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PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 401k Plan overview

Plan NamePEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)
Plan identification number 001

PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC. has sponsored the creation of one or more 401k plans.

Company Name:PEPSI-COLA BOTTLING COMPANY OF HICKORY, N.C., INC.
Employer identification number (EIN):560585594
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)

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
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL WINGLER
0012016-01-01MICHAEL WINGLER
0012015-01-01MICHAEL WINGLER
0012014-01-01MIKE WINGLER
0012013-01-01MICHAEL WINGLER
0012012-01-01MICHAEL WINGLER
0012011-01-01MICHAEL WINGLER, CFO
0012009-01-01MICHAEL WINGLER

Plan Statistics for PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)

401k plan membership statisitcs for PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)

Measure Date Value
2022: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01392
Total number of active participants reported on line 7a of the Form 55002022-01-01291
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01368
Number of participants with account balances2022-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01383
Total number of active participants reported on line 7a of the Form 55002021-01-01277
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0184
Total of all active and inactive participants2021-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01363
Number of participants with account balances2021-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01380
Total number of active participants reported on line 7a of the Form 55002020-01-01294
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01367
Number of participants with account balances2020-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01388
Total number of active participants reported on line 7a of the Form 55002019-01-01296
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01350
Number of participants with account balances2019-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01296
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0178
Total of all active and inactive participants2018-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01377
Number of participants with account balances2018-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01359
Total number of active participants reported on line 7a of the Form 55002017-01-01294
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01359
Number of participants with account balances2017-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01346
Total number of active participants reported on line 7a of the Form 55002016-01-01299
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01357
Number of participants with account balances2016-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01344
Total number of active participants reported on line 7a of the Form 55002015-01-01291
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01334
Number of participants with account balances2015-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01341
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01334
Number of participants with account balances2014-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01355
Total number of active participants reported on line 7a of the Form 55002013-01-01295
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01334
Number of participants with account balances2013-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01363
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01354
Number of participants with account balances2012-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01368
Total number of active participants reported on line 7a of the Form 55002011-01-01324
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0135
Total of all active and inactive participants2011-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01359
Number of participants with account balances2011-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01329
Total number of active participants reported on line 7a of the Form 55002009-01-01299
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01332
Number of participants with account balances2009-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)

