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Plan Name | COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | COCA-COLA CONSOLIDATED, INC. |
Employer identification number (EIN): | 560950585 |
NAIC Classification: | 312110 |
NAIC Description: | Soft Drink and Ice Manufacturing |
Additional information about COCA-COLA CONSOLIDATED, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1974-08-13 |
Company Identification Number: | F028389 |
Legal Registered Office Address: |
5511 STAPLES MILL ROAD RICHMOND United States of America (USA) 23228 |
More information about COCA-COLA CONSOLIDATED, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | CHRISTINE MOTHERWELL | 2023-10-11 | CHRISTINE MOTHERWELL | 2023-10-11 |
002 | 2021-01-01 | CHRISTINE MOTHERWELL | 2022-10-13 | CHRISTINE MOTHERWELL | 2022-10-13 |
002 | 2020-01-01 | JIM MATTE | 2021-10-11 | JIM MATTE | 2021-10-11 |
002 | 2019-01-01 | JIM MATTE | 2020-10-12 | JIM MATTE | 2020-10-12 |
002 | 2018-01-01 | JIM MATTE | 2019-10-13 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | CLIFFORD M. DEAL III | |||
002 | 2014-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2015-10-14 | |
002 | 2013-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2014-10-09 | |
002 | 2012-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2013-10-11 | |
002 | 2011-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2012-10-05 | |
002 | 2010-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2011-10-11 | |
002 | 2009-01-01 | CLIFFORD M. DEAL III | CLIFFORD M. DEAL III | 2010-10-06 |
Measure | Date | Value |
---|---|---|
2022: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 16,401 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15,141 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3,158 |
Total of all active and inactive participants | 2022-01-01 | 18,322 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 9 |
Total participants | 2022-01-01 | 18,331 |
Number of participants with account balances | 2022-01-01 | 14,397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 145 |
2021: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 15,429 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13,596 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2,770 |
Total of all active and inactive participants | 2021-01-01 | 16,395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 16,401 |
Number of participants with account balances | 2021-01-01 | 12,969 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 60 |
2020: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 15,283 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13,088 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2,323 |
Total of all active and inactive participants | 2020-01-01 | 15,423 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
Total participants | 2020-01-01 | 15,429 |
Number of participants with account balances | 2020-01-01 | 11,746 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 165 |
2019: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 14,617 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13,304 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,944 |
Total of all active and inactive participants | 2019-01-01 | 15,276 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 15,283 |
Number of participants with account balances | 2019-01-01 | 10,170 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 223 |
2018: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 15,248 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 12,653 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,931 |
Total of all active and inactive participants | 2018-01-01 | 14,610 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 14,617 |
Number of participants with account balances | 2018-01-01 | 10,015 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 398 |
2017: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 12,647 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13,033 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2,184 |
Total of all active and inactive participants | 2017-01-01 | 15,243 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 15,248 |
Number of participants with account balances | 2017-01-01 | 10,722 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 221 |
2016: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 9,502 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10,788 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,830 |
Total of all active and inactive participants | 2016-01-01 | 12,640 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 12,647 |
Number of participants with account balances | 2016-01-01 | 8,972 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 289 |
2015: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 7,788 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7,857 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,624 |
Total of all active and inactive participants | 2015-01-01 | 9,496 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 9,502 |
Number of participants with account balances | 2015-01-01 | 6,769 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 166 |
2014: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6,923 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6,234 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,535 |
Total of all active and inactive participants | 2014-01-01 | 7,785 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 7,788 |
Number of participants with account balances | 2014-01-01 | 5,621 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 65 |
2013: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5,385 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5,330 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,576 |
Total of all active and inactive participants | 2013-01-01 | 6,920 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3 |
Total participants | 2013-01-01 | 6,923 |
Number of participants with account balances | 2013-01-01 | 5,266 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 29 |
2012: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5,545 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5,207 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,590 |
Total of all active and inactive participants | 2012-01-01 | 6,820 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 6,823 |
Number of participants with account balances | 2012-01-01 | 5,385 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 20 |
2011: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6,741 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5,026 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,556 |
Total of all active and inactive participants | 2011-01-01 | 6,605 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 6,614 |
Number of participants with account balances | 2011-01-01 | 5,545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 30 |
2010: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 7,613 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5,067 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,643 |
Total of all active and inactive participants | 2010-01-01 | 6,730 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 11 |
Total participants | 2010-01-01 | 6,741 |
Number of participants with account balances | 2010-01-01 | 5,848 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 13 |
2009: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6,852 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6,000 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,583 |
Total of all active and inactive participants | 2009-01-01 | 7,603 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 7,613 |
Number of participants with account balances | 2009-01-01 | 6,162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $1,579,977 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $1,579,977 |
Total transfer of assets from this plan | 2022-12-31 | $71,759 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-76,200,605 |
Total loss/gain on sale of assets | 2022-12-31 | $88,458 |
Total of all expenses incurred | 2022-12-31 | $79,922,966 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $79,039,708 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $91,050 |
Value of total corrective distributions | 2022-12-31 | $1,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $75,425,807 |
Value of total assets at end of year | 2022-12-31 | $810,413,405 |
Value of total assets at beginning of year | 2022-12-31 | $966,608,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $791,013 |
Total interest from all sources | 2022-12-31 | $1,375,114 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $56,051,226 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $55,395,515 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $42,664,035 |
Participant contributions at end of year | 2022-12-31 | $28,694,822 |
Participant contributions at beginning of year | 2022-12-31 | $28,001,981 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $98,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,323,189 |
Administrative expenses (other) incurred | 2022-12-31 | $791,013 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-156,123,571 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $810,413,405 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $966,608,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $642,372,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $778,225,366 |
Interest on participant loans | 2022-12-31 | $1,375,114 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $112,085,764 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $133,293,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-186,503,252 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-24,217,935 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $27,438,583 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,087,039 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,819,361 |
Income. Dividends from common stock | 2022-12-31 | $655,711 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $79,039,708 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $23,172,975 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $23,169,938 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $2,321,109 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $2,232,651 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2022-12-31 | 561734747 |
2021 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,716,724 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,716,724 |
Total transfer of assets to this plan | 2021-12-31 | $1,800 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $190,911,692 |
Total loss/gain on sale of assets | 2021-12-31 | $-40,245 |
Total of all expenses incurred | 2021-12-31 | $81,564,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $80,712,535 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $104,478 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $66,436,318 |
Value of total assets at end of year | 2021-12-31 | $966,608,735 |
Value of total assets at beginning of year | 2021-12-31 | $857,259,328 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $747,072 |
Total interest from all sources | 2021-12-31 | $1,546,318 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $70,318,916 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $69,645,371 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $38,596,392 |
Participant contributions at end of year | 2021-12-31 | $28,001,981 |
Participant contributions at beginning of year | 2021-12-31 | $29,996,723 |
Participant contributions at end of year | 2021-12-31 | $98,446 |
Participant contributions at beginning of year | 2021-12-31 | $1,227,698 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,398,879 |
Administrative expenses (other) incurred | 2021-12-31 | $747,072 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $109,347,607 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $966,608,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $857,259,328 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $778,225,366 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $678,194,044 |
Interest on participant loans | 2021-12-31 | $1,546,318 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $133,293,643 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $120,538,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $31,844,795 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $19,088,866 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $24,441,047 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,819,361 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $4,228,281 |
Income. Dividends from common stock | 2021-12-31 | $673,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $80,712,535 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $23,169,938 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $23,073,967 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $2,254,052 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $2,294,297 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GREERWALKER LLP |
Accountancy firm EIN | 2021-12-31 | 561434747 |
2020 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-97,137 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-97,137 |
Total transfer of assets from this plan | 2020-12-31 | $6,832 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $179,326,618 |
Total loss/gain on sale of assets | 2020-12-31 | $-315,472 |
Total of all expenses incurred | 2020-12-31 | $106,514,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $104,846,274 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $105,959 |
Value of total corrective distributions | 2020-12-31 | $676,426 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $63,363,180 |
Value of total assets at end of year | 2020-12-31 | $857,259,328 |
Value of total assets at beginning of year | 2020-12-31 | $784,454,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $886,149 |
Total interest from all sources | 2020-12-31 | $1,815,840 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $33,248,412 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $32,532,037 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $36,176,913 |
Participant contributions at end of year | 2020-12-31 | $29,996,723 |
Participant contributions at beginning of year | 2020-12-31 | $33,587,646 |
Participant contributions at end of year | 2020-12-31 | $1,227,698 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $2,901,193 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $886,149 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $72,811,810 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $857,259,328 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $784,454,350 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $678,194,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $623,517,270 |
Interest on participant loans | 2020-12-31 | $1,815,840 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $120,538,615 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $96,845,167 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $61,474,567 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $19,837,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $24,285,074 |
Employer contributions (assets) at end of year | 2020-12-31 | $4,228,281 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $4,822,286 |
Income. Dividends from common stock | 2020-12-31 | $716,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $104,846,274 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $23,073,967 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $25,681,981 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $2,911,781 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $3,227,253 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2020-12-31 | 561434747 |
2019 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,648,839 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,648,839 |
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 | $197,520,116 |
Total loss/gain on sale of assets | 2019-12-31 | $238,427 |
