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THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 401k Plan overview

Plan NameTHE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN
Plan identification number 003

THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY has sponsored the creation of one or more 401k plans.

Company Name:THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY
Employer identification number (EIN):240863382
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01VINCENT SINKOVICH VINCENT SINKOVICH2018-10-09
0032016-01-01VINCENT SINKOVICH VINCENT SINKOVICH2017-10-13
0032015-01-01VINCENT M. SINKOVICH VINCENT M. SINKOVICH2016-09-29
0032014-01-01VINCENT SINKOVICH VINCENT SINKOVICH2015-10-12
0032013-01-01VINCENT SINKOVICH VINCENT SINKOVICH2014-10-13
0032012-01-01VINCENT SINKOVICH VINCENT SINKOVICH2013-10-15
0032011-01-01VINCENT SINKOVICH VINCENT SINKOVICH2012-10-04
0032009-01-01MAXINE SZYMKOWIAK MAXINE SZYMKOWIAK2010-10-12

Plan Statistics for THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN

401k plan membership statisitcs for THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN

Measure Date Value
2023: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01171
Total number of active participants reported on line 7a of the Form 55002023-01-01117
Number of retired or separated participants receiving benefits2023-01-0114
Number of other retired or separated participants entitled to future benefits2023-01-0139
Total of all active and inactive participants2023-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,236,639
Acturial value of plan assets2022-12-315,236,639
Funding target for retired participants and beneficiaries receiving payment2022-12-31622,813
Number of terminated vested participants2022-12-3141
Fundng target for terminated vested participants2022-12-311,104,806
Active participant vested funding target2022-12-313,880,915
Number of active participants2022-12-31122
Total funding liabilities for active participants2022-12-313,946,236
Total participant count2022-12-31172
Total funding target for all participants2022-12-315,673,855
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31715,818
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31666,271
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31121,193
Net shortfall amortization installment of oustanding balance2022-12-31437,216
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31163,515
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31163,515
Contributions allocatedtoward minimum required contributions for current year2022-12-31666,271
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01139
Total number of active participants reported on line 7a of the Form 55002022-01-0189
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-314,585,976
Acturial value of plan assets2021-12-314,585,976
Funding target for retired participants and beneficiaries receiving payment2021-12-31471,589
Number of terminated vested participants2021-12-3143
Fundng target for terminated vested participants2021-12-311,117,922
Active participant vested funding target2021-12-313,406,962
Number of active participants2021-12-3192
Total funding liabilities for active participants2021-12-313,447,963
Total participant count2021-12-31142
Total funding target for all participants2021-12-315,037,474
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31171,408
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31150,154
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31108,056
Net shortfall amortization installment of oustanding balance2021-12-31451,498
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31150,154
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31150,154
Contributions allocatedtoward minimum required contributions for current year2021-12-31150,154
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,868,959
Acturial value of plan assets2020-12-313,868,959
Funding target for retired participants and beneficiaries receiving payment2020-12-31338,376
Number of terminated vested participants2020-12-3145
Fundng target for terminated vested participants2020-12-311,120,955
Active participant vested funding target2020-12-313,138,684
Number of active participants2020-12-3185
Total funding liabilities for active participants2020-12-313,163,462
Total participant count2020-12-31135
Total funding target for all participants2020-12-314,622,793
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31355,636
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31328,713
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3196,896
Net shortfall amortization installment of oustanding balance2020-12-31753,834
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31291,914
Additional cash requirement2020-12-31291,914
Contributions allocatedtoward minimum required contributions for current year2020-12-31328,713
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01129
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-314,957,292
Acturial value of plan assets2019-12-314,957,292
Funding target for retired participants and beneficiaries receiving payment2019-12-312,001,806
Number of terminated vested participants2019-12-3144
Fundng target for terminated vested participants2019-12-311,158,890
Active participant vested funding target2019-12-313,157,921
Number of active participants2019-12-3191
Total funding liabilities for active participants2019-12-313,175,670
Total participant count2019-12-31178
Total funding target for all participants2019-12-316,336,366
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31571,631
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-31126,759
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31389,978
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31101,886
Net shortfall amortization installment of oustanding balance2019-12-311,366,883
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31385,424
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31385,424
Contributions allocatedtoward minimum required contributions for current year2019-12-31389,978
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01153
Total number of active participants reported on line 7a of the Form 55002019-01-0166
Number of retired or separated participants receiving benefits2019-01-0142
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-315,214,534
Acturial value of plan assets2018-12-315,214,534
Funding target for retired participants and beneficiaries receiving payment2018-12-311,974,041
Number of terminated vested participants2018-12-3145
Fundng target for terminated vested participants2018-12-311,099,741
Active participant vested funding target2018-12-313,023,524
Number of active participants2018-12-3182
Total funding liabilities for active participants2018-12-313,037,002
Total participant count2018-12-31169
Total funding target for all participants2018-12-316,110,784
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31290,634
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31254,289
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31108,706
Net shortfall amortization installment of oustanding balance2018-12-31896,250
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31254,289
Additional cash requirement2018-12-31254,289
Contributions allocatedtoward minimum required contributions for current year2018-12-31254,289
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01149
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-0141
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,423,736
Acturial value of plan assets2017-12-314,423,736
Funding target for retired participants and beneficiaries receiving payment2017-12-311,410,828
Number of terminated vested participants2017-12-3140
Fundng target for terminated vested participants2017-12-31939,774
Active participant vested funding target2017-12-313,170,418
Number of active participants2017-12-3185
Total funding liabilities for active participants2017-12-313,211,259
Total participant count2017-12-31163
Total funding target for all participants2017-12-315,561,861
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31307,077
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31269,419
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31102,012
Net shortfall amortization installment of oustanding balance2017-12-311,138,144
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31269,419
Additional cash requirement2017-12-31269,419
Contributions allocatedtoward minimum required contributions for current year2017-12-31269,419
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01149
Total number of active participants reported on line 7a of the Form 55002017-01-0171
Number of retired or separated participants receiving benefits2017-01-0137
Number of other retired or separated participants entitled to future benefits2017-01-0139
Total of all active and inactive participants2017-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,166,111
Acturial value of plan assets2016-12-314,166,111
Funding target for retired participants and beneficiaries receiving payment2016-12-311,412,406
Number of terminated vested participants2016-12-3139
Fundng target for terminated vested participants2016-12-31868,509
Active participant vested funding target2016-12-312,901,374
Number of active participants2016-12-3175
Total funding liabilities for active participants2016-12-312,929,938
Total participant count2016-12-31151
Total funding target for all participants2016-12-315,210,853
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31234,572
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31205,360
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3195,784
Net shortfall amortization installment of oustanding balance2016-12-311,044,742
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31205,360
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31205,360
Contributions allocatedtoward minimum required contributions for current year2016-12-31205,360
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-0175
Number of retired or separated participants receiving benefits2016-01-0136
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01144
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of retired or separated participants receiving benefits2015-01-0135
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01155
Total number of active participants reported on line 7a of the Form 55002014-01-0181
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-0182
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-0184
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-0185
Number of retired or separated participants receiving benefits2011-01-0133
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN

Measure Date Value
2023 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$769,861
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$196,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$79,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$325,321
Value of total assets at end of year2023-12-31$5,743,081
Value of total assets at beginning of year2023-12-31$5,169,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$116,508
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$0
Participant contributions at end of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Administrative expenses (other) incurred2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$573,677
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,743,081
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,169,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$110,838
Value of interest in master investment trust accounts at end of year2023-12-31$5,417,760
Value of interest in master investment trust accounts at beginning of year2023-12-31$4,453,586
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$325,321
Employer contributions (assets) at end of year2023-12-31$325,321
Employer contributions (assets) at beginning of year2023-12-31$715,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$79,676
Contract administrator fees2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$118,869
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$192,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$67,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$715,818
Value of total assets at end of year2022-12-31$5,169,404
Value of total assets at beginning of year2022-12-31$5,243,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$125,117
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$11,390
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-73,808
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,169,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,243,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$113,727
Value of interest in master investment trust accounts at end of year2022-12-31$4,453,586
Value of interest in master investment trust accounts at beginning of year2022-12-31$5,071,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$715,818
Employer contributions (assets) at end of year2022-12-31$715,818
Employer contributions (assets) at beginning of year2022-12-31$171,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$67,560
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$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$815,413
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$163,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$34,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$171,408
Value of total assets at end of year2021-12-31$5,243,212
Value of total assets at beginning of year2021-12-31$4,590,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,197
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$13,516
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$652,387
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,243,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,590,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$114,681
Value of interest in master investment trust accounts at end of year2021-12-31$5,071,804
Value of interest in master investment trust accounts at beginning of year2021-12-31$4,235,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$171,408
Employer contributions (assets) at end of year2021-12-31$171,408
Employer contributions (assets) at beginning of year2021-12-31$355,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$34,829
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$836,050
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$129,594
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$30,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$355,636
Value of total assets at end of year2020-12-31$4,590,825
Value of total assets at beginning of year2020-12-31$3,884,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$99,502
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$12,326
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$706,456
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,590,825
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,884,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$87,176
Value of interest in master investment trust accounts at end of year2020-12-31$4,235,189
Value of interest in master investment trust accounts at beginning of year2020-12-31$3,446,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$355,636
Employer contributions (assets) at end of year2020-12-31$355,636
Employer contributions (assets) at beginning of year2020-12-31$438,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$30,092
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BBDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$1,519,107
Total income from all sources (including contributions)2019-12-31$1,519,107
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,603,323
Total of all expenses incurred2019-12-31$2,603,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,479,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,479,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$438,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$438,280
Value of total assets at end of year2019-12-31$3,884,369
Value of total assets at end of year2019-12-31$3,884,369
Value of total assets at beginning of year2019-12-31$4,968,585
Value of total assets at beginning of year2019-12-31$4,968,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,975
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$11,986
Administrative expenses professional fees incurred2019-12-31$11,986
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$0
Contributions received from participants2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,328,601
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,328,601
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,084,216
Value of net income/loss2019-12-31$-1,084,216
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,884,369
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,884,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,968,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,968,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$111,989
Investment advisory and management fees2019-12-31$111,989
Value of interest in master investment trust accounts at end of year2019-12-31$3,446,089
Value of interest in master investment trust accounts at end of year2019-12-31$3,446,089
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,677,951
Value of interest in master investment trust accounts at beginning of year2019-12-31$4,677,951
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$438,280
Contributions received in cash from employer2019-12-31$438,280
Employer contributions (assets) at end of year2019-12-31$438,280
Employer contributions (assets) at end of year2019-12-31$438,280
Employer contributions (assets) at beginning of year2019-12-31$290,634
Employer contributions (assets) at beginning of year2019-12-31$290,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$150,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$150,747
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-1,113
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$257,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$152,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$290,634
Value of total assets at end of year2018-12-31$4,968,585
Value of total assets at beginning of year2018-12-31$5,226,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$104,469
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$12,090
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-258,255
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,968,585
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,226,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$92,379
Value of interest in master investment trust accounts at end of year2018-12-31$4,677,951
