COCA-COLA BOTTLING CO., KOKOMO, INDIANA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC.
401k plan membership statisitcs for EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC.
Measure | Date | Value |
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2023: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 80 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 7,049,695 |
Acturial value of plan assets | 2022-12-31 | 7,049,695 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 12 |
Fundng target for terminated vested participants | 2022-12-31 | 218,857 |
Active participant vested funding target | 2022-12-31 | 4,489,625 |
Number of active participants | 2022-12-31 | 65 |
Total funding liabilities for active participants | 2022-12-31 | 4,518,198 |
Total participant count | 2022-12-31 | 77 |
Total funding target for all participants | 2022-12-31 | 4,737,055 |
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 | 1,465,963 |
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 | 1,465,963 |
Present value of excess contributions | 2022-12-31 | 738,924 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 776,018 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 1,553,774 |
Total employer contributions | 2022-12-31 | 1,050,000 |
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 | 1,005,533 |
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 | 292,650 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 1,005,533 |
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 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 69 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 80 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 6,690,086 |
Acturial value of plan assets | 2021-12-31 | 6,690,086 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 7 |
Fundng target for terminated vested participants | 2021-12-31 | 82,881 |
Active participant vested funding target | 2021-12-31 | 4,989,818 |
Number of active participants | 2021-12-31 | 78 |
Total funding liabilities for active participants | 2021-12-31 | 5,025,872 |
Total participant count | 2021-12-31 | 85 |
Total funding target for all participants | 2021-12-31 | 5,108,753 |
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 | 1,311,472 |
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 | 1,311,472 |
Present value of excess contributions | 2021-12-31 | 526,116 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 554,789 |
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 | 1,465,963 |
Total employer contributions | 2021-12-31 | 960,000 |
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 | 923,030 |
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 | 299,476 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 184,106 |
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 | 184,106 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 923,030 |
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 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 75 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 8 |
2020: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 5,985,933 |
Acturial value of plan assets | 2020-12-31 | 5,985,933 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 8 |
Fundng target for terminated vested participants | 2020-12-31 | 72,612 |
Active participant vested funding target | 2020-12-31 | 4,747,866 |
Number of active participants | 2020-12-31 | 70 |
Total funding liabilities for active participants | 2020-12-31 | 4,772,885 |
Total participant count | 2020-12-31 | 78 |
Total funding target for all participants | 2020-12-31 | 4,845,497 |
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 | 1,147,997 |
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 | 1,147,997 |
Present value of excess contributions | 2020-12-31 | 634,346 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 669,996 |
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 | 1,311,472 |
Total employer contributions | 2020-12-31 | 860,000 |
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 | 825,722 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
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 | 299,606 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 299,606 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 299,606 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 825,722 |
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 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,840,034 |
Acturial value of plan assets | 2019-12-31 | 4,840,034 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 7 |
Fundng target for terminated vested participants | 2019-12-31 | 66,302 |
Active participant vested funding target | 2019-12-31 | 4,528,835 |
Number of active participants | 2019-12-31 | 69 |
Total funding liabilities for active participants | 2019-12-31 | 4,548,744 |
Total participant count | 2019-12-31 | 76 |
Total funding target for all participants | 2019-12-31 | 4,615,046 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 9,042 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,357,452 |
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 | 9,042 |
Amount remaining of prefunding balance | 2019-12-31 | 1,357,452 |
Present value of excess contributions | 2019-12-31 | 2,694 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 2,850 |
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 | 8,669 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 153,528 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 1,147,997 |
Total employer contributions | 2019-12-31 | 950,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 904,413 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all 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 | 270,067 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 270,067 |
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 | 270,067 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 904,413 |
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 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 72 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 5,392,041 |
Acturial value of plan assets | 2018-12-31 | 5,392,041 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 8 |
Fundng target for terminated vested participants | 2018-12-31 | 65,175 |
Active participant vested funding target | 2018-12-31 | 4,336,704 |
Number of active participants | 2018-12-31 | 73 |
Total funding liabilities for active participants | 2018-12-31 | 4,369,460 |
Total participant count | 2018-12-31 | 81 |
Total funding target for all participants | 2018-12-31 | 4,434,635 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 8,181 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,228,130 |
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 | 8,181 |
Amount remaining of prefunding balance | 2018-12-31 | 1,228,130 |
Present value of excess contributions | 2018-12-31 | 2,236 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,370 |
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 | 9,042 |
Balance of prefunding at beginning of current year | 2018-12-31 | 1,357,452 |
Total employer contributions | 2018-12-31 | 250,000 |
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 | 244,106 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
