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RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 401k Plan overview

Plan NameRETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES
Plan identification number 001

RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 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).
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SWIRE PACIFIC HOLDINGS, INC. AND ITS AFFILIATES has sponsored the creation of one or more 401k plans.

Company Name:SWIRE PACIFIC HOLDINGS, INC. AND ITS AFFILIATES
Employer identification number (EIN):870424812
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES SLOAN
0012016-01-01JAMES SLOAN
0012015-01-01JAMES SLOAN JAMES SLOAN2016-10-17
0012014-01-01JAMES SLOAN2015-10-13 JAMES SLOAN2015-10-13
0012013-01-01CHRISTINE B BUCKLEY CHRISTINE B BUCKLEY2014-10-09
0012012-01-01CHRISTINE B BUCKLEY CHRISTINE B BUCKLEY2013-10-15
0012011-01-01CHRISTINE B BUCKLEY CHRISTINE B BUCKLEY2013-10-15
0012009-01-01CHRISTINE B BUCKLEY
0012009-01-01CHRISTINE B BUCKLEY CHRISTINE B BUCKLEY2013-10-15

Plan Statistics for RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES

401k plan membership statisitcs for RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES

Measure Date Value
2022: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2022 401k membership
Market value of plan assets2022-12-31222,763,516
Acturial value of plan assets2022-12-31213,103,351
Funding target for retired participants and beneficiaries receiving payment2022-12-3153,077,239
Number of terminated vested participants2022-12-31874
Fundng target for terminated vested participants2022-12-3137,109,677
Active participant vested funding target2022-12-3173,638,686
Number of active participants2022-12-31759
Total funding liabilities for active participants2022-12-3177,538,533
Total participant count2022-12-312,049
Total funding target for all participants2022-12-31167,725,449
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-315,104,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-315,398,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-315,500,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-315,082,680
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-316,732,153
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-315,082,680
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,035
Total number of active participants reported on line 7a of the Form 55002022-01-01684
Number of retired or separated participants receiving benefits2022-01-01377
Number of other retired or separated participants entitled to future benefits2022-01-01889
Total of all active and inactive participants2022-01-011,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0178
Total participants2022-01-012,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2021 401k membership
Market value of plan assets2021-12-31201,919,974
Acturial value of plan assets2021-12-31187,663,094
Funding target for retired participants and beneficiaries receiving payment2021-12-3148,659,451
Number of terminated vested participants2021-12-31836
Fundng target for terminated vested participants2021-12-3132,150,821
Active participant vested funding target2021-12-3167,324,558
Number of active participants2021-12-31831
Total funding liabilities for active participants2021-12-3171,714,389
Total participant count2021-12-312,057
Total funding target for all participants2021-12-31152,524,661
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-315,024,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,304,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-315,500,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-315,104,919
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-316,678,802
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-315,104,919
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,043
Total number of active participants reported on line 7a of the Form 55002021-01-01759
Number of retired or separated participants receiving benefits2021-01-01355
Number of other retired or separated participants entitled to future benefits2021-01-01858
Total of all active and inactive participants2021-01-011,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0163
Total participants2021-01-012,035
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2020 401k membership
Market value of plan assets2020-12-31177,280,339
Acturial value of plan assets2020-12-31171,199,563
Funding target for retired participants and beneficiaries receiving payment2020-12-3141,281,941
Number of terminated vested participants2020-12-31828
Fundng target for terminated vested participants2020-12-3127,981,728
Active participant vested funding target2020-12-3170,370,670
Number of active participants2020-12-31891
Total funding liabilities for active participants2020-12-3174,770,921
Total participant count2020-12-312,065
Total funding target for all participants2020-12-31144,034,590
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-315,129,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,423,789
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-315,500,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,024,119
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-316,745,935
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-315,024,119
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,055
Total number of active participants reported on line 7a of the Form 55002020-01-01831
Number of retired or separated participants receiving benefits2020-01-01334
Number of other retired or separated participants entitled to future benefits2020-01-01821
Total of all active and inactive participants2020-01-011,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0157
Total participants2020-01-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2019 401k membership
Market value of plan assets2019-12-31149,765,311
Acturial value of plan assets2019-12-31158,011,977
Funding target for retired participants and beneficiaries receiving payment2019-12-3133,853,962
Number of terminated vested participants2019-12-31782
Fundng target for terminated vested participants2019-12-3120,743,803
Active participant vested funding target2019-12-3171,347,110
Number of active participants2019-12-31994
Total funding liabilities for active participants2019-12-3175,417,856
Total participant count2019-12-312,082
Total funding target for all participants2019-12-31130,015,621
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-314,997,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,293,107
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 year2019-12-310
Total employer contributions2019-12-315,500,000
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 date2019-12-315,129,364
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 cost2019-12-316,706,211
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 year2019-12-315,129,364
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,072
Total number of active participants reported on line 7a of the Form 55002019-01-01891
Number of retired or separated participants receiving benefits2019-01-01294
Number of other retired or separated participants entitled to future benefits2019-01-01816
Total of all active and inactive participants2019-01-012,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0154
Total participants2019-01-012,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2018 401k membership
Market value of plan assets2018-12-31153,274,689
Acturial value of plan assets2018-12-31149,248,483
Funding target for retired participants and beneficiaries receiving payment2018-12-3130,477,574
Number of terminated vested participants2018-12-31736
Fundng target for terminated vested participants2018-12-3118,410,298
Active participant vested funding target2018-12-3163,443,618
Number of active participants2018-12-311,078
Total funding liabilities for active participants2018-12-3167,667,014
