Kevin Cox Agency
Plan context: Kevin Cox Agency 401(K) Plan
EIN 31-1570579 • Springboro, OH • 20 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,695,354
2024 Contributions
$51,618
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,695,354 | $51,618 | $10,324iApproximate average salary by contribution assumption: employee only about $258,090 at 4% or $172,060 at 6%; with 50% employer match about $172,060 at 4% or $114,707 at 6%; with 100% employer match about $129,045 at 4% or $86,030 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $1,695,354 | $51,618 | $10,324iApproximate average salary by contribution assumption: employee only about $258,090 at 4% or $172,060 at 6%; with 50% employer match about $172,060 at 4% or $114,707 at 6%; with 100% employer match about $129,045 at 4% or $86,030 at 6%. |
| 2023 | 1 | 5 | $1,463,865 | $49,016 | $9,803iApproximate average salary by contribution assumption: employee only about $245,080 at 4% or $163,387 at 6%; with 50% employer match about $163,387 at 4% or $108,924 at 6%; with 100% employer match about $122,540 at 4% or $81,693 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $1,463,865 | $49,016 | $9,803iApproximate average salary by contribution assumption: employee only about $245,080 at 4% or $163,387 at 6%; with 50% employer match about $163,387 at 4% or $108,924 at 6%; with 100% employer match about $122,540 at 4% or $81,693 at 6%. |
| 2022 | 1 | 5 | $1,220,079 | $43,608 | $8,722iApproximate average salary by contribution assumption: employee only about $218,040 at 4% or $145,360 at 6%; with 50% employer match about $145,360 at 4% or $96,907 at 6%; with 100% employer match about $109,020 at 4% or $72,680 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $1,220,079 | $43,608 | $8,722iApproximate average salary by contribution assumption: employee only about $218,040 at 4% or $145,360 at 6%; with 50% employer match about $145,360 at 4% or $96,907 at 6%; with 100% employer match about $109,020 at 4% or $72,680 at 6%. |
| 2021 | 1 | 5 | $1,409,805 | $39,506 | $7,901iApproximate average salary by contribution assumption: employee only about $197,530 at 4% or $131,687 at 6%; with 50% employer match about $131,687 at 4% or $87,791 at 6%; with 100% employer match about $98,765 at 4% or $65,843 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $1,409,805 | $39,506 | $7,901iApproximate average salary by contribution assumption: employee only about $197,530 at 4% or $131,687 at 6%; with 50% employer match about $131,687 at 4% or $87,791 at 6%; with 100% employer match about $98,765 at 4% or $65,843 at 6%. |
| 2020 | 1 | 4 | $1,223,944 | $40,803 | $10,201iApproximate average salary by contribution assumption: employee only about $255,019 at 4% or $170,013 at 6%; with 50% employer match about $170,013 at 4% or $113,342 at 6%; with 100% employer match about $127,509 at 4% or $85,006 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $1,223,944 | $40,803 | $10,201iApproximate average salary by contribution assumption: employee only about $255,019 at 4% or $170,013 at 6%; with 50% employer match about $170,013 at 4% or $113,342 at 6%; with 100% employer match about $127,509 at 4% or $85,006 at 6%. |
| 2019 | 1 | 4 | $943,879 | $44,371 | $11,093iApproximate average salary by contribution assumption: employee only about $277,319 at 4% or $184,879 at 6%; with 50% employer match about $184,879 at 4% or $123,253 at 6%; with 100% employer match about $138,659 at 4% or $92,440 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $943,879 | $44,371 | $11,093iApproximate average salary by contribution assumption: employee only about $277,319 at 4% or $184,879 at 6%; with 50% employer match about $184,879 at 4% or $123,253 at 6%; with 100% employer match about $138,659 at 4% or $92,440 at 6%. |
