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THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE COCA-COLA BOTTLERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE COCA-COLA BOTTLERS ASSOCIATION
Employer identification number (EIN):580198280
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEPHANIE REECE STEPHANIE REECE2018-10-15
0022016-01-01STEPHANIE REECE STEPHANIE REECE2017-10-16
0022015-01-01STEPHANIE REECE
0022014-01-01ANN F. BURTON
0022013-01-01ANN F. BURTON ANN F. BURTON2014-10-13
0022012-01-01ANN F. BURTON ANN F. BURTON2013-10-11
0022011-01-01ANN F. BURTON
0022009-01-01ANN F BURTON ANN F BURTON2010-09-29

Plan Statistics for THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124,805
Total number of active participants reported on line 7a of the Form 55002022-01-0119,724
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-013,656
Total of all active and inactive participants2022-01-0123,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0138
Total participants2022-01-0123,428
Number of participants with account balances2022-01-0114,836
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011,866
2021: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0121,699
Total number of active participants reported on line 7a of the Form 55002021-01-0118,005
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-014,841
Total of all active and inactive participants2021-01-0122,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0158
Total participants2021-01-0122,913
Number of participants with account balances2021-01-0118,899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,538
2020: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0120,898
Total number of active participants reported on line 7a of the Form 55002020-01-0119,293
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,186
Total of all active and inactive participants2020-01-0123,479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0153
Total participants2020-01-0123,532
Number of participants with account balances2020-01-0118,930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01319
2019: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120,809
Total number of active participants reported on line 7a of the Form 55002019-01-0118,822
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012,043
Total of all active and inactive participants2019-01-0120,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-0120,898
Number of participants with account balances2019-01-0116,392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01357
2018: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,863
Total number of active participants reported on line 7a of the Form 55002018-01-0118,528
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-011,902
Total of all active and inactive participants2018-01-0120,432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-0120,447
Number of participants with account balances2018-01-0115,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01395
2017: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,023
Total number of active participants reported on line 7a of the Form 55002017-01-0118,324
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-011,259
Total of all active and inactive participants2017-01-0119,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-0119,597
Number of participants with account balances2017-01-0115,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01295
2016: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,238
Total number of active participants reported on line 7a of the Form 55002016-01-0110,736
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01630
Total of all active and inactive participants2016-01-0111,366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-0111,380
Number of participants with account balances2016-01-018,561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01122
2015: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,712
Total number of active participants reported on line 7a of the Form 55002015-01-016,287
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01462
Total of all active and inactive participants2015-01-016,749
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-016,758
Number of participants with account balances2015-01-015,377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0156
2014: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,539
Total number of active participants reported on line 7a of the Form 55002014-01-014,297
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01327
Total of all active and inactive participants2014-01-014,624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-014,630
Number of participants with account balances2014-01-013,699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,391
Total number of active participants reported on line 7a of the Form 55002013-01-014,086
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01305
Total of all active and inactive participants2013-01-014,391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-014,406
Number of participants with account balances2013-01-013,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,219
Total number of active participants reported on line 7a of the Form 55002012-01-013,818
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01289
Total of all active and inactive participants2012-01-014,107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0116
Total participants2012-01-014,123
Number of participants with account balances2012-01-013,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,216
Total number of active participants reported on line 7a of the Form 55002011-01-013,769
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01274
Total of all active and inactive participants2011-01-014,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-014,055
Number of participants with account balances2011-01-013,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2009: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014,111
Total number of active participants reported on line 7a of the Form 55002009-01-013,788
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01296
Total of all active and inactive participants2009-01-014,085
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014,085
Number of participants with account balances2009-01-013,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0192

Financial Data on THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,894,472
Total unrealized appreciation/depreciation of assets2022-12-31$2,894,472
