COCA-COLA BOTTLING COMPANY UNITED, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN
401k plan membership statisitcs for COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 268,858,192 |
| Acturial value of plan assets | 2022-12-31 | 252,665,486 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 43,333,227 |
| Number of terminated vested participants | 2022-12-31 | 764 |
| Fundng target for terminated vested participants | 2022-12-31 | 17,280,534 |
| Active participant vested funding target | 2022-12-31 | 101,406,021 |
| Number of active participants | 2022-12-31 | 1,292 |
| Total funding liabilities for active participants | 2022-12-31 | 107,567,115 |
| Total participant count | 2022-12-31 | 2,455 |
| Total funding target for all participants | 2022-12-31 | 168,180,876 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 11,735,579 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 12,409,201 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 8,922,378 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 8,368,076 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 7,716,070 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 8,368,076 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 2,452 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,208 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 416 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 773 |
| Total of all active and inactive participants | 2022-01-01 | 2,397 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 34 |
| Total participants | 2022-01-01 | 2,431 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 240,537,069 |
| Acturial value of plan assets | 2021-12-31 | 216,483,363 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 37,716,129 |
| Number of terminated vested participants | 2021-12-31 | 731 |
| Fundng target for terminated vested participants | 2021-12-31 | 15,861,826 |
| Active participant vested funding target | 2021-12-31 | 95,926,027 |
| Number of active participants | 2021-12-31 | 1,390 |
| Total funding liabilities for active participants | 2021-12-31 | 102,266,015 |
| Total participant count | 2021-12-31 | 2,473 |
| Total funding target for all participants | 2021-12-31 | 155,843,970 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 8,853,067 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 9,346,182 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 12,743,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 11,735,579 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 7,335,311 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 11,735,579 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 2,470 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,292 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 370 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 754 |
| Total of all active and inactive participants | 2021-01-01 | 2,416 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 36 |
| Total participants | 2021-01-01 | 2,452 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 199,522,629 |
| Acturial value of plan assets | 2020-12-31 | 185,548,538 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 35,052,209 |
| Number of terminated vested participants | 2020-12-31 | 710 |
| Fundng target for terminated vested participants | 2020-12-31 | 15,050,228 |
| Active participant vested funding target | 2020-12-31 | 92,915,827 |
| Number of active participants | 2020-12-31 | 1,463 |
| Total funding liabilities for active participants | 2020-12-31 | 99,147,052 |
| Total participant count | 2020-12-31 | 2,478 |
| Total funding target for all participants | 2020-12-31 | 149,249,489 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 11,028,510 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 11,660,444 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 9,530,000 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 8,853,067 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 6,732,937 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 8,853,067 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 2,475 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,390 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 326 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 720 |
| Total of all active and inactive participants | 2020-01-01 | 2,436 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 34 |
| Total participants | 2020-01-01 | 2,470 |
| Number of participants with account balances | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 155,926,109 |
| Acturial value of plan assets | 2019-12-31 | 163,278,512 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 31,690,846 |
| Number of terminated vested participants | 2019-12-31 | 634 |
| Fundng target for terminated vested participants | 2019-12-31 | 12,097,077 |
| Active participant vested funding target | 2019-12-31 | 86,557,913 |
| Number of active participants | 2019-12-31 | 1,585 |
| Total funding liabilities for active participants | 2019-12-31 | 92,630,366 |
| Total participant count | 2019-12-31 | 2,484 |
| Total funding target for all participants | 2019-12-31 | 136,418,289 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 11,239,332 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 11,902,453 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 11,930,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 11,028,510 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 7,485,703 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 11,028,510 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 2,482 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,463 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 282 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 701 |
| Total of all active and inactive participants | 2019-01-01 | 2,446 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 29 |
| Total participants | 2019-01-01 | 2,475 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 161,296,690 |
| Acturial value of plan assets | 2018-12-31 | 150,074,352 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 25,313,059 |
| Number of terminated vested participants | 2018-12-31 | 556 |
| Fundng target for terminated vested participants | 2018-12-31 | 9,922,784 |
| Active participant vested funding target | 2018-12-31 | 82,761,455 |
| Number of active participants | 2018-12-31 | 1,719 |
| Total funding liabilities for active participants | 2018-12-31 | 88,509,280 |
| Total participant count | 2018-12-31 | 2,497 |
| Total funding target for all participants | 2018-12-31 | 123,745,123 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 0 |
| Present value of excess contributions | 2018-12-31 | 16,320,126 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 17,312,390 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
| Total employer contributions | 2018-12-31 | 12,165,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 11,239,332 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 7,780,140 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 11,239,332 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 2,495 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,585 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 245 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 620 |
| Total of all active and inactive participants | 2018-01-01 | 2,450 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 32 |
| Total participants | 2018-01-01 | 2,482 |
| Number of participants with account balances | 2018-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 139,667,570 |
| Acturial value of plan assets | 2017-12-31 | 139,155,651 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 29,170,044 |
| Number of terminated vested participants | 2017-12-31 | 422 |
| Fundng target for terminated vested participants | 2017-12-31 | 9,104,097 |
| Active participant vested funding target | 2017-12-31 | 75,269,949 |
| Number of active participants | 2017-12-31 | 1,911 |
| Total funding liabilities for active participants | 2017-12-31 | 81,290,669 |
| Total participant count | 2017-12-31 | 2,813 |
| Total funding target for all participants | 2017-12-31 | 119,564,810 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 11,273,116 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 11,979,940 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
| Total employer contributions | 2017-12-31 | 17,616,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 16,320,126 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 7,538,493 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 16,320,126 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 2,810 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,719 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 203 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 546 |
| Total of all active and inactive participants | 2017-01-01 | 2,468 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 27 |
| Total participants | 2017-01-01 | 2,495 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 127,818,793 |
| Acturial value of plan assets | 2016-12-31 | 132,537,120 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 24,809,143 |
| Number of terminated vested participants | 2016-12-31 | 641 |
| Fundng target for terminated vested participants | 2016-12-31 | 9,388,679 |
| Active participant vested funding target | 2016-12-31 | 71,588,817 |
| Number of active participants | 2016-12-31 | 2,090 |
| Total funding liabilities for active participants | 2016-12-31 | 77,552,812 |
| Total participant count | 2016-12-31 | 3,156 |
| Total funding target for all participants | 2016-12-31 | 111,750,634 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 9,458,577 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 10,068,655 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 12,164,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 11,273,116 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 6,782,447 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 11,273,116 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 3,154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,911 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 439 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 413 |
| Total of all active and inactive participants | 2016-01-01 | 2,763 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 47 |
| Total participants | 2016-01-01 | 2,810 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 27 |
| 2015: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3,253 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,090 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 388 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 629 |
| Total of all active and inactive participants | 2015-01-01 | 3,107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 47 |
| Total participants | 2015-01-01 | 3,154 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 62 |
| 2014: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3,408 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,303 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 354 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 554 |
| Total of all active and inactive participants | 2014-01-01 | 3,211 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 41 |
| Total participants | 2014-01-01 | 3,252 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 117 |
| 2013: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3,318 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,538 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 323 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 491 |
| Total of all active and inactive participants | 2013-01-01 | 3,352 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 39 |
| Total participants | 2013-01-01 | 3,391 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 100 |
| 2012: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3,230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,590 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 271 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 401 |
| Total of all active and inactive participants | 2012-01-01 | 3,262 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 40 |
| Total participants | 2012-01-01 | 3,302 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 134 |
| 2011: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3,213 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,585 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 240 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 351 |
| Total of all active and inactive participants | 2011-01-01 | 3,176 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 33 |
| Total participants | 2011-01-01 | 3,209 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 132 |
| 2009: COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2,966 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,593 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 189 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 327 |
| Total of all active and inactive participants | 2009-01-01 | 3,109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 25 |
| Total participants | 2009-01-01 | 3,134 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 89 |
| Measure | Date | Value |
|---|
| 2022 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| 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 | $-48,885,733 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $9,616,380 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,468,277 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,922,378 |
| Value of total assets at end of year | 2022-12-31 | $210,689,878 |
| Value of total assets at beginning of year | 2022-12-31 | $269,191,991 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,148,103 |
| Total interest from all sources | 2022-12-31 | $10,325 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $285,192 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $20,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $2,656 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $8 |
| Administrative expenses (other) incurred | 2022-12-31 | $215,776 |
| 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 | $-58,502,113 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $210,689,878 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $269,191,991 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $647,135 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $200,963,190 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $255,526,282 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $801,654 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $922,701 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $922,701 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $10,325 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-57,818,436 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| 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 | $8,922,378 |
| Employer contributions (assets) at end of year | 2022-12-31 | $8,922,378 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $12,743,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,468,277 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2022-12-31 | 454084437 |
| 2021 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| 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 | $38,085,025 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $9,613,921 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,737,548 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,743,000 |
| Value of total assets at end of year | 2021-12-31 | $269,191,991 |
| Value of total assets at beginning of year | 2021-12-31 | $240,720,887 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $876,373 |
| Total interest from all sources | 2021-12-31 | $126 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $272,028 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $8 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $10 |
| Administrative expenses (other) incurred | 2021-12-31 | $212,420 |
| 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 | $28,471,104 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $269,191,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $240,720,887 |
| 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 |
| Investment advisory and management fees | 2021-12-31 | $391,925 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $255,526,282 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $229,554,981 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $922,701 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,635,896 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,635,896 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $126 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $25,341,899 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| 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 | $12,743,000 |
| Employer contributions (assets) at end of year | 2021-12-31 | $12,743,000 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $9,530,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,737,548 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2021-12-31 | 454084437 |
| 2020 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| 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 | $47,262,200 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $6,333,498 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,384,263 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $9,530,000 |
| Value of total assets at end of year | 2020-12-31 | $240,720,887 |
| Value of total assets at beginning of year | 2020-12-31 | $199,792,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $949,235 |
| Total interest from all sources | 2020-12-31 | $7,034 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $321,858 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $10 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,460 |
| Other income not declared elsewhere | 2020-12-31 | $-1,450 |
| Administrative expenses (other) incurred | 2020-12-31 | $205,425 |
| 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 | $40,928,702 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $240,720,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $199,792,185 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $421,952 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $229,554,981 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $186,501,592 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,635,896 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,359,133 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,359,133 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7,034 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $37,726,616 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| 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 | $9,530,000 |
| Employer contributions (assets) at end of year | 2020-12-31 | $9,530,000 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $11,930,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,384,263 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2020-12-31 | 454084437 |
| 2019 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2019 401k financial data |
|---|
| 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 | $50,274,444 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $6,670,916 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,959,033 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,930,000 |
| Value of total assets at end of year | 2019-12-31 | $199,792,185 |
| Value of total assets at beginning of year | 2019-12-31 | $156,188,657 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $711,883 |
| Total interest from all sources | 2019-12-31 | $26,751 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $244,118 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,460 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,497 |
| Other income not declared elsewhere | 2019-12-31 | $7,599 |
| Administrative expenses (other) incurred | 2019-12-31 | $311,349 |
| 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 | $43,603,528 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $199,792,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $156,188,657 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
| Investment advisory and management fees | 2019-12-31 | $156,416 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $186,501,592 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $143,079,802 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,359,133 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $942,358 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $942,358 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $26,751 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $38,310,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| 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 | $11,930,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $11,930,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $12,165,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,959,033 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2019-12-31 | 454084437 |
| 2018 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2018 401k financial data |
|---|
| 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 | $2,720,655 |
| Total loss/gain on sale of assets | 2018-12-31 | $2,087,237 |
| Total of all expenses incurred | 2018-12-31 | $8,186,929 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,149,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $12,165,000 |
| Value of total assets at end of year | 2018-12-31 | $156,188,657 |
| Value of total assets at beginning of year | 2018-12-31 | $161,654,931 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,037,074 |
| Total interest from all sources | 2018-12-31 | $48,767 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $462,662 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,497 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $831 |
| Other income not declared elsewhere | 2018-12-31 | $-37,400 |
| Administrative expenses (other) incurred | 2018-12-31 | $327,130 |
| 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 | $-5,466,274 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $156,188,657 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $161,654,931 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $23,402,590 |
| Investment advisory and management fees | 2018-12-31 | $247,282 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $11,388,583 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $143,079,802 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $114,015,273 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $942,358 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $739,654 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $739,654 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $48,767 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $420,882 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-11,963,831 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| 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 | $12,165,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $12,165,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $12,108,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,149,855 |
| 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 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $25,489,827 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $23,402,590 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2018-12-31 | 454084437 |
| 2017 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $4,192,915 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $4,192,915 |
| Total transfer of assets from this plan | 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 | $39,600,310 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $17,828,507 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $16,799,174 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,616,000 |
| Value of total assets at end of year | 2017-12-31 | $161,654,931 |
| Value of total assets at beginning of year | 2017-12-31 | $139,883,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,029,333 |
| Total interest from all sources | 2017-12-31 | $22,314 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,073,915 |
| 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 | $1,073,915 |
| Administrative expenses professional fees incurred | 2017-12-31 | $401,761 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
| 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 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $9,894,801 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $831 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $77 |
| Other income not declared elsewhere | 2017-12-31 | $63,931 |
| Administrative expenses (other) incurred | 2017-12-31 | $428,014 |
| 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 | $21,771,803 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $161,654,931 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $139,883,128 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $23,402,590 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $19,209,674 |
| Investment advisory and management fees | 2017-12-31 | $199,558 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $11,388,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,056,729 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $114,015,273 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $97,455,161 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $739,654 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $381,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $381,487 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $22,314 |
| Asset value of US Government securities at end of year | 2017-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $71,123 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $16,560,112 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| 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 | $17,616,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $12,108,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $9,780,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,904,373 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
| 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 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2017-12-31 | 454084437 |
| 2016 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $298,589 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $298,589 |
| 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 | $25,544,525 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $13,589,667 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $12,556,778 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $12,164,000 |
| Value of total assets at end of year | 2016-12-31 | $139,883,128 |
| Value of total assets at beginning of year | 2016-12-31 | $127,928,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,032,889 |
| Total interest from all sources | 2016-12-31 | $4,171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,144,617 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $346,841 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $77 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $130 |
| Other income not declared elsewhere | 2016-12-31 | $1,023,008 |
| Administrative expenses (other) incurred | 2016-12-31 | $503,176 |
| 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 | $11,954,858 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $139,883,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $127,928,270 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $19,209,674 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $17,889,286 |
| Investment advisory and management fees | 2016-12-31 | $182,872 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,056,729 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,732,729 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $97,455,161 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $90,274,404 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $381,487 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $576,721 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $576,721 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,171 |
| Asset value of US Government securities at end of year | 2016-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $379,383 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $9,530,757 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 |
| Contributions received in cash from employer | 2016-12-31 | $12,164,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $9,780,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $7,455,000 |
| Income. Dividends from common stock | 2016-12-31 | $2,144,617 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $12,556,778 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2016-12-31 | 454084437 |
| 2015 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $8,267,573 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $6,191,488 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,188,888 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $10,142,000 |
| Value of total assets at end of year | 2015-12-31 | $127,928,270 |
| Value of total assets at beginning of year | 2015-12-31 | $125,852,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,002,600 |
| Total interest from all sources | 2015-12-31 | $1,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $655,754 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $655,754 |
| Administrative expenses professional fees incurred | 2015-12-31 | $412,008 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $375,001 |
| Other income not declared elsewhere | 2015-12-31 | $-74,163 |
| Administrative expenses (other) incurred | 2015-12-31 | $409,428 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $2,076,085 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $127,928,270 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $125,852,185 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $17,889,286 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $15,963,450 |
| Investment advisory and management fees | 2015-12-31 | $181,164 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,732,729 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,365,265 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $90,274,404 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $87,943,728 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $576,721 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,702 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,702 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,596 |
| Asset value of US Government securities at end of year | 2015-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,288,290 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,169,324 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $10,142,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $7,455,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $10,203,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,188,888 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2015-12-31 | 454084437 |
| 2014 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-953,892 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-953,892 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $31,784,869 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $7,683,113 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,866,618 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $19,476,156 |
| Value of total assets at end of year | 2014-12-31 | $125,852,185 |
| Value of total assets at beginning of year | 2014-12-31 | $101,750,429 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $816,495 |
| Total interest from all sources | 2014-12-31 | $128 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,873,765 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,873,765 |
| Administrative expenses professional fees incurred | 2014-12-31 | $339,473 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $75,542,872 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $375,001 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9 |
| Other income not declared elsewhere | 2014-12-31 | $3,623 |
| Administrative expenses (other) incurred | 2014-12-31 | $322,406 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $24,101,756 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $125,852,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $101,750,429 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $15,963,450 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $15,139,405 |
| Investment advisory and management fees | 2014-12-31 | $154,616 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,365,265 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,310,203 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $87,943,728 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,702 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $757,940 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $757,940 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $128 |
| Asset value of US Government securities at end of year | 2014-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-643,704 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $12,028,793 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $19,476,156 |
| Employer contributions (assets) at end of year | 2014-12-31 | $10,203,039 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,866,618 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2014-12-31 | 454084437 |
| 2013 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $8,412,562 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $8,412,562 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $23,618,272 |
| Total loss/gain on sale of assets | 2013-12-31 | $759,295 |
| Total of all expenses incurred | 2013-12-31 | $10,849,839 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,028,429 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $11,515,514 |
| Value of total assets at end of year | 2013-12-31 | $101,750,429 |
| Value of total assets at beginning of year | 2013-12-31 | $88,981,996 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $821,410 |
| Total interest from all sources | 2013-12-31 | $-6,706 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,415,566 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,344,840 |
| Administrative expenses professional fees incurred | 2013-12-31 | $362,221 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $75,542,872 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $321,209 |
| Other income not declared elsewhere | 2013-12-31 | $2,209 |
| Administrative expenses (other) incurred | 2013-12-31 | $292,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $12,768,433 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $101,750,429 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $88,981,996 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $15,139,405 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $166,567 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,310,203 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $18,084,680 |
| Income. Interest from US Government securities | 2013-12-31 | $25,501 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $-33,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $757,940 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $7,999,221 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $7,999,221 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $967 |
| Asset value of US Government securities at end of year | 2013-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $14,716,062 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,519,832 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $11,515,514 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $2,264,909 |
| Income. Dividends from common stock | 2013-12-31 | $70,726 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,028,429 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $15,044,221 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $30,551,694 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $34,070,264 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $33,310,969 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2013-12-31 | 454084437 |
| 2012 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $4,351,715 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $4,351,715 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $23,135,029 |
| Total loss/gain on sale of assets | 2012-12-31 | $824,771 |
| Total of all expenses incurred | 2012-12-31 | $6,594,896 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,791,729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,988,636 |
| Value of total assets at end of year | 2012-12-31 | $92,910,996 |
| Value of total assets at beginning of year | 2012-12-31 | $76,370,863 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $803,167 |
| Total interest from all sources | 2012-12-31 | $1,267,125 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,423,413 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $745,512 |
| Administrative expenses professional fees incurred | 2012-12-31 | $276,030 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $321,209 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $354,314 |
| Other income not declared elsewhere | 2012-12-31 | $483 |
| Administrative expenses (other) incurred | 2012-12-31 | $229,649 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $16,540,133 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $92,910,996 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $76,370,863 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $297,488 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $18,084,680 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $13,090,282 |
| Income. Interest from US Government securities | 2012-12-31 | $484,242 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $775,384 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $7,999,221 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,776,487 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,776,487 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7,499 |
| Asset value of US Government securities at end of year | 2012-12-31 | $14,716,062 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $13,050,206 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $2,278,886 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $12,988,636 |
| Employer contributions (assets) at end of year | 2012-12-31 | $6,193,909 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $4,888,006 |
| Income. Dividends from common stock | 2012-12-31 | $677,901 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,791,729 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $15,044,221 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $14,814,106 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $30,551,694 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $26,397,462 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $32,776,236 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $31,951,465 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | WARREN AVERETT, LLC |
| Accountancy firm EIN | 2012-12-31 | 454084437 |
| 2011 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,539,732 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,539,732 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $12,877,644 |
| Total loss/gain on sale of assets | 2011-12-31 | $-238,903 |
| Total of all expenses incurred | 2011-12-31 | $4,690,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,025,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $10,199,605 |
| Value of total assets at end of year | 2011-12-31 | $76,370,863 |
| Value of total assets at beginning of year | 2011-12-31 | $68,183,855 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $664,861 |
| Total interest from all sources | 2011-12-31 | $1,152,738 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,010,964 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $487,168 |
| Administrative expenses professional fees incurred | 2011-12-31 | $273,862 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $354,314 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $440,194 |
| Other income not declared elsewhere | 2011-12-31 | $476 |
| Administrative expenses (other) incurred | 2011-12-31 | $173,850 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $8,187,008 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $76,370,863 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $68,183,855 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $217,149 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $13,090,282 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $12,136,693 |
| Income. Interest from US Government securities | 2011-12-31 | $443,339 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $707,759 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,776,487 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $210,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $210,366 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,640 |
| Asset value of US Government securities at end of year | 2011-12-31 | $13,050,206 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $8,752,528 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,786,968 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $10,199,605 |
| Employer contributions (assets) at end of year | 2011-12-31 | $4,888,006 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $9,917,455 |
| Income. Dividends from common stock | 2011-12-31 | $523,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,025,775 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $14,814,106 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $9,530,788 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $26,397,462 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $27,195,831 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $38,980,677 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $39,219,580 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | LOVOY, SUMMERVILLE, & SHELTON, P.C. |
| Accountancy firm EIN | 2011-12-31 | 630795199 |
| 2010 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $3,209,745 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $3,209,745 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $19,103,420 |
| Total loss/gain on sale of assets | 2010-12-31 | $-215,607 |
| Total of all expenses incurred | 2010-12-31 | $5,594,451 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,637,317 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,144,372 |
| Value of total assets at end of year | 2010-12-31 | $68,183,855 |
| Value of total assets at beginning of year | 2010-12-31 | $54,674,886 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $957,134 |
| Total interest from all sources | 2010-12-31 | $918,660 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $538,283 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $133,912 |
| Administrative expenses professional fees incurred | 2010-12-31 | $461,932 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $440,194 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $451,130 |
| Other income not declared elsewhere | 2010-12-31 | $7,698 |
| Administrative expenses (other) incurred | 2010-12-31 | $215,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $13,508,969 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $68,183,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $54,674,886 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $279,729 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $12,136,693 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $21,994,146 |
| Income. Interest from US Government securities | 2010-12-31 | $351,404 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $566,166 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $210,366 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $615,681 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $615,681 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,090 |
| Asset value of US Government securities at end of year | 2010-12-31 | $8,752,528 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $6,082,741 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,500,269 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $13,144,372 |
| Employer contributions (assets) at end of year | 2010-12-31 | $9,917,455 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,640,041 |
| Income. Dividends from common stock | 2010-12-31 | $404,371 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,637,317 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $9,530,788 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $10,460,336 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $27,195,831 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $13,430,811 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $45,718,456 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $45,934,063 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | LOVOY, SUMMERVILLE, & SHELTON, P.C. |
| Accountancy firm EIN | 2010-12-31 | 630795199 |
| 2009 : COCA-COLA BOTTLING COMPANY UNITED, INC. RETIREMENT PLAN 2009 401k financial data |
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| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
