401k Plan data: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN plan

THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 401k Plan overview

Plan Name	THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN
Plan identification number	001

THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

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

Company Name: PHILADELPHIA COCA COLA BOTTLING COMPANY

Employer identification number (EIN): 230969220

NAIC Classification: 312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 SUE FLEMING
001 2010-01-01 TIMOTHY E. QUIGLEY
001 2009-01-01 TRACEE L. HUNT
001 2009-01-01 TRACEE L. HUNT

Plan id#	Filing Submission Date	Name of Administrator
001	2011-01-01	SUE FLEMING
001	2010-01-01	TIMOTHY E. QUIGLEY
001	2009-01-01	TRACEE L. HUNT
001	2009-01-01	TRACEE L. HUNT

Plan Statistics for THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN

401k plan membership statisitcs for THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN

Measure Date Value
2011: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 814
Number of other retired or separated participants entitled to future benefits 2011-01-01 34
Total of all active and inactive participants 2011-01-01 848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 852
Number of participants with account balances 2011-01-01 272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 401
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 377
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 401
Number of participants with account balances 2010-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 369
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 29
Total of all active and inactive participants 2009-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 401
Number of participants with account balances 2009-01-01 291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	814
Number of other retired or separated participants entitled to future benefits	2011-01-01	34
Total of all active and inactive participants	2011-01-01	848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	852
Number of participants with account balances	2011-01-01	272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	401
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	377
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	401
Number of participants with account balances	2010-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	369
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	29
Total of all active and inactive participants	2009-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	401
Number of participants with account balances	2009-01-01	291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN

Measure	Date	Value
2011 : THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-118,444
Total unrealized appreciation/depreciation of assets	2011-12-31	$-118,444
Total transfer of assets from this plan	2011-12-31	$16,682,919
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,230
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	$1,559,734
Total of all expenses incurred	2011-12-31	$2,330,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,322,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,349,896
Value of total assets at end of year	2011-12-31	$217,599
Value of total assets at beginning of year	2011-12-31	$17,668,438
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,670
Total interest from all sources	2011-12-31	$328,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$25,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$994,714
Participant contributions at end of year	2011-12-31	$8,895
Participant contributions at beginning of year	2011-12-31	$725,389
Participant contributions at end of year	2011-12-31	$1,131
Participant contributions at beginning of year	2011-12-31	$137,753
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$2,999
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$2,997
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$8,670
Total non interest bearing cash at end of year	2011-12-31	$116,189
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-771,150
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$214,369
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$17,668,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,271,613
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,021,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$328,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$88,385
Assets. Invements in employer securities at beginning of year	2011-12-31	$5,472,486
Contributions received in cash from employer	2011-12-31	$355,182
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$36,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,322,214
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MITCHELL & TITUS LLP
Accountancy firm EIN	2011-12-31	132781641
2010 : THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$1,476,266
Total unrealized appreciation/depreciation of assets	2010-12-31	$1,476,266
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	$36,003
Total income from all sources (including contributions)	2010-12-31	$3,316,638
Total of all expenses incurred	2010-12-31	$741,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$732,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,470,273
Value of total assets at end of year	2010-12-31	$17,668,438
Value of total assets at beginning of year	2010-12-31	$15,129,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$9,090
Total interest from all sources	2010-12-31	$33,984
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$336,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$191,481
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,080,661
Participant contributions at end of year	2010-12-31	$725,389
Participant contributions at beginning of year	2010-12-31	$641,054
Participant contributions at end of year	2010-12-31	$137,753
Participant contributions at beginning of year	2010-12-31	$130,778
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$2,997
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$2,993
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,850
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$36,003
Other income not declared elsewhere	2010-12-31	$8
Administrative expenses (other) incurred	2010-12-31	$9,090
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,575,322
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$17,668,438
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$15,093,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,271,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,003,477
Income. Interest from loans (other than to participants)	2010-12-31	$33,984
Value of interest in common/collective trusts at end of year	2010-12-31	$3,021,328
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,759,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$5,472,486
Assets. Invements in employer securities at beginning of year	2010-12-31	$4,555,536
Contributions received in cash from employer	2010-12-31	$376,762
Employer contributions (assets) at end of year	2010-12-31	$36,622
Employer contributions (assets) at beginning of year	2010-12-31	$35,361
Income. Dividends from common stock	2010-12-31	$144,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$732,226
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MITCHELL & TITUS LLP
Accountancy firm EIN	2010-12-31	132781641

Form 5500 Responses for THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN

2011: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PHILA COCA-COLA BOTTLING COMPANY 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PHILADELPHIA COCA COLA BOTTLING COMPANY
Employer identification number (EIN):	230969220
NAIC Classification:	312110
NAIC Description:	Soft Drink and Ice Manufacturing