THE COCA-COLA BOTTLERS ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION
401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION
Measure | Date | Value |
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2023: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2023 401k membership |
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Market value of plan assets | 2023-07-31 | 3,992,676 |
Acturial value of plan assets | 2023-07-31 | 3,992,676 |
Funding target for retired participants and beneficiaries receiving payment | 2023-07-31 | 2,901,963 |
Number of terminated vested participants | 2023-07-31 | 10 |
Fundng target for terminated vested participants | 2023-07-31 | 696,437 |
Active participant vested funding target | 2023-07-31 | 870,351 |
Number of active participants | 2023-07-31 | 2 |
Total funding liabilities for active participants | 2023-07-31 | 870,351 |
Total participant count | 2023-07-31 | 26 |
Total funding target for all participants | 2023-07-31 | 4,468,751 |
Balance at beginning of prior year after applicable adjustments | 2023-07-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-07-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-07-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-07-31 | 0 |
Amount remaining of carryover balance | 2023-07-31 | 0 |
Amount remaining of prefunding balance | 2023-07-31 | 0 |
Present value of excess contributions | 2023-07-31 | 50,720 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-07-31 | 53,545 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-07-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-07-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-07-31 | 0 |
Balance of carryovers at beginning of current year | 2023-07-31 | 0 |
Balance of prefunding at beginning of current year | 2023-07-31 | 0 |
Total employer contributions | 2023-07-31 | 1,281,685 |
Total employee contributions | 2023-07-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-07-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-07-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-07-31 | 1,249,187 |
Liquidity shortfalls end of Q1 | 2023-07-31 | 0 |
Liquidity shortfalls end of Q2 | 2023-07-31 | 0 |
Liquidity shortfalls end of Q3 | 2023-07-31 | 0 |
Liquidity shortfalls end of Q4 | 2023-07-31 | 0 |
Unpaid minimum required contributions for all prior years | 2023-07-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-07-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-07-31 | 0 |
Minimum required contributions for current year target normal cost | 2023-07-31 | 36,408 |
Net shortfall amortization installment of oustanding balance | 2023-07-31 | 476,075 |
Waiver amortization installment | 2023-07-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-07-31 | 80,816 |
Carryover balance elected to use to offset funding requirement | 2023-07-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-07-31 | 0 |
Additional cash requirement | 2023-07-31 | 80,816 |
Contributions allocatedtoward minimum required contributions for current year | 2023-07-31 | 1,249,187 |
Unpaid minimum required contributions for current year | 2023-07-31 | 0 |
Unpaid minimum required contributions for all years | 2023-07-31 | 0 |
2022: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2022 401k membership |
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Market value of plan assets | 2022-11-30 | 4,178,538 |
Acturial value of plan assets | 2022-11-30 | 4,178,538 |
Funding target for retired participants and beneficiaries receiving payment | 2022-11-30 | 2,846,235 |
Number of terminated vested participants | 2022-11-30 | 10 |
Fundng target for terminated vested participants | 2022-11-30 | 628,075 |
Active participant vested funding target | 2022-11-30 | 801,539 |
Number of active participants | 2022-11-30 | 2 |
Total funding liabilities for active participants | 2022-11-30 | 801,539 |
Total participant count | 2022-11-30 | 26 |
Total funding target for all participants | 2022-11-30 | 4,275,849 |
Balance at beginning of prior year after applicable adjustments | 2022-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-11-30 | 0 |
Amount remaining of carryover balance | 2022-11-30 | 0 |
Amount remaining of prefunding balance | 2022-11-30 | 0 |
Present value of excess contributions | 2022-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-11-30 | 0 |
Balance of carryovers at beginning of current year | 2022-11-30 | 0 |
Balance of prefunding at beginning of current year | 2022-11-30 | 0 |
Total employer contributions | 2022-11-30 | 98,984 |
Total employee contributions | 2022-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-11-30 | 95,462 |
Liquidity shortfalls end of Q1 | 2022-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2022-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2022-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2022-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2022-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-11-30 | 35,669 |
Net shortfall amortization installment of oustanding balance | 2022-11-30 | 97,311 |
Waiver amortization installment | 2022-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-11-30 | 44,742 |
Carryover balance elected to use to offset funding requirement | 2022-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-11-30 | 0 |
Additional cash requirement | 2022-11-30 | 44,742 |
Contributions allocatedtoward minimum required contributions for current year | 2022-11-30 | 95,462 |
Unpaid minimum required contributions for current year | 2022-11-30 | 0 |
Unpaid minimum required contributions for all years | 2022-11-30 | 0 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2021 401k membership |
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Market value of plan assets | 2021-11-30 | 3,921,612 |
Acturial value of plan assets | 2021-11-30 | 3,921,612 |
Funding target for retired participants and beneficiaries receiving payment | 2021-11-30 | 2,880,316 |
Number of terminated vested participants | 2021-11-30 | 10 |
Fundng target for terminated vested participants | 2021-11-30 | 610,952 |
Active participant vested funding target | 2021-11-30 | 777,241 |
Number of active participants | 2021-11-30 | 2 |
Total funding liabilities for active participants | 2021-11-30 | 777,241 |
Total participant count | 2021-11-30 | 26 |
Total funding target for all participants | 2021-11-30 | 4,268,509 |
Balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-11-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-11-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-11-30 | 0 |
Amount remaining of carryover balance | 2021-11-30 | 0 |
Amount remaining of prefunding balance | 2021-11-30 | 0 |
Present value of excess contributions | 2021-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-11-30 | 0 |
Balance of carryovers at beginning of current year | 2021-11-30 | 0 |
Balance of prefunding at beginning of current year | 2021-11-30 | 0 |
Total employer contributions | 2021-11-30 | 99,866 |
Total employee contributions | 2021-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-11-30 | 99,012 |
Unpaid minimum required contributions for all prior years | 2021-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-11-30 | 33,809 |
Net shortfall amortization installment of oustanding balance | 2021-11-30 | 346,897 |
Waiver amortization installment | 2021-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-11-30 | 99,012 |
Carryover balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-11-30 | 0 |
Additional cash requirement | 2021-11-30 | 99,012 |
Contributions allocatedtoward minimum required contributions for current year | 2021-11-30 | 99,012 |
Unpaid minimum required contributions for current year | 2021-11-30 | 0 |
Unpaid minimum required contributions for all years | 2021-11-30 | 0 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2020 401k membership |
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Market value of plan assets | 2020-11-30 | 4,031,615 |
Acturial value of plan assets | 2020-11-30 | 4,031,615 |
Funding target for retired participants and beneficiaries receiving payment | 2020-11-30 | 3,072,713 |
Number of terminated vested participants | 2020-11-30 | 10 |
Fundng target for terminated vested participants | 2020-11-30 | 541,306 |
Active participant vested funding target | 2020-11-30 | 717,594 |
Number of active participants | 2020-11-30 | 2 |
Total funding liabilities for active participants | 2020-11-30 | 717,594 |
Total participant count | 2020-11-30 | 26 |
Total funding target for all participants | 2020-11-30 | 4,331,613 |
Balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-11-30 | 0 |
Amount remaining of carryover balance | 2020-11-30 | 0 |
Amount remaining of prefunding balance | 2020-11-30 | 0 |
Present value of excess contributions | 2020-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-11-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-11-30 | 0 |
Balance of carryovers at beginning of current year | 2020-11-30 | 0 |
Balance of prefunding at beginning of current year | 2020-11-30 | 0 |
Total employer contributions | 2020-11-30 | 89,499 |
Total employee contributions | 2020-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-11-30 | 87,257 |
Unpaid minimum required contributions for all prior years | 2020-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-11-30 | 35,796 |
Net shortfall amortization installment of oustanding balance | 2020-11-30 | 299,998 |
Waiver amortization installment | 2020-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-11-30 | 87,257 |
Carryover balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-11-30 | 0 |
Additional cash requirement | 2020-11-30 | 87,257 |
Contributions allocatedtoward minimum required contributions for current year | 2020-11-30 | 87,257 |
Unpaid minimum required contributions for current year | 2020-11-30 | 0 |
Unpaid minimum required contributions for all years | 2020-11-30 | 0 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2019 401k membership |
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Market value of plan assets | 2019-11-30 | 3,915,844 |
Acturial value of plan assets | 2019-11-30 | 3,915,844 |
Funding target for retired participants and beneficiaries receiving payment | 2019-11-30 | 2,229,182 |
Number of terminated vested participants | 2019-11-30 | 11 |
Fundng target for terminated vested participants | 2019-11-30 | 625,732 |
Active participant vested funding target | 2019-11-30 | 1,200,872 |
Number of active participants | 2019-11-30 | 3 |
Total funding liabilities for active participants | 2019-11-30 | 1,200,872 |
Total participant count | 2019-11-30 | 28 |
Total funding target for all participants | 2019-11-30 | 4,055,786 |
Balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-11-30 | 0 |
Amount remaining of carryover balance | 2019-11-30 | 0 |
Amount remaining of prefunding balance | 2019-11-30 | 0 |
Present value of excess contributions | 2019-11-30 | 24,122 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-11-30 | 25,550 |
Balance of carryovers at beginning of current year | 2019-11-30 | 0 |
Balance of prefunding at beginning of current year | 2019-11-30 | 0 |
Total employer contributions | 2019-11-30 | 63,908 |
Total employee contributions | 2019-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-11-30 | 60,177 |
Unpaid minimum required contributions for all prior years | 2019-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-11-30 | 37,331 |
Net shortfall amortization installment of oustanding balance | 2019-11-30 | 139,942 |
Waiver amortization installment | 2019-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-11-30 | 60,177 |
Carryover balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-11-30 | 0 |
Additional cash requirement | 2019-11-30 | 60,177 |
Contributions allocatedtoward minimum required contributions for current year | 2019-11-30 | 60,177 |
Unpaid minimum required contributions for current year | 2019-11-30 | 0 |
Unpaid minimum required contributions for all years | 2019-11-30 | 0 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2018 401k membership |
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Market value of plan assets | 2018-11-30 | 4,101,079 |
Acturial value of plan assets | 2018-11-30 | 4,101,079 |
Funding target for retired participants and beneficiaries receiving payment | 2018-11-30 | 1,896,932 |
Number of terminated vested participants | 2018-11-30 | 11 |
Fundng target for terminated vested participants | 2018-11-30 | 561,991 |
Active participant vested funding target | 2018-11-30 | 1,502,485 |
Number of active participants | 2018-11-30 | 4 |
Total funding liabilities for active participants | 2018-11-30 | 1,502,485 |
Total participant count | 2018-11-30 | 28 |
Total funding target for all participants | 2018-11-30 | 3,961,408 |
Balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-11-30 | 0 |
Amount remaining of carryover balance | 2018-11-30 | 0 |
Amount remaining of prefunding balance | 2018-11-30 | 0 |
Present value of excess contributions | 2018-11-30 | 71,600 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-11-30 | 75,975 |
Balance of carryovers at beginning of current year | 2018-11-30 | 0 |
Balance of prefunding at beginning of current year | 2018-11-30 | 0 |
Total employer contributions | 2018-11-30 | 24,524 |
Total employee contributions | 2018-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-11-30 | 24,122 |
Liquidity shortfalls end of Q1 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2018-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2018-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2018-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2018-11-30 | 39,976 |
Net shortfall amortization installment of oustanding balance | 2018-11-30 | 0 |
Waiver amortization installment | 2018-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-11-30 | 0 |
Additional cash requirement | 2018-11-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-11-30 | 24,122 |
Unpaid minimum required contributions for current year | 2018-11-30 | 0 |
Unpaid minimum required contributions for all years | 2018-11-30 | 0 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF THE COCA-COLA BOTTLERS' ASSOCIATION 2017 401k membership |
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Market value of plan assets | 2017-11-30 | 3,929,735 |
Acturial value of plan assets | 2017-11-30 | 3,929,735 |
Funding target for retired participants and beneficiaries receiving payment | 2017-11-30 | 2,158,226 |
Number of terminated vested participants | 2017-11-30 | 12 |
Fundng target for terminated vested participants | 2017-11-30 | 596,058 |
Active participant vested funding target | 2017-11-30 | 1,430,893 |
Number of active participants | 2017-11-30 | 4 |
Total funding liabilities for active participants | 2017-11-30 | 1,430,893 |
Total participant count | 2017-11-30 | 29 |
Total funding target for all participants | 2017-11-30 | 4,185,177 |
Balance at beginning of prior year after applicable adjustments | 2017-11-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-11-30 | 15,739 |
Amount remaining of carryover balance | 2017-11-30 | 0 |
Amount remaining of prefunding balance | 2017-11-30 | 15,739 |
Present value of excess contributions | 2017-11-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-11-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-11-30 | 16,477 |
Balance of carryovers at beginning of current year | 2017-11-30 | 0 |
Balance of prefunding at beginning of current year | 2017-11-30 | 0 |
Total employer contributions | 2017-11-30 | 177,726 |
Total employee contributions | 2017-11-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-11-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-11-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-11-30 | 169,694 |
Liquidity shortfalls end of Q1 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q2 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q3 | 2017-11-30 | 0 |
Liquidity shortfalls end of Q4 | 2017-11-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-11-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-11-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-11-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-11-30 | 41,943 |
Net shortfall amortization installment of oustanding balance | 2017-11-30 | 255,442 |
Waiver amortization installment | 2017-11-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-11-30 | 98,094 |
Additional cash requirement | 2017-11-30 | 98,094 |
Contributions allocatedtoward minimum required contributions for current year | 2017-11-30 | 169,694 |
Unpaid minimum required contributions for current year | 2017-11-30 | 0 |
Unpaid minimum required contributions for all years | 2017-11-30 | 0 |