Measure Date Value
2022 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$939
Total income from all sources (including contributions)2022-12-31$-8,720,653
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,634,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,522,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,921,221
Value of total assets at end of year2022-12-31$64,033,504
Value of total assets at beginning of year2022-12-31$75,389,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$112,024
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$531,460
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$531,460
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,402,519
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,702
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$70,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$939
Other income not declared elsewhere2022-12-31$13,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,354,723
Value of net assets at end of year (total assets less liabilities)2022-12-31$64,033,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,388,227
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$23,271,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,930,274
Value of interest in common/collective trusts at end of year2022-12-31$39,182,269
Value of interest in common/collective trusts at beginning of year2022-12-31$44,088,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,563,178
Net investment gain or loss from common/collective trusts2022-12-31$-7,624,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$1,510,000
Employer contributions (assets) at end of year2022-12-31$1,510,000
Employer contributions (assets) at beginning of year2022-12-31$1,370,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,522,046
Contract administrator fees2022-12-31$112,024
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOGGS, CRUMP & BROWN, PA
Accountancy firm EIN2022-12-31561280887
2021 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$939
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$12,159,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,304,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,169,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,704,970
Value of total assets at end of year2021-12-31$75,389,166
Value of total assets at beginning of year2021-12-31$66,533,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$134,392
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$590,663
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$590,663
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$1,334,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$939
Other income not declared elsewhere2021-12-31$14,588
Administrative expenses (other) incurred2021-12-31$56,194
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$8,854,655
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,388,227
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,533,572
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$29,930,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,386,171
Value of interest in common/collective trusts at end of year2021-12-31$44,088,892
Value of interest in common/collective trusts at beginning of year2021-12-31$27,357,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,023,289
Net investment gain or loss from common/collective trusts2021-12-31$4,825,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$1,370,000
Employer contributions (assets) at end of year2021-12-31$1,370,000
Employer contributions (assets) at beginning of year2021-12-31$790,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,169,953
Contract administrator fees2021-12-31$78,198
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RONALD W. CRUMP
Accountancy firm EIN2021-12-31561280887
2020 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$11,203,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,536,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,419,745
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,731,765
Value of total assets at end of year2020-12-31$66,533,572
Value of total assets at beginning of year2020-12-31$57,866,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,166
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$2,353
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$93,551
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$93,551
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,238,632
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,459
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$829
Administrative expenses (other) incurred2020-12-31$117,166
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$8,666,915
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,533,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,866,657
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,386,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,722,225
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$27,357,401
Value of interest in common/collective trusts at beginning of year2020-12-31$24,144,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,353
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,929,692
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$3,445,636
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$1,477,674
Employer contributions (assets) at end of year2020-12-31$790,000
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,419,745
Contract administrator fees2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RONALD W. CRUMP
Accountancy firm EIN2020-12-31561280887
2019 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,301,315
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,264,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,151,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,784,178
Value of total assets at end of year2019-12-31$57,866,657
Value of total assets at beginning of year2019-12-31$47,830,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$112,863
Total interest from all sources2019-12-31$9,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$64,772
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$64,772
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$1,114,178
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other income not declared elsewhere2019-12-31$708
Administrative expenses (other) incurred2019-12-31$112,863
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$10,036,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,866,657
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,830,005
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 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$33,722,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,994,320
Value of interest in common/collective trusts at end of year2019-12-31$24,144,432
Value of interest in common/collective trusts at beginning of year2019-12-31$20,835,685
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,001,762
Net investment gain or loss from common/collective trusts2019-12-31$3,440,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$670,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,151,800
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$14,225
Aggregate carrying amount (costs) on sale of assets2019-12-31$14,225
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
Accountancy firm name2019-12-31BOGGS, CRUMP & BROWN, PA
Accountancy firm EIN2019-12-31561280887
2018 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$45,410
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,929,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,789,482
Value of total corrective distributions2018-12-31$1,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,787,960
Value of total assets at end of year2018-12-31$47,830,005
Value of total assets at beginning of year2018-12-31$50,713,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,864
Total interest from all sources2018-12-31$6,955
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$87,742
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$87,742
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$966,954
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,006
Other income not declared elsewhere2018-12-31$14
Administrative expenses (other) incurred2018-12-31$137,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,883,662
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,830,005
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,713,667
