CCBCC OPERATIONS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN
401k plan membership statisitcs for COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN
Measure | Date | Value |
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2022 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $71,759 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,994,297 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,979,093 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,927,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,954,644 |
Value of total assets at end of year | 2022-12-31 | $27,491,888 |
Value of total assets at beginning of year | 2022-12-31 | $32,393,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $51,552 |
Total interest from all sources | 2022-12-31 | $46,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,189,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,189,192 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,272,179 |
Participant contributions at end of year | 2022-12-31 | $1,045,926 |
Participant contributions at beginning of year | 2022-12-31 | $874,862 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $218,041 |
Administrative expenses (other) incurred | 2022-12-31 | $51,552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,973,390 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $27,491,888 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,393,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,586,576 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $29,024,311 |
Interest on participant loans | 2022-12-31 | $46,694 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $2,859,386 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,494,346 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,090,871 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-93,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $464,424 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,927,541 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2022-12-31 | 561434747 |
2021 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $1,800 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $6,359,677 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,798,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,704,031 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $43,551 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,707,362 |
Value of total assets at end of year | 2021-12-31 | $32,393,519 |
Value of total assets at beginning of year | 2021-12-31 | $30,834,564 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $51,340 |
Total interest from all sources | 2021-12-31 | $48,091 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,868,663 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,868,663 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,200,725 |
Participant contributions at end of year | 2021-12-31 | $874,862 |
Participant contributions at beginning of year | 2021-12-31 | $959,436 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $76,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $51,481 |
Administrative expenses (other) incurred | 2021-12-31 | $51,340 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,560,755 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $32,393,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $30,834,564 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $29,024,311 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $27,155,106 |
Interest on participant loans | 2021-12-31 | $48,091 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,494,346 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,627,723 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $615,018 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $120,543 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $455,156 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $16,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,704,031 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2021-12-31 | 561434747 |
2020 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $6,832 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,534,536 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,042,492 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,979,844 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $5,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,475,162 |
Value of total assets at end of year | 2020-12-31 | $30,834,564 |
Value of total assets at beginning of year | 2020-12-31 | $28,335,688 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $56,655 |
Total interest from all sources | 2020-12-31 | $55,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,463,789 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,463,789 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,948,495 |
Participant contributions at end of year | 2020-12-31 | $959,436 |
Participant contributions at beginning of year | 2020-12-31 | $1,153,049 |
Participant contributions at end of year | 2020-12-31 | $76,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $60,528 |
Administrative expenses (other) incurred | 2020-12-31 | $56,655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,492,044 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $30,834,564 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,335,688 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $27,155,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,964,648 |
Interest on participant loans | 2020-12-31 | $55,279 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,627,723 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,217,991 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,344,155 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $196,151 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $466,139 |
Employer contributions (assets) at end of year | 2020-12-31 | $16,277 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,979,844 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2020-12-31 | 561434747 |
2019 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,679,165 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $4,120,972 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $4,068,677 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-1,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,714,748 |
Value of total assets at end of year | 2019-12-31 | $28,335,688 |
Value of total assets at beginning of year | 2019-12-31 | $24,777,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $53,711 |
Total interest from all sources | 2019-12-31 | $59,105 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,464,506 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,464,506 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,766,417 |
Participant contributions at end of year | 2019-12-31 | $1,153,049 |
Participant contributions at beginning of year | 2019-12-31 | $1,144,134 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $556,635 |
Administrative expenses (other) incurred | 2019-12-31 | $53,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,558,193 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,335,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $24,777,495 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,964,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $22,067,604 |
Interest on participant loans | 2019-12-31 | $59,105 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,217,991 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,565,757 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,411,582 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $29,224 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $391,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $4,068,677 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2019-12-31 | 561434747 |
2018 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $1,084,926 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,839,404 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,788,652 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,416 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,475,163 |
Value of total assets at end of year | 2018-12-31 | $24,777,495 |
Value of total assets at beginning of year | 2018-12-31 | $25,531,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $49,336 |
Total interest from all sources | 2018-12-31 | $49,027 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,478,296 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,478,296 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,578,431 |
Participant contributions at end of year | 2018-12-31 | $1,144,134 |
Participant contributions at beginning of year | 2018-12-31 | $1,217,649 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $541,206 |
Administrative expenses (other) incurred | 2018-12-31 | $49,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-754,478 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $24,777,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,531,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $22,067,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $23,391,227 |
Interest on participant loans | 2018-12-31 | $49,027 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,565,757 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $923,097 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,942,968 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $25,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $355,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,788,652 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2018-12-31 | 561434747 |
2017 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $19,883,276 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $828,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $837,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,305,793 |
Value of total assets at end of year | 2017-12-31 | $25,531,973 |
Value of total assets at beginning of year | 2017-12-31 | $6,477,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $-9,248 |
Total interest from all sources | 2017-12-31 | $32,694 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $890,001 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $890,001 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,067,577 |
Participant contributions at end of year | 2017-12-31 | $1,217,649 |
Participant contributions at beginning of year | 2017-12-31 | $426,630 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $16,062,915 |
Administrative expenses (other) incurred | 2017-12-31 | $-9,248 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,054,772 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,531,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,477,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $23,391,227 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,939,299 |
Interest on participant loans | 2017-12-31 | $32,694 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $923,097 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $111,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,648,135 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $6,653 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $175,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $837,752 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GREER WALKER |
Accountancy firm EIN | 2017-12-31 | 561434747 |
2016 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,477,201 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,487,094 |
Value of total assets at end of year | 2016-12-31 | $6,477,201 |
Value of total assets at beginning of year | 2016-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $419 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $419 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $8,084 |
Participant contributions at end of year | 2016-12-31 | $426,630 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $6,479,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,477,201 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,477,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,939,299 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $111,272 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-10,326 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $14 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |