THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2023: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 117 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 39 |
Total of all active and inactive participants | 2023-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 5,236,639 |
Acturial value of plan assets | 2022-12-31 | 5,236,639 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 622,813 |
Number of terminated vested participants | 2022-12-31 | 41 |
Fundng target for terminated vested participants | 2022-12-31 | 1,104,806 |
Active participant vested funding target | 2022-12-31 | 3,880,915 |
Number of active participants | 2022-12-31 | 122 |
Total funding liabilities for active participants | 2022-12-31 | 3,946,236 |
Total participant count | 2022-12-31 | 172 |
Total funding target for all participants | 2022-12-31 | 5,673,855 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 715,818 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 666,271 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 121,193 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 437,216 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 163,515 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 163,515 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 666,271 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 89 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 40 |
Total of all active and inactive participants | 2022-01-01 | 138 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,585,976 |
Acturial value of plan assets | 2021-12-31 | 4,585,976 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 471,589 |
Number of terminated vested participants | 2021-12-31 | 43 |
Fundng target for terminated vested participants | 2021-12-31 | 1,117,922 |
Active participant vested funding target | 2021-12-31 | 3,406,962 |
Number of active participants | 2021-12-31 | 92 |
Total funding liabilities for active participants | 2021-12-31 | 3,447,963 |
Total participant count | 2021-12-31 | 142 |
Total funding target for all participants | 2021-12-31 | 5,037,474 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 171,408 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 150,154 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 108,056 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 451,498 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 150,154 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 150,154 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 150,154 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 84 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 42 |
Total of all active and inactive participants | 2021-01-01 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 3,868,959 |
Acturial value of plan assets | 2020-12-31 | 3,868,959 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 338,376 |
Number of terminated vested participants | 2020-12-31 | 45 |
Fundng target for terminated vested participants | 2020-12-31 | 1,120,955 |
Active participant vested funding target | 2020-12-31 | 3,138,684 |
Number of active participants | 2020-12-31 | 85 |
Total funding liabilities for active participants | 2020-12-31 | 3,163,462 |
Total participant count | 2020-12-31 | 135 |
Total funding target for all participants | 2020-12-31 | 4,622,793 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 355,636 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 328,713 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 96,896 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 753,834 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 291,914 |
Additional cash requirement | 2020-12-31 | 291,914 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 328,713 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 44 |
Total of all active and inactive participants | 2020-01-01 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,957,292 |
Acturial value of plan assets | 2019-12-31 | 4,957,292 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,001,806 |
Number of terminated vested participants | 2019-12-31 | 44 |
Fundng target for terminated vested participants | 2019-12-31 | 1,158,890 |
Active participant vested funding target | 2019-12-31 | 3,157,921 |
Number of active participants | 2019-12-31 | 91 |
Total funding liabilities for active participants | 2019-12-31 | 3,175,670 |
Total participant count | 2019-12-31 | 178 |
Total funding target for all participants | 2019-12-31 | 6,336,366 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 571,631 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 126,759 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 389,978 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 101,886 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,366,883 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 385,424 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 385,424 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 389,978 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 42 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 43 |
Total of all active and inactive participants | 2019-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 5,214,534 |
Acturial value of plan assets | 2018-12-31 | 5,214,534 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,974,041 |
Number of terminated vested participants | 2018-12-31 | 45 |
Fundng target for terminated vested participants | 2018-12-31 | 1,099,741 |
Active participant vested funding target | 2018-12-31 | 3,023,524 |
Number of active participants | 2018-12-31 | 82 |
Total funding liabilities for active participants | 2018-12-31 | 3,037,002 |
Total participant count | 2018-12-31 | 169 |
Total funding target for all participants | 2018-12-31 | 6,110,784 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 290,634 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 254,289 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 108,706 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 896,250 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 254,289 |
Additional cash requirement | 2018-12-31 | 254,289 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 254,289 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 62 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 44 |
Total of all active and inactive participants | 2018-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 4,423,736 |
Acturial value of plan assets | 2017-12-31 | 4,423,736 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,410,828 |
Number of terminated vested participants | 2017-12-31 | 40 |
Fundng target for terminated vested participants | 2017-12-31 | 939,774 |
Active participant vested funding target | 2017-12-31 | 3,170,418 |
Number of active participants | 2017-12-31 | 85 |
Total funding liabilities for active participants | 2017-12-31 | 3,211,259 |
Total participant count | 2017-12-31 | 163 |
Total funding target for all participants | 2017-12-31 | 5,561,861 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 307,077 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 269,419 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 102,012 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,138,144 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 269,419 |
Additional cash requirement | 2017-12-31 | 269,419 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 269,419 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 37 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 39 |
Total of all active and inactive participants | 2017-01-01 | 147 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 4,166,111 |
Acturial value of plan assets | 2016-12-31 | 4,166,111 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,412,406 |
Number of terminated vested participants | 2016-12-31 | 39 |
Fundng target for terminated vested participants | 2016-12-31 | 868,509 |
Active participant vested funding target | 2016-12-31 | 2,901,374 |
Number of active participants | 2016-12-31 | 75 |
Total funding liabilities for active participants | 2016-12-31 | 2,929,938 |
Total participant count | 2016-12-31 | 151 |
Total funding target for all participants | 2016-12-31 | 5,210,853 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 234,572 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 205,360 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 95,784 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,044,742 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 205,360 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 205,360 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 205,360 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 151 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 38 |
Total of all active and inactive participants | 2016-01-01 | 149 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 144 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 36 |
Total of all active and inactive participants | 2015-01-01 | 142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 36 |
Total of all active and inactive participants | 2014-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 160 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 82 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 36 |
Total of all active and inactive participants | 2013-01-01 | 151 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 153 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 84 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 34 |
Total of all active and inactive participants | 2012-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 85 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 33 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 34 |
Total of all active and inactive participants | 2011-01-01 | 152 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 152 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 29 |
Total of all active and inactive participants | 2009-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 156 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2023 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $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 assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $196,184 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $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 year | 2023-12-31 | $5,743,081 |
Value of total assets at beginning of year | 2023-12-31 | $5,169,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $116,508 |
Total interest from all sources | 2023-12-31 | $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 year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $0 |
Participant contributions at end of year | 2023-12-31 | $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 year | 2023-12-31 | $0 |
Administrative expenses (other) incurred | 2023-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Income. Non cash contributions | 2023-12-31 | $0 |
Value of net income/loss | 2023-12-31 | $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) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $110,838 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $5,417,760 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $4,453,586 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $325,321 |
Employer contributions (assets) at end of year | 2023-12-31 | $325,321 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $715,818 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $79,676 |
Contract administrator fees | 2023-12-31 | $0 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2023-12-31 | 135381590 |
2022 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $192,677 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $5,169,404 |
Value of total assets at beginning of year | 2022-12-31 | $5,243,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $125,117 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $11,390 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $113,727 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $4,453,586 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $5,071,804 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $715,818 |
Employer contributions (assets) at end of year | 2022-12-31 | $715,818 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $171,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $67,560 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $163,026 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $5,243,212 |
Value of total assets at beginning of year | 2021-12-31 | $4,590,825 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $128,197 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $13,516 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $114,681 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $5,071,804 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $4,235,189 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $171,408 |
Employer contributions (assets) at end of year | 2021-12-31 | $171,408 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $355,636 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $34,829 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $129,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $4,590,825 |
Value of total assets at beginning of year | 2020-12-31 | $3,884,369 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $99,502 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $12,326 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $87,176 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $4,235,189 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $3,446,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $355,636 |
Employer contributions (assets) at end of year | 2020-12-31 | $355,636 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $438,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $30,092 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BBDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 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 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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,603,323 |
Total of all expenses incurred | 2019-12-31 | $2,603,323 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,479,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $3,884,369 |
Value of total assets at end of year | 2019-12-31 | $3,884,369 |
Value of total assets at beginning of year | 2019-12-31 | $4,968,585 |
Value of total assets at beginning of year | 2019-12-31 | $4,968,585 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,975 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $123,975 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $11,986 |
Administrative expenses professional fees incurred | 2019-12-31 | $11,986 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $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) incurred | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-1,084,216 |
Value of net income/loss | 2019-12-31 | $-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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $111,989 |
Investment advisory and management fees | 2019-12-31 | $111,989 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,446,089 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,446,089 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,677,951 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,677,951 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $438,280 |
Contributions received in cash from employer | 2019-12-31 | $438,280 |
Employer contributions (assets) at end of year | 2019-12-31 | $438,280 |
Employer contributions (assets) at end of year | 2019-12-31 | $438,280 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $290,634 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $290,634 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $150,747 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $150,747 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $257,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $4,968,585 |
Value of total assets at beginning of year | 2018-12-31 | $5,226,840 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $104,469 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $12,090 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $92,379 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $4,677,951 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $4,919,763 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $290,634 |
Employer contributions (assets) at end of year | 2018-12-31 | $290,634 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $307,077 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $152,673 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $141,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $5,226,840 |
Value of total assets at beginning of year | 2017-12-31 | $4,444,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $4,919,763 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $4,209,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $307,077 |
Employer contributions (assets) at end of year | 2017-12-31 | $307,077 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $234,572 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $141,393 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $138,194 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $4,444,108 |
Value of total assets at beginning of year | 2016-12-31 | $4,172,514 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $4,209,536 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $4,000,476 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $234,572 |
Employer contributions (assets) at end of year | 2016-12-31 | $234,572 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $172,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $138,194 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $134,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $4,172,514 |
Value of total assets at beginning of year | 2015-12-31 | $4,183,150 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $4,000,476 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $4,055,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $172,038 |
Employer contributions (assets) at end of year | 2015-12-31 | $172,038 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $127,976 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $134,689 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $147,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $4,183,150 |
Value of total assets at beginning of year | 2014-12-31 | $4,080,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $4,055,174 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $3,906,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $127,976 |
Employer contributions (assets) at end of year | 2014-12-31 | $127,976 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $174,234 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $147,568 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $121,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $4,080,464 |
Value of total assets at beginning of year | 2013-12-31 | $3,666,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $3,906,230 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,525,372 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $174,234 |
Employer contributions (assets) at end of year | 2013-12-31 | $174,234 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $141,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $121,236 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $105,490 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $3,666,713 |
Value of total assets at beginning of year | 2012-12-31 | $3,359,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $0 |
Total non interest bearing cash at end of year | 2012-12-31 | $141,341 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,525,372 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,134,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $141,341 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $105,490 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ALPERN ROSENTHAL |
Accountancy firm EIN | 2012-12-31 | 251724342 |
2011 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $116,352 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $3,359,047 |
Value of total assets at beginning of year | 2011-12-31 | $3,381,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,046 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $9,046 |
Total non interest bearing cash at end of year | 2011-12-31 | $224,867 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,134,180 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,188,937 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $224,867 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $107,306 |
Contract administrator fees | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $103,776 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $3,381,802 |
Value of total assets at beginning of year | 2010-12-31 | $3,083,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,920 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $3,188,937 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $2,856,611 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $192,865 |
Employer contributions (assets) at end of year | 2010-12-31 | $192,865 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $226,418 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $99,856 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG |
Accountancy firm EIN | 2010-12-31 | 346565596 |
2009 : THE COCA-COLA BOTTLING CO. OF THE LEHIGH VALLEY PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |