401k Plan data: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN plan

COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN
Plan identification number	002

COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

COTT SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name: COTT SYSTEMS, INC.

Employer identification number (EIN): 314157730

NAIC Classification: 541511
NAIC Description: Custom Computer Programming Services

Additional information about COTT SYSTEMS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1906-09-19

Company Identification Number: 27117

Legal Registered Office Address: 10 W. BROAD ST., STE 2100
-
COLUMBUS
United States of America (USA)
43215

More information about COTT SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KAREN L BAILEY 2024-07-24 KAREN L BAILEY 2024-07-24
002 2022-01-01 KAREN L BAILEY 2023-07-06 KAREN L BAILEY 2023-07-06
002 2021-01-01 KAREN L BAILEY 2022-07-14 KAREN L BAILEY 2022-07-14
002 2020-01-01 KAREN L BAILEY 2021-06-07 KAREN L BAILEY 2021-06-07
002 2019-01-01 KAREN L BAILEY 2020-06-24 KAREN L BAILEY 2020-06-24
002 2018-01-01 KAREN L BAILEY 2019-07-08 KAREN L BAILEY 2019-07-08
002 2017-01-01 KAREN L BAILEY 2018-07-20 KAREN L BAILEY 2018-07-20
002 2016-01-01 KAREN BAILEY 2017-10-17 KAREN BAILEY 2017-10-17
002 2015-01-01 KAREN BAILEY KAREN BAILEY 2016-06-10
002 2014-01-01 KAREN BAILEY KAREN BAILEY 2015-06-26
002 2013-01-01 KAREN L BAILEY KAREN L BAILEY 2014-06-20
002 2012-01-01 KAREN BAILEY KAREN BAILEY 2013-07-15
002 2011-01-01 KAREN L BAILEY KAREN L BAILEY 2012-06-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KAREN L BAILEY	2024-07-24	KAREN L BAILEY	2024-07-24
002	2022-01-01	KAREN L BAILEY	2023-07-06	KAREN L BAILEY	2023-07-06
002	2021-01-01	KAREN L BAILEY	2022-07-14	KAREN L BAILEY	2022-07-14
002	2020-01-01	KAREN L BAILEY	2021-06-07	KAREN L BAILEY	2021-06-07
002	2019-01-01	KAREN L BAILEY	2020-06-24	KAREN L BAILEY	2020-06-24
002	2018-01-01	KAREN L BAILEY	2019-07-08	KAREN L BAILEY	2019-07-08
002	2017-01-01	KAREN L BAILEY	2018-07-20	KAREN L BAILEY	2018-07-20
002	2016-01-01	KAREN BAILEY	2017-10-17	KAREN BAILEY	2017-10-17
002	2015-01-01	KAREN BAILEY		KAREN BAILEY	2016-06-10
002	2014-01-01	KAREN BAILEY		KAREN BAILEY	2015-06-26
002	2013-01-01	KAREN L BAILEY		KAREN L BAILEY	2014-06-20
002	2012-01-01	KAREN BAILEY		KAREN BAILEY	2013-07-15
002	2011-01-01	KAREN L BAILEY		KAREN L BAILEY	2012-06-25

