OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN
401k plan membership statisitcs for OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN
Measure | Date | Value |
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2022 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $97,095 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $92,088 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,954,155 |
Total of all expenses incurred | 2022-12-31 | $4,543,877 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,354,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,331,750 |
Value of total assets at end of year | 2022-12-31 | $29,967,775 |
Value of total assets at beginning of year | 2022-12-31 | $37,460,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $188,924 |
Total interest from all sources | 2022-12-31 | $8,651 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,501,160 |
Participant contributions at end of year | 2022-12-31 | $139,575 |
Participant contributions at beginning of year | 2022-12-31 | $152,829 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $168,303 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $97,095 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $92,088 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,498,032 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $29,870,680 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,368,712 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $146,435 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $28,843,071 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $36,454,293 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $8,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $97,095 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $92,088 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $92,088 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-6,294,556 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,662,287 |
Employer contributions (assets) at end of year | 2022-12-31 | $888,034 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $761,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,354,953 |
Contract administrator fees | 2022-12-31 | $42,489 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2022-12-31 | 431109768 |
2021 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $92,088 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,000 |
Total income from all sources (including contributions) | 2021-12-31 | $8,071,406 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,333,017 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,152,220 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,104,004 |
Value of total assets at end of year | 2021-12-31 | $37,460,800 |
Value of total assets at beginning of year | 2021-12-31 | $33,633,323 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $180,797 |
Total interest from all sources | 2021-12-31 | $9,579 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,408,294 |
Participant contributions at end of year | 2021-12-31 | $152,829 |
Participant contributions at beginning of year | 2021-12-31 | $163,833 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $172,472 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $92,088 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $3,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,738,389 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,368,712 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $33,630,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $141,165 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $36,454,293 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $32,695,155 |
Interest on participant loans | 2021-12-31 | $9,579 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $92,088 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $21,038 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $21,038 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $4,957,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,523,238 |
Employer contributions (assets) at end of year | 2021-12-31 | $761,590 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $753,297 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,152,220 |
Contract administrator fees | 2021-12-31 | $39,632 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2021-12-31 | 431109768 |
2020 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $69,728 |
Total income from all sources (including contributions) | 2020-12-31 | $7,890,347 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,606,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,567,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,823,532 |
Value of total assets at end of year | 2020-12-31 | $33,633,323 |
Value of total assets at beginning of year | 2020-12-31 | $28,416,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $38,786 |
Total interest from all sources | 2020-12-31 | $9,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,296,369 |
Participant contributions at end of year | 2020-12-31 | $163,833 |
Participant contributions at beginning of year | 2020-12-31 | $176,798 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,818 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $3,000 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $69,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,283,983 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $33,630,323 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $28,346,340 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $2,674 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $32,695,155 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $27,483,652 |
Interest on participant loans | 2020-12-31 | $9,552 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $21,038 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $69,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $69,728 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $5,057,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,520,345 |
Employer contributions (assets) at end of year | 2020-12-31 | $753,297 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $685,890 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,567,578 |
Contract administrator fees | 2020-12-31 | $36,112 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2020-12-31 | 431109768 |
2019 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $69,728 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $69,728 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,495 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,495 |
Total income from all sources (including contributions) | 2019-12-31 | $7,714,486 |
Total income from all sources (including contributions) | 2019-12-31 | $7,714,486 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,178,515 |
Total of all expenses incurred | 2019-12-31 | $3,178,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,155,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,155,738 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,555,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,555,597 |
Value of total assets at end of year | 2019-12-31 | $28,416,068 |
Value of total assets at end of year | 2019-12-31 | $28,416,068 |
Value of total assets at beginning of year | 2019-12-31 | $23,830,864 |
Value of total assets at beginning of year | 2019-12-31 | $23,830,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,777 |
Total interest from all sources | 2019-12-31 | $10,303 |
