· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COX, KOLTAK & GIBSON — COX, KOLTAK & GIBSON 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250827131552NAL0004993571001
COX, KOLTAK & GIBSON
Form 5500-SF
FILING_RECEIVED
COX, KOLTAK & GIBSON 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COX, KOLTAK & GIBSON
.
Find decision makers
Plan sponsor
Name
COX, KOLTAK & GIBSON
EIN
31-1580516
Address
5 EAST LONG STREET, SUITE 200 · COLUMBUS, OH · 43215
Phone
(614) 221-7381
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LYONS & ASSOCIATES, P.C.
LYONS & ASSOCIATES, P.C. 401(K) PLAN
$2.1M · 26 participants
TROLMAN GLASER CORLEY & LICHTMAN, P.C.
TROLMAN GLASER CORLEY & LICHTMAN, P.C. CASH BALANCE PLAN
$2.1M · 15 participants
MIKE LOVE & ASSOCIATES, LLC
MLA 401(K) PLAN
$2.1M · 13 participants
GOLDSTEIN AND PRICE, L.C.
GOLDSTEIN AND PRICE, L.C. 401(K) PLAN
$2.1M · 11 participants
STEVEN K LOVITCH
STEVEN K LOVITCH MONEY PURCHASE PLAN
$2.1M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROSS & SHOALMIRE, LLP
ROSS & SHOALMIRE, LLP 401(K) PLAN
$2.1M · 14 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
