Lloyd Bedford Cox Inc.
Plan context: Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust
EIN 13-3594300 • Bedford Hills, NY • 37 filings • 5 plans
Current Snapshot
Latest Year
2022
2022 Participants
14
2022 Assets
$2,773,265
2022 Contributions
$726,491
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 2 | 0 | $0 | $0 | - |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 0 | $0 | $0 | - |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 0 | $0 | $0 | - |
| 2021 | 2 | 14 | $2,773,265 | $726,491 | $51,892iApproximate average salary by contribution assumption: employee only about $1,297,305 at 4% or $864,870 at 6%; with 50% employer match about $864,870 at 4% or $576,580 at 6%; with 100% employer match about $648,653 at 4% or $432,435 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 11 | $2,316,032 | $373,242 | $33,931iApproximate average salary by contribution assumption: employee only about $848,277 at 4% or $565,518 at 6%; with 50% employer match about $565,518 at 4% or $377,012 at 6%; with 100% employer match about $424,139 at 4% or $282,759 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 14 | $457,233 | $353,249 | $25,232iApproximate average salary by contribution assumption: employee only about $630,802 at 4% or $420,535 at 6%; with 50% employer match about $420,535 at 4% or $280,356 at 6%; with 100% employer match about $315,401 at 4% or $210,267 at 6%. |
| 2020 | 2 | 28 | $9,046,728 | $701,889 | $25,067iApproximate average salary by contribution assumption: employee only about $626,687 at 4% or $417,791 at 6%; with 50% employer match about $417,791 at 4% or $278,527 at 6%; with 100% employer match about $313,343 at 4% or $208,896 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 28 | $7,195,759 | $436,088 | $15,575iApproximate average salary by contribution assumption: employee only about $389,364 at 4% or $259,576 at 6%; with 50% employer match about $259,576 at 4% or $173,051 at 6%; with 100% employer match about $194,682 at 4% or $129,788 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 11 | $1,850,969 | $265,801 | $24,164iApproximate average salary by contribution assumption: employee only about $604,093 at 4% or $402,729 at 6%; with 50% employer match about $402,729 at 4% or $268,486 at 6%; with 100% employer match about $302,047 at 4% or $201,364 at 6%. |
| 2019 | 2 | 24 | $7,607,380 | $642,166 | $26,757iApproximate average salary by contribution assumption: employee only about $668,923 at 4% or $445,949 at 6%; with 50% employer match about $445,949 at 4% or $297,299 at 6%; with 100% employer match about $334,461 at 4% or $222,974 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 24 | $6,155,648 | $393,882 | $16,412iApproximate average salary by contribution assumption: employee only about $410,294 at 4% or $273,529 at 6%; with 50% employer match about $273,529 at 4% or $182,353 at 6%; with 100% employer match about $205,147 at 4% or $136,765 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 11 | $1,451,732 | $248,284 | $22,571iApproximate average salary by contribution assumption: employee only about $564,282 at 4% or $376,188 at 6%; with 50% employer match about $376,188 at 4% or $250,792 at 6%; with 100% employer match about $282,141 at 4% or $188,094 at 6%. |
| 2018 | 2 | 24 | $5,945,872 | $622,498 | $25,937iApproximate average salary by contribution assumption: employee only about $648,435 at 4% or $432,290 at 6%; with 50% employer match about $432,290 at 4% or $288,194 at 6%; with 100% employer match about $324,218 at 4% or $216,145 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 24 | $4,854,499 | $347,498 | $14,479iApproximate average salary by contribution assumption: employee only about $361,977 at 4% or $241,318 at 6%; with 50% employer match about $241,318 at 4% or $160,879 at 6%; with 100% employer match about $180,989 at 4% or $120,659 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 9 | $1,091,373 | $275,000 | $30,556iApproximate average salary by contribution assumption: employee only about $763,889 at 4% or $509,259 at 6%; with 50% employer match about $509,259 at 4% or $339,506 at 6%; with 100% employer match about $381,944 at 4% or $254,630 at 6%. |