Total interest from all sources | 2019-12-31 | $10,303 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,222,236 |
Contributions received from participants | 2019-12-31 | $1,222,236 |
Participant contributions at end of year | 2019-12-31 | $176,798 |
Participant contributions at end of year | 2019-12-31 | $176,798 |
Participant contributions at beginning of year | 2019-12-31 | $231,995 |
Participant contributions at beginning of year | 2019-12-31 | $231,995 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $2 |
Participant contributions at beginning of year | 2019-12-31 | $2 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $36,315 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $36,315 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $69,728 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $69,728 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $20,495 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $20,495 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,535,971 |
Value of net income/loss | 2019-12-31 | $4,535,971 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,346,340 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $28,346,340 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,810,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $23,810,369 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $4,846 |
Investment advisory and management fees | 2019-12-31 | $4,846 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $27,483,652 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $27,483,652 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $22,884,056 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $22,884,056 |
Interest on participant loans | 2019-12-31 | $10,303 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $69,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $69,728 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $48,115 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $48,115 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $5,148,586 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $5,148,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,297,046 |
Contributions received in cash from employer | 2019-12-31 | $1,297,046 |
Employer contributions (assets) at end of year | 2019-12-31 | $685,890 |
Employer contributions (assets) at end of year | 2019-12-31 | $685,890 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $666,696 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $666,696 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,155,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,155,738 |
Contract administrator fees | 2019-12-31 | $17,931 |
Contract administrator fees | 2019-12-31 | $17,931 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KPM CPAS, PC |
Accountancy firm name | 2019-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2019-12-31 | 431109768 |
Accountancy firm EIN | 2019-12-31 | 431109768 |
2018 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20,495 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $19,349 |
Total income from all sources (including contributions) | 2018-12-31 | $819,613 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,383,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,362,645 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,615,271 |
Value of total assets at end of year | 2018-12-31 | $23,830,864 |
Value of total assets at beginning of year | 2018-12-31 | $25,394,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $21,291 |
Total interest from all sources | 2018-12-31 | $13,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,177,261 |
Participant contributions at end of year | 2018-12-31 | $231,995 |
Participant contributions at beginning of year | 2018-12-31 | $408,682 |
Participant contributions at end of year | 2018-12-31 | $2 |
Participant contributions at beginning of year | 2018-12-31 | $2 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $32,661 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $20,495 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $19,349 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,564,323 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $23,810,369 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,374,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $4,614 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $22,884,056 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $24,404,106 |
Interest on participant loans | 2018-12-31 | $13,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $48,115 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $42,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $42,173 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,808,977 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,405,349 |
Employer contributions (assets) at end of year | 2018-12-31 | $666,696 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $539,078 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,362,645 |
Contract administrator fees | 2018-12-31 | $16,677 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2018-12-31 | 431109768 |
2017 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $19,349 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,836 |
Total income from all sources (including contributions) | 2017-12-31 | $9,170,441 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,314,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,283,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $5,839,406 |
Value of total assets at end of year | 2017-12-31 | $25,394,041 |
Value of total assets at beginning of year | 2017-12-31 | $19,520,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,912 |
Total interest from all sources | 2017-12-31 | $12,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $982,949 |
Participant contributions at end of year | 2017-12-31 | $408,682 |
Participant contributions at beginning of year | 2017-12-31 | $246,336 |
Participant contributions at end of year | 2017-12-31 | $2 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,718,583 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $19,349 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,836 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,855,824 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,374,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,518,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $3,858 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $24,404,106 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $18,934,062 |
Interest on participant loans | 2017-12-31 | $12,551 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $42,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $32,441 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $32,441 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $3,318,484 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,137,874 |
Employer contributions (assets) at end of year | 2017-12-31 | $539,078 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $307,865 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,283,705 |
Contract administrator fees | 2017-12-31 | $27,054 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2017-12-31 | 431109768 |
2016 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,836 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $22,974 |
Total income from all sources (including contributions) | 2016-12-31 | $3,345,247 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $695,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $685,492 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,906,865 |
Value of total assets at end of year | 2016-12-31 | $19,520,704 |
Value of total assets at beginning of year | 2016-12-31 | $16,892,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $10,387 |
Total interest from all sources | 2016-12-31 | $12,600 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $825,547 |
Participant contributions at end of year | 2016-12-31 | $246,336 |
Participant contributions at beginning of year | 2016-12-31 | $358,787 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $254,117 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,836 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $22,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,649,368 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $19,518,868 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,869,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $1,496 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $18,934,062 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $16,335,393 |
Interest on participant loans | 2016-12-31 | $12,600 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $32,441 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $15,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $15,905 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,425,782 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $827,201 |
Employer contributions (assets) at end of year | 2016-12-31 | $307,865 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $182,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $685,492 |
Contract administrator fees | 2016-12-31 | $8,891 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2016-12-31 | 431109768 |
2015 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $22,974 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,320 |
Total income from all sources (including contributions) | 2015-12-31 | $3,426,642 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,050,002 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,034,905 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,674,122 |
Value of total assets at end of year | 2015-12-31 | $16,892,474 |
Value of total assets at beginning of year | 2015-12-31 | $15,494,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,097 |
Total interest from all sources | 2015-12-31 | $11,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $14,057 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $529,924 |
Participant contributions at end of year | 2015-12-31 | $358,787 |
Participant contributions at beginning of year | 2015-12-31 | $284,574 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,655,585 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $14,374 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $22,974 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,320 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,376,640 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,869,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,492,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,040 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $16,335,393 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $15,018,792 |
Interest on participant loans | 2015-12-31 | $11,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $15,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $33,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $33,679 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-258,622 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $488,613 |
Employer contributions (assets) at end of year | 2015-12-31 | $182,389 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $157,135 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,020,531 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPM CPAS, PC |
Accountancy firm EIN | 2015-12-31 | 431109768 |
2014 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,320 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $29,442 |
Total income from all sources (including contributions) | 2014-12-31 | $2,056,094 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $719,469 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $714,049 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,141,525 |
Value of total assets at end of year | 2014-12-31 | $15,494,180 |
Value of total assets at beginning of year | 2014-12-31 | $14,185,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,420 |
Total interest from all sources | 2014-12-31 | $19,302 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $4,342 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $484,135 |
Participant contributions at end of year | 2014-12-31 | $284,574 |
Participant contributions at beginning of year | 2014-12-31 | $408,689 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $227,848 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,320 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $29,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,336,625 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $15,492,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $14,156,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,078 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $15,018,792 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $13,575,279 |
Interest on participant loans | 2014-12-31 | $19,302 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $48,648 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $33,679 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $8,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $8,746 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $895,267 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $429,542 |
Employer contributions (assets) at end of year | 2014-12-31 | $157,135 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $144,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $714,049 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPM CPAS, P.C. |
Accountancy firm EIN | 2014-12-31 | 431109768 |
2013 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $29,442 |
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 | $3,801,765 |
Total loss/gain on sale of assets | 2013-12-31 | $2,871,116 |
Total of all expenses incurred | 2013-12-31 | $1,434,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,251,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $915,453 |
Value of total assets at end of year | 2013-12-31 | $14,185,677 |
Value of total assets at beginning of year | 2013-12-31 | $11,789,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $183,169 |
Total interest from all sources | 2013-12-31 | $15,196 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $29,442 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $398,734 |
Participant contributions at end of year | 2013-12-31 | $408,689 |
Participant contributions at beginning of year | 2013-12-31 | $357,421 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $13,901 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $138,889 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $29,442 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,367,023 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $14,156,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $11,789,212 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $153,727 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $13,575,279 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $15,001 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $48,648 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $11,259,026 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $8,746 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $12,533 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $12,533 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $377,830 |