| 2018 | 1 | 4 | $723,726 | $56,482 | $14,121iApproximate average salary by contribution assumption: employee only about $353,013 at 4% or $235,342 at 6%; with 50% employer match about $235,342 at 4% or $156,894 at 6%; with 100% employer match about $176,506 at 4% or $117,671 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $723,726 | $56,482 | $14,121iApproximate average salary by contribution assumption: employee only about $353,013 at 4% or $235,342 at 6%; with 50% employer match about $235,342 at 4% or $156,894 at 6%; with 100% employer match about $176,506 at 4% or $117,671 at 6%. |
| 2017 | 1 | 4 | $712,931 | $34,600 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $712,931 | $34,600 | $8,650iApproximate average salary by contribution assumption: employee only about $216,250 at 4% or $144,167 at 6%; with 50% employer match about $144,167 at 4% or $96,111 at 6%; with 100% employer match about $108,125 at 4% or $72,083 at 6%. |
| 2016 | 1 | 5 | $594,893 | $52,081 | $10,416iApproximate average salary by contribution assumption: employee only about $260,405 at 4% or $173,603 at 6%; with 50% employer match about $173,603 at 4% or $115,736 at 6%; with 100% employer match about $130,203 at 4% or $86,802 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $594,893 | $52,081 | $10,416iApproximate average salary by contribution assumption: employee only about $260,405 at 4% or $173,603 at 6%; with 50% employer match about $173,603 at 4% or $115,736 at 6%; with 100% employer match about $130,203 at 4% or $86,802 at 6%. |
| 2015 | 1 | 6 | $501,546 | $17,768 | $2,961iApproximate average salary by contribution assumption: employee only about $74,033 at 4% or $49,356 at 6%; with 50% employer match about $49,356 at 4% or $32,904 at 6%; with 100% employer match about $37,017 at 4% or $24,678 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 6 | $501,546 | $17,768 | $2,961iApproximate average salary by contribution assumption: employee only about $74,033 at 4% or $49,356 at 6%; with 50% employer match about $49,356 at 4% or $32,904 at 6%; with 100% employer match about $37,017 at 4% or $24,678 at 6%. |
| 2014 | 1 | 6 | $488,264 | $30,995 | $5,166iApproximate average salary by contribution assumption: employee only about $129,146 at 4% or $86,097 at 6%; with 50% employer match about $86,097 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,049 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 6 | $488,264 | $30,995 | $5,166iApproximate average salary by contribution assumption: employee only about $129,146 at 4% or $86,097 at 6%; with 50% employer match about $86,097 at 4% or $57,398 at 6%; with 100% employer match about $64,573 at 4% or $43,049 at 6%. |
| 2013 | 1 | 7 | $423,306 | $27,971 | $3,996iApproximate average salary by contribution assumption: employee only about $99,896 at 4% or $66,598 at 6%; with 50% employer match about $66,598 at 4% or $44,398 at 6%; with 100% employer match about $49,948 at 4% or $33,299 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 7 | $423,306 | $27,971 | $3,996iApproximate average salary by contribution assumption: employee only about $99,896 at 4% or $66,598 at 6%; with 50% employer match about $66,598 at 4% or $44,398 at 6%; with 100% employer match about $49,948 at 4% or $33,299 at 6%. |
| 2012 | 1 | 5 | $305,221 | $28,197 | $5,639iApproximate average salary by contribution assumption: employee only about $140,985 at 4% or $93,990 at 6%; with 50% employer match about $93,990 at 4% or $62,660 at 6%; with 100% employer match about $70,493 at 4% or $46,995 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $305,221 | $28,197 | $5,639iApproximate average salary by contribution assumption: employee only about $140,985 at 4% or $93,990 at 6%; with 50% employer match about $93,990 at 4% or $62,660 at 6%; with 100% employer match about $70,493 at 4% or $46,995 at 6%. |
| 2011 | 1 | 5 | $240,560 | $29,639 | $5,928iApproximate average salary by contribution assumption: employee only about $148,195 at 4% or $98,797 at 6%; with 50% employer match about $98,797 at 4% or $65,864 at 6%; with 100% employer match about $74,098 at 4% or $49,398 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $240,560 | $29,639 | $5,928iApproximate average salary by contribution assumption: employee only about $148,195 at 4% or $98,797 at 6%; with 50% employer match about $98,797 at 4% or $65,864 at 6%; with 100% employer match about $74,098 at 4% or $49,398 at 6%. |
| 2010 | 1 | 4 | $213,522 | $29,443 | $7,361iApproximate average salary by contribution assumption: employee only about $184,019 at 4% or $122,679 at 6%; with 50% employer match about $122,679 at 4% or $81,786 at 6%; with 100% employer match about $92,009 at 4% or $61,340 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $213,522 | $29,443 | $7,361iApproximate average salary by contribution assumption: employee only about $184,019 at 4% or $122,679 at 6%; with 50% employer match about $122,679 at 4% or $81,786 at 6%; with 100% employer match about $92,009 at 4% or $61,340 at 6%. |
| 2009 | 1 | 5 | $166,086 | $30,888 | $6,178iApproximate average salary by contribution assumption: employee only about $154,440 at 4% or $102,960 at 6%; with 50% employer match about $102,960 at 4% or $68,640 at 6%; with 100% employer match about $77,220 at 4% or $51,480 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 5 | $166,086 | $30,888 | $6,178iApproximate average salary by contribution assumption: employee only about $154,440 at 4% or $102,960 at 6%; with 50% employer match about $102,960 at 4% or $68,640 at 6%; with 100% employer match about $77,220 at 4% or $51,480 at 6%. |
| 2008 | 1 | 4 | $105,910 | $30,028 | $7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $105,910 | $30,028 | $7,507iApproximate average salary by contribution assumption: employee only about $187,675 at 4% or $125,117 at 6%; with 50% employer match about $125,117 at 4% or $83,411 at 6%; with 100% employer match about $93,838 at 4% or $62,558 at 6%. |
| 2007 | 1 | 4 | $97,349 | $34,869 | $8,717iApproximate average salary by contribution assumption: employee only about $217,931 at 4% or $145,288 at 6%; with 50% employer match about $145,288 at 4% or $96,858 at 6%; with 100% employer match about $108,966 at 4% or $72,644 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $97,349 | $34,869 | $8,717iApproximate average salary by contribution assumption: employee only about $217,931 at 4% or $145,288 at 6%; with 50% employer match about $145,288 at 4% or $96,858 at 6%; with 100% employer match about $108,966 at 4% or $72,644 at 6%. |
| 2005 | 1 | 4 | $53,405 | $25,401 | $6,350iApproximate average salary by contribution assumption: employee only about $158,756 at 4% or $105,838 at 6%; with 50% employer match about $105,838 at 4% or $70,558 at 6%; with 100% employer match about $79,378 at 4% or $52,919 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 4 | $53,405 | $25,401 | $6,350iApproximate average salary by contribution assumption: employee only about $158,756 at 4% or $105,838 at 6%; with 50% employer match about $105,838 at 4% or $70,558 at 6%; with 100% employer match about $79,378 at 4% or $52,919 at 6%. |
| 2004 | 1 | 3 | $25,327 | $24,209 | $8,070iApproximate average salary by contribution assumption: employee only about $201,742 at 4% or $134,494 at 6%; with 50% employer match about $134,494 at 4% or $89,663 at 6%; with 100% employer match about $100,871 at 4% or $67,247 at 6%. |
| Kevin Cox Agency 401(K) Plan | - | 3 | $25,327 | $24,209 | $8,070iApproximate average salary by contribution assumption: employee only about $201,742 at 4% or $134,494 at 6%; with 50% employer match about $134,494 at 4% or $89,663 at 6%; with 100% employer match about $100,871 at 4% or $67,247 at 6%. |