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COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameCOCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN
Plan identification number 003

COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CCBCC OPERATIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:CCBCC OPERATIONS LLC
Employer identification number (EIN):200234821
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Additional information about CCBCC OPERATIONS LLC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 235082

More information about CCBCC OPERATIONS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CHRISTINE MOTHERWELL2023-10-11 CHRISTINE MOTHERWELL2023-10-11
0032021-01-01CHRISTINE MOTHERWELL2022-10-13 CHRISTINE MOTHERWELL2022-10-13
0032020-01-01JIM MATTE2021-10-11 JIM MATTE2021-10-11
0032019-01-01JIM MATTE2020-10-12 JIM MATTE2020-10-12
0032018-01-01JIM MATTE2019-10-13
0032017-01-01
0032016-12-01

Plan Statistics for 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
2022: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,323
Total number of active participants reported on line 7a of the Form 55002022-01-011,391
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-011,498
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,498
Number of participants with account balances2022-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,291
Total number of active participants reported on line 7a of the Form 55002021-01-011,238
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-011,323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,323
Number of participants with account balances2021-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,280
Total number of active participants reported on line 7a of the Form 55002020-01-011,243
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,291
Number of participants with account balances2020-01-01591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,258
Total number of active participants reported on line 7a of the Form 55002019-01-011,237
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,280
Number of participants with account balances2019-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,255
Total number of active participants reported on line 7a of the Form 55002018-01-011,235
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-011,258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,258
Number of participants with account balances2018-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01471
Total number of active participants reported on line 7a of the Form 55002017-01-011,240
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,255
Number of participants with account balances2017-01-01511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-010
Total number of active participants reported on line 7a of the Form 55002016-12-01471
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-01471
Number of participants with account balances2016-12-01150

Financial Data on COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,979,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$27,491,888
Value of total assets at beginning of year2022-12-31$32,393,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,552
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,189,192
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,272,179
Participant contributions at end of year2022-12-31$1,045,926
Participant contributions at beginning of year2022-12-31$874,862
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$218,041
Administrative expenses (other) incurred2022-12-31$51,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,586,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,024,311
Interest on participant loans2022-12-31$46,694
Value of interest in common/collective trusts at end of year2022-12-31$2,859,386
Value of interest in common/collective trusts at beginning of year2022-12-31$2,494,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,090,871
Net investment gain or loss from common/collective trusts2022-12-31$-93,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$464,424
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,927,541
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GREERWALKER LLP
Accountancy firm EIN2022-12-31561434747
2021 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,798,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,704,031
Expenses. Certain deemed distributions of participant loans2021-12-31$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 year2021-12-31$32,393,519
Value of total assets at beginning of year2021-12-31$30,834,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$51,340
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,868,663
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,200,725
Participant contributions at end of year2021-12-31$874,862
Participant contributions at beginning of year2021-12-31$959,436
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$76,022
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$51,481
Administrative expenses (other) incurred2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,024,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,155,106
Interest on participant loans2021-12-31$48,091
Value of interest in common/collective trusts at end of year2021-12-31$2,494,346
Value of interest in common/collective trusts at beginning of year2021-12-31$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 trusts2021-12-31$120,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$455,156
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$16,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,704,031
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GREERWALKER LLP
Accountancy firm EIN2021-12-31561434747
2020 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,042,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,979,844
Expenses. Certain deemed distributions of participant loans2020-12-31$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 year2020-12-31$30,834,564
Value of total assets at beginning of year2020-12-31$28,335,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$56,655
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,463,789
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,948,495
Participant contributions at end of year2020-12-31$959,436
Participant contributions at beginning of year2020-12-31$1,153,049
Participant contributions at end of year2020-12-31$76,022
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$60,528
Administrative expenses (other) incurred2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,155,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,964,648
Interest on participant loans2020-12-31$55,279
Value of interest in common/collective trusts at end of year2020-12-31$2,627,723
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$196,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$466,139
Employer contributions (assets) at end of year2020-12-31$16,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,979,844
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GREERWALKER, LLP
Accountancy firm EIN2020-12-31561434747
2019 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,120,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,068,677
Expenses. Certain deemed distributions of participant loans2019-12-31$-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 year2019-12-31$28,335,688
Value of total assets at beginning of year2019-12-31$24,777,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,711
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,464,506
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,766,417
Participant contributions at end of year2019-12-31$1,153,049
Participant contributions at beginning of year2019-12-31$1,144,134
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$556,635
Administrative expenses (other) incurred2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,964,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,067,604
Interest on participant loans2019-12-31$59,105
Value of interest in common/collective trusts at end of year2019-12-31$2,217,991
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$29,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$391,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,068,677
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GREERWALKER, LLP
Accountancy firm EIN2019-12-31561434747
2018 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,839,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,788,652
Expenses. Certain deemed distributions of participant loans2018-12-31$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 year2018-12-31$24,777,495
Value of total assets at beginning of year2018-12-31$25,531,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,336
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,478,296
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,578,431
Participant contributions at end of year2018-12-31$1,144,134
Participant contributions at beginning of year2018-12-31$1,217,649
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$541,206
Administrative expenses (other) incurred2018-12-31$49,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,067,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,391,227
Interest on participant loans2018-12-31$49,027
Value of interest in common/collective trusts at end of year2018-12-31$1,565,757
Value of interest in common/collective trusts at beginning of year2018-12-31$923,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,942,968
Net investment gain or loss from common/collective trusts2018-12-31$25,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,788,652
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GREERWALKER, LLP
Accountancy firm EIN2018-12-31561434747
2017 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$828,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$25,531,973
Value of total assets at beginning of year2017-12-31$6,477,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$-9,248
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$890,001
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,067,577
Participant contributions at end of year2017-12-31$1,217,649
Participant contributions at beginning of year2017-12-31$426,630
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,062,915
Administrative expenses (other) incurred2017-12-31$-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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,391,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,939,299
Interest on participant loans2017-12-31$32,694
Value of interest in common/collective trusts at end of year2017-12-31$923,097
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$6,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$175,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$837,752
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GREER WALKER
Accountancy firm EIN2017-12-31561434747
2016 : COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$6,477,201
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$419
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,084
Participant contributions at end of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,939,299
Value of interest in common/collective trusts at end of year2016-12-31$111,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-10,326
Net investment gain or loss from common/collective trusts2016-12-31$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No

Form 5500 Responses for COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN

2022: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COCA-COLA BOTTLING CO. CONSOLIDATED BARGAINING EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01First time form 5500 has been submittedYes
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-12-01Plan is a collectively bargained planYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes

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