Value of interest in master investment trust accounts at beginning of year2018-12-31$4,919,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$290,634
Employer contributions (assets) at end of year2018-12-31$290,634
Employer contributions (assets) at beginning of year2018-12-31$307,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$152,673
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$924,125
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$141,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$141,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$307,077
Value of total assets at end of year2017-12-31$5,226,840
Value of total assets at beginning of year2017-12-31$4,444,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$782,732
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,226,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,444,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$4,919,763
Value of interest in master investment trust accounts at beginning of year2017-12-31$4,209,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$307,077
Employer contributions (assets) at end of year2017-12-31$307,077
Employer contributions (assets) at beginning of year2017-12-31$234,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$141,393
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$409,788
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$138,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$138,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$234,572
Value of total assets at end of year2016-12-31$4,444,108
Value of total assets at beginning of year2016-12-31$4,172,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$271,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,444,108
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,172,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$4,209,536
Value of interest in master investment trust accounts at beginning of year2016-12-31$4,000,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$234,572
Employer contributions (assets) at end of year2016-12-31$234,572
Employer contributions (assets) at beginning of year2016-12-31$172,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$138,194
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$124,053
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$134,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$134,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$172,038
Value of total assets at end of year2015-12-31$4,172,514
Value of total assets at beginning of year2015-12-31$4,183,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,636
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,172,514
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,183,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$4,000,476
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,055,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$172,038
Employer contributions (assets) at end of year2015-12-31$172,038
Employer contributions (assets) at beginning of year2015-12-31$127,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$134,689
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$250,254
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$147,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$147,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$127,976
Value of total assets at end of year2014-12-31$4,183,150
Value of total assets at beginning of year2014-12-31$4,080,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$102,686
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,183,150
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,080,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$4,055,174
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,906,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$127,976
Employer contributions (assets) at end of year2014-12-31$127,976
Employer contributions (assets) at beginning of year2014-12-31$174,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$147,568
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$534,987
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$121,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$121,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$174,234
Value of total assets at end of year2013-12-31$4,080,464
Value of total assets at beginning of year2013-12-31$3,666,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$413,751
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,080,464
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,666,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$3,906,230
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,525,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$174,234
Employer contributions (assets) at end of year2013-12-31$174,234
Employer contributions (assets) at beginning of year2013-12-31$141,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$121,236
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$413,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$105,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$105,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$141,341
Value of total assets at end of year2012-12-31$3,666,713
Value of total assets at beginning of year2012-12-31$3,359,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$141,341
Total non interest bearing cash at beginning of year2012-12-31$224,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$307,666
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,666,713
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,359,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$3,525,372
Value of interest in master investment trust accounts at beginning of year2012-12-31$3,134,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$105,490
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ALPERN ROSENTHAL
Accountancy firm EIN2012-12-31251724342
2011 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$93,597
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$116,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$107,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$224,867
Value of total assets at end of year2011-12-31$3,359,047
Value of total assets at beginning of year2011-12-31$3,381,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,046
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Administrative expenses (other) incurred2011-12-31$9,046
Total non interest bearing cash at end of year2011-12-31$224,867
Total non interest bearing cash at beginning of year2011-12-31$192,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-22,755
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,359,047
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,381,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$3,134,180
Value of interest in master investment trust accounts at beginning of year2011-12-31$3,188,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$224,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$107,306
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$402,549
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$103,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$99,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$192,865
Value of total assets at end of year2010-12-31$3,381,802
Value of total assets at beginning of year2010-12-31$3,083,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,920
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$3,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$298,773
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,381,802
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,083,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$3,188,937
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,856,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$192,865
Employer contributions (assets) at end of year2010-12-31$192,865
Employer contributions (assets) at beginning of year2010-12-31$226,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$99,856
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN

2023: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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