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COX TRANSFER, INC. 401K PLAN 401k Plan overview

Plan NameCOX TRANSFER, INC. 401K PLAN
Plan identification number 001

COX TRANSFER, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COX TRANSFER, INC. has sponsored the creation of one or more 401k plans.

Company Name:COX TRANSFER, INC.
Employer identification number (EIN):370958078
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COX TRANSFER, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK D VOUDRIE
0012016-01-01MARK D VOUDRIE
0012015-01-01MARK D VOUDRIE
0012014-01-01MARK D VOUDRIE
0012013-01-01MARK VOUDRIE MARK VOUDRIE2014-10-14
0012012-01-01MARK VOUDRIE2013-07-02 MARK VOUDRIE2013-07-02
0012011-01-01ANGELA FARDEN2012-09-17
0012010-01-01ANGELA FARDEN2011-07-15 ANGELA FARDEN2011-07-15
0012009-01-01ANGELA FARDEN ANGELA FARDEN2010-07-20

Plan Statistics for COX TRANSFER, INC. 401K PLAN

401k plan membership statisitcs for COX TRANSFER, INC. 401K PLAN

Measure Date Value
2022: COX TRANSFER, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01115
Number of participants with account balances2022-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: COX TRANSFER, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01132
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01127
Number of participants with account balances2021-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: COX TRANSFER, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01134
Total number of active participants reported on line 7a of the Form 55002020-01-01102
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01131
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: COX TRANSFER, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01131
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01132
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: COX TRANSFER, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01124
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: COX TRANSFER, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01120
Number of participants with account balances2017-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: COX TRANSFER, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01126
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: COX TRANSFER, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01181
Number of participants with account balances2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: COX TRANSFER, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01156
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: COX TRANSFER, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01133
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01142
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2009: COX TRANSFER, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on COX TRANSFER, INC. 401K PLAN

Measure Date Value
2022 : COX TRANSFER, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-209,566
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$469,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$445,131
Expenses. Certain deemed distributions of participant loans2022-12-31$5,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$557,213
Value of total assets at end of year2022-12-31$4,236,193
Value of total assets at beginning of year2022-12-31$4,915,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,248
Total interest from all sources2022-12-31$3,583
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,962
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$492,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$398,845
Participant contributions at end of year2022-12-31$49,393
Participant contributions at beginning of year2022-12-31$73,530
Participant contributions at end of year2022-12-31$7,343
Participant contributions at beginning of year2022-12-31$7,491
Other income not declared elsewhere2022-12-31$46
Administrative expenses (other) incurred2022-12-31$19,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-679,469
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,236,193
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,915,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,868,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,552,692
Interest on participant loans2022-12-31$3,583
Value of interest in common/collective trusts at end of year2022-12-31$307,637
Value of interest in common/collective trusts at beginning of year2022-12-31$278,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,011,489
Net investment gain or loss from common/collective trusts2022-12-31$7,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$158,368
Employer contributions (assets) at end of year2022-12-31$2,959
Employer contributions (assets) at beginning of year2022-12-31$3,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$445,131
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : COX TRANSFER, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,034,239
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$404,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$381,803
Expenses. Certain deemed distributions of participant loans2021-12-31$2,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$539,300
Value of total assets at end of year2021-12-31$4,915,662
Value of total assets at beginning of year2021-12-31$4,286,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,485
Total interest from all sources2021-12-31$4,106
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$349,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$349,047
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$429,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$391,667
Participant contributions at end of year2021-12-31$73,530
Participant contributions at beginning of year2021-12-31$76,799
Participant contributions at end of year2021-12-31$7,491
Participant contributions at beginning of year2021-12-31$6,887
Administrative expenses (other) incurred2021-12-31$20,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$629,517
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,915,662
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,286,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,552,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,973,751
Interest on participant loans2021-12-31$4,106
Value of interest in common/collective trusts at end of year2021-12-31$278,878
Value of interest in common/collective trusts at beginning of year2021-12-31$225,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$139,244
Net investment gain or loss from common/collective trusts2021-12-31$2,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$147,633
Employer contributions (assets) at end of year2021-12-31$3,071
Employer contributions (assets) at beginning of year2021-12-31$2,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$381,803
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : COX TRANSFER, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,272,778
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$280,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$264,135
Expenses. Certain deemed distributions of participant loans2020-12-31$349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$569,249
Value of total assets at end of year2020-12-31$4,286,145
Value of total assets at beginning of year2020-12-31$3,294,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,364
Total interest from all sources2020-12-31$3,593
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$216,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$216,335
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$330,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$369,103
Participant contributions at end of year2020-12-31$76,799
Participant contributions at beginning of year2020-12-31$51,211
Participant contributions at end of year2020-12-31$6,887
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$63,784
Other income not declared elsewhere2020-12-31$9
Administrative expenses (other) incurred2020-12-31$16,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$991,930
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,286,145
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,294,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,973,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,014,635
Interest on participant loans2020-12-31$3,593
Value of interest in common/collective trusts at end of year2020-12-31$225,797
Value of interest in common/collective trusts at beginning of year2020-12-31$228,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$480,050
Net investment gain or loss from common/collective trusts2020-12-31$3,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$136,362
Employer contributions (assets) at end of year2020-12-31$2,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$264,135
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2020-12-31272509623
2019 : COX TRANSFER, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,099,174
Total income from all sources (including contributions)2019-12-31$1,099,174
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$174,115
Total of all expenses incurred2019-12-31$174,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$157,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$157,093
Expenses. Certain deemed distributions of participant loans2019-12-31$830
Expenses. Certain deemed distributions of participant loans2019-12-31$830
Value of total corrective distributions2019-12-31$2,938
Value of total corrective distributions2019-12-31$2,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$561,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$561,269
Value of total assets at end of year2019-12-31$3,294,215
Value of total assets at end of year2019-12-31$3,294,215
Value of total assets at beginning of year2019-12-31$2,369,156
Value of total assets at beginning of year2019-12-31$2,369,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,254
Total interest from all sources2019-12-31$2,660
Total interest from all sources2019-12-31$2,660
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$130,459
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$130,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$130,459
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$130,459
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$237,000
Value of fidelity bond cover2019-12-31$237,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$374,919
Contributions received from participants2019-12-31$374,919
Participant contributions at end of year2019-12-31$51,211
Participant contributions at end of year2019-12-31$51,211
Participant contributions at beginning of year2019-12-31$29,960
Participant contributions at beginning of year2019-12-31$29,960