Total transfer of assets from this plan2022-12-31$228,822,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-79,489,175
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$89,130,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$86,995,938
Expenses. Certain deemed distributions of participant loans2022-12-31$-2,050
Value of total corrective distributions2022-12-31$722,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$99,759,507
Value of total assets at end of year2022-12-31$704,217,633
Value of total assets at beginning of year2022-12-31$1,101,660,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,414,533
Total interest from all sources2022-12-31$1,115,467
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,563,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,302,924
Administrative expenses professional fees incurred2022-12-31$1,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$60,893,526
Participant contributions at end of year2022-12-31$16,879,888
Participant contributions at beginning of year2022-12-31$24,574,464
Participant contributions at end of year2022-12-31$138,156
Participant contributions at beginning of year2022-12-31$170,601
Assets. Other investments not covered elsewhere at end of year2022-12-31$362,953
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,029,946
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$12,759
Other income not declared elsewhere2022-12-31$890,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-168,619,685
Value of net assets at end of year (total assets less liabilities)2022-12-31$704,217,633
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,101,660,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$128,970,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$274,679,873
Interest on participant loans2022-12-31$1,113,511
Interest earned on other investments2022-12-31$1,956
Value of interest in common/collective trusts at end of year2022-12-31$516,403,023
Value of interest in common/collective trusts at beginning of year2022-12-31$751,723,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-59,375,323
Net investment gain or loss from common/collective trusts2022-12-31$-128,337,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$30,836,035
Employer contributions (assets) at end of year2022-12-31$1,552,651
Employer contributions (assets) at beginning of year2022-12-31$1,958,789
Income. Dividends from common stock2022-12-31$1,260,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$86,983,179
Contract administrator fees2022-12-31$1,411,033
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$39,910,927
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$48,553,384
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH AND HOWARD
Accountancy firm EIN2022-12-31581250486
2021 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,301,604
Total unrealized appreciation/depreciation of assets2021-12-31$3,301,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,747,540
Total income from all sources (including contributions)2021-12-31$234,910,823
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$104,643,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$102,441,536
Expenses. Certain deemed distributions of participant loans2021-12-31$437,235
Value of total corrective distributions2021-12-31$221,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$98,800,611
Value of total assets at end of year2021-12-31$1,101,660,217
Value of total assets at beginning of year2021-12-31$973,140,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,543,530
Total interest from all sources2021-12-31$1,376,228
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,396,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,283,684
Administrative expenses professional fees incurred2021-12-31$2,900
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$58,742,054
Participant contributions at end of year2021-12-31$24,574,464
Participant contributions at beginning of year2021-12-31$26,138,469
Participant contributions at end of year2021-12-31$170,601
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,899,689
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$8,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,747,540
Other income not declared elsewhere2021-12-31$-121,546
Administrative expenses (other) incurred2021-12-31$390,968
Total non interest bearing cash at beginning of year2021-12-31$1,749,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$130,267,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,101,660,217
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$971,393,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$274,679,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$258,218,217
Interest on participant loans2021-12-31$1,376,228
Value of interest in common/collective trusts at end of year2021-12-31$751,723,106
Value of interest in common/collective trusts at beginning of year2021-12-31$637,656,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$41,510,901
Net investment gain or loss from common/collective trusts2021-12-31$86,646,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$33,158,868
Employer contributions (assets) at end of year2021-12-31$1,958,789
Income. Dividends from common stock2021-12-31$1,112,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$102,432,707
Contract administrator fees2021-12-31$1,125,627
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$48,553,384
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$49,377,720
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH AND HOWARD
Accountancy firm EIN2021-12-31581250486
2020 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-432,739
Total unrealized appreciation/depreciation of assets2020-12-31$-432,739
Total transfer of assets to this plan2020-12-31$18,038,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,747,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$117,458
Total income from all sources (including contributions)2020-12-31$243,594,964
Total loss/gain on sale of assets2020-12-31$-996,652
Total of all expenses incurred2020-12-31$89,496,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$88,153,865
Expenses. Certain deemed distributions of participant loans2020-12-31$-13,514
Value of total corrective distributions2020-12-31$240,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$117,219,548
Value of total assets at end of year2020-12-31$973,140,547
Value of total assets at beginning of year2020-12-31$799,373,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,116,141
Total interest from all sources2020-12-31$1,448,232
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,138,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,138,230
Administrative expenses professional fees incurred2020-12-31$1,116,141
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$55,621,598
Participant contributions at end of year2020-12-31$26,138,469
Participant contributions at beginning of year2020-12-31$25,383,136
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,861,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,747,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$117,458
Other income not declared elsewhere2020-12-31$1,659,285
Total non interest bearing cash at end of year2020-12-31$1,749,728
Total non interest bearing cash at beginning of year2020-12-31$117,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$154,098,395
Value of net assets at end of year (total assets less liabilities)2020-12-31$971,393,007
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$799,256,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$258,218,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$208,402,139
Income. Interest from loans (other than to participants)2020-12-31$1,448,232
Value of interest in common/collective trusts at end of year2020-12-31$637,656,413
Value of interest in common/collective trusts at beginning of year2020-12-31$517,526,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$41,132,726
Net investment gain or loss from common/collective trusts2020-12-31$81,426,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,736,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$88,153,865
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$49,377,720
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$47,945,168
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,277,039
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,273,691
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD
Accountancy firm EIN2020-12-31581250486
2019 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,652,396
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,652,396
Total unrealized appreciation/depreciation of assets2019-12-31$6,652,396
Total unrealized appreciation/depreciation of assets2019-12-31$6,652,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$117,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$117,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$146,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$146,125
Total income from all sources (including contributions)2019-12-31$228,042,643
Total income from all sources (including contributions)2019-12-31$228,042,643
Total loss/gain on sale of assets2019-12-31$376,456
Total loss/gain on sale of assets2019-12-31$376,456
Total of all expenses incurred2019-12-31$88,228,657
Total of all expenses incurred2019-12-31$88,228,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$86,969,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$86,969,910
Expenses. Certain deemed distributions of participant loans2019-12-31$12,308
Expenses. Certain deemed distributions of participant loans2019-12-31$12,308
Value of total corrective distributions2019-12-31$130,042
Value of total corrective distributions2019-12-31$130,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$83,543,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$83,543,934
Value of total assets at end of year2019-12-31$799,373,980
Value of total assets at end of year2019-12-31$799,373,980
Value of total assets at beginning of year2019-12-31$659,588,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,116,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,116,397
Total interest from all sources2019-12-31$1,271,085
Total interest from all sources2019-12-31$1,271,085
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,541,166
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,541,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,541,166
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,541,166
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$50,885,929
Contributions received from participants2019-12-31$50,885,929
Participant contributions at end of year2019-12-31$25,383,136
Participant contributions at end of year2019-12-31$25,383,136
Participant contributions at beginning of year2019-12-31$24,531,832
Participant contributions at beginning of year2019-12-31$24,531,832
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,987,217
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,987,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$117,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$117,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$146,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$146,125
Other income not declared elsewhere2019-12-31$1,466,579
Other income not declared elsewhere2019-12-31$1,466,579
Administrative expenses (other) incurred2019-12-31$1,116,397
Administrative expenses (other) incurred2019-12-31$1,116,397
Total non interest bearing cash at end of year2019-12-31$117,524
Total non interest bearing cash at end of year2019-12-31$117,524
Total non interest bearing cash at beginning of year2019-12-31$232,369
Total non interest bearing cash at beginning of year2019-12-31$232,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$139,813,986
Value of net income/loss2019-12-31$139,813,986
Value of net assets at end of year (total assets less liabilities)2019-12-31$799,256,522
Value of net assets at end of year (total assets less liabilities)2019-12-31$799,256,522
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$659,442,536
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$659,442,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,402,139
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$208,402,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$542,375,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$542,375,399
Interest on participant loans2019-12-31$1,271,085
Interest on participant loans2019-12-31$1,271,085
Value of interest in common/collective trusts at end of year2019-12-31$517,526,013
Value of interest in common/collective trusts at end of year2019-12-31$517,526,013
Value of interest in common/collective trusts at beginning of year2019-12-31$44,829,334
Value of interest in common/collective trusts at beginning of year2019-12-31$44,829,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,944,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,944,500
Net investment gain or loss from common/collective trusts2019-12-31$84,246,527
