COCA-COLA REFRESHMENTS USA, INC. has sponsored the creation of one or more 401k plans.
Additional information about COCA-COLA REFRESHMENTS USA, INC.
Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY
401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY
| Measure | Date | Value |
|---|
| 2011: EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 1,353 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 0 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
| Total of all active and inactive participants | 2011-10-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 31 |
| 2010: EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 1,324 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 622 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 275 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 423 |
| Total of all active and inactive participants | 2010-10-01 | 1,320 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 33 |
| Total participants | 2010-10-01 | 1,353 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 18 |
| 2009: EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2012 : EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $0 |
| Total transfer of assets from this plan | 2012-09-30 | $92,395,174 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $36,457 |
| Total income from all sources (including contributions) | 2012-09-30 | $16,034,342 |
| Total loss/gain on sale of assets | 2012-09-30 | $0 |
| Total of all expenses incurred | 2012-09-30 | $3,847,096 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $3,295,289 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $440,618 |
| Value of total assets at end of year | 2012-09-30 | $0 |
| Value of total assets at beginning of year | 2012-09-30 | $80,244,385 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $551,807 |
| Total interest from all sources | 2012-09-30 | $2,023 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Administrative expenses (other) incurred | 2012-09-30 | $531,500 |
| Liabilities. Value of operating payables at end of year | 2012-09-30 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $36,457 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $12,187,246 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $80,207,928 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Investment advisory and management fees | 2012-09-30 | $20,307 |
| Interest earned on other investments | 2012-09-30 | $2,023 |
| Value of interest in master investment trust accounts at end of year | 2012-09-30 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2012-09-30 | $72,685,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $440,618 |
| Employer contributions (assets) at end of year | 2012-09-30 | $0 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $7,559,382 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $3,295,289 |
| Did the plan have assets held for investment | 2012-09-30 | No |
| 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 | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Disclaimer |
| Accountancy firm name | 2012-09-30 | MITCHELL & TITUS, LLP |
| Accountancy firm EIN | 2012-09-30 | 132781641 |
| 2011 : EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $36,457 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $38,196 |
| Total income from all sources (including contributions) | 2011-09-30 | $6,838,338 |
| Total loss/gain on sale of assets | 2011-09-30 | $0 |
| Total of all expenses incurred | 2011-09-30 | $3,307,412 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $3,044,856 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $7,559,382 |
| Value of total assets at end of year | 2011-09-30 | $80,244,385 |
| Value of total assets at beginning of year | 2011-09-30 | $76,715,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $262,556 |
| Total interest from all sources | 2011-09-30 | $848 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Administrative expenses professional fees incurred | 2011-09-30 | $216,510 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $25,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Administrative expenses (other) incurred | 2011-09-30 | $46,046 |
| Liabilities. Value of operating payables at end of year | 2011-09-30 | $36,457 |
| Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $38,196 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $3,530,926 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $80,207,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $76,677,002 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Interest earned on other investments | 2011-09-30 | $848 |
| Value of interest in master investment trust accounts at end of year | 2011-09-30 | $72,685,003 |
| Value of interest in master investment trust accounts at beginning of year | 2011-09-30 | $76,715,198 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $7,559,382 |
| Employer contributions (assets) at end of year | 2011-09-30 | $7,559,382 |
| Employer contributions (assets) at beginning of year | 2011-09-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $3,044,856 |
| Did the plan have assets held for investment | 2011-09-30 | No |
| 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 | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
| Accountancy firm name | 2011-09-30 | MITCHELL & TITUS,LLP |
| Accountancy firm EIN | 2011-09-30 | 132781641 |
| 2009 : EMPLOYEES' RETIREMENT PLAN OF THE PHILADELPHIA COCA-COLA BOTTLING COMPANY 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
