Original filing (PDF)20250422084336NAL0008779426001

COX, STOKES & LANTZ, PC

Name: COX, STOKES & LANTZ, PC — COX, STOKES & LANTZ, PC 401(K) PLAN, Form 5500 (2024)
Creator: COX, STOKES & LANTZ, PC

Form 5500-SF

FILING_RECEIVED

COX, STOKES & LANTZ, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COX, STOKES & LANTZ, PC.

Plan sponsor

Name

COX, STOKES & LANTZ, PC

EIN

23-2486611

Address

19 CENTRAL AVE. · WELLSBORO, PA · 16901

Phone

(570) 724-1444

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEVEN ADAM RUBIN & ASSOCIATES PLLC

STEVEN ADAM RUBIN & ASSOCIATES PLLC CASH BALANCE PLAN

$2.3M · 3 participants

WORDES, WILSHIN & CONNER, LLP

WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN

$2.3M · 1 participants

RUBERRY, STALMACK & GARVEY, LLC

RUBERRY, STALMACK & GARVEY, LLC 401(K) PLAN

$2.3M · 12 participants

GODES & PREIS, LLP

GODES & PREIS, LLP 401(K) PLAN

$2.3M · 12 participants

MCCANN, DILLON, JAFFE & LAMB, LLC

MCCANN, DILLON, JAFFE & LAMB, LLC 401(K) PLAN