Net investment gain or loss from common/collective trusts2019-12-31$84,246,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,670,788
Contributions received in cash from employer2019-12-31$26,670,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$86,969,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$86,969,910
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$47,945,168
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$47,945,168
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$47,619,727
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$47,619,727
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$7,386,662
Aggregate proceeds on sale of assets2019-12-31$7,386,662
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,010,206
Aggregate carrying amount (costs) on sale of assets2019-12-31$7,010,206
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm name2019-12-31SMITH & HOWARD
Accountancy firm EIN2019-12-31581250486
Accountancy firm EIN2019-12-31581250486
2018 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,464,103
Total unrealized appreciation/depreciation of assets2018-12-31$1,464,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$146,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$938,752
Total income from all sources (including contributions)2018-12-31$54,387,152
Total loss/gain on sale of assets2018-12-31$35,556,430
Total of all expenses incurred2018-12-31$69,050,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,765,668
Expenses. Certain deemed distributions of participant loans2018-12-31$81,937
Value of total corrective distributions2018-12-31$84,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$84,295,032
Value of total assets at end of year2018-12-31$659,588,661
Value of total assets at beginning of year2018-12-31$675,044,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,117,954
Total interest from all sources2018-12-31$1,101,722
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,151,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,151,566
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$48,038,085
Participant contributions at end of year2018-12-31$24,531,832
Participant contributions at beginning of year2018-12-31$27,088,123
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,960,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$146,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$938,752
Other income not declared elsewhere2018-12-31$1,190,767
Administrative expenses (other) incurred2018-12-31$1,117,954
Total non interest bearing cash at end of year2018-12-31$232,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,663,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$659,442,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$674,105,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$542,375,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$552,992,012
Interest on participant loans2018-12-31$1,101,722
Value of interest in common/collective trusts at end of year2018-12-31$44,829,334
Value of interest in common/collective trusts at beginning of year2018-12-31$39,495,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$938,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$938,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-80,218,573
Net investment gain or loss from common/collective trusts2018-12-31$846,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$25,295,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$67,765,668
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$47,619,727
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$54,529,570
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$165,505,803
Aggregate carrying amount (costs) on sale of assets2018-12-31$129,949,373
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD
Accountancy firm EIN2018-12-31581250486
2017 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,932,938
Total unrealized appreciation/depreciation of assets2017-12-31$2,932,938
Total transfer of assets to this plan2017-12-31$249,748,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$938,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$344,239
Total income from all sources (including contributions)2017-12-31$141,843,960
Total loss/gain on sale of assets2017-12-31$401,777
Total of all expenses incurred2017-12-31$39,447,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,190,525
Expenses. Certain deemed distributions of participant loans2017-12-31$266,125
Value of total corrective distributions2017-12-31$64,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$66,600,045
Value of total assets at end of year2017-12-31$675,044,386
Value of total assets at beginning of year2017-12-31$322,305,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$926,084
Total interest from all sources2017-12-31$767,506
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,222,362
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,222,362
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$34,351,793
Participant contributions at end of year2017-12-31$27,088,123
Participant contributions at beginning of year2017-12-31$14,670,110
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$12,245,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$938,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$344,239
Other income not declared elsewhere2017-12-31$1,250,535
Administrative expenses (other) incurred2017-12-31$926,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$102,396,652
Value of net assets at end of year (total assets less liabilities)2017-12-31$674,105,634
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$321,960,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$552,992,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$258,032,675
Interest on participant loans2017-12-31$767,506
Value of interest in common/collective trusts at end of year2017-12-31$39,495,929
Value of interest in common/collective trusts at beginning of year2017-12-31$28,015,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$938,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$344,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$344,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$61,089,101
Net investment gain or loss from common/collective trusts2017-12-31$579,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,002,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,190,525
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$54,529,570
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$21,242,123
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,572,978
Aggregate carrying amount (costs) on sale of assets2017-12-31$7,171,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD
Accountancy firm EIN2017-12-31581250486
2016 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-584,053
Total unrealized appreciation/depreciation of assets2016-12-31$-584,053
Total transfer of assets to this plan2016-12-31$80,734,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$344,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$42,127,605
Total loss/gain on sale of assets2016-12-31$16,937
Total of all expenses incurred2016-12-31$18,983,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,172,668
Expenses. Certain deemed distributions of participant loans2016-12-31$75,616
Value of total corrective distributions2016-12-31$23,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,281,855
Value of total assets at end of year2016-12-31$322,305,011
Value of total assets at beginning of year2016-12-31$218,081,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$711,344
Total interest from all sources2016-12-31$330,948
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,919,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,919,658
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$15,035,331
Participant contributions at end of year2016-12-31$14,670,110
Participant contributions at beginning of year2016-12-31$7,463,248
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,589,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$344,239
Other income not declared elsewhere2016-12-31$459,839
Administrative expenses (other) incurred2016-12-31$711,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$23,144,317
Value of net assets at end of year (total assets less liabilities)2016-12-31$321,960,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$218,081,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$258,032,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$176,416,487
Interest on participant loans2016-12-31$330,948
Value of interest in common/collective trusts at end of year2016-12-31$28,015,864
Value of interest in common/collective trusts at beginning of year2016-12-31$23,762,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$344,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,244,374
Net investment gain or loss from common/collective trusts2016-12-31$458,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,656,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,172,668
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$21,242,123
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$10,392,572
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,478,302
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,461,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD
Accountancy firm EIN2016-12-31581250486
2015 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$307,544
Total unrealized appreciation/depreciation of assets2015-12-31$307,544
Total transfer of assets to this plan2015-12-31$54,284,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,622,410
Total loss/gain on sale of assets2015-12-31$-11,571
Total of all expenses incurred2015-12-31$14,564,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,752,340
Expenses. Certain deemed distributions of participant loans2015-12-31$26,883
Value of total corrective distributions2015-12-31$45,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,454,111
Value of total assets at end of year2015-12-31$218,081,744
Value of total assets at beginning of year2015-12-31$159,739,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$739,152
Total interest from all sources2015-12-31$224,770
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,615,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,615,581
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$10,650,732
Participant contributions at end of year2015-12-31$7,463,248
Participant contributions at beginning of year2015-12-31$4,365,902
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,154,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$254,360
Administrative expenses (other) incurred2015-12-31$739,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,058,066
Value of net assets at end of year (total assets less liabilities)2015-12-31$218,081,744
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$159,739,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$176,416,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$126,044,934
Interest on participant loans2015-12-31$224,770
Value of interest in common/collective trusts at end of year2015-12-31$23,762,715
Value of interest in common/collective trusts at beginning of year2015-12-31$23,525,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$32,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$32,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,589,901
Net investment gain or loss from common/collective trusts2015-12-31$367,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,649,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,752,340
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$10,392,572
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,770,992
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$773,817
Aggregate carrying amount (costs) on sale of assets2015-12-31$785,388
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & HOWARD
Accountancy firm EIN2015-12-31581250486
2014 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$120,763
Total unrealized appreciation/depreciation of assets2014-12-31$120,763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,429,709
Total income from all sources (including contributions)2014-12-31$39,594,877
Total loss/gain on sale of assets2014-12-31$-4,092
Total of all expenses incurred2014-12-31$7,550,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,868,285
Expenses. Certain deemed distributions of participant loans2014-12-31$19,336
Value of total corrective distributions2014-12-31$40,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$31,941,682
Value of total assets at end of year2014-12-31$159,739,342
Value of total assets at beginning of year2014-12-31$151,124,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$622,340
Total interest from all sources2014-12-31$150,883
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,661,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,661,398
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,211,077
Participant contributions at end of year2014-12-31$4,365,902
Participant contributions at beginning of year2014-12-31$3,947,786
