Plan Ledger DOL Form 5500 · updated monthly

Cox's Smokers Outlet, Inc.ESOP

COX'S SMOKERS OUTLET, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LOUISVILLE, KY · plan year 2024

Employer contribution per participant · 2024
$508

Cox's Smokers Outlet, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $8,756,842 across 166 participant accounts, with employer contributions averaging $508 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (511th of 871), and 2,882nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$8,756,842
Participants with balances166
Active participants142
Employer contributions$72,176
Employee contributions—
Employer contribution per active participant$508
Average account balance$52,752
Benefits paid to participants$33,544
Plan auditUnmodified (clean) audit opinion
AuditorHARDING SHYMANSKI & CO.
Employer contributions to the Cox's Smokers Outlet, Inc. plan · 2024
Employer contribution per active participant$508
Median for plans this size$1,313

Cox's Smokers Outlet, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Similar plansRetail Trade · Kentucky
Keystops, LLC KY$8.3M · 0.39%
Farmer Automotive Group KY$7.9M · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850879421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.