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PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 401k Plan overview

Plan NamePEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN
Plan identification number 002

PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.

401k Sponsoring company profile

PEPSI-COLA BOTTLING COMPANY OF CLINTON, OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEPSI-COLA BOTTLING COMPANY OF CLINTON, OKLAHOMA, INC.
Employer identification number (EIN):730996005
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK NICHOLSON2024-10-11
0022022-01-01MARK NICHOLSON2023-05-18
0022021-01-01MARK NICHOLSON2022-10-05
0022020-01-01MARK NICHOLSON2021-05-27
0022019-01-01MARK NICHOLSON2020-07-21
0022018-01-01MARK NICHOLSON2019-06-20
0022017-01-01MARK NICHOLSON2018-08-03
0022016-01-01MARK NICHOLSON
0022015-01-01MARK NICHOLSON
0022014-01-01MARK NICHOLSON
0022013-01-01MARK NICHOLSON
0022012-01-01MARK NICHOLSON
0022011-01-01MARK NICHOLSON
0022010-01-01MARK NICHOLSON
0022009-01-01MARK NICHOLSON
0022009-01-01MARK NICHOLSON

Plan Statistics for PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN

401k plan membership statisitcs for PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN

Measure Date Value
2016: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0128
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0128
Number of participants with account balances2016-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0126
Number of participants with account balances2015-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0128
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0129
Number of participants with account balances2014-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0123
Number of participants with account balances2013-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0129
Total number of active participants reported on line 7a of the Form 55002012-01-0120
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0127
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0126
Number of participants with account balances2010-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124
Total number of active participants reported on line 7a of the Form 55002009-01-0115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-0127
Number of participants with account balances2009-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN

Measure Date Value
2016 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$114,003
Expenses. Total of all expenses incurred2016-12-31$24,176
Benefits paid (including direct rollovers)2016-12-31$24,176
Total plan assets at end of year2016-12-31$1,230,998
Total plan assets at beginning of year2016-12-31$1,141,171
Value of fidelity bond covering the plan2016-12-31$5,000
Total contributions received or receivable from participants2016-12-31$37,570
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$47,760
Net income (gross income less expenses)2016-12-31$89,827
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,230,998
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,141,171
Total contributions received or receivable from employer(s)2016-12-31$28,673
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$69,439
Expenses. Total of all expenses incurred2015-12-31$15,935
Benefits paid (including direct rollovers)2015-12-31$15,935
Total plan assets at end of year2015-12-31$1,141,171
Total plan assets at beginning of year2015-12-31$1,087,667
Value of fidelity bond covering the plan2015-12-31$5,000
Total contributions received or receivable from participants2015-12-31$36,699
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$4,487
Net income (gross income less expenses)2015-12-31$53,504
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,141,171
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,087,667
Total contributions received or receivable from employer(s)2015-12-31$28,253
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$100,970
Expenses. Total of all expenses incurred2014-12-31$5,119
Benefits paid (including direct rollovers)2014-12-31$5,119
Total plan assets at end of year2014-12-31$1,087,667
Total plan assets at beginning of year2014-12-31$991,816
Value of fidelity bond covering the plan2014-12-31$5,000
Total contributions received or receivable from participants2014-12-31$39,699
Contributions received from other sources (not participants or employers)2014-12-31$1,577
Other income received2014-12-31$29,310
Net income (gross income less expenses)2014-12-31$95,851
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,087,667
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$991,816
Total contributions received or receivable from employer(s)2014-12-31$30,384
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$177,539
Total plan assets at end of year2013-12-31$991,816
Total plan assets at beginning of year2013-12-31$814,277
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$36,422
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$113,317
Net income (gross income less expenses)2013-12-31$177,539
Net plan assets at end of year (total assets less liabilities)2013-12-31$991,816
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$814,277
Total contributions received or receivable from employer(s)2013-12-31$27,800
2012 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$114,987
Expenses. Total of all expenses incurred2012-12-31$281,802
Benefits paid (including direct rollovers)2012-12-31$281,802
Total plan assets at end of year2012-12-31$814,277
Total plan assets at beginning of year2012-12-31$981,092
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$32,448
Other income received2012-12-31$57,954
Net income (gross income less expenses)2012-12-31$-166,815
Net plan assets at end of year (total assets less liabilities)2012-12-31$814,277
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$981,092
Total contributions received or receivable from employer(s)2012-12-31$24,585
2011 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$49,487
Expenses. Total of all expenses incurred2011-12-31$6,321
Benefits paid (including direct rollovers)2011-12-31$6,321
Total plan assets at end of year2011-12-31$981,092
Total plan assets at beginning of year2011-12-31$937,926
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$38,324
Other income received2011-12-31$-14,790
Net income (gross income less expenses)2011-12-31$43,166
Net plan assets at end of year (total assets less liabilities)2011-12-31$981,092
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$937,926
Total contributions received or receivable from employer(s)2011-12-31$25,953
2010 : PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$112,397
Expenses. Total of all expenses incurred2010-12-31$268,335
Benefits paid (including direct rollovers)2010-12-31$268,335
Total plan assets at end of year2010-12-31$937,926
Total plan assets at beginning of year2010-12-31$1,093,864
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$27,751
Contributions received from other sources (not participants or employers)2010-12-31$967
Other income received2010-12-31$37,195
Net income (gross income less expenses)2010-12-31$-155,938
Net plan assets at end of year (total assets less liabilities)2010-12-31$937,926
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,093,864
Total contributions received or receivable from employer(s)2010-12-31$46,484

Form 5500 Responses for PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN

2016: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEPSI-COLA BOTTLING CO. OF CLINTON, OK 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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