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$26,994,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,443,956
Value of interest in common/collective trusts at end of year2018-12-31$20,835,685
Value of interest in common/collective trusts at beginning of year2018-12-31$21,269,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,955
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,307,300
Net investment gain or loss from common/collective trusts2018-12-31$-529,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$760,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,789,031
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 name2018-12-31BOGGS, CRUMP, & BROWN, PA
Accountancy firm EIN2018-12-31561280887
2017 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,317,087
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,385,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,255,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,965,734
Value of total assets at end of year2017-12-31$50,713,667
Value of total assets at beginning of year2017-12-31$44,782,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,200
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$3,553
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$36,371
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$36,371
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$865,734
Other income not declared elsewhere2017-12-31$8
Administrative expenses (other) incurred2017-12-31$130,200
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$5,931,607
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,713,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,782,060
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,443,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,189,019
Value of interest in common/collective trusts at end of year2017-12-31$21,269,711
Value of interest in common/collective trusts at beginning of year2017-12-31$21,593,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,553
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,162,591
Net investment gain or loss from common/collective trusts2017-12-31$2,148,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$1,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,255,280
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
Aggregate proceeds on sale of assets2017-12-31$145,688
Aggregate carrying amount (costs) on sale of assets2017-12-31$145,688
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 name2017-12-31BOGGS, CRUM, & BROWN, P.A.
Accountancy firm EIN2017-12-31561280887
2016 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,270,304
Total loss/gain on sale of assets2016-12-31$66
Total of all expenses incurred2016-12-31$2,050,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,933,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,501,860
Value of total assets at end of year2016-12-31$44,782,060
Value of total assets at beginning of year2016-12-31$42,562,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,507
Total interest from all sources2016-12-31$892
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$29,236
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$29,236
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$681,857
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other income not declared elsewhere2016-12-31$35
Administrative expenses (other) incurred2016-12-31$117,507
Total non interest bearing cash at beginning of year2016-12-31$3,202
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$2,219,502
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,782,060
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,562,558
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,189,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,109,742
Value of interest in common/collective trusts at end of year2016-12-31$21,593,041
Value of interest in common/collective trusts at beginning of year2016-12-31$20,278,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$170,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$170,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$892
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,773,180
Net investment gain or loss from common/collective trusts2016-12-31$965,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$820,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,933,093
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
Aggregate proceeds on sale of assets2016-12-31$105,626
Aggregate carrying amount (costs) on sale of assets2016-12-31$105,560
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 name2016-12-31BOGGS, CRUMP, & BROWN, P.A.
Accountancy firm EIN2016-12-31561280887
2015 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
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$1,579,036
Total loss/gain on sale of assets2015-12-31$52
Total of all expenses incurred2015-12-31$1,739,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,588,656
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$6,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,497,583
Value of total assets at end of year2015-12-31$42,562,558
Value of total assets at beginning of year2015-12-31$42,722,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$144,317
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$31,013
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$31,013
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$647,583
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$5
Administrative expenses (other) incurred2015-12-31$144,317
Total non interest bearing cash at end of year2015-12-31$3,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-160,114
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,562,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$42,722,672
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,109,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,560,706
Value of interest in common/collective trusts at end of year2015-12-31$20,278,993
Value of interest in common/collective trusts at beginning of year2015-12-31$19,161,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$170,621
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-152,430
Net investment gain or loss from common/collective trusts2015-12-31$202,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,588,205
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
Aggregate proceeds on sale of assets2015-12-31$52
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 name2015-12-31BOGGS, CRUMP & BROWN, P.A.
Accountancy firm EIN2015-12-31561280887
2014 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$3,500,335
Total loss/gain on sale of assets2014-12-31$1,596
Total of all expenses incurred2014-12-31$3,381,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,233,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,336,616
Value of total assets at end of year2014-12-31$42,722,672
Value of total assets at beginning of year2014-12-31$42,603,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$147,913
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$280,493
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$280,493
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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
Contributions received from participants2014-12-31$616,616
Other income not declared elsewhere2014-12-31$3,141
Administrative expenses (other) incurred2014-12-31$147,913
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$119,311
Value of net assets at end of year (total assets less liabilities)2014-12-31$42,722,672
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,603,361
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,560,706
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,144,243
Value of interest in common/collective trusts at end of year2014-12-31$19,161,966
Value of interest in common/collective trusts at beginning of year2014-12-31$16,459,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,277,180
Net investment gain or loss from common/collective trusts2014-12-31$601,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,233,111
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
Aggregate proceeds on sale of assets2014-12-31$1,596
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOGGS, CRUMP & BROWN, P.A.
Accountancy firm EIN2014-12-31561280887
2013 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-6,711
Total unrealized appreciation/depreciation of assets2013-12-31$-6,711
