W. J. COX ASSOCIATES 401(K) PLAN
|
2023
|
161125740
|
2024-04-26
|
W. J. COX ASSOCIATES, INC.
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524290
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST STE 3, CLARENCE, NY, 140312048
|
Signature of
Role |
Plan administrator |
Date |
2024-04-26 |
Name of individual signing |
MICHELLE CONLEY |
|
Role |
Employer/plan sponsor |
Date |
2024-04-26 |
Name of individual signing |
MICHELLE CONLEY |
|
|
W.J. COX ASSOCIATES 401(K) PLAN
|
2022
|
161125740
|
2023-05-26
|
W J COX ASSOCIATES, INC
|
27
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST, CLARENCE, NY, 14031
|
Signature of
Role |
Plan administrator |
Date |
2023-05-26 |
Name of individual signing |
MICHELLE C CONLEY |
|
Role |
Employer/plan sponsor |
Date |
2023-05-26 |
Name of individual signing |
MICHELLE C CONLEY |
|
|
W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2021
|
161125740
|
2022-08-01
|
W. J. COX ASSOCIATES, INC.
|
31
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1991-04-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167599606
|
Plan sponsor’s mailing address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Plan sponsor’s
address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Number of participants as of the end of the plan year
Active participants |
18 |
Retired or separated participants receiving
benefits |
6 |
Other
retired or separated participants entitled to future benefits |
5 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
29 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2022-08-01 |
Name of individual signing |
MICHELLE CONLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
W.J. COX ASSOCIATES 401(K) PLAN
|
2021
|
161125740
|
2022-06-22
|
W J COX ASSOCIATES, INC
|
31
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST, CLARENCE, NY, 14031
|
Signature of
Role |
Plan administrator |
Date |
2022-06-22 |
Name of individual signing |
MICHELLE CONLEY |
|
Role |
Employer/plan sponsor |
Date |
2022-06-22 |
Name of individual signing |
MICHELLE CONLEY |
|
|
W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2020
|
161125740
|
2021-07-21
|
W. J. COX ASSOCIATES, INC.
|
31
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1991-04-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167599606
|
Plan sponsor’s mailing address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Plan sponsor’s
address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Number of participants as of the end of the plan year
Active participants |
23 |
Retired or separated participants receiving
benefits |
4 |
Other
retired or separated participants entitled to future benefits |
4 |
Number of
participants
with
account balances as of the end of the plan year |
31 |
Signature of
Role |
Plan administrator |
Date |
2021-07-21 |
Name of individual signing |
MICHELLE CONLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
W.J. COX ASSOCIATES 401(K) PLAN
|
2020
|
161125740
|
2021-04-30
|
W J COX ASSOCIATES, INC
|
29
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST, CLARENCE, NY, 14031
|
Signature of
Role |
Plan administrator |
Date |
2021-04-30 |
Name of individual signing |
MICHELLE C. CONLEY |
|
Role |
Employer/plan sponsor |
Date |
2021-04-30 |
Name of individual signing |
MICHELLE C. CONLEY |
|
|
W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2019
|
161125740
|
2020-06-19
|
W. J. COX ASSOCIATES, INC.
|
32
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1991-04-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167599606
|
Plan sponsor’s mailing address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Plan sponsor’s
address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Number of participants as of the end of the plan year
Active participants |
26 |
Retired or separated participants receiving
benefits |
4 |
Other
retired or separated participants entitled to future benefits |
1 |
Number of
participants
with
account balances as of the end of the plan year |
30 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
1 |
Signature of
Role |
Plan administrator |
Date |
2020-06-17 |
Name of individual signing |
MICHELLE CONLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
W.J. COX ASSOCIATES 401(K) PLAN
|
2019
|
161125740
|
2020-04-28
|
W J COX ASSOCIATES, INC
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST, CLARENCE, NY, 14031
|
Signature of
Role |
Plan administrator |
Date |
2020-04-28 |
Name of individual signing |
MICHELLE CONLEY |
|
|
W. J. COX ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
|
2018
|
161125740
|
2019-07-23
|
W. J. COX ASSOCIATES, INC.
|
33
|
|
File |
View Page
|
Three-digit plan number (PN) |
002
|
Effective date of plan |
1991-04-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167599606
|
Plan sponsor’s mailing address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Plan sponsor’s
address |
9600 MAIN STREET, SUITE THREE, CLARENCE, NY, 140312093
|
Number of participants as of the end of the plan year
Active participants |
26 |
Retired or separated participants receiving
benefits |
5 |
Other
retired or separated participants entitled to future benefits |
1 |
Deceased participants
whose
beneficiaries are receiving or are entitled to receive benefits |
0 |
Number of
participants
with
account balances as of the end of the plan year |
32 |
Number of participants that
terminated
employment during the plan year with accrued benefits that were less than 100%
vested |
0 |
Signature of
Role |
Plan administrator |
Date |
2019-07-23 |
Name of individual signing |
MICHELLE CONLEY |
Valid signature |
Filed with authorized/valid electronic signature |
|
|
W.J. COX ASSOCIATES 401(K) PLAN
|
2018
|
161125740
|
2019-05-10
|
W J COX ASSOCIATES, INC
|
30
|
|
File |
View Page
|
Three-digit plan number (PN) |
001
|
Effective date of plan |
2002-01-01
|
Business code |
524210
|
Sponsor’s telephone number |
7167595105
|
Plan sponsor’s
address |
9600 MAIN ST, CLARENCE, NY, 14031
|
Signature of
Role |
Plan administrator |
Date |
2019-05-10 |
Name of individual signing |
MICHELLE C. CONLEY |
|
Role |
Employer/plan sponsor |
Date |
2019-05-10 |
Name of individual signing |
MICHELLE C. CONLEY |
|
|