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,344,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$23,429,709
Administrative expenses (other) incurred2014-12-31$622,340
Total non interest bearing cash at beginning of year2014-12-31$17,846,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$32,044,836
Value of net assets at end of year (total assets less liabilities)2014-12-31$159,739,342
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,694,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$126,044,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,736,533
Interest on participant loans2014-12-31$150,883
Value of interest in common/collective trusts at end of year2014-12-31$23,525,000
Value of interest in common/collective trusts at beginning of year2014-12-31$25,578,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$32,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,692,923
Net investment gain or loss from common/collective trusts2014-12-31$31,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,385,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,868,285
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,770,992
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,997,179
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$420,227
Aggregate carrying amount (costs) on sale of assets2014-12-31$424,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD
Accountancy firm EIN2014-12-31581250486
2013 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$463,309
Total unrealized appreciation/depreciation of assets2013-12-31$463,309
Total transfer of assets from this plan2013-12-31$23,454,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,429,709
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$38,156,960
Total loss/gain on sale of assets2013-12-31$8,641
Total of all expenses incurred2013-12-31$16,399,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,727,716
Expenses. Certain deemed distributions of participant loans2013-12-31$-12,233
Value of total corrective distributions2013-12-31$19,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,854,383
Value of total assets at end of year2013-12-31$151,124,215
Value of total assets at beginning of year2013-12-31$129,391,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$664,562
Total interest from all sources2013-12-31$154,074
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,392,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,288,736
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,518,101
Participant contributions at end of year2013-12-31$3,947,786
Participant contributions at beginning of year2013-12-31$3,541,994
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$154,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,504,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$23,429,709
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$664,562
Total non interest bearing cash at end of year2013-12-31$17,846,441
Total non interest bearing cash at beginning of year2013-12-31$81,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$21,757,297
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,694,506
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$129,391,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,736,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$89,522,510
Interest on participant loans2013-12-31$154,074
Value of interest in common/collective trusts at end of year2013-12-31$25,578,139
Value of interest in common/collective trusts at beginning of year2013-12-31$26,228,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$23,943,777
Net investment gain or loss from common/collective trusts2013-12-31$340,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,181,634
Income. Dividends from common stock2013-12-31$103,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,727,716
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,997,179
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,513,445
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$79,439
Aggregate carrying amount (costs) on sale of assets2013-12-31$70,798
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$111,730
Total unrealized appreciation/depreciation of assets2012-12-31$111,730
Total transfer of assets to this plan2012-12-31$6,504,069
Total transfer of assets from this plan2012-12-31$920
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$23,270,362
Total loss/gain on sale of assets2012-12-31$13,583
Total of all expenses incurred2012-12-31$7,259,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,637,735
Expenses. Certain deemed distributions of participant loans2012-12-31$-2,798
Value of total corrective distributions2012-12-31$26,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,726,712
Value of total assets at end of year2012-12-31$129,391,694
Value of total assets at beginning of year2012-12-31$106,878,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$598,377
Total interest from all sources2012-12-31$150,933
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,912,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,816,318
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,814,957
Participant contributions at end of year2012-12-31$3,541,994
Participant contributions at beginning of year2012-12-31$3,325,428
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$366,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,504,069
Other income not declared elsewhere2012-12-31$431,123
Administrative expenses (other) incurred2012-12-31$598,377
Total non interest bearing cash at end of year2012-12-31$81,085
Total non interest bearing cash at beginning of year2012-12-31$164,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,010,364
Value of net assets at end of year (total assets less liabilities)2012-12-31$129,391,694
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$106,878,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$89,522,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$76,042,322
Interest on participant loans2012-12-31$150,933
Value of interest in common/collective trusts at end of year2012-12-31$26,228,591
Value of interest in common/collective trusts at beginning of year2012-12-31$23,842,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,514,103
Net investment gain or loss from common/collective trusts2012-12-31$409,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,545,592
Income. Dividends from common stock2012-12-31$95,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,637,735
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,513,445
