BLUESTONE COKE LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES
| Measure | Date | Value |
|---|
| 2025 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 57222 |
| Net assets as of the end of the plan year | 2025-10-15 | 222705 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 251254 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 26000 |
| Other income to plan in this plan year | 2025-10-15 | 28673 |
| Plan net income in this plan year | 2025-10-15 | -28549 |
| Net assets as of the end of the plan year | 2025-10-15 | 222705 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 251254 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 260 |
| 2024 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-05 | 144884 |
| Net assets as of the end of the plan year | 2024-06-05 | 251254 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 348890 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 35000 |
| Other income to plan in this plan year | 2024-06-05 | 47248 |
| Plan net income in this plan year | 2024-06-05 | -97636 |
| Net assets as of the end of the plan year | 2024-06-05 | 251254 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 348890 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 2138 |
| 2022 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-24 | 404674 |
| Net assets as of the end of the plan year | 2022-08-24 | 651255 |
| Total assets as of the beginning of the plan year | 2022-08-24 | 724009 |
| Value of plan covered by a fidelity bond | 2022-08-24 | 73000 |
| Participant contributions to plan in this plan year | 2022-08-24 | 147033 |
| Other income to plan in this plan year | 2022-08-24 | 111536 |
| Plan net income in this plan year | 2022-08-24 | -72754 |
| Net assets as of the end of the plan year | 2022-08-24 | 651255 |
| Net assets as of the beginning of the plan year | 2022-08-24 | 724009 |
| Employer contributions to plan in this plan year | 2022-08-24 | 73351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-24 | 1045 |
| 2019 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $572,915 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $328,604 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $320,326 |
| Value of total corrective distributions | 2019-12-31 | $7,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $383,493 |
| Value of total assets at end of year | 2019-12-31 | $1,015,604 |
| Value of total assets at beginning of year | 2019-12-31 | $771,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $880 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $104,781 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $104,781 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $78,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Contributions received from participants | 2019-12-31 | $249,633 |
| Administrative expenses (other) incurred | 2019-12-31 | $880 |
| 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 | $244,311 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,015,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $771,293 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,014,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $770,409 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,407 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $884 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $84,613 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $28 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 | $133,860 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $320,326 |
| 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 | BROWN EDWARDS |
| Accountancy firm EIN | 2019-12-31 | 540504608 |
| 2018 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $324,441 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $51,373 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $50,988 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $386,965 |
| Value of total assets at end of year | 2018-12-31 | $771,293 |
| Value of total assets at beginning of year | 2018-12-31 | $498,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $385 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $48,817 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $48,817 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| 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 |
| Contributions received from participants | 2018-12-31 | $244,468 |
| Administrative expenses (other) incurred | 2018-12-31 | $385 |
| 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 | $273,068 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $771,293 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $498,225 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $770,409 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $497,859 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $884 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $366 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-111,358 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $17 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| 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 | $142,497 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $50,988 |
| 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 |
| 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 | BROWN EDWARDS |
| Accountancy firm EIN | 2018-12-31 | 540504608 |
| 2017 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $0 |
| 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 | $344,986 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $22,494 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $22,344 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $287,409 |
| Value of total assets at end of year | 2017-12-31 | $498,225 |
| Value of total assets at beginning of year | 2017-12-31 | $175,733 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $150 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $21,707 |
| 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 | $21,707 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $18,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| 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 |
| Contributions received from participants | 2017-12-31 | $178,742 |
| Administrative expenses (other) incurred | 2017-12-31 | $150 |
| 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 | $322,492 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $498,225 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $175,733 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $497,859 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $175,733 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $366 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $35,867 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $3 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| 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 | $108,667 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $22,344 |
| 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 | CHERRY BEKAERT LLP |
| Accountancy firm EIN | 2017-12-31 | 560574444 |
| 2016 : ERP COMPLIANT COKE LLC 401K PLAN FOR REPRESENTED EMPLOYEES 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $0 |
| Total transfer of assets from this plan | 2016-12-31 | $0 |
| 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 | $185,268 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $9,535 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,535 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $179,975 |
| Value of total assets at end of year | 2016-12-31 | $175,733 |
| Value of total assets at beginning of year | 2016-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,960 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $4,960 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| 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 |
| Contributions received from participants | 2016-12-31 | $82,793 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $48,008 |
| 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 | $175,733 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $175,733 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $175,733 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $333 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| 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 | $49,174 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $9,535 |
| 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 |
| 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 | CHERRY BEKAERT LLP |
| Accountancy firm EIN | 2016-12-31 | 560574444 |