Total participant count2018-12-312,105
Total funding target for all participants2018-12-31116,554,886
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-3114,008,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3114,863,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,500,000
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 date2018-12-314,997,279
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 cost2018-12-316,083,880
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 year2018-12-314,997,279
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,097
Total number of active participants reported on line 7a of the Form 55002018-01-01994
Number of retired or separated participants receiving benefits2018-01-01256
Number of other retired or separated participants entitled to future benefits2018-01-01769
Total of all active and inactive participants2018-01-012,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Total participants2018-01-012,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2017 401k membership
Market value of plan assets2017-12-31127,420,942
Acturial value of plan assets2017-12-31129,105,040
Funding target for retired participants and beneficiaries receiving payment2017-12-3123,043,894
Number of terminated vested participants2017-12-31703
Fundng target for terminated vested participants2017-12-3116,121,861
Active participant vested funding target2017-12-3157,133,347
Number of active participants2017-12-311,185
Total funding liabilities for active participants2017-12-3160,991,948
Total participant count2017-12-312,142
Total funding target for all participants2017-12-31100,157,703
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,626,907
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 balance2017-12-313,626,907
Present value of excess contributions2017-12-3130,008,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3131,892,571
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-313,904,365
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3115,500,000
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 date2017-12-3114,008,810
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 cost2017-12-314,987,599
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 year2017-12-3114,008,810
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,132
Total number of active participants reported on line 7a of the Form 55002017-01-011,080
Number of retired or separated participants receiving benefits2017-01-01248
Number of other retired or separated participants entitled to future benefits2017-01-01721
Total of all active and inactive participants2017-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-012,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2016 401k membership
Market value of plan assets2016-12-3190,960,065
Acturial value of plan assets2016-12-3195,668,840
Funding target for retired participants and beneficiaries receiving payment2016-12-3121,867,805
Number of terminated vested participants2016-12-31683
Fundng target for terminated vested participants2016-12-3112,923,702
Active participant vested funding target2016-12-3150,018,031
Number of active participants2016-12-311,309
Total funding liabilities for active participants2016-12-3153,339,186
Total participant count2016-12-312,233
Total funding target for all participants2016-12-3188,130,693
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,436,711
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-315,436,711
Present value of excess contributions2016-12-315,007,062
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-315,330,518
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-311,750,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,626,907
Total employer contributions2016-12-3133,500,000
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 date2016-12-3130,211,312
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 cost2016-12-314,114,487
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31203,247
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31203,247
Contributions allocatedtoward minimum required contributions for current year2016-12-3130,211,312
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,225
Total number of active participants reported on line 7a of the Form 55002016-01-011,185
Number of retired or separated participants receiving benefits2016-01-01213
Number of other retired or separated participants entitled to future benefits2016-01-01688
Total of all active and inactive participants2016-01-012,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0146
Total participants2016-01-012,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0163
2015: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2015 401k membership
Total participants, beginning-of-year2015-01-012,318
Total number of active participants reported on line 7a of the Form 55002015-01-011,309
Number of retired or separated participants receiving benefits2015-01-01201
Number of other retired or separated participants entitled to future benefits2015-01-01670
Total of all active and inactive participants2015-01-012,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-012,225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0192
2014: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2014 401k membership
Total participants, beginning-of-year2014-01-012,226
Total number of active participants reported on line 7a of the Form 55002014-01-011,470
Number of retired or separated participants receiving benefits2014-01-01180
Number of other retired or separated participants entitled to future benefits2014-01-01629
Total of all active and inactive participants2014-01-012,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0139
Total participants2014-01-012,318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01157
2013: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2013 401k membership
Total participants, beginning-of-year2013-01-012,155
Total number of active participants reported on line 7a of the Form 55002013-01-011,452
Number of retired or separated participants receiving benefits2013-01-01165
Number of other retired or separated participants entitled to future benefits2013-01-01571
Total of all active and inactive participants2013-01-012,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0138
Total participants2013-01-012,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01133
2012: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2012 401k membership
Total participants, beginning-of-year2012-01-012,116
Total number of active participants reported on line 7a of the Form 55002012-01-011,457
Number of retired or separated participants receiving benefits2012-01-01143
Number of other retired or separated participants entitled to future benefits2012-01-01522
Total of all active and inactive participants2012-01-012,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0133
Total participants2012-01-012,155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01127
2011: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2011 401k membership
Total participants, beginning-of-year2011-01-012,085
Total number of active participants reported on line 7a of the Form 55002011-01-011,465
Number of retired or separated participants receiving benefits2011-01-01138
Number of other retired or separated participants entitled to future benefits2011-01-01479
Total of all active and inactive participants2011-01-012,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-012,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01136
2009: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2009 401k membership
Total participants, beginning-of-year2009-01-011,889
Total number of active participants reported on line 7a of the Form 55002009-01-011,438
Number of retired or separated participants receiving benefits2009-01-01108
Number of other retired or separated participants entitled to future benefits2009-01-01462
Total of all active and inactive participants2009-01-012,008
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0136
Total participants2009-01-012,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01113

Financial Data on RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES

Measure Date Value
2022 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-549,359
Total unrealized appreciation/depreciation of assets2022-12-31$-549,359
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$0
Total income from all sources (including contributions)2022-12-31$-25,810,556
Total loss/gain on sale of assets2022-12-31$-2,810
Total of all expenses incurred2022-12-31$5,549,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,024,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,500,000
Value of total assets at end of year2022-12-31$191,505,290
Value of total assets at beginning of year2022-12-31$222,865,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$524,359
Total interest from all sources2022-12-31$21,078
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,588,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,588,662
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,874,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$83,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$593,630
Administrative expenses (other) incurred2022-12-31$37,850
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$25,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-31,359,773
Value of net assets at end of year (total assets less liabilities)2022-12-31$191,505,290
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$222,865,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,045,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$53,578,737
Value of interest in common/collective trusts at end of year2022-12-31$129,043,455
Value of interest in common/collective trusts at beginning of year2022-12-31$151,712,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,833,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,174,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,174,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,177,645
Net investment gain or loss from common/collective trusts2022-12-31$-23,784,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,500,000
Employer contributions (assets) at end of year2022-12-31$5,500,000
Employer contributions (assets) at beginning of year2022-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,024,858
Contract administrator fees2022-12-31$486,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$30,465,626
Aggregate carrying amount (costs) on sale of assets2022-12-31$30,468,436
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY
Accountancy firm EIN2022-12-31450250958
2021 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-90,600
Total unrealized appreciation/depreciation of assets2021-12-31$-90,600
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$25,814,096
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,064,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,524,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,500,000
Value of total assets at end of year2021-12-31$222,865,063
Value of total assets at beginning of year2021-12-31$202,115,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$539,961
Total interest from all sources2021-12-31$1,492
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,984,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,984,142
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,874,543
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,965,143
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$302
Other income not declared elsewhere2021-12-31$32,254
Administrative expenses (other) incurred2021-12-31$37,449
Total non interest bearing cash at end of year2021-12-31$25,207
Total non interest bearing cash at beginning of year2021-12-31$19,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$20,749,554
Value of net assets at end of year (total assets less liabilities)2021-12-31$222,865,063
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$202,115,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$53,578,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$45,731,538
Value of interest in common/collective trusts at end of year2021-12-31$151,712,567
Value of interest in common/collective trusts at beginning of year2021-12-31$138,560,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,174,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,338,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,338,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,096,362
Net investment gain or loss from common/collective trusts2021-12-31$17,290,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,500,000
Employer contributions (assets) at end of year2021-12-31$5,500,000
Employer contributions (assets) at beginning of year2021-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,524,581
Contract administrator fees2021-12-31$502,512
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31450250958
2020 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$126,597
Total unrealized appreciation/depreciation of assets2020-12-31$126,597
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$29,205,755
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,446,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,906,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,500,000
Value of total assets at end of year2020-12-31$202,115,509
Value of total assets at beginning of year2020-12-31$177,356,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$540,023
Total interest from all sources2020-12-31$7,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$879,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$879,331
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,965,143
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,838,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,922
Other income not declared elsewhere2020-12-31$22,969
Administrative expenses (other) incurred2020-12-31$37,161
Total non interest bearing cash at end of year2020-12-31$19,134
Total non interest bearing cash at beginning of year2020-12-31$32,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$24,758,960
Value of net assets at end of year (total assets less liabilities)2020-12-31$202,115,509
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$177,356,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$45,731,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,487,570
Value of interest in common/collective trusts at end of year2020-12-31$138,560,930
Value of interest in common/collective trusts at beginning of year2020-12-31$121,226,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,338,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,269,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,269,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$7,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,044,991
Net investment gain or loss from common/collective trusts2020-12-31$20,624,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,500,000
Employer contributions (assets) at end of year2020-12-31$5,500,000
Employer contributions (assets) at beginning of year2020-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,906,772
Contract administrator fees2020-12-31$502,862
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31450250958
2019 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$319,652
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$319,652
Total unrealized appreciation/depreciation of assets2019-12-31$319,652
Total unrealized appreciation/depreciation of assets2019-12-31$319,652
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$31,350,519
Total income from all sources (including contributions)2019-12-31$31,350,519
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,966,174
Total of all expenses incurred2019-12-31$3,966,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,457,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,457,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,500,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,500,000
Value of total assets at end of year2019-12-31$177,356,549
Value of total assets at end of year2019-12-31$177,356,549
Value of total assets at beginning of year2019-12-31$149,972,204
Value of total assets at beginning of year2019-12-31$149,972,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$508,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$508,882
Total interest from all sources2019-12-31$30,445
Total interest from all sources2019-12-31$30,445
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,085,117
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,085,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,085,117
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,085,117
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,838,545
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,838,545
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,518,894
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$9,518,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$11,538
Other income not declared elsewhere2019-12-31$26,785
Other income not declared elsewhere2019-12-31$26,785
Administrative expenses (other) incurred2019-12-31$37,431
Administrative expenses (other) incurred2019-12-31$37,431
Total non interest bearing cash at end of year2019-12-31$32,183
Total non interest bearing cash at end of year2019-12-31$32,183
Total non interest bearing cash at beginning of year2019-12-31$33,396
Total non interest bearing cash at beginning of year2019-12-31$33,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,384,345
Value of net income/loss2019-12-31$27,384,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$177,356,549
Value of net assets at end of year (total assets less liabilities)2019-12-31$177,356,549
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,972,204
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,972,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,487,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,487,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,190,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$31,190,610
Value of interest in common/collective trusts at end of year2019-12-31$121,226,451
Value of interest in common/collective trusts at end of year2019-12-31$121,226,451
Value of interest in common/collective trusts at beginning of year2019-12-31$99,321,171
Value of interest in common/collective trusts at beginning of year2019-12-31$99,321,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,269,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,269,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,396,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,396,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,396,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,396,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$30,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,501,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,501,197
Net investment gain or loss from common/collective trusts2019-12-31$20,887,323
Net investment gain or loss from common/collective trusts2019-12-31$20,887,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,500,000
Contributions received in cash from employer2019-12-31$5,500,000
Employer contributions (assets) at end of year2019-12-31$5,500,000
Employer contributions (assets) at end of year2019-12-31$5,500,000
Employer contributions (assets) at beginning of year2019-12-31$5,500,000
Employer contributions (assets) at beginning of year2019-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,457,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,457,292
Contract administrator fees2019-12-31$471,451
Contract administrator fees2019-12-31$471,451
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$258,645
Total unrealized appreciation/depreciation of assets2018-12-31$258,645
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$0
Total income from all sources (including contributions)2018-12-31$-563,241
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,466,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,971,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,500,000
Value of total assets at end of year2018-12-31$149,972,204
Value of total assets at beginning of year2018-12-31$154,002,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$495,580
Total interest from all sources2018-12-31$65,570
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$995,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$995,914
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$9,518,894
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$9,260,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$11,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,006
Other income not declared elsewhere2018-12-31$15,991
Administrative expenses (other) incurred2018-12-31$37,935
Total non interest bearing cash at end of year2018-12-31$33,396
Total non interest bearing cash at beginning of year2018-12-31$22,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,030,200
Value of net assets at end of year (total assets less liabilities)2018-12-31$149,972,204
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$154,002,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$31,190,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,761,670
Value of interest in common/collective trusts at end of year2018-12-31$99,321,171
Value of interest in common/collective trusts at beginning of year2018-12-31$98,555,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,396,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$901,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$901,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$65,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,642,532
Net investment gain or loss from common/collective trusts2018-12-31$-4,756,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,500,000
Employer contributions (assets) at end of year2018-12-31$5,500,000
Employer contributions (assets) at beginning of year2018-12-31$15,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,971,379
Contract administrator fees2018-12-31$457,645
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EIDE BAILLY
Accountancy firm EIN2018-12-31450250958
2017 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$118,549
Total unrealized appreciation/depreciation of assets2017-12-31$118,549
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$28,223,575
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,033,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,583,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,500,000
Value of total assets at end of year2017-12-31$154,002,404
Value of total assets at beginning of year2017-12-31$128,812,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$450,049
Total interest from all sources2017-12-31$23,403
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$759,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$759,185
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$9,260,249
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,141,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,006
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$13,133
Total non interest bearing cash at end of year2017-12-31$22,913
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$25,190,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$154,002,404
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$128,812,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$450,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,761,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,690,292
Value of interest in common/collective trusts at end of year2017-12-31$98,555,000
Value of interest in common/collective trusts at beginning of year2017-12-31$62,580,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$901,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$886,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$886,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$23,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,537,590
Net investment gain or loss from common/collective trusts2017-12-31$10,284,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,500,000
Employer contributions (assets) at end of year2017-12-31$15,500,000
Employer contributions (assets) at beginning of year2017-12-31$33,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,583,481
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EIDE BAILLY
Accountancy firm EIN2017-12-31450250958
2016 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$37,318
Total unrealized appreciation/depreciation of assets2016-12-31$37,318
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$40,382,276
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,699,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,278,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$33,500,000
Value of total assets at end of year2016-12-31$128,812,359
Value of total assets at beginning of year2016-12-31$91,129,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$421,193
Total interest from all sources2016-12-31$1,861
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$551,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$551,592
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,141,700
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,104,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$13,133
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$474
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$37,682,813
Value of net assets at end of year (total assets less liabilities)2016-12-31$128,812,359
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$91,129,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$421,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,690,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,669,196
Value of interest in common/collective trusts at end of year2016-12-31$62,580,563
Value of interest in common/collective trusts at beginning of year2016-12-31$56,280,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$886,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$574,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$574,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$954,753
Net investment gain or loss from common/collective trusts2016-12-31$5,336,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$33,500,000
Employer contributions (assets) at end of year2016-12-31$33,500,000
Employer contributions (assets) at beginning of year2016-12-31$5,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,278,270
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EIDE BAILLY
Accountancy firm EIN2016-12-31450250958
2015 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$247,067
Total unrealized appreciation/depreciation of assets2015-12-31$247,067
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$4,771,220
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,498,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,080,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,500,000
Value of total assets at end of year2015-12-31$91,129,546
Value of total assets at beginning of year2015-12-31$88,857,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$418,480
Total interest from all sources2015-12-31$852
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$494,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$494,191
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,104,382
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$8,857,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$498
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,272,288
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,129,546
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,857,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$418,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,669,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,512,869
Value of interest in common/collective trusts at end of year2015-12-31$56,280,811
Value of interest in common/collective trusts at beginning of year2015-12-31$55,691,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$574,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$795,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$795,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,272,514
Net investment gain or loss from common/collective trusts2015-12-31$-198,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,500,000
Employer contributions (assets) at end of year2015-12-31$5,500,000
Employer contributions (assets) at beginning of year2015-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,080,452
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31EIDE BAILLY
Accountancy firm EIN2015-12-31450250958
2014 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$464,838
Total unrealized appreciation/depreciation of assets2014-12-31$464,838
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$8,939,559
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,241,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,819,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,000,000
Value of total assets at end of year2014-12-31$88,857,258
Value of total assets at beginning of year2014-12-31$82,159,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$421,592
Total interest from all sources2014-12-31$1,031
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$836,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$836,755
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$8,857,315
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$8,392,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$460
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,698,122
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,857,258
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$82,159,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$421,592
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,512,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$27,705,776
Value of interest in common/collective trusts at end of year2014-12-31$55,691,163
Value of interest in common/collective trusts at beginning of year2014-12-31$37,943,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$795,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$617,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$617,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,940,711
Net investment gain or loss from common/collective trusts2014-12-31$1,696,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,000,000
Employer contributions (assets) at end of year2014-12-31$4,000,000
Employer contributions (assets) at beginning of year2014-12-31$7,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,819,845
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY
Accountancy firm EIN2014-12-31450250958
2013 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$306,002
Total unrealized appreciation/depreciation of assets2013-12-31$306,002
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$20,475,017
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,039,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,625,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,231,000
Value of total assets at end of year2013-12-31$82,159,136
Value of total assets at beginning of year2013-12-31$63,723,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$414,000
