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PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 401k Plan overview

Plan NamePEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN
Plan identification number 002

PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PEPSI-COLA BOTTLING CO OF LA CROSSE has sponsored the creation of one or more 401k plans.

Company Name:PEPSI-COLA BOTTLING CO OF LA CROSSE
Employer identification number (EIN):390518767
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-01-01BARBARA A. MUSSMAN
0022014-01-01BARBARA MUSSMAN BARBARA MUSSMAN2015-07-24
0022013-01-01BARBARA A. MUSSMAN
0022012-01-01BETTY J ALDERMAN BETTY J ALDERMAN2013-07-24
0022011-01-01BETTY ALDERMAN
0022009-01-01BETTY J ALDERMAN BETTY J ALDERMAN2010-08-25

Plan Statistics for PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN

401k plan membership statisitcs for PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2015: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01336
Total number of active participants reported on line 7a of the Form 55002015-01-01290
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0178
Total of all active and inactive participants2015-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01371
Number of participants with account balances2015-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01342
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01336
Number of participants with account balances2014-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01336
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01337
Number of participants with account balances2013-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01343
Total number of active participants reported on line 7a of the Form 55002012-01-01281
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01334
Number of participants with account balances2012-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01351
Total number of active participants reported on line 7a of the Form 55002011-01-01292
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01341
Number of participants with account balances2011-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01415
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01372
Number of participants with account balances2009-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN

Measure Date Value
2015 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$2,085,683
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$731,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$642,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,775,066
Value of total assets at end of year2015-12-31$33,407,825
Value of total assets at beginning of year2015-12-31$32,053,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,208
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$271,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,099,811
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,657
Other income not declared elsewhere2015-12-31$8
Administrative expenses (other) incurred2015-12-31$89,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,354,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,407,825
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,053,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,283,685
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,341,886
Value of interest in pooled separate accounts at end of year2015-12-31$21,580
Value of interest in pooled separate accounts at beginning of year2015-12-31$22,933
Value of interest in common/collective trusts at end of year2015-12-31$4,833,855
Value of interest in common/collective trusts at beginning of year2015-12-31$4,425,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$12,469
Net investment gain/loss from pooled separate accounts2015-12-31$242
Net investment gain or loss from common/collective trusts2015-12-31$26,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$635,598
Employer contributions (assets) at end of year2015-12-31$268,705
Employer contributions (assets) at beginning of year2015-12-31$263,660
Income. Dividends from common stock2015-12-31$271,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$642,139
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,803,614
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,193,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,117,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,628,620
Value of total assets at end of year2014-12-31$32,053,489
Value of total assets at beginning of year2014-12-31$31,442,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$75,286
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,188,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,188,408
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,027,314
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,179
Other income not declared elsewhere2014-12-31$526
Administrative expenses (other) incurred2014-12-31$75,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$610,591
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,053,489
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,442,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,341,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,911,649
Value of interest in pooled separate accounts at end of year2014-12-31$22,933
Value of interest in common/collective trusts at end of year2014-12-31$4,425,010
Value of interest in common/collective trusts at beginning of year2014-12-31$4,279,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$901,561
Net investment gain/loss from pooled separate accounts2014-12-31$1,106
Net investment gain or loss from common/collective trusts2014-12-31$83,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$600,127
Employer contributions (assets) at end of year2014-12-31$263,660
Employer contributions (assets) at beginning of year2014-12-31$251,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,117,737
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$6,828,402
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,336,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,269,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,549,665
Value of total assets at end of year2013-12-31$31,442,898
Value of total assets at beginning of year2013-12-31$26,951,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$67,226
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$252,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$252,761
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$974,885
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,861
Other income not declared elsewhere2013-12-31$68,013
Administrative expenses (other) incurred2013-12-31$67,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,491,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,442,898
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,951,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,911,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,554,076
Value of interest in common/collective trusts at end of year2013-12-31$4,279,478
Value of interest in common/collective trusts at beginning of year2013-12-31$3,138,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,721,525
Net investment gain or loss from common/collective trusts2013-12-31$236,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$568,919
Employer contributions (assets) at end of year2013-12-31$251,771
Employer contributions (assets) at beginning of year2013-12-31$258,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,269,403
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WIPFLI, LLP
Accountancy firm EIN2013-12-31390758449
2012 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,273,509
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$650,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$579,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,583,478
Value of total assets at end of year2012-12-31$26,951,125
Value of total assets at beginning of year2012-12-31$23,327,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,950
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$289,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$289,630
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$963,338
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$39,271
Other income not declared elsewhere2012-12-31$70,950
Administrative expenses (other) incurred2012-12-31$70,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,623,414
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,951,125
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,327,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,554,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,473,867
Value of interest in common/collective trusts at end of year2012-12-31$3,138,454
Value of interest in common/collective trusts at beginning of year2012-12-31$3,597,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,282,221
Net investment gain or loss from common/collective trusts2012-12-31$47,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$580,869
Employer contributions (assets) at end of year2012-12-31$258,595
Employer contributions (assets) at beginning of year2012-12-31$256,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$579,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,151,241
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,462,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,408,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,518,894
Value of total assets at end of year2011-12-31$23,327,711
Value of total assets at beginning of year2011-12-31$23,638,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$53,768
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$233,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$233,995
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$947,651
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$53,768
Administrative expenses (other) incurred2011-12-31$53,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-311,250
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,327,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,638,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,473,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,188,586
Value of interest in common/collective trusts at end of year2011-12-31$3,597,640
Value of interest in common/collective trusts at beginning of year2011-12-31$3,191,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-712,791
Net investment gain or loss from common/collective trusts2011-12-31$57,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$571,243
Employer contributions (assets) at end of year2011-12-31$256,204
Employer contributions (assets) at beginning of year2011-12-31$259,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,408,723
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,912,813
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,150,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,149,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,484,004
Value of total assets at end of year2010-12-31$23,638,961
Value of total assets at beginning of year2010-12-31$20,877,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,568
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$271,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$271,197
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$911,097
Administrative expenses (other) incurred2010-12-31$1,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,761,861
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,638,961
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,877,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,188,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,455,915
Value of interest in common/collective trusts at end of year2010-12-31$3,191,153
Value of interest in common/collective trusts at beginning of year2010-12-31$3,167,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,082,154
Net investment gain or loss from common/collective trusts2010-12-31$75,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$572,907
Employer contributions (assets) at end of year2010-12-31$259,222
Employer contributions (assets) at beginning of year2010-12-31$253,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,149,384
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN

2015: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEPSI-COLA BOTTLING COMPANY OF LA CROSSE PROFIT SHARING AND SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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