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ROYAL CROWN COLA 401(K) PLAN 401k Plan overview

Plan NameROYAL CROWN COLA 401(K) PLAN
Plan identification number 001

ROYAL CROWN COLA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROYAL CROWN BOTTLING COMPANY OF WINCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROYAL CROWN BOTTLING COMPANY OF WINCHESTER, INC.
Employer identification number (EIN):540762455
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Additional information about ROYAL CROWN BOTTLING COMPANY OF WINCHESTER, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1965-01-05
Company Identification Number: 0102715
Legal Registered Office Address: 2927 SHAWNEE DRIVE

WINCHESTER
United States of America (USA)
22601

More information about ROYAL CROWN BOTTLING COMPANY OF WINCHESTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROYAL CROWN COLA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENDA TABLOT2024-06-14
0012022-01-01BRENDA TABLOT2023-06-08
0012021-01-01BRENDA TABLOT2022-07-13
0012020-01-01BRENDA TABLOT2021-07-13
0012019-01-01W E BRIDGEFORTH III2020-07-24
0012019-01-01W E BRIDGEFORTH III2020-08-05
0012018-01-01
0012017-01-01
0012016-01-01WILLIAM BRIDGEFORTH, III2017-08-15
0012015-01-01WILLIAM BRIDGEFORTH, III2016-07-29
0012014-01-01WILLIAM BRIDGEFORTH, III2015-10-03
0012013-01-01WILLIAM BRIDGEFORTH, III2014-07-30
0012012-01-01WILLIAM E. BRIDGEFORTH,III2013-06-04
0012011-01-01WILLIAM BRIDGEFORTH III
0012009-01-01W.E. BRIDGEFORTH III W.E. BRIDGEFORTH III2010-08-19
0012009-01-01WILLIAM BRIDGEFORTH III WILLIAM BRIDGEFORTH III2010-08-19

Financial Data on ROYAL CROWN COLA 401(K) PLAN

Measure Date Value
2025 : ROYAL CROWN COLA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-11652712
Net assets as of the end of the plan year2025-06-114292624
Total assets as of the beginning of the plan year2025-06-114253523
Value of plan covered by a fidelity bond2025-06-11426000
Participant contributions to plan in this plan year2025-06-11171390
Value of participant loans at end of plan year2025-06-1192863
Other income to plan in this plan year2025-06-11452129
Plan net income in this plan year2025-06-1139101
Net assets as of the end of the plan year2025-06-114292624
Net assets as of the beginning of the plan year2025-06-114253523
Employer contributions to plan in this plan year2025-06-1168294
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1122033
2024 : ROYAL CROWN COLA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-14831137
Net assets as of the end of the plan year2024-06-144253523
Total assets as of the beginning of the plan year2024-06-144262995
Value of plan covered by a fidelity bond2024-06-14427000
Participant contributions to plan in this plan year2024-06-14169490
Value of participant loans at end of plan year2024-06-14130760
Other income to plan in this plan year2024-06-14582181
Plan net income in this plan year2024-06-14-9472
Net assets as of the end of the plan year2024-06-144253523
Net assets as of the beginning of the plan year2024-06-144262995
Employer contributions to plan in this plan year2024-06-1469994
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1421643
2022 : ROYAL CROWN COLA 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-13256694
Net assets as of the end of the plan year2022-07-135318938
Total assets as of the beginning of the plan year2022-07-134705441
Value of plan covered by a fidelity bond2022-07-13471000
Participant contributions to plan in this plan year2022-07-13165610
Value of participant loans at end of plan year2022-07-13140096
Other contributions to plan in this plan year2022-07-137876
Other income to plan in this plan year2022-07-13623952
Plan net income in this plan year2022-07-13613497
Net assets as of the end of the plan year2022-07-135318938
Net assets as of the beginning of the plan year2022-07-134705441
Employer contributions to plan in this plan year2022-07-1372753
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1323032
2011 : ROYAL CROWN COLA 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$229,126
Expenses. Total of all expenses incurred2011-12-31$56,803
Benefits paid (including direct rollovers)2011-12-31$55,117
Total plan assets at end of year2011-12-31$2,355,586
Total plan assets at beginning of year2011-12-31$2,183,263
Value of fidelity bond covering the plan2011-12-31$210,000
Total contributions received or receivable from participants2011-12-31$177,367
Expenses. Other expenses not covered elsewhere2011-12-31$1,686
Other income received2011-12-31$-26,758
Net income (gross income less expenses)2011-12-31$172,323
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,355,586
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,183,263
Assets. Value of participant loans2011-12-31$141,769
Total contributions received or receivable from employer(s)2011-12-31$78,517
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : ROYAL CROWN COLA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$462,400
Expenses. Total of all expenses incurred2010-12-31$109,830
Benefits paid (including direct rollovers)2010-12-31$108,362
Total plan assets at end of year2010-12-31$2,183,263
Total plan assets at beginning of year2010-12-31$1,830,693
Value of fidelity bond covering the plan2010-12-31$210,000
Total contributions received or receivable from participants2010-12-31$186,410
Expenses. Other expenses not covered elsewhere2010-12-31$1,468
Other income received2010-12-31$193,562
Net income (gross income less expenses)2010-12-31$352,570
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,183,263
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,830,693
Assets. Value of participant loans2010-12-31$116,514
Total contributions received or receivable from employer(s)2010-12-31$82,428
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : ROYAL CROWN COLA 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ROYAL CROWN COLA 401(K) PLAN

2011: ROYAL CROWN COLA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: ROYAL CROWN COLA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819313
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819313
Policy instance 1

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