| 2017 | 2 | 22 | $5,711,316 | $516,066 | $23,458iApproximate average salary by contribution assumption: employee only about $586,439 at 4% or $390,959 at 6%; with 50% employer match about $390,959 at 4% or $260,639 at 6%; with 100% employer match about $293,219 at 4% or $195,480 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 22 | $4,866,963 | $336,953 | $15,316iApproximate average salary by contribution assumption: employee only about $382,901 at 4% or $255,267 at 6%; with 50% employer match about $255,267 at 4% or $170,178 at 6%; with 100% employer match about $191,451 at 4% or $127,634 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 9 | $844,353 | $179,113 | $19,901iApproximate average salary by contribution assumption: employee only about $497,536 at 4% or $331,691 at 6%; with 50% employer match about $331,691 at 4% or $221,127 at 6%; with 100% employer match about $248,768 at 4% or $165,845 at 6%. |
| 2016 | 2 | 19 | $4,697,467 | $705,403 | $37,126iApproximate average salary by contribution assumption: employee only about $928,162 at 4% or $618,775 at 6%; with 50% employer match about $618,775 at 4% or $412,516 at 6%; with 100% employer match about $464,081 at 4% or $309,387 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 19 | $4,075,647 | $496,095 | $26,110iApproximate average salary by contribution assumption: employee only about $652,757 at 4% or $435,171 at 6%; with 50% employer match about $435,171 at 4% or $290,114 at 6%; with 100% employer match about $326,378 at 4% or $217,586 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 7 | $621,820 | $209,308 | $29,901iApproximate average salary by contribution assumption: employee only about $747,529 at 4% or $498,352 at 6%; with 50% employer match about $498,352 at 4% or $332,235 at 6%; with 100% employer match about $373,764 at 4% or $249,176 at 6%. |
| 2015 | 2 | 20 | $3,760,586 | $460,084 | $23,004iApproximate average salary by contribution assumption: employee only about $575,105 at 4% or $383,403 at 6%; with 50% employer match about $383,403 at 4% or $255,602 at 6%; with 100% employer match about $287,553 at 4% or $191,702 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 20 | $3,363,942 | $256,665 | $12,833iApproximate average salary by contribution assumption: employee only about $320,831 at 4% or $213,888 at 6%; with 50% employer match about $213,888 at 4% or $142,592 at 6%; with 100% employer match about $160,416 at 4% or $106,944 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 7 | $396,644 | $203,419 | $29,060iApproximate average salary by contribution assumption: employee only about $726,496 at 4% or $484,331 at 6%; with 50% employer match about $484,331 at 4% or $322,887 at 6%; with 100% employer match about $363,248 at 4% or $242,165 at 6%. |
| 2014 | 2 | 18 | $3,391,189 | $431,632 | $23,980iApproximate average salary by contribution assumption: employee only about $599,489 at 4% or $399,659 at 6%; with 50% employer match about $399,659 at 4% or $266,440 at 6%; with 100% employer match about $299,744 at 4% or $199,830 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 18 | $3,194,310 | $234,753 | $13,042iApproximate average salary by contribution assumption: employee only about $326,046 at 4% or $217,364 at 6%; with 50% employer match about $217,364 at 4% or $144,909 at 6%; with 100% employer match about $163,023 at 4% or $108,682 at 6%. |
| Lloyd Bedford Cox Inc. Cash Balance Pension Plan and Trust | - | 7 | $196,879 | $196,879 | $28,126iApproximate average salary by contribution assumption: employee only about $703,139 at 4% or $468,760 at 6%; with 50% employer match about $468,760 at 4% or $312,506 at 6%; with 100% employer match about $351,570 at 4% or $234,380 at 6%. |
| 2013 | 1 | 19 | $2,886,284 | $228,849 | $12,045iApproximate average salary by contribution assumption: employee only about $301,117 at 4% or $200,745 at 6%; with 50% employer match about $200,745 at 4% or $133,830 at 6%; with 100% employer match about $150,559 at 4% or $100,372 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 19 | $2,886,284 | $228,849 | $12,045iApproximate average salary by contribution assumption: employee only about $301,117 at 4% or $200,745 at 6%; with 50% employer match about $200,745 at 4% or $133,830 at 6%; with 100% employer match about $150,559 at 4% or $100,372 at 6%. |