Total of all expenses incurred | 2019-12-31 | $72,948,034 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $70,231,146 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $169,766 |
Value of total corrective distributions | 2019-12-31 | $1,719,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $55,617,244 |
Value of total assets at end of year | 2019-12-31 | $784,454,350 |
Value of total assets at beginning of year | 2019-12-31 | $659,882,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $827,197 |
Total interest from all sources | 2019-12-31 | $1,790,232 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $36,686,565 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $35,910,826 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $32,341,778 |
Participant contributions at end of year | 2019-12-31 | $33,587,646 |
Participant contributions at beginning of year | 2019-12-31 | $34,013,717 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $3,076,770 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $827,197 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $124,572,082 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $784,454,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $659,882,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $623,517,270 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $562,843,577 |
Interest on participant loans | 2019-12-31 | $1,790,232 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $96,845,167 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $33,641,276 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $99,197,129 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $341,680 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $20,198,696 |
Employer contributions (assets) at end of year | 2019-12-31 | $4,822,286 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $4,738,627 |
Income. Dividends from common stock | 2019-12-31 | $775,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $70,231,146 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $25,681,981 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $24,645,071 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $3,626,094 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,387,667 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2019-12-31 | 561434747 |
2018 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $824,142 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $824,142 |
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 | $17,839,642 |
Total loss/gain on sale of assets | 2018-12-31 | $-111,519 |
Total of all expenses incurred | 2018-12-31 | $70,715,970 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $69,381,556 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $114,356 |
Value of total corrective distributions | 2018-12-31 | $352,876 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $56,611,374 |
Value of total assets at end of year | 2018-12-31 | $659,882,268 |
Value of total assets at beginning of year | 2018-12-31 | $712,758,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $867,182 |
Total interest from all sources | 2018-12-31 | $1,602,143 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $39,816,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $38,954,792 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $31,860,398 |
Participant contributions at end of year | 2018-12-31 | $34,013,717 |
Participant contributions at beginning of year | 2018-12-31 | $34,481,601 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,036,728 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $10,469 |
Administrative expenses (other) incurred | 2018-12-31 | $867,182 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-52,876,328 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $659,882,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $712,758,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $562,843,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $613,492,768 |
Interest on participant loans | 2018-12-31 | $1,602,143 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $33,641,276 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $32,373,371 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-81,478,651 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $575,975 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $19,714,248 |
Employer contributions (assets) at end of year | 2018-12-31 | $4,738,627 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,563,738 |
Income. Dividends from common stock | 2018-12-31 | $861,386 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $69,381,556 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $24,645,071 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $27,836,649 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $4,766,467 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $4,877,986 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2018-12-31 | 561434747 |
2017 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,718,789 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $1,718,789 |
Total transfer of assets to this plan | 2017-12-31 | $11,446,421 |
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 | $224,224,861 |
Total loss/gain on sale of assets | 2017-12-31 | $267,196 |
Total of all expenses incurred | 2017-12-31 | $60,012,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $60,603,527 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $74,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $124,495,724 |
Value of total assets at end of year | 2017-12-31 | $712,758,596 |
Value of total assets at beginning of year | 2017-12-31 | $537,099,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $-665,766 |
Total interest from all sources | 2017-12-31 | $1,340,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $28,431,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $27,670,916 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $29,171,327 |
Participant contributions at end of year | 2017-12-31 | $34,481,601 |
Participant contributions at beginning of year | 2017-12-31 | $29,511,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $76,796,748 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $10,469 |
Administrative expenses (other) incurred | 2017-12-31 | $-665,766 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $164,212,205 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $712,758,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $537,099,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $613,492,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $453,164,796 |
Interest on participant loans | 2017-12-31 | $1,340,558 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $32,373,371 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $34,010,487 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $67,481,075 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $490,272 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,527,649 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,563,738 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $3,645,688 |
Income. Dividends from common stock | 2017-12-31 | $760,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $60,603,527 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $27,836,649 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $16,767,658 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $4,002,661 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,735,465 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GREER WALKER |
Accountancy firm EIN | 2017-12-31 | 561434747 |
2016 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-869,252 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-869,252 |
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 | $180,901,687 |
Total loss/gain on sale of assets | 2016-12-31 | $30,707 |
Total of all expenses incurred | 2016-12-31 | $33,621,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $33,458,459 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $29,390 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $145,344,961 |
Value of total assets at end of year | 2016-12-31 | $537,099,970 |
Value of total assets at beginning of year | 2016-12-31 | $389,819,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $133,281 |
Total interest from all sources | 2016-12-31 | $1,093,272 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $17,177,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $16,704,434 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $22,564,516 |
Participant contributions at end of year | 2016-12-31 | $29,511,341 |
Participant contributions at beginning of year | 2016-12-31 | $23,024,373 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $108,307,296 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $7,435 |
Administrative expenses (other) incurred | 2016-12-31 | $133,281 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $147,280,557 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $537,099,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $389,819,413 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $453,164,796 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $328,387,913 |
Interest on participant loans | 2016-12-31 | $1,093,272 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $34,010,487 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $30,035,956 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $17,644,803 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $471,810 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $14,473,149 |
Employer contributions (assets) at end of year | 2016-12-31 | $3,645,688 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,720,025 |
Income. Dividends from common stock | 2016-12-31 | $473,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $33,458,459 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $16,767,658 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $5,651,146 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $2,227,742 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,197,035 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2016-12-31 | 561434747 |
2015 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $207,889 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $207,889 |
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 | $58,922 |
Total income from all sources (including contributions) | 2015-12-31 | $78,411,305 |
Total loss/gain on sale of assets | 2015-12-31 | $-9,829 |
Total of all expenses incurred | 2015-12-31 | $31,447,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $31,337,948 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $78,461,084 |
Value of total assets at end of year | 2015-12-31 | $389,819,413 |
Value of total assets at beginning of year | 2015-12-31 | $342,915,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $110,036 |
Total interest from all sources | 2015-12-31 | $878,634 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $20,023,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $19,906,699 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $16,914,151 |
Participant contributions at end of year | 2015-12-31 | $23,024,373 |
Participant contributions at beginning of year | 2015-12-31 | $19,414,562 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $50,406,462 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $58,922 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $46,963,321 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $389,819,413 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $342,856,092 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $328,387,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $290,359,996 |
Interest on participant loans | 2015-12-31 | $878,634 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $30,035,956 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $29,825,183 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-21,556,594 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $406,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $11,140,471 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,720,025 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,150,903 |
Income. Dividends from common stock | 2015-12-31 | $116,579 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $31,337,948 |
Contract administrator fees | 2015-12-31 | $110,036 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $5,651,146 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $1,164,370 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $539,734 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $549,563 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2015-12-31 | 561434747 |
2014 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $7,385 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $7,385 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $58,922 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $100,866 |
Total income from all sources (including contributions) | 2014-12-31 | $57,931,546 |
Total loss/gain on sale of assets | 2014-12-31 | $-4,049 |
Total of all expenses incurred | 2014-12-31 | $22,936,075 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,759,496 |
Value of total corrective distributions | 2014-12-31 | $58,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $40,616,994 |
Value of total assets at end of year | 2014-12-31 | $342,915,014 |
Value of total assets at beginning of year | 2014-12-31 | $307,961,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $117,657 |
Total interest from all sources | 2014-12-31 | $788,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $20,792,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $20,778,883 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $13,564,444 |
Participant contributions at end of year | 2014-12-31 | $19,414,562 |
Participant contributions at beginning of year | 2014-12-31 | $17,957,991 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $18,272,524 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $58,922 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $100,866 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $34,995,471 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $342,856,092 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $307,860,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $290,359,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $252,128,887 |
Interest on participant loans | 2014-12-31 | $788,599 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $29,825,183 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $29,419,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-4,620,209 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $350,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $8,780,026 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,150,903 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $8,455,240 |
Income. Dividends from common stock | 2014-12-31 | $13,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,759,496 |
Contract administrator fees | 2014-12-31 | $117,657 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $1,164,370 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $31,133 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $35,182 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2014-12-31 | 561434747 |
2013 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $100,866 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $74,197 |
Total income from all sources (including contributions) | 2013-12-31 | $72,231,608 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $18,472,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $18,246,566 |
Value of total corrective distributions | 2013-12-31 | $100,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $22,385,341 |
Value of total assets at end of year | 2013-12-31 | $307,961,487 |
Value of total assets at beginning of year | 2013-12-31 | $254,175,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $124,830 |
Total interest from all sources | 2013-12-31 | $747,358 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,982,809 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $8,982,809 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $12,849,482 |
Participant contributions at end of year | 2013-12-31 | $17,957,991 |
