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RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY
Plan identification number 333

RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

LUFKIN COCA COLA BOTTLING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LUFKIN COCA COLA BOTTLING COMPANY
Employer identification number (EIN):750738271
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332020-01-01JULIE RHODES2020-09-01
3332019-01-01JULIE RHODES2020-02-20
3332018-01-01JULIE RHODES2019-04-04
3332017-01-01JULIE RHODES2018-04-18
3332016-01-01JULIE RHODES2017-05-25
3332015-01-01JULIE RHODES2016-04-08
3332014-01-01JULIE RHODES2015-03-06
3332013-01-01JULIE RHODES2014-05-16
3332012-01-01JULIE RHODES2013-10-09
3332011-01-01JULIE RHODES2012-10-05
3332010-01-01JULIE RHODES2011-09-29

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY

Measure Date Value
2019: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY 2019 401k membership
Market value of plan assets2019-12-314,282,082
Acturial value of plan assets2019-12-314,439,761
Funding target for retired participants and beneficiaries receiving payment2019-12-312,968,850
Number of terminated vested participants2019-12-3118
Fundng target for terminated vested participants2019-12-31322,006
Active participant vested funding target2019-12-31888,428
Number of active participants2019-12-3121
Total funding liabilities for active participants2019-12-31888,428
Total participant count2019-12-3170
Total funding target for all participants2019-12-314,179,284
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31507,051
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31507,051
Present value of excess contributions2019-12-3177,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3181,573
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31491,637
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY 2018 401k membership
Market value of plan assets2018-12-314,706,637
Acturial value of plan assets2018-12-314,465,912
Funding target for retired participants and beneficiaries receiving payment2018-12-313,117,164
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-31286,828
Active participant vested funding target2018-12-31943,976
Number of active participants2018-12-3123
Total funding liabilities for active participants2018-12-31943,976
Total participant count2018-12-3173
Total funding target for all participants2018-12-314,347,968
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31439,767
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31439,767
Present value of excess contributions2018-12-3177,085
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3181,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31507,051
Total employer contributions2018-12-3180,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3177,240
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3177,240
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY 2017 401k membership
Market value of plan assets2017-12-314,322,258
Acturial value of plan assets2017-12-314,413,432
Funding target for retired participants and beneficiaries receiving payment2017-12-312,945,670
Number of terminated vested participants2017-12-3115
Fundng target for terminated vested participants2017-12-31248,095
Active participant vested funding target2017-12-31949,594
Number of active participants2017-12-3132
Total funding liabilities for active participants2017-12-31949,594
Total participant count2017-12-3173
Total funding target for all participants2017-12-314,143,359
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31337,773
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31337,773
Present value of excess contributions2017-12-3177,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3181,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3181,694
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31439,767
Total employer contributions2017-12-3180,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3177,085
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3177,085
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETIREMENT PLAN FOR EMPLOYEES OF LUFKIN COCA-COLA BOTTLING COMPANY 2016 401k membership
Market value of plan assets2016-12-314,336,733
Acturial value of plan assets2016-12-314,494,093
Funding target for retired participants and beneficiaries receiving payment2016-12-312,912,197
Number of terminated vested participants2016-12-3113
Fundng target for terminated vested participants2016-12-31210,796
Active participant vested funding target2016-12-311,036,049
Number of active participants2016-12-3128
Total funding liabilities for active participants2016-12-311,036,049
Total participant count2016-12-3172
Total funding target for all participants2016-12-314,159,042
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31242,944
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31242,944
Present value of excess contributions2016-12-3186,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3192,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3192,229
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31337,773
Total employer contributions2016-12-3180,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3177,077
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3177,077
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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