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LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameLAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN
Plan identification number 001

LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Life insurance

401k Sponsoring company profile

LAKESIDE BOTTLING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:LAKESIDE BOTTLING COMPANY
Employer identification number (EIN):390417440
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN

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
0012018-01-01PETE SCHUELLER
0012017-01-01PETE SCHUELLER
0012016-01-01PETER SCHUELLER2017-07-21 PETER SCHUELLER2017-07-21
0012015-01-01PETE SCHUELLER2016-07-28
0012014-01-01PETER SCHUELLER2015-07-30 PETER SCHUELLER2015-07-30
0012013-01-01PETE SCHUELLER2014-07-28 PETE SCHUELLER2014-07-28
0012012-01-01EDWARD J MCKELVEY2013-07-26 EDWARD J MCKELVEY2013-07-26
0012011-01-01EDWARD J MCKELVEY2012-07-24
0012010-01-01EDWARD J MCKELVEY2011-06-14 EDWARD J MCKELVEY2011-06-14

Plan Statistics for LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0164
Total number of active participants reported on line 7a of the Form 55002022-01-0152
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0170
Number of participants with account balances2022-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0162
Total number of active participants reported on line 7a of the Form 55002021-01-0147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0164
Number of participants with account balances2021-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0162
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0162
Number of participants with account balances2020-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0158
Total number of active participants reported on line 7a of the Form 55002019-01-0153
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0162
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0164
Total number of active participants reported on line 7a of the Form 55002018-01-0151
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0158
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0160
Total number of active participants reported on line 7a of the Form 55002017-01-0154
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0164
Number of participants with account balances2017-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-708,637
Expenses. Total of all expenses incurred2022-12-31$646,010
Benefits paid (including direct rollovers)2022-12-31$617,505
Total plan assets at end of year2022-12-31$6,923,948
Total plan assets at beginning of year2022-12-31$8,278,595
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$256,972
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$141,247
Other income received2022-12-31$-1,283,443
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,354,647
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,923,948
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,278,595
Assets. Value of participant loans2022-12-31$46,628
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$176,587
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$28,505
2021 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,339,327
Expenses. Total of all expenses incurred2021-12-31$1,557,267
Benefits paid (including direct rollovers)2021-12-31$1,522,408
Total plan assets at end of year2021-12-31$8,278,595
Total plan assets at beginning of year2021-12-31$8,496,535
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$254,241
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$924,997
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-217,940
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,278,595
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,496,535
Assets. Value of participant loans2021-12-31$60,928
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$160,089
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$34,859
2020 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,719,675
Expenses. Total of all expenses incurred2020-12-31$1,387,400
Benefits paid (including direct rollovers)2020-12-31$1,354,915
Total plan assets at end of year2020-12-31$8,496,535
Total plan assets at beginning of year2020-12-31$8,164,260
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$247,913
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$135,384
Other income received2020-12-31$1,172,642
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$332,275
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,496,535
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,164,260
Assets. Value of participant loans2020-12-31$115,293
Total contributions received or receivable from employer(s)2020-12-31$163,736
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$32,485
2019 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,686,734
Expenses. Total of all expenses incurred2019-12-31$196,867
Benefits paid (including direct rollovers)2019-12-31$167,146
Total plan assets at end of year2019-12-31$8,164,260
Total plan assets at beginning of year2019-12-31$6,674,393
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$204,602
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,336,187
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,489,867
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,164,260
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,674,393
Assets. Value of participant loans2019-12-31$114,435
Total contributions received or receivable from employer(s)2019-12-31$145,945
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$29,721
2018 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-110,864
Expenses. Total of all expenses incurred2018-12-31$1,317,139
Benefits paid (including direct rollovers)2018-12-31$1,286,629
Total plan assets at end of year2018-12-31$6,674,393
Total plan assets at beginning of year2018-12-31$8,102,396
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$192,383
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-457,020
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,428,003
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,674,393
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,102,396
Assets. Value of participant loans2018-12-31$121,302
Total contributions received or receivable from employer(s)2018-12-31$153,773
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$30,510
2017 : LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,431,040
Expenses. Total of all expenses incurred2017-12-31$415,194
Benefits paid (including direct rollovers)2017-12-31$397,737
Total plan assets at end of year2017-12-31$8,102,396
Total plan assets at beginning of year2017-12-31$7,086,550
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$168,926
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,110,020
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,015,846
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,102,396
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,086,550
Assets. Value of participant loans2017-12-31$170,376
Total contributions received or receivable from employer(s)2017-12-31$152,094
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,457

Form 5500 Responses for LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN

2022: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 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: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 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: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 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: LAKESIDE BOTTLING COMPANY RETIREMENT SAVINGS PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number27864
Policy instance 1
Insurance contract or identification number27864
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-04-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name

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