Financial Data on COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2024 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-24	2282725
Net assets as of the end of the plan year	2024-07-24	12597642
Total assets as of the beginning of the plan year	2024-07-24	12564025
Value of plan covered by a fidelity bond	2024-07-24	400000
Participant contributions to plan in this plan year	2024-07-24	523692
Value of participant loans at end of plan year	2024-07-24	86402
Other income to plan in this plan year	2024-07-24	1726668
Plan net income in this plan year	2024-07-24	33617
Net assets as of the end of the plan year	2024-07-24	12597642
Net assets as of the beginning of the plan year	2024-07-24	12564025
Employer contributions to plan in this plan year	2024-07-24	65982
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-24	4556
2022 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-14	1758246
Net assets as of the end of the plan year	2022-07-14	15681662
Total assets as of the beginning of the plan year	2022-07-14	14798129
Value of plan covered by a fidelity bond	2022-07-14	400000
Participant contributions to plan in this plan year	2022-07-14	486642
Value of participant loans at end of plan year	2022-07-14	134202
Other income to plan in this plan year	2022-07-14	2095351
Plan net income in this plan year	2022-07-14	883533
Net assets as of the end of the plan year	2022-07-14	15681662
Net assets as of the beginning of the plan year	2022-07-14	14798129
Employer contributions to plan in this plan year	2022-07-14	59786
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-14	2104
2015 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$207,125
Expenses. Total of all expenses incurred	2015-12-31	$949,576
Benefits paid (including direct rollovers)	2015-12-31	$940,971
Total plan assets at end of year	2015-12-31	$8,890,778
Total plan assets at beginning of year	2015-12-31	$9,633,229
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$274,065
Other income received	2015-12-31	$-114,865
Net income (gross income less expenses)	2015-12-31	$-742,451
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,890,778
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$9,633,229
Assets. Value of participant loans	2015-12-31	$60,228
Total contributions received or receivable from employer(s)	2015-12-31	$47,925
Value of certain deemed distributions of participant loans	2015-12-31	$6,424
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,181
2014 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$986,676
Expenses. Total of all expenses incurred	2014-12-31	$538,365
Benefits paid (including direct rollovers)	2014-12-31	$536,285
Total plan assets at end of year	2014-12-31	$9,633,229
Total plan assets at beginning of year	2014-12-31	$9,184,918
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$237,672
Contributions received from other sources (not participants or employers)	2014-12-31	$212,101
Other income received	2014-12-31	$492,101
Net income (gross income less expenses)	2014-12-31	$448,311
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,633,229
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,184,918
Assets. Value of participant loans	2014-12-31	$67,146
Total contributions received or receivable from employer(s)	2014-12-31	$44,802
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,080
2013 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,794,319
Expenses. Total of all expenses incurred	2013-12-31	$729,740
Benefits paid (including direct rollovers)	2013-12-31	$723,464
Total plan assets at end of year	2013-12-31	$9,184,918
Total plan assets at beginning of year	2013-12-31	$8,120,339
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$239,581
Contributions received from other sources (not participants or employers)	2013-12-31	$7,411
Other income received	2013-12-31	$1,505,022
Net income (gross income less expenses)	2013-12-31	$1,064,579
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,184,918
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$8,120,339
Assets. Value of participant loans	2013-12-31	$42,049
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$42,305
Value of corrective distributions	2013-12-31	$4,905
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,371
2012 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,490,131
Expenses. Total of all expenses incurred	2012-12-31	$570,413
Benefits paid (including direct rollovers)	2012-12-31	$569,597
Total plan assets at end of year	2012-12-31	$8,120,339
Total plan assets at beginning of year	2012-12-31	$7,200,621
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$276,135
Contributions received from other sources (not participants or employers)	2012-12-31	$158,696
Other income received	2012-12-31	$1,009,753
Net income (gross income less expenses)	2012-12-31	$919,718
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$8,120,339
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$7,200,621
Assets. Value of participant loans	2012-12-31	$49,074
Total contributions received or receivable from employer(s)	2012-12-31	$45,547
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$816
2011 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$105,810
Expenses. Total of all expenses incurred	2011-12-31	$507,428
Benefits paid (including direct rollovers)	2011-12-31	$506,903
Total plan assets at end of year	2011-12-31	$7,200,621
Total plan assets at beginning of year	2011-12-31	$7,602,239
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$318,664
Other income received	2011-12-31	$-265,599
Net income (gross income less expenses)	2011-12-31	$-401,618
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$7,200,621
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,602,239
Assets. Value of participant loans	2011-12-31	$44,310
Total contributions received or receivable from employer(s)	2011-12-31	$52,745
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$525
2010 : COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,216,083
Expenses. Total of all expenses incurred	2010-12-31	$128,461
Benefits paid (including direct rollovers)	2010-12-31	$124,612
Total plan assets at end of year	2010-12-31	$7,602,239
Total plan assets at beginning of year	2010-12-31	$6,514,617
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$323,257
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,849
Other income received	2010-12-31	$839,220
Net income (gross income less expenses)	2010-12-31	$1,087,622
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,602,239
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$6,514,617
Assets. Value of participant loans	2010-12-31	$47,259
Total contributions received or receivable from employer(s)	2010-12-31	$53,606

Form 5500 Responses for COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN

2015: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COTT SYSTEMS, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9425
Policy instance	1

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Company Name:	COTT SYSTEMS, INC.
Employer identification number (EIN):	314157730
NAIC Classification:	541511
NAIC Description:	Custom Computer Programming Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1906-09-19
Company Identification Number:	27117
Legal Registered Office Address:	10 W. BROAD ST., STE 2100 - COLUMBUS United States of America (USA) 43215