Employer contributions (assets) at end of year | 2013-12-31 | $144,315 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $146,331 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,251,573 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $2,871,116 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPM CPAS, P.C. |
Accountancy firm EIN | 2013-12-31 | 431109768 |
2012 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,096,970 |
Total loss/gain on sale of assets | 2012-12-31 | $97,555 |
Total of all expenses incurred | 2012-12-31 | $1,021,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $846,809 |
Value of total corrective distributions | 2012-12-31 | $30,094 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $800,636 |
Value of total assets at end of year | 2012-12-31 | $11,789,212 |
Value of total assets at beginning of year | 2012-12-31 | $10,713,498 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $144,353 |
Total interest from all sources | 2012-12-31 | $14,206 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $406,115 |
Participant contributions at end of year | 2012-12-31 | $357,421 |
Participant contributions at beginning of year | 2012-12-31 | $356,892 |
Participant contributions at end of year | 2012-12-31 | $13,901 |
Participant contributions at beginning of year | 2012-12-31 | $13,316 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $15,512 |
Administrative expenses (other) incurred | 2012-12-31 | $4,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,075,714 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $11,789,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $10,713,498 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $140,217 |
Interest on participant loans | 2012-12-31 | $14,206 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $11,259,026 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $10,180,766 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $12,533 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $9,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $9,692 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,184,573 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $379,009 |
Employer contributions (assets) at end of year | 2012-12-31 | $146,331 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $152,832 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $846,809 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,185,338 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,087,783 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KIRKPATRICK, PHILLIPS & MILLER, CPA |
Accountancy firm EIN | 2012-12-31 | 431109768 |
2011 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $332,184 |
Total loss/gain on sale of assets | 2011-12-31 | $-29,915 |
Total of all expenses incurred | 2011-12-31 | $431,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $291,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $827,202 |
Value of total assets at end of year | 2011-12-31 | $10,713,498 |
Value of total assets at beginning of year | 2011-12-31 | $10,812,820 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $140,218 |
Total interest from all sources | 2011-12-31 | $20,152 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $405,651 |
Participant contributions at end of year | 2011-12-31 | $356,892 |
Participant contributions at beginning of year | 2011-12-31 | $358,460 |
Participant contributions at end of year | 2011-12-31 | $13,316 |
Participant contributions at beginning of year | 2011-12-31 | $12,032 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $36,568 |
Administrative expenses (other) incurred | 2011-12-31 | $3,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-99,322 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $10,713,498 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,812,820 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $136,822 |
Interest on participant loans | 2011-12-31 | $20,152 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $10,180,766 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $10,283,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $9,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $7,024 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $7,024 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-485,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $384,983 |
Employer contributions (assets) at end of year | 2011-12-31 | $152,832 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $151,467 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $291,288 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $4,030,747 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,060,662 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KIRKPATRICK, PHILLIPS & MILLER, CPA |
Accountancy firm EIN | 2011-12-31 | 431109768 |
2010 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,112,353 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,112,353 |
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 | $1,985,830 |
Total loss/gain on sale of assets | 2010-12-31 | $56,461 |
Total of all expenses incurred | 2010-12-31 | $312,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $193,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $801,155 |
Value of total assets at end of year | 2010-12-31 | $10,812,820 |
Value of total assets at beginning of year | 2010-12-31 | $9,139,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $118,726 |
Total interest from all sources | 2010-12-31 | $15,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $414,963 |
Participant contributions at end of year | 2010-12-31 | $358,460 |
Participant contributions at beginning of year | 2010-12-31 | $283,340 |
Participant contributions at end of year | 2010-12-31 | $12,032 |
Participant contributions at beginning of year | 2010-12-31 | $13,618 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $625 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,673,783 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,812,820 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,139,037 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $116,541 |
Interest on participant loans | 2010-12-31 | $15,861 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $10,283,837 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,691,197 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $7,024 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,223 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,223 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $385,567 |
Employer contributions (assets) at end of year | 2010-12-31 | $151,467 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $141,659 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $193,321 |
Contract administrator fees | 2010-12-31 | $2,185 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $2,470,576 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $2,414,115 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KIRKPATRIC, PHILLIPS & MILLER, CPA |
Accountancy firm EIN | 2010-12-31 | 431109768 |
2009 : OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY PROFIT SHARING 401(K) PLAN 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 |