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,503,798
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$214,331
Aggregate carrying amount (costs) on sale of assets2012-12-31$200,748
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486
2011 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$193,199
Total unrealized appreciation/depreciation of assets2011-12-31$193,199
Total transfer of assets from this plan2011-12-31$1,872,886
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
Expenses. Interest paid2011-12-31$29,501
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$29,501
Total income from all sources (including contributions)2011-12-31$10,313,664
Total loss/gain on sale of assets2011-12-31$13,381
Total of all expenses incurred2011-12-31$7,987,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,299,979
Value of total corrective distributions2011-12-31$210,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,282,203
Value of total assets at end of year2011-12-31$106,878,181
Value of total assets at beginning of year2011-12-31$106,424,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$447,149
Total interest from all sources2011-12-31$157,250
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,179,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,179,867
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,549,711
Participant contributions at end of year2011-12-31$3,325,428
Participant contributions at beginning of year2011-12-31$3,188,647
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$94,687
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$23
Other income not declared elsewhere2011-12-31$387,276
Administrative expenses (other) incurred2011-12-31$447,149
Total non interest bearing cash at end of year2011-12-31$164,148
Total non interest bearing cash at beginning of year2011-12-31$85,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,326,144
Value of net assets at end of year (total assets less liabilities)2011-12-31$106,878,181
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$106,424,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$76,042,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$78,134,079
Interest on participant loans2011-12-31$157,168
Value of interest in common/collective trusts at end of year2011-12-31$23,842,485
Value of interest in common/collective trusts at beginning of year2011-12-31$21,547,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$217,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$217,861
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$82
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,188,874
Net investment gain or loss from common/collective trusts2011-12-31$289,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,637,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,299,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,503,798
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,251,340
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,003,287
Aggregate carrying amount (costs) on sale of assets2011-12-31$989,906
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2009 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2008 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2008-12-31$-931,449
Total unrealized appreciation/depreciation of assets2008-12-31$-931,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-11,472,113
Total loss/gain on sale of assets2008-12-31$-29,903
Total of all expenses incurred2008-12-31$5,287,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$5,124,264
Value of total corrective distributions2008-12-31$96,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$8,875,146
Value of total assets at end of year2008-12-31$68,081,669
Value of total assets at beginning of year2008-12-31$84,840,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$66,474
Total interest from all sources2008-12-31$164,980
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$90,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2008-12-31$90,917
Administrative expenses professional fees incurred2008-12-31$21,850
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$10,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$5,846,103
Participant contributions at end of year2008-12-31$2,216,550
Participant contributions at beginning of year2008-12-31$2,015,251
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$53,976
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$48,270
Other income not declared elsewhere2008-12-31$541
Total non interest bearing cash at beginning of year2008-12-31$392,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-16,759,160
Value of net assets at end of year (total assets less liabilities)2008-12-31$68,081,669
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$84,840,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Investment advisory and management fees2008-12-31$44,624
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$42,152,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$61,425,582
Interest on participant loans2008-12-31$161,606
Value of interest in common/collective trusts at end of year2008-12-31$20,975,831
Value of interest in common/collective trusts at beginning of year2008-12-31$17,036,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$117,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$168,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$168,125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$3,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-20,420,559
Net investment gain or loss from common/collective trusts2008-12-31$778,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31Yes
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$2,975,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$5,124,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32008-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2008-12-31$2,619,051
Assets. Corporate common stocks other than exployer securities at beginning of year2008-12-31$3,755,230
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Aggregate proceeds on sale of assets2008-12-31$1,446,359
Aggregate carrying amount (costs) on sale of assets2008-12-31$1,476,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31SMITH & HOWARD
Accountancy firm EIN2008-12-31581250486

Form 5500 Responses for THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN

2022: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE COCA-COLA BOTTLERS ASSN. 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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