of participants with account balances	2015-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	34
Number of participants with account balances	2014-01-01	33
2013: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	32
Total participants	2013-01-01	32
Number of participants with account balances	2013-01-01	32
2012: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	35
Total participants	2012-01-01	35
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	26
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	33
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	28
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2023 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$8,242
Total income from all sources	2023-12-31	$897,055
Expenses. Total of all expenses incurred	2023-12-31	$802,779
Benefits paid (including direct rollovers)	2023-12-31	$802,696
Total plan assets at end of year	2023-12-31	$4,919,449
Total plan assets at beginning of year	2023-12-31	$4,833,415
Value of fidelity bond covering the plan	2023-12-31	$985,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$83
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$547,055
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$94,276
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$4,919,449
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,825,173
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2023-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$4,312,256
Total contributions received or receivable from employer(s)	2023-12-31	$350,000
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$8,242
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$344,921
Expenses. Total of all expenses incurred	2022-12-31	$402,245
Benefits paid (including direct rollovers)	2022-12-31	$402,245
Total plan assets at end of year	2022-12-31	$4,833,415
Total plan assets at beginning of year	2022-12-31	$4,882,497
Value of fidelity bond covering the plan	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$44,921
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-57,324
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,825,173
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,882,497
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2022-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$3,830,526
Total contributions received or receivable from employer(s)	2022-12-31	$300,000
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$2,314
Total income from all sources	2021-12-31	$697,496
Expenses. Total of all expenses incurred	2021-12-31	$408,354
Benefits paid (including direct rollovers)	2021-12-31	$374,002
Total plan assets at end of year	2021-12-31	$4,882,497
Total plan assets at beginning of year	2021-12-31	$4,595,669
Value of fidelity bond covering the plan	2021-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$34,352
Other income received	2021-12-31	$347,496
Net income (gross income less expenses)	2021-12-31	$289,142
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,882,497
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,593,355
Assets. Value of employer securities	2021-12-31	$3,776,137
Total contributions received or receivable from employer(s)	2021-12-31	$350,000
2020 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$2,314
Total income from all sources	2020-12-31	$650,609
Expenses. Total of all expenses incurred	2020-12-31	$308,634
Benefits paid (including direct rollovers)	2020-12-31	$302,236
Total plan assets at end of year	2020-12-31	$4,595,669
Total plan assets at beginning of year	2020-12-31	$4,251,380
Value of fidelity bond covering the plan	2020-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,398
Other income received	2020-12-31	$300,609
Net income (gross income less expenses)	2020-12-31	$341,975
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,593,355
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,251,380
Assets. Value of employer securities	2020-12-31	$3,519,733
Total contributions received or receivable from employer(s)	2020-12-31	$350,000
2019 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$767,065
Expenses. Total of all expenses incurred	2019-12-31	$231,703
Benefits paid (including direct rollovers)	2019-12-31	$221,380
Total plan assets at end of year	2019-12-31	$4,251,380
Total plan assets at beginning of year	2019-12-31	$3,716,018
Value of fidelity bond covering the plan	2019-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$10,323
Other income received	2019-12-31	$417,065
Net income (gross income less expenses)	2019-12-31	$535,362
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,251,380
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,716,018
Assets. Value of employer securities	2019-12-31	$3,193,400
Total contributions received or receivable from employer(s)	2019-12-31	$350,000
2018 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$399,906
Expenses. Total of all expenses incurred	2018-12-31	$220,430
Benefits paid (including direct rollovers)	2018-12-31	$207,396
Total plan assets at end of year	2018-12-31	$3,716,018
Total plan assets at beginning of year	2018-12-31	$3,536,542
Value of fidelity bond covering the plan	2018-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$13,034
Other income received	2018-12-31	$149,906
Net income (gross income less expenses)	2018-12-31	$179,476
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,716,018
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,536,542
Assets. Value of employer securities	2018-12-31	$2,797,139
Total contributions received or receivable from employer(s)	2018-12-31	$250,000
2017 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$523,151
Expenses. Total of all expenses incurred	2017-12-31	$271,059
Benefits paid (including direct rollovers)	2017-12-31	$254,646
Total plan assets at end of year	2017-12-31	$3,536,542
Total plan assets at beginning of year	2017-12-31	$3,284,450
Value of fidelity bond covering the plan	2017-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$16,413
Other income received	2017-12-31	$333,151