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 | 241,412 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 241,412 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 241,412 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 244,106 |
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 | 74 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 7 |
2017: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 4,743,976 |
Acturial value of plan assets | 2017-12-31 | 4,743,976 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 6 |
Fundng target for terminated vested participants | 2017-12-31 | 55,202 |
Active participant vested funding target | 2017-12-31 | 3,708,698 |
Number of active participants | 2017-12-31 | 68 |
Total funding liabilities for active participants | 2017-12-31 | 3,772,203 |
Total participant count | 2017-12-31 | 74 |
Total funding target for all participants | 2017-12-31 | 3,827,405 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 7,687 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,154,041 |
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 | 7,687 |
Amount remaining of prefunding balance | 2017-12-31 | 1,154,041 |
Present value of excess contributions | 2017-12-31 | 235,062 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 249,683 |
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 | 8,181 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,228,130 |
Total employer contributions | 2017-12-31 | 263,000 |
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 | 256,079 |
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 | 253,843 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 253,843 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 253,843 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 256,079 |
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 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 74 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
2016: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 4,441,922 |
Acturial value of plan assets | 2016-12-31 | 4,439,993 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 8 |
Fundng target for terminated vested participants | 2016-12-31 | 57,164 |
Active participant vested funding target | 2016-12-31 | 3,519,438 |
Number of active participants | 2016-12-31 | 71 |
Total funding liabilities for active participants | 2016-12-31 | 3,577,780 |
Total participant count | 2016-12-31 | 79 |
Total funding target for all participants | 2016-12-31 | 3,634,944 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 7,791 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,169,597 |
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 | 7,791 |
Amount remaining of prefunding balance | 2016-12-31 | 1,169,597 |
Present value of excess contributions | 2016-12-31 | 203,743 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 216,844 |
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 |
Balance of carryovers at beginning of current year | 2016-12-31 | 7,687 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,154,041 |
Total employer contributions | 2016-12-31 | 520,000 |
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 | 494,745 |
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 | 259,683 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 259,683 |
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 | 259,683 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 494,745 |
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 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 6 |
Total of all active and inactive participants | 2016-01-01 | 69 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 69 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 5 |
2014: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 17 |
Total of all active and inactive participants | 2013-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
Total of all active and inactive participants | 2012-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 89 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 19 |
Total of all active and inactive participants | 2011-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2010: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 15 |
Total of all active and inactive participants | 2010-01-01 | 91 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 81 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 94 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2023 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2023 401k financial data |
---|
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,005,734 |
Expenses. Total of all expenses incurred | 2023-12-31 | $367,281 |
Benefits paid (including direct rollovers) | 2023-12-31 | $323,979 |
Total plan assets at end of year | 2023-12-31 | $7,193,254 |
Total plan assets at beginning of year | 2023-12-31 | $6,554,801 |
Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $20,336 |
Other income received | 2023-12-31 | $615,734 |
Net income (gross income less expenses) | 2023-12-31 | $638,453 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,193,254 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,554,801 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $390,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $22,966 |
2022 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-59,750 |
Expenses. Total of all expenses incurred | 2022-12-31 | $435,144 |
Benefits paid (including direct rollovers) | 2022-12-31 | $406,199 |
Total plan assets at end of year | 2022-12-31 | $6,554,801 |
Total plan assets at beginning of year | 2022-12-31 | $7,049,695 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-1,109,750 |
Net income (gross income less expenses) | 2022-12-31 | $-494,894 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,554,801 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,049,695 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $1,050,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $28,945 |
2021 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $1,342,507 |
Expenses. Total of all expenses incurred | 2021-12-31 | $982,898 |
Benefits paid (including direct rollovers) | 2021-12-31 | $966,518 |
Total plan assets at end of year | 2021-12-31 | $7,049,695 |
Total plan assets at beginning of year | 2021-12-31 | $6,690,086 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $382,507 |
Net income (gross income less expenses) | 2021-12-31 | $359,609 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,049,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,690,086 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $960,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,380 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2020 401k financial data |
---|
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,527,978 |
Expenses. Total of all expenses incurred | 2020-12-31 | $823,825 |
Benefits paid (including direct rollovers) | 2020-12-31 | $774,433 |
Total plan assets at end of year | 2020-12-31 | $6,690,086 |
Total plan assets at beginning of year | 2020-12-31 | $5,985,933 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $667,978 |
Net income (gross income less expenses) | 2020-12-31 | $704,153 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,690,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,985,933 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $860,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $49,392 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,629,310 |
Expenses. Total of all expenses incurred | 2019-12-31 | $483,411 |
Benefits paid (including direct rollovers) | 2019-12-31 | $441,860 |
Total plan assets at end of year | 2019-12-31 | $5,985,933 |
Total plan assets at beginning of year | 2019-12-31 | $4,840,034 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $679,310 |
Net income (gross income less expenses) | 2019-12-31 | $1,145,899 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,985,933 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,840,034 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $950,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $41,551 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $34,508 |
Expenses. Total of all expenses incurred | 2018-12-31 | $586,515 |
Benefits paid (including direct rollovers) | 2018-12-31 | $568,502 |
Total plan assets at end of year | 2018-12-31 | $4,840,034 |
Total plan assets at beginning of year | 2018-12-31 | $5,392,041 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-215,492 |
Net income (gross income less expenses) | 2018-12-31 | $-552,007 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,840,034 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,392,041 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $250,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $18,013 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $765,127 |
Expenses. Total of all expenses incurred | 2017-12-31 | $120,634 |
Benefits paid (including direct rollovers) | 2017-12-31 | $101,374 |
Total plan assets at end of year | 2017-12-31 | $5,392,041 |
Total plan assets at beginning of year | 2017-12-31 | $4,747,548 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Other income received | 2017-12-31 | $502,127 |
Net income (gross income less expenses) | 2017-12-31 | $644,493 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,392,041 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,747,548 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $263,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $19,260 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $796,624 |
Expenses. Total of all expenses incurred | 2016-12-31 | $490,998 |
Benefits paid (including direct rollovers) | 2016-12-31 | $474,168 |
Total plan assets at end of year | 2016-12-31 | $4,747,548 |
Total plan assets at beginning of year | 2016-12-31 | $4,441,922 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $276,624 |
Net income (gross income less expenses) | 2016-12-31 | $305,626 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,747,548 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,441,922 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $520,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $16,830 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $352,791 |
Expenses. Total of all expenses incurred | 2015-12-31 | $83,150 |
Benefits paid (including direct rollovers) | 2015-12-31 | $66,606 |
Total plan assets at end of year | 2015-12-31 | $4,441,922 |
Total plan assets at beginning of year | 2015-12-31 | $4,172,281 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $-57,209 |
Net income (gross income less expenses) | 2015-12-31 | $269,641 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,441,922 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,172,281 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $410,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $16,544 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $328 |
Total income from all sources | 2014-12-31 | $513,420 |
Expenses. Total of all expenses incurred | 2014-12-31 | $170,079 |
Benefits paid (including direct rollovers) | 2014-12-31 | $154,476 |
Total plan assets at end of year | 2014-12-31 | $4,172,281 |
Total plan assets at beginning of year | 2014-12-31 | $3,829,268 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $15,603 |
Other income received | 2014-12-31 | $189,420 |
Net income (gross income less expenses) | 2014-12-31 | $343,341 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,172,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,828,940 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $324,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $328 |
Total plan liabilities at beginning of year | 2013-12-31 | $1,517 |
Total income from all sources | 2013-12-31 | $855,686 |
Expenses. Total of all expenses incurred | 2013-12-31 | $215,289 |
Benefits paid (including direct rollovers) | 2013-12-31 | $206,001 |
Total plan assets at end of year | 2013-12-31 | $3,829,268 |
Total plan assets at beginning of year | 2013-12-31 | $3,190,060 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,288 |
Other income received | 2013-12-31 | $266,686 |
Net income (gross income less expenses) | 2013-12-31 | $640,397 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,828,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,188,543 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $589,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $1,517 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $689,825 |
Expenses. Total of all expenses incurred | 2012-12-31 | $239,646 |
Benefits paid (including direct rollovers) | 2012-12-31 | $223,083 |
Total plan assets at end of year | 2012-12-31 | $3,190,060 |
Total plan assets at beginning of year | 2012-12-31 | $2,738,364 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $204,825 |
Net income (gross income less expenses) | 2012-12-31 | $450,179 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,188,543 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,738,364 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $485,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $16,563 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $549,263 |
Expenses. Total of all expenses incurred | 2011-12-31 | $78,879 |
Benefits paid (including direct rollovers) | 2011-12-31 | $67,308 |
Total plan assets at end of year | 2011-12-31 | $2,738,364 |
Total plan assets at beginning of year | 2011-12-31 | $2,267,980 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Other income received | 2011-12-31 | $-69,737 |
Net income (gross income less expenses) | 2011-12-31 | $470,384 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,738,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,267,980 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $619,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,571 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $563,142 |
Expenses. Total of all expenses incurred | 2010-12-31 | $112,325 |
Benefits paid (including direct rollovers) | 2010-12-31 | $100,030 |
Total plan assets at end of year | 2010-12-31 | $2,267,980 |
Total plan assets at beginning of year | 2010-12-31 | $1,817,163 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $123,142 |
Net income (gross income less expenses) | 2010-12-31 | $450,817 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,267,980 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,817,163 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $440,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,295 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |