Civic Intelligence

Cox Agency Inc

Plan context: Cox Agency Inc 401 K Profit Sharing Plan Trust

EIN 77-0408486 • San Luis Obispo, CA • 17 filings • 4 plans

3220 S Higuera Street Ste 300San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$78,472

2022 Contributions

$1,298

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$155,115$77,558$0200620142022YearValue
$78,472Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200520132022YearValue
6Latest year 2022

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202216$78,472$0-
Cox Agency Inc 401 K Profit Sharing Plan Trust-6$78,472$0-
202117$137,790$0-
Cox Agency Inc 401 K Profit Sharing Plan Trust-7$137,790$0-
201918$118,907$1,298$162iApproximate average salary by contribution assumption: employee only about $4,056 at 4% or $2,704 at 6%; with 50% employer match about $2,704 at 4% or $1,803 at 6%; with 100% employer match about $2,028 at 4% or $1,352 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-8$118,907$1,298$162iApproximate average salary by contribution assumption: employee only about $4,056 at 4% or $2,704 at 6%; with 50% employer match about $2,704 at 4% or $1,803 at 6%; with 100% employer match about $2,028 at 4% or $1,352 at 6%.
201818$120,768$1,794$224iApproximate average salary by contribution assumption: employee only about $5,606 at 4% or $3,738 at 6%; with 50% employer match about $3,738 at 4% or $2,492 at 6%; with 100% employer match about $2,803 at 4% or $1,869 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-8$120,768$1,794$224iApproximate average salary by contribution assumption: employee only about $5,606 at 4% or $3,738 at 6%; with 50% employer match about $3,738 at 4% or $2,492 at 6%; with 100% employer match about $2,803 at 4% or $1,869 at 6%.
201718$155,115$1,971$246iApproximate average salary by contribution assumption: employee only about $6,159 at 4% or $4,106 at 6%; with 50% employer match about $4,106 at 4% or $2,738 at 6%; with 100% employer match about $3,080 at 4% or $2,053 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-8$155,115$1,971$246iApproximate average salary by contribution assumption: employee only about $6,159 at 4% or $4,106 at 6%; with 50% employer match about $4,106 at 4% or $2,738 at 6%; with 100% employer match about $3,080 at 4% or $2,053 at 6%.
201617$135,384$3,317$474iApproximate average salary by contribution assumption: employee only about $11,846 at 4% or $7,898 at 6%; with 50% employer match about $7,898 at 4% or $5,265 at 6%; with 100% employer match about $5,923 at 4% or $3,949 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-7$135,384$3,317$474iApproximate average salary by contribution assumption: employee only about $11,846 at 4% or $7,898 at 6%; with 50% employer match about $7,898 at 4% or $5,265 at 6%; with 100% employer match about $5,923 at 4% or $3,949 at 6%.
201519$153,805$17,601$1,956iApproximate average salary by contribution assumption: employee only about $48,892 at 4% or $32,594 at 6%; with 50% employer match about $32,594 at 4% or $21,730 at 6%; with 100% employer match about $24,446 at 4% or $16,297 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-9$153,805$17,601$1,956iApproximate average salary by contribution assumption: employee only about $48,892 at 4% or $32,594 at 6%; with 50% employer match about $32,594 at 4% or $21,730 at 6%; with 100% employer match about $24,446 at 4% or $16,297 at 6%.
201417$136,434$11,856$1,694iApproximate average salary by contribution assumption: employee only about $42,343 at 4% or $28,229 at 6%; with 50% employer match about $28,229 at 4% or $18,819 at 6%; with 100% employer match about $21,171 at 4% or $14,114 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-7$136,434$11,856$1,694iApproximate average salary by contribution assumption: employee only about $42,343 at 4% or $28,229 at 6%; with 50% employer match about $28,229 at 4% or $18,819 at 6%; with 100% employer match about $21,171 at 4% or $14,114 at 6%.
201317$115,537$4,979$711iApproximate average salary by contribution assumption: employee only about $17,782 at 4% or $11,855 at 6%; with 50% employer match about $11,855 at 4% or $7,903 at 6%; with 100% employer match about $8,891 at 4% or $5,927 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-7$115,537$4,979$711iApproximate average salary by contribution assumption: employee only about $17,782 at 4% or $11,855 at 6%; with 50% employer match about $11,855 at 4% or $7,903 at 6%; with 100% employer match about $8,891 at 4% or $5,927 at 6%.
201216$112,106$8,948$1,491iApproximate average salary by contribution assumption: employee only about $37,283 at 4% or $24,856 at 6%; with 50% employer match about $24,856 at 4% or $16,570 at 6%; with 100% employer match about $18,642 at 4% or $12,428 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-6$112,106$8,948$1,491iApproximate average salary by contribution assumption: employee only about $37,283 at 4% or $24,856 at 6%; with 50% employer match about $24,856 at 4% or $16,570 at 6%; with 100% employer match about $18,642 at 4% or $12,428 at 6%.
201116$91,597$9,552$1,592iApproximate average salary by contribution assumption: employee only about $39,800 at 4% or $26,533 at 6%; with 50% employer match about $26,533 at 4% or $17,689 at 6%; with 100% employer match about $19,900 at 4% or $13,267 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-6$91,597$9,552$1,592iApproximate average salary by contribution assumption: employee only about $39,800 at 4% or $26,533 at 6%; with 50% employer match about $26,533 at 4% or $17,689 at 6%; with 100% employer match about $19,900 at 4% or $13,267 at 6%.
201016$88,154$8,670$1,445iApproximate average salary by contribution assumption: employee only about $36,125 at 4% or $24,083 at 6%; with 50% employer match about $24,083 at 4% or $16,056 at 6%; with 100% employer match about $18,063 at 4% or $12,042 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-6$88,154$8,670$1,445iApproximate average salary by contribution assumption: employee only about $36,125 at 4% or $24,083 at 6%; with 50% employer match about $24,083 at 4% or $16,056 at 6%; with 100% employer match about $18,063 at 4% or $12,042 at 6%.
200916$67,458$13,294$2,216iApproximate average salary by contribution assumption: employee only about $55,392 at 4% or $36,928 at 6%; with 50% employer match about $36,928 at 4% or $24,619 at 6%; with 100% employer match about $27,696 at 4% or $18,464 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-6$67,458$13,294$2,216iApproximate average salary by contribution assumption: employee only about $55,392 at 4% or $36,928 at 6%; with 50% employer match about $36,928 at 4% or $24,619 at 6%; with 100% employer match about $27,696 at 4% or $18,464 at 6%.
200817$40,447$25,014$3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-7$40,447$25,014$3,573iApproximate average salary by contribution assumption: employee only about $89,336 at 4% or $59,557 at 6%; with 50% employer match about $59,557 at 4% or $39,705 at 6%; with 100% employer match about $44,668 at 4% or $29,779 at 6%.
200717$0$0-
Cox Agency Inc 401 K Profit Sharing Plan Trust-7---
200618$40,894$32,583$4,073iApproximate average salary by contribution assumption: employee only about $101,822 at 4% or $67,881 at 6%; with 50% employer match about $67,881 at 4% or $45,254 at 6%; with 100% employer match about $50,911 at 4% or $33,941 at 6%.
Cox Agency Inc 401 K Profit Sharing Plan Trust-8$40,894$32,583$4,073iApproximate average salary by contribution assumption: employee only about $101,822 at 4% or $67,881 at 6%; with 50% employer match about $67,881 at 4% or $45,254 at 6%; with 100% employer match about $50,911 at 4% or $33,941 at 6%.
200518$0$0-
Cox Agency Inc 401 K Profit Sharing Plan Trust-8---