Original filing (PDF)20230426053509NAL0005901267001

LLOYD BEDFORD COX, INC.

Name: LLOYD BEDFORD COX, INC. — LLOYD BEDFORD COX, INC. RETIREMENT TRUST, Form 5500 (2022)
Creator: LLOYD BEDFORD COX, INC.

Form 5500-SF

FILING_RECEIVED

LLOYD BEDFORD COX, INC. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LLOYD BEDFORD COX, INC..

Plan sponsor

Name

LLOYD BEDFORD COX, INC.

EIN

13-3594300all filings

Address

P.O. BOX 476 · BEDFORD HILLS, NY · 10507

Phone

(914) 666-5121

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

HEARTLAND FINANCIAL GROUP

HEARTLAND FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN

MAHORSKY GROUP, INC.

MAHORSKY GROUP, INC. 401(K) PLAN

ABBM COMPANY, LLC

ABBM COMPANY, LLC 401(K) PLAN

RDK ADVISORS, LLC

RDK ADVISORS 401(K) PLAN

$0 · 3 participants

ZACHARY A GREEN

GREEN INSURANCE AGENCY RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.