Participant contributions at beginning of year2019-12-31$4,838
Participant contributions at beginning of year2019-12-31$4,838
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,013
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$26,013
Other income not declared elsewhere2019-12-31$9
Other income not declared elsewhere2019-12-31$9
Administrative expenses (other) incurred2019-12-31$13,254
Administrative expenses (other) incurred2019-12-31$13,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$925,059
Value of net income/loss2019-12-31$925,059
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,294,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,294,215
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,369,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,369,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,014,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,014,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,096,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,096,347
Interest on participant loans2019-12-31$2,660
Interest on participant loans2019-12-31$2,660
Value of interest in common/collective trusts at end of year2019-12-31$228,369
Value of interest in common/collective trusts at end of year2019-12-31$228,369
Value of interest in common/collective trusts at beginning of year2019-12-31$236,074
Value of interest in common/collective trusts at beginning of year2019-12-31$236,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$400,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$400,296
Net investment gain or loss from common/collective trusts2019-12-31$4,481
Net investment gain or loss from common/collective trusts2019-12-31$4,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,337
Contributions received in cash from employer2019-12-31$160,337
Employer contributions (assets) at beginning of year2019-12-31$1,937
Employer contributions (assets) at beginning of year2019-12-31$1,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$157,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$157,093
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2019-12-31272509623
Accountancy firm EIN2019-12-31272509623
2018 : COX TRANSFER, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$158,790
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$206,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$204,076
Expenses. Certain deemed distributions of participant loans2018-12-31$224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$304,367
Value of total assets at end of year2018-12-31$2,369,156
Value of total assets at beginning of year2018-12-31$2,416,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,108
Total interest from all sources2018-12-31$4,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,295
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$242,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$212,971
Participant contributions at end of year2018-12-31$29,960
Participant contributions at beginning of year2018-12-31$48,148
Participant contributions at end of year2018-12-31$4,838
Participant contributions at beginning of year2018-12-31$3,887
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,408
Other income not declared elsewhere2018-12-31$-805
Administrative expenses (other) incurred2018-12-31$2,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-47,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,369,156
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,416,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,096,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,080,356
Interest on participant loans2018-12-31$4,006
Value of interest in common/collective trusts at end of year2018-12-31$236,074
Value of interest in common/collective trusts at beginning of year2018-12-31$282,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-323,266
Net investment gain or loss from common/collective trusts2018-12-31$5,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$85,988
Employer contributions (assets) at end of year2018-12-31$1,937
Employer contributions (assets) at beginning of year2018-12-31$1,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$204,076
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2018-12-31272509623
2017 : COX TRANSFER, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$564,427
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$220,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$218,788
Expenses. Certain deemed distributions of participant loans2017-12-31$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$245,001
Value of total assets at end of year2017-12-31$2,416,774
Value of total assets at beginning of year2017-12-31$2,072,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,515
Total interest from all sources2017-12-31$6,063
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$89,650
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$208,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$176,481
Participant contributions at end of year2017-12-31$48,148
Participant contributions at beginning of year2017-12-31$86,320
Participant contributions at end of year2017-12-31$3,887
Participant contributions at beginning of year2017-12-31$2,967
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20
Other income not declared elsewhere2017-12-31$9
Administrative expenses (other) incurred2017-12-31$1,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$343,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,416,774
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,072,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,080,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,706,053
Interest on participant loans2017-12-31$6,063
Value of interest in common/collective trusts at end of year2017-12-31$282,818
Value of interest in common/collective trusts at beginning of year2017-12-31$276,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$219,091
Net investment gain or loss from common/collective trusts2017-12-31$4,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$68,500
Employer contributions (assets) at end of year2017-12-31$1,565
Employer contributions (assets) at beginning of year2017-12-31$1,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$218,788
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2017-12-31272509623
2016 : COX TRANSFER, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$611,004
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$382,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$375,248
Expenses. Certain deemed distributions of participant loans2016-12-31$4,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$509,477
Value of total assets at end of year2016-12-31$2,072,886
Value of total assets at beginning of year2016-12-31$1,844,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,508
Total interest from all sources2016-12-31$1,677
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$63,512
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$185,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$198,319
Participant contributions at end of year2016-12-31$86,320
Participant contributions at beginning of year2016-12-31$35,807
Participant contributions at end of year2016-12-31$2,967
Participant contributions at beginning of year2016-12-31$4,581
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$244,730
Other income not declared elsewhere2016-12-31$39
Administrative expenses (other) incurred2016-12-31$3,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$228,217
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,072,886
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,844,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,706,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,399,621
Interest on participant loans2016-12-31$1,677
Value of interest in common/collective trusts at end of year2016-12-31$276,291
Value of interest in common/collective trusts at beginning of year2016-12-31$402,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$33,974
Net investment gain or loss from common/collective trusts2016-12-31$2,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$66,428
Employer contributions (assets) at end of year2016-12-31$1,255
Employer contributions (assets) at beginning of year2016-12-31$1,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$375,248
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2016-12-31272509623
2015 : COX TRANSFER, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$329,698
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$624,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$620,786
Expenses. Certain deemed distributions of participant loans2015-12-31$517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$330,300
Value of total assets at end of year2015-12-31$1,844,669
Value of total assets at beginning of year2015-12-31$2,139,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,627
Total interest from all sources2015-12-31$852
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,968
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$214,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$222,591
Participant contributions at end of year2015-12-31$35,807
Participant contributions at beginning of year2015-12-31$12,000
Participant contributions at end of year2015-12-31$4,581
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,996
Administrative expenses (other) incurred2015-12-31$3,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-295,232
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,844,669
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,139,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,399,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,531,152
Interest on participant loans2015-12-31$852
Value of interest in common/collective trusts at end of year2015-12-31$402,884
Value of interest in common/collective trusts at beginning of year2015-12-31$475,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,144
Net investment gain or loss from common/collective trusts2015-12-31$-2,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$77,713
Employer contributions (assets) at end of year2015-12-31$1,776
Employer contributions (assets) at beginning of year2015-12-31$121,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$620,786
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PHILLIPS, SALMI & ASSOCIATES LLC
Accountancy firm EIN2015-12-31272509623
2014 : COX TRANSFER, INC. 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$415
Total income from all sources (including contributions)2014-12-31$816,055
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$561,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$551,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$701,400
Value of total assets at end of year2014-12-31$2,139,901
Value of total assets at beginning of year2014-12-31$1,886,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,308
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$98,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$98,895
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$192,210
Participant contributions at end of year2014-12-31$12,000
Participant contributions at beginning of year2014-12-31$6,156
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$388,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$415
Administrative expenses (other) incurred2014-12-31$10,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$254,245
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,139,901
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,885,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,531,152
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,175,928
Value of interest in common/collective trusts at end of year2014-12-31$475,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$586,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-60,287
Net investment gain/loss from pooled separate accounts2014-12-31$95,171
Net investment gain or loss from common/collective trusts2014-12-31$-19,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$121,075
Employer contributions (assets) at end of year2014-12-31$121,075
Employer contributions (assets) at beginning of year2014-12-31$117,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$551,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER & MILLER LLP
Accountancy firm EIN2014-12-31351090346
2013 : COX TRANSFER, INC. 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$415
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$371
Total income from all sources (including contributions)2013-12-31$593,044
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$223,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$212,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$328,289
Value of total assets at end of year2013-12-31$1,886,071
Value of total assets at beginning of year2013-12-31$1,516,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,764
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$211,170
Participant contributions at end of year2013-12-31$6,156
Participant contributions at beginning of year2013-12-31$3,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$371
Other income not declared elsewhere2013-12-31$49,653
Administrative expenses (other) incurred2013-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$369,636
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,885,656
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,516,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,484
Value of interest in pooled separate accounts at end of year2013-12-31$1,175,928
Value of interest in pooled separate accounts at beginning of year2013-12-31$936,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$586,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$552,827
Net investment gain/loss from pooled separate accounts2013-12-31$215,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$117,119
Employer contributions (assets) at end of year2013-12-31$117,119
Employer contributions (assets) at beginning of year2013-12-31$23,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$212,644
Contract administrator fees2013-12-31$1,130
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2013-12-31351090346
2009 : COX TRANSFER, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COX TRANSFER, INC. 401K PLAN

2022: COX TRANSFER, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COX TRANSFER, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COX TRANSFER, INC. 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COX TRANSFER, INC. 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COX TRANSFER, INC. 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COX TRANSFER, INC. 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COX TRANSFER, INC. 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COX TRANSFER, INC. 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COX TRANSFER, INC. 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COX TRANSFER, INC. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: COX TRANSFER, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81874-1
Policy instance 1
Insurance contract or identification numberRM 81874-1
Number of Individuals Covered114
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,916
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,916
Insurance broker organization code?1
Insurance broker nameNFP SECURITIES INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 81874-1
Policy instance 1
Insurance contract or identification numberRM 81874-1
Number of Individuals Covered118
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,017
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,017
Insurance broker organization code?1
Insurance broker nameNFP SECURITIES INC

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