Participant contributions at beginning of year | 2013-12-31 | $16,807,789 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,077,927 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $100,866 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $74,197 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $53,759,346 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $307,860,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $254,101,275 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $252,128,887 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $199,595,758 |
Interest on participant loans | 2013-12-31 | $747,358 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $29,419,369 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $30,101,957 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $39,795,875 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $320,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $8,457,932 |
Employer contributions (assets) at end of year | 2013-12-31 | $8,455,240 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $7,669,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $18,246,566 |
Contract administrator fees | 2013-12-31 | $124,830 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2013-12-31 | 561434747 |
2012 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $74,197 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $63,089 |
Total income from all sources (including contributions) | 2012-12-31 | $50,027,659 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $14,839,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $14,643,928 |
Value of total corrective distributions | 2012-12-31 | $74,197 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $22,019,044 |
Value of total assets at end of year | 2012-12-31 | $254,175,472 |
Value of total assets at beginning of year | 2012-12-31 | $218,976,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $121,193 |
Total interest from all sources | 2012-12-31 | $698,663 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $5,683,442 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $5,683,442 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $12,651,922 |
Participant contributions at end of year | 2012-12-31 | $16,807,789 |
Participant contributions at beginning of year | 2012-12-31 | $15,703,227 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $850,904 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $74,197 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $63,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $35,188,341 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $254,101,275 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $218,912,934 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $199,595,758 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $169,977,593 |
Interest on participant loans | 2012-12-31 | $698,663 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $30,101,957 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $30,555,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $21,229,418 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $397,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $8,516,218 |
Employer contributions (assets) at end of year | 2012-12-31 | $7,669,968 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,739,780 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $14,643,928 |
Contract administrator fees | 2012-12-31 | $121,193 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GREERWALKER, LLP |
Accountancy firm EIN | 2012-12-31 | 561434747 |
2011 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $429,444 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $429,444 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $63,089 |
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 | $17,559,092 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $15,247,932 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $15,052,988 |
Value of total corrective distributions | 2011-12-31 | $63,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $21,662,025 |
Value of total assets at end of year | 2011-12-31 | $218,976,023 |
Value of total assets at beginning of year | 2011-12-31 | $216,601,774 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $131,855 |
Total interest from all sources | 2011-12-31 | $706,762 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $4,777,273 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $4,777,273 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $12,639,796 |
Participant contributions at end of year | 2011-12-31 | $15,703,227 |
Participant contributions at beginning of year | 2011-12-31 | $14,589,716 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $405,988 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $63,089 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,311,160 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $218,912,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $216,601,774 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $169,977,593 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $172,747,343 |
Interest on participant loans | 2011-12-31 | $706,762 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $30,555,423 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $28,588,852 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-10,016,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,616,241 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,739,780 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $675,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $15,052,988 |
Contract administrator fees | 2011-12-31 | $131,855 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GREER & WALKER, LLP |
Accountancy firm EIN | 2011-12-31 | 561434747 |
2010 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $434,066 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $434,066 |
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 | $31,125 |
Total income from all sources (including contributions) | 2010-12-31 | $44,146,632 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $12,911,743 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,779,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $21,521,056 |
Value of total assets at end of year | 2010-12-31 | $216,601,774 |
Value of total assets at beginning of year | 2010-12-31 | $185,398,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $132,539 |
Total interest from all sources | 2010-12-31 | $713,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $3,568,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,568,341 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $12,406,362 |
Participant contributions at end of year | 2010-12-31 | $14,589,716 |
Participant contributions at beginning of year | 2010-12-31 | $12,889,159 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $358,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $31,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $31,234,889 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $216,601,774 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $185,366,885 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $172,747,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $142,426,098 |
Interest on participant loans | 2010-12-31 | $713,732 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $28,588,852 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $27,196,086 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $17,909,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,756,343 |
Employer contributions (assets) at end of year | 2010-12-31 | $675,863 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,886,667 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,779,204 |
Contract administrator fees | 2010-12-31 | $132,539 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GREER & WALKER, LLP |
Accountancy firm EIN | 2010-12-31 | 561434747 |
2009 : COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: COCA-COLA BOTTLING CO. CONSOLIDATED RETIREMENT SAVINGS PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |