Cox's Smokers Outlet, Inc.ESOP
COX'S SMOKERS OUTLET, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LOUISVILLE, KY · plan year 2023
Cox's Smokers Outlet, Inc.'s 2023 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 $9,509,076 across 159 participant accounts, with employer contributions averaging $405 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 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (488th of 871), and 2,726th of 5,215 in retail trade.
Cox's Smokers Outlet, Inc.'s 2023 employer contribution ran below the $1,308 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.
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Source: U.S. Department of Labor, Form 5500 series, EIN 850879429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.