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$7,314,462
Total loss/gain on sale of assets2013-12-31$19,852
Total of all expenses incurred2013-12-31$1,917,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,785,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,345,790
Value of total assets at end of year2013-12-31$42,603,361
Value of total assets at beginning of year2013-12-31$37,205,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$131,146
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$162,152
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$162,152
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Contributions received from participants2013-12-31$605,790
Other income not declared elsewhere2013-12-31$1,669
Administrative expenses (other) incurred2013-12-31$131,146
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$5,397,409
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,603,361
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$37,205,952
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,144,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,804,901
Value of interest in common/collective trusts at end of year2013-12-31$16,459,118
Value of interest in common/collective trusts at beginning of year2013-12-31$11,401,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,494,033
Net investment gain or loss from common/collective trusts2013-12-31$1,297,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$740,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,785,907
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
Aggregate proceeds on sale of assets2013-12-31$83,843
Aggregate carrying amount (costs) on sale of assets2013-12-31$63,991
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 name2013-12-31BOGGS, CRUMP & BROWN, P.A.
Accountancy firm EIN2013-12-31561280887
2012 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$5,443,121
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,805,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,673,368
Value of total corrective distributions2012-12-31$4,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,469,442
Value of total assets at end of year2012-12-31$37,205,952
Value of total assets at beginning of year2012-12-31$33,568,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$127,638
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$60,997
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$60,997
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$663,676
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,442,784
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,257
Other income not declared elsewhere2012-12-31$-2
Administrative expenses (other) incurred2012-12-31$127,638
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$3,637,602
Value of net assets at end of year (total assets less liabilities)2012-12-31$37,205,952
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$33,568,350
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,804,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,238,637
Value of interest in common/collective trusts at end of year2012-12-31$11,401,051
Value of interest in common/collective trusts at beginning of year2012-12-31$7,886,929
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,549,314
Net investment gain or loss from common/collective trusts2012-12-31$363,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$800,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,672,917
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 name2012-12-31BOGGS, CRUMP & BROWN, P.A.
Accountancy firm EIN2012-12-31561280887
2011 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,477,979
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$958,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$828,587
Value of total corrective distributions2011-12-31$5,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,619,199
Value of total assets at end of year2011-12-31$33,568,350
Value of total assets at beginning of year2011-12-31$33,049,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$124,484
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,533
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$632,499
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,442,784
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$18,318,482
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,245
Other income not declared elsewhere2011-12-31$110,116
Administrative expenses (other) incurred2011-12-31$124,484
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$518,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$33,568,350
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,049,358
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,238,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,711,275
Value of interest in common/collective trusts at end of year2011-12-31$7,886,929
Value of interest in common/collective trusts at beginning of year2011-12-31$6,019,601
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-471,252
Net investment gain or loss from common/collective trusts2011-12-31$208,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$967,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$828,136
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 name2011-12-31BOGGS, CRUMP & BROWN, P.A.
Accountancy firm EIN2011-12-31561280887
2010 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$5,308,023
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,946,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,843,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,596,047
Value of total assets at end of year2010-12-31$33,049,358
Value of total assets at beginning of year2010-12-31$29,687,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$102,351
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$54,589
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$625,255
Assets. Other investments not covered elsewhere at end of year2010-12-31$18,318,482
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$18,271,243
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$64,047
Other income not declared elsewhere2010-12-31$52,205
Administrative expenses (other) incurred2010-12-31$102,351
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$3,361,985
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,049,358
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$29,687,373
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$8,711,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,432,764
Value of interest in common/collective trusts at end of year2010-12-31$6,019,601
Value of interest in common/collective trusts at beginning of year2010-12-31$3,983,366
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,359,933
Net investment gain or loss from common/collective trusts2010-12-31$245,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$906,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,843,485
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
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 name2010-12-31BOGGS, CRUMP AND BROWN, PA
Accountancy firm EIN2010-12-31561280887
2009 : PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K)

2022: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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
2016: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEPSI-COLA BOTTLING CO.-HICKORY P/S & 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?1
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 organization code?3
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?1
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
Insurance broker organization code?3
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?1
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
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?1
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
Insurance broker organization code?3
Insurance broker nameNORTON TURNER
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
Insurance broker organization code?3
Insurance broker nameNORTON TURNER
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTON TURNER
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTON TURNER
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTON TURNER
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
GENWORTH LIFE AND ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65536 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTON TURNER

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