| 2012 | 1 | 16 | $2,264,325 | $192,399 | $12,025iApproximate average salary by contribution assumption: employee only about $300,623 at 4% or $200,416 at 6%; with 50% employer match about $200,416 at 4% or $133,610 at 6%; with 100% employer match about $150,312 at 4% or $100,208 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 16 | $2,264,325 | $192,399 | $12,025iApproximate average salary by contribution assumption: employee only about $300,623 at 4% or $200,416 at 6%; with 50% employer match about $200,416 at 4% or $133,610 at 6%; with 100% employer match about $150,312 at 4% or $100,208 at 6%. |
| 2011 | 1 | 15 | $1,874,239 | $190,626 | $12,708iApproximate average salary by contribution assumption: employee only about $317,710 at 4% or $211,807 at 6%; with 50% employer match about $211,807 at 4% or $141,204 at 6%; with 100% employer match about $158,855 at 4% or $105,903 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 15 | $1,874,239 | $190,626 | $12,708iApproximate average salary by contribution assumption: employee only about $317,710 at 4% or $211,807 at 6%; with 50% employer match about $211,807 at 4% or $141,204 at 6%; with 100% employer match about $158,855 at 4% or $105,903 at 6%. |
| 2010 | 1 | 14 | $1,778,135 | $184,832 | $13,202iApproximate average salary by contribution assumption: employee only about $330,057 at 4% or $220,038 at 6%; with 50% employer match about $220,038 at 4% or $146,692 at 6%; with 100% employer match about $165,029 at 4% or $110,019 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 14 | $1,778,135 | $184,832 | $13,202iApproximate average salary by contribution assumption: employee only about $330,057 at 4% or $220,038 at 6%; with 50% employer match about $220,038 at 4% or $146,692 at 6%; with 100% employer match about $165,029 at 4% or $110,019 at 6%. |
| 2009 | 1 | 14 | $1,430,744 | $189,343 | $13,525iApproximate average salary by contribution assumption: employee only about $338,113 at 4% or $225,408 at 6%; with 50% employer match about $225,408 at 4% or $150,272 at 6%; with 100% employer match about $169,056 at 4% or $112,704 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 14 | $1,430,744 | $189,343 | $13,525iApproximate average salary by contribution assumption: employee only about $338,113 at 4% or $225,408 at 6%; with 50% employer match about $225,408 at 4% or $150,272 at 6%; with 100% employer match about $169,056 at 4% or $112,704 at 6%. |
| 2008 | 1 | 12 | $1,023,162 | $171,610 | $14,301iApproximate average salary by contribution assumption: employee only about $357,521 at 4% or $238,347 at 6%; with 50% employer match about $238,347 at 4% or $158,898 at 6%; with 100% employer match about $178,760 at 4% or $119,174 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 12 | $1,023,162 | $171,610 | $14,301iApproximate average salary by contribution assumption: employee only about $357,521 at 4% or $238,347 at 6%; with 50% employer match about $238,347 at 4% or $158,898 at 6%; with 100% employer match about $178,760 at 4% or $119,174 at 6%. |
| 2007 | 1 | 11 | $1,134,243 | $163,652 | $14,877iApproximate average salary by contribution assumption: employee only about $371,936 at 4% or $247,958 at 6%; with 50% employer match about $247,958 at 4% or $165,305 at 6%; with 100% employer match about $185,968 at 4% or $123,979 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 11 | $1,134,243 | $163,652 | $14,877iApproximate average salary by contribution assumption: employee only about $371,936 at 4% or $247,958 at 6%; with 50% employer match about $247,958 at 4% or $165,305 at 6%; with 100% employer match about $185,968 at 4% or $123,979 at 6%. |
| 2006 | 1 | 10 | $919,133 | $149,185 | $14,919iApproximate average salary by contribution assumption: employee only about $372,963 at 4% or $248,642 at 6%; with 50% employer match about $248,642 at 4% or $165,761 at 6%; with 100% employer match about $186,481 at 4% or $124,321 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 10 | $919,133 | $149,185 | $14,919iApproximate average salary by contribution assumption: employee only about $372,963 at 4% or $248,642 at 6%; with 50% employer match about $248,642 at 4% or $165,761 at 6%; with 100% employer match about $186,481 at 4% or $124,321 at 6%. |