Net income (gross income less expenses)	2017-12-31	$252,092
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,536,542
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,284,450
Assets. Value of employer securities	2017-12-31	$2,649,512
Total contributions received or receivable from employer(s)	2017-12-31	$190,000
2016 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$472,763
Expenses. Total of all expenses incurred	2016-12-31	$196,726
Benefits paid (including direct rollovers)	2016-12-31	$186,182
Total plan assets at end of year	2016-12-31	$3,284,450
Total plan assets at beginning of year	2016-12-31	$3,008,413
Value of fidelity bond covering the plan	2016-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$10,544
Other income received	2016-12-31	$317,763
Net income (gross income less expenses)	2016-12-31	$276,037
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,284,450
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,008,413
Assets. Value of employer securities	2016-12-31	$2,354,259
Total contributions received or receivable from employer(s)	2016-12-31	$155,000
2015 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$427,490
Expenses. Total of all expenses incurred	2015-12-31	$244,807
Benefits paid (including direct rollovers)	2015-12-31	$228,571
Total plan assets at end of year	2015-12-31	$3,008,413
Total plan assets at beginning of year	2015-12-31	$2,825,730
Value of fidelity bond covering the plan	2015-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$16,236
Other income received	2015-12-31	$262,490
Net income (gross income less expenses)	2015-12-31	$182,683
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,008,413
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,825,730
Assets. Value of employer securities	2015-12-31	$2,128,933
Total contributions received or receivable from employer(s)	2015-12-31	$165,000
2014 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$221,031
Expenses. Total of all expenses incurred	2014-12-31	$178,731
Benefits paid (including direct rollovers)	2014-12-31	$165,900
Total plan assets at end of year	2014-12-31	$2,825,730
Total plan assets at beginning of year	2014-12-31	$2,783,430
Value of fidelity bond covering the plan	2014-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$12,831
Other income received	2014-12-31	$211,031
Net income (gross income less expenses)	2014-12-31	$42,300
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,825,730
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,783,430
Assets. Value of employer securities	2014-12-31	$1,864,759
Total contributions received or receivable from employer(s)	2014-12-31	$10,000
2013 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$284,092
Expenses. Total of all expenses incurred	2013-12-31	$262,063
Benefits paid (including direct rollovers)	2013-12-31	$245,926
Total plan assets at end of year	2013-12-31	$2,783,430
Total plan assets at beginning of year	2013-12-31	$2,761,401
Value of fidelity bond covering the plan	2013-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$16,137
Other income received	2013-12-31	$124,092
Net income (gross income less expenses)	2013-12-31	$22,029
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,783,430
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,761,401
Assets. Value of employer securities	2013-12-31	$1,662,744
Total contributions received or receivable from employer(s)	2013-12-31	$160,000
2012 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$247,189
Expenses. Total of all expenses incurred	2012-12-31	$120,338
Benefits paid (including direct rollovers)	2012-12-31	$111,671
Total plan assets at end of year	2012-12-31	$2,761,401
Total plan assets at beginning of year	2012-12-31	$2,634,550
Value of fidelity bond covering the plan	2012-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,667
Other income received	2012-12-31	$217,189
Net income (gross income less expenses)	2012-12-31	$126,851
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,761,401
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,634,550
Assets. Value of employer securities	2012-12-31	$1,480,925
Total contributions received or receivable from employer(s)	2012-12-31	$30,000
2011 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$197,306
Expenses. Total of all expenses incurred	2011-12-31	$94,295
Benefits paid (including direct rollovers)	2011-12-31	$85,794
Total plan assets at end of year	2011-12-31	$2,634,550
Total plan assets at beginning of year	2011-12-31	$2,531,539
Value of fidelity bond covering the plan	2011-12-31	$750,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,501
Other income received	2011-12-31	$172,306
Net income (gross income less expenses)	2011-12-31	$103,011
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,634,550
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,531,539
Assets. Value of employer securities	2011-12-31	$1,150,826
Total contributions received or receivable from employer(s)	2011-12-31	$25,000
2010 : W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$226,137
Expenses. Total of all expenses incurred	2010-12-31	$54,335
Benefits paid (including direct rollovers)	2010-12-31	$50,099
Total plan assets at end of year	2010-12-31	$2,531,539
Total plan assets at beginning of year	2010-12-31	$2,359,737
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$4,236
Other income received	2010-12-31	$176,137
Net income (gross income less expenses)	2010-12-31	$171,802
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,531,539
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,359,737
Total contributions received or receivable from employer(s)	2010-12-31	$50,000

Form 5500 Responses for W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2023: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W. J. COX ASSOCIATES, INC.
Employer identification number (EIN):	161125740
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1979-05-30
Company Identification Number:	560569
Legal Registered Office Address:	9600 MAIN STREET SUITE THREE CLARENCE United States of America (USA) 140312093