Total interest from all sources2013-12-31$1,707
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$735,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$735,681
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$8,392,477
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,086,474
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,258
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,435,521
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,159,136
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$63,723,615
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$414,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$27,705,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,292,125
Value of interest in common/collective trusts at end of year2013-12-31$37,943,336
Value of interest in common/collective trusts at beginning of year2013-12-31$32,403,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$617,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$657,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$657,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-661,666
Net investment gain or loss from common/collective trusts2013-12-31$7,862,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,231,000
Employer contributions (assets) at end of year2013-12-31$7,500,000
Employer contributions (assets) at beginning of year2013-12-31$1,269,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,625,496
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY
Accountancy firm EIN2013-12-31450250958
2012 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$153,785
Total unrealized appreciation/depreciation of assets2012-12-31$153,785
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$11,843,238
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,134,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,775,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,076,652
Value of total assets at end of year2012-12-31$63,723,615
Value of total assets at beginning of year2012-12-31$54,015,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$359,053
Total interest from all sources2012-12-31$557
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$746,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$746,642
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,086,474
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$7,932,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,307
Other income not declared elsewhere2012-12-31$1,117
Administrative expenses (other) incurred2012-12-31$2,556
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,708,372
Value of net assets at end of year (total assets less liabilities)2012-12-31$63,723,615
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$54,015,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$356,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,292,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,586,749
Value of interest in common/collective trusts at end of year2012-12-31$32,403,719
Value of interest in common/collective trusts at beginning of year2012-12-31$6,234,386
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$657,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$948,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$948,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,908,310
Net investment gain or loss from common/collective trusts2012-12-31$2,956,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,076,652
Employer contributions (assets) at end of year2012-12-31$1,269,163
Employer contributions (assets) at beginning of year2012-12-31$2,304,513
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,775,813
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY
Accountancy firm EIN2012-12-31450250958
2011 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-67,312
Total unrealized appreciation/depreciation of assets2011-12-31$-67,312
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$4,909,890
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,664,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,365,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,407,722
Value of total assets at end of year2011-12-31$54,015,243
Value of total assets at beginning of year2011-12-31$50,769,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$299,184
Total interest from all sources2011-12-31$182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$7,932,688
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,010,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,097
Other income not declared elsewhere2011-12-31$6,791
Administrative expenses (other) incurred2011-12-31$13,410
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,245,337
Value of net assets at end of year (total assets less liabilities)2011-12-31$54,015,243
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,769,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$285,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,586,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,009,476
Value of interest in common/collective trusts at end of year2011-12-31$6,234,386
Value of interest in common/collective trusts at beginning of year2011-12-31$2,656,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$948,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$585,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$585,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-700,879
Net investment gain or loss from common/collective trusts2011-12-31$263,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,407,722
Employer contributions (assets) at end of year2011-12-31$2,304,513
Employer contributions (assets) at beginning of year2011-12-31$8,501,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,365,369
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LAKE, HILL & MYERS
Accountancy firm EIN2011-12-31870491579
2010 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$10,051
Total unrealized appreciation/depreciation of assets2010-12-31$10,051
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$13,941,704
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,155,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,155,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,504,995
Value of total assets at end of year2010-12-31$50,769,906
Value of total assets at beginning of year2010-12-31$37,983,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$41
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,010,051
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$13,590
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$12,786,692
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,769,906
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,983,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,009,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$37,420,811
Value of interest in common/collective trusts at end of year2010-12-31$2,656,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$585,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$548,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$548,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,145,329
Net investment gain or loss from common/collective trusts2010-12-31$281,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,504,995
Employer contributions (assets) at end of year2010-12-31$8,501,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,155,012
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LAKE, HILL & MYERS
Accountancy firm EIN2010-12-31870491579
2009 : RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES

2022: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR THE BOTTLING EMPLOYEES OF SWIRE PACIFIC HOLDINGS INC AND ITS AFFILIATES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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