| 2005 | 1 | 10 | $695,909 | $143,351 | $14,335iApproximate average salary by contribution assumption: employee only about $358,378 at 4% or $238,918 at 6%; with 50% employer match about $238,918 at 4% or $159,279 at 6%; with 100% employer match about $179,189 at 4% or $119,459 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 10 | $695,909 | $143,351 | $14,335iApproximate average salary by contribution assumption: employee only about $358,378 at 4% or $238,918 at 6%; with 50% employer match about $238,918 at 4% or $159,279 at 6%; with 100% employer match about $179,189 at 4% or $119,459 at 6%. |
| 2004 | 1 | 8 | $516,757 | $118,857 | $14,857iApproximate average salary by contribution assumption: employee only about $371,428 at 4% or $247,619 at 6%; with 50% employer match about $247,619 at 4% or $165,079 at 6%; with 100% employer match about $185,714 at 4% or $123,809 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 8 | $516,757 | $118,857 | $14,857iApproximate average salary by contribution assumption: employee only about $371,428 at 4% or $247,619 at 6%; with 50% employer match about $247,619 at 4% or $165,079 at 6%; with 100% employer match about $185,714 at 4% or $123,809 at 6%. |
| 2003 | 1 | 7 | $380,037 | $112,146 | $16,021iApproximate average salary by contribution assumption: employee only about $400,521 at 4% or $267,014 at 6%; with 50% employer match about $267,014 at 4% or $178,010 at 6%; with 100% employer match about $200,261 at 4% or $133,507 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 7 | $380,037 | $112,146 | $16,021iApproximate average salary by contribution assumption: employee only about $400,521 at 4% or $267,014 at 6%; with 50% employer match about $267,014 at 4% or $178,010 at 6%; with 100% employer match about $200,261 at 4% or $133,507 at 6%. |
| 2002 | 2 | 6 | $303,561 | $123,031 | $20,505iApproximate average salary by contribution assumption: employee only about $512,629 at 4% or $341,753 at 6%; with 50% employer match about $341,753 at 4% or $227,835 at 6%; with 100% employer match about $256,315 at 4% or $170,876 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 6 | $303,561 | $123,031 | $20,505iApproximate average salary by contribution assumption: employee only about $512,629 at 4% or $341,753 at 6%; with 50% employer match about $341,753 at 4% or $227,835 at 6%; with 100% employer match about $256,315 at 4% or $170,876 at 6%. |
| MONEY PURCHASE PLAN UNDER THE LLOYD BEDFORD COX, INC. RETIREMENT TRUST | - | 0 | - | - | - |
| 2001 | 2 | 8 | $244,849 | $117,880 | $14,735iApproximate average salary by contribution assumption: employee only about $368,375 at 4% or $245,583 at 6%; with 50% employer match about $245,583 at 4% or $163,722 at 6%; with 100% employer match about $184,188 at 4% or $122,792 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 8 | $197,212 | $92,831 | $11,604iApproximate average salary by contribution assumption: employee only about $290,097 at 4% or $193,398 at 6%; with 50% employer match about $193,398 at 4% or $128,932 at 6%; with 100% employer match about $145,048 at 4% or $96,699 at 6%. |
| MONEY PURCHASE PLAN UNDER THE LLOYD BEDFORD COX, INC. RETIREMENT TRUST | - | 8 | $47,637 | $25,049 | $3,131iApproximate average salary by contribution assumption: employee only about $78,278 at 4% or $52,185 at 6%; with 50% employer match about $52,185 at 4% or $34,790 at 6%; with 100% employer match about $39,139 at 4% or $26,093 at 6%. |
| 2000 | 3 | 6 | $134,008 | $139,521 | $23,254iApproximate average salary by contribution assumption: employee only about $581,338 at 4% or $387,558 at 6%; with 50% employer match about $387,558 at 4% or $258,372 at 6%; with 100% employer match about $290,669 at 4% or $193,779 at 6%. |
| Lloyd Bedford Cox Inc. Retirement Trust | - | 6 | $111,624 | $117,137 | $19,523iApproximate average salary by contribution assumption: employee only about $488,071 at 4% or $325,381 at 6%; with 50% employer match about $325,381 at 4% or $216,920 at 6%; with 100% employer match about $244,035 at 4% or $162,690 at 6%. |
| MONEY PURCHASE PLAN UNDER THE LLOYD BEDFORD COX, INC. RETIREMENT TRUST | - | 6 | $22,384 | $22,384 | $3,731iApproximate average salary by contribution assumption: employee only about $93,267 at 4% or $62,178 at 6%; with 50% employer match about $62,178 at 4% or $41,452 at 6%; with 100% employer match about $46,633 at 4% or $31,089 at 6%. |
| Lloyd Bedford Cox Inc. Defined Benefit Pension Trust | - | 0 | - | - | - |
| 1999 | 1 | 7 | $222,724 | $0 | - |
| Lloyd Bedford Cox Inc. Defined Benefit Pension Trust | - | 7 | $222,724 | - | - |