401k Plan data: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN plan

COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 401k Plan overview

Plan Name	COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN
Plan identification number	001

COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

COCA-COLA SOUTHWEST BEVERAGE LLC has sponsored the creation of one or more 401k plans.

Company Name: COCA-COLA SOUTHWEST BEVERAGE LLC

Employer identification number (EIN): 813909618

NAIC Classification: 312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-04-01

Plan Statistics for COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

401k plan membership statisitcs for COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

Measure Date Value
2022: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10,089
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8,022
Number of retired or separated participants receiving benefits 2022-01-01 12
Number of other retired or separated participants entitled to future benefits 2022-01-01 2,672
Total of all active and inactive participants 2022-01-01 10,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 55
Total participants 2022-01-01 10,761
Number of participants with account balances 2022-01-01 10,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1,868
2021: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9,986
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,490
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 2,536
Total of all active and inactive participants 2021-01-01 10,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 47
Total participants 2021-01-01 10,085
Number of participants with account balances 2021-01-01 9,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1,460
2020: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9,949
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,742
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 2,198
Total of all active and inactive participants 2020-01-01 9,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 40
Total participants 2020-01-01 9,986
Number of participants with account balances 2020-01-01 9,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1,090
2019: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9,647
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8,280
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 1,560
Total of all active and inactive participants 2019-01-01 9,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 30
Total participants 2019-01-01 9,877
Number of participants with account balances 2019-01-01 9,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1,242
2018: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9,670
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 8,527
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 1,101
Total of all active and inactive participants 2018-01-01 9,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 16
Total participants 2018-01-01 9,647
Number of participants with account balances 2018-01-01 9,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1,406
2017: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 7,478
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 8,954
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 711
Total of all active and inactive participants 2017-04-01 9,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 5
Total participants 2017-04-01 9,670
Number of participants with account balances 2017-04-01 9,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 728

Measure	Date	Value
2022: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10,089
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8,022
Number of retired or separated participants receiving benefits	2022-01-01	12
Number of other retired or separated participants entitled to future benefits	2022-01-01	2,672
Total of all active and inactive participants	2022-01-01	10,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	55
Total participants	2022-01-01	10,761
Number of participants with account balances	2022-01-01	10,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1,868
2021: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9,986
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,490
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	2,536
Total of all active and inactive participants	2021-01-01	10,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	47
Total participants	2021-01-01	10,085
Number of participants with account balances	2021-01-01	9,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1,460
2020: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9,949
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,742
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	2,198
Total of all active and inactive participants	2020-01-01	9,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	40
Total participants	2020-01-01	9,986
Number of participants with account balances	2020-01-01	9,864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1,090
2019: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9,647
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8,280
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	1,560
Total of all active and inactive participants	2019-01-01	9,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	30
Total participants	2019-01-01	9,877
Number of participants with account balances	2019-01-01	9,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1,242
2018: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9,670
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	8,527
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	1,101
Total of all active and inactive participants	2018-01-01	9,631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	16
Total participants	2018-01-01	9,647
Number of participants with account balances	2018-01-01	9,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1,406
2017: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	7,478
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	8,954
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	711
Total of all active and inactive participants	2017-04-01	9,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	5
Total participants	2017-04-01	9,670
Number of participants with account balances	2017-04-01	9,265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	728

Financial Data on COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

Measure	Date	Value
2022 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-19,716,731
Total of all expenses incurred	2022-12-31	$54,600,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$53,623,801
Expenses. Certain deemed distributions of participant loans	2022-12-31	$111,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$48,623,045
Value of total assets at end of year	2022-12-31	$466,583,029
Value of total assets at beginning of year	2022-12-31	$540,900,443
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$865,398
Total interest from all sources	2022-12-31	$666,772
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$10,608,848
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$10,608,848
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$28,663,257
Participant contributions at end of year	2022-12-31	$17,192,814
Participant contributions at beginning of year	2022-12-31	$18,135,440
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$856,704
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$9,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$2,968,168
Administrative expenses (other) incurred	2022-12-31	$865,398
Total non interest bearing cash at end of year	2022-12-31	$151,600
Total non interest bearing cash at beginning of year	2022-12-31	$121,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-74,317,414
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$466,583,029
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$540,900,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$293,137,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$357,896,335
Interest on participant loans	2022-12-31	$661,098
Value of interest in common/collective trusts at end of year	2022-12-31	$114,143,060
Value of interest in common/collective trusts at beginning of year	2022-12-31	$121,835,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,286,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,313,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,313,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$5,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-67,297,780
Net investment gain or loss from common/collective trusts	2022-12-31	$-15,285,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$19,103,084
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$53,623,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$40,662,627
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$41,597,793
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	THE CJ CPA GROUP, PLLC
Accountancy firm EIN	2022-12-31	274461251
2021 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$109,186,881
Total of all expenses incurred	2021-12-31	$63,693,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$62,781,385
Expenses. Certain deemed distributions of participant loans	2021-12-31	$112,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$43,967,774
Value of total assets at end of year	2021-12-31	$540,900,443
Value of total assets at beginning of year	2021-12-31	$495,406,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$798,912
Total interest from all sources	2021-12-31	$924,467
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$7,352,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$7,352,855
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$26,091,602
Participant contributions at end of year	2021-12-31	$18,135,440
Participant contributions at beginning of year	2021-12-31	$24,104,313
Participant contributions at end of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,377,532
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$798,912
Total non interest bearing cash at end of year	2021-12-31	$121,476
Total non interest bearing cash at beginning of year	2021-12-31	$90,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$45,493,751
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$540,900,443
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$495,406,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$357,896,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$313,661,876
Interest on participant loans	2021-12-31	$924,467
Value of interest in common/collective trusts at end of year	2021-12-31	$121,835,885
Value of interest in common/collective trusts at beginning of year	2021-12-31	$112,816,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,313,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,631,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$1,631,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$39,153,167
Net investment gain or loss from common/collective trusts	2021-12-31	$17,788,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$16,498,640
Employer contributions (assets) at end of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$62,781,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$41,597,793
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$43,102,252
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	EISNERAMPER LLP
Accountancy firm EIN	2021-12-31	131639826
2020 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$97,187,455
Total of all expenses incurred	2020-12-31	$102,043,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$101,091,145
Expenses. Certain deemed distributions of participant loans	2020-12-31	$151,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$43,950,918
Value of total assets at end of year	2020-12-31	$495,406,692
Value of total assets at beginning of year	2020-12-31	$500,262,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$800,090
Total interest from all sources	2020-12-31	$1,000,516
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$7,639,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$7,639,391
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$25,922,928
Participant contributions at end of year	2020-12-31	$24,104,313
Participant contributions at beginning of year	2020-12-31	$25,494,561
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$662,409
Other income not declared elsewhere	2020-12-31	$-1,667,525
Administrative expenses (other) incurred	2020-12-31	$800,090
Total non interest bearing cash at end of year	2020-12-31	$90,397
Total non interest bearing cash at beginning of year	2020-12-31	$60,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-4,855,740
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$495,406,692
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$500,262,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$313,661,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$311,022,595
Interest on participant loans	2020-12-31	$999,130
Value of interest in common/collective trusts at end of year	2020-12-31	$112,816,839
Value of interest in common/collective trusts at beginning of year	2020-12-31	$108,654,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,631,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,310,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,310,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$33,982,198
Net investment gain or loss from common/collective trusts	2020-12-31	$12,281,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$17,365,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$101,091,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$43,102,252
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$53,719,901
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	EISNERAMPER LLP
Accountancy firm EIN	2020-12-31	131639826
2019 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$130,890,674
Total of all expenses incurred	2019-12-31	$41,973,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$41,037,221
Expenses. Certain deemed distributions of participant loans	2019-12-31	$202,232
Value of total corrective distributions	2019-12-31	$2,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$48,123,956
Value of total assets at end of year	2019-12-31	$500,262,432
Value of total assets at beginning of year	2019-12-31	$411,345,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$731,111
Total interest from all sources	2019-12-31	$1,417,662
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,386,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,386,816
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$27,704,931
Participant contributions at end of year	2019-12-31	$25,494,561
Participant contributions at beginning of year	2019-12-31	$32,809,702
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,120,903
Other income not declared elsewhere	2019-12-31	$8,071,647
Administrative expenses (other) incurred	2019-12-31	$731,111
Total non interest bearing cash at end of year	2019-12-31	$60,793
Total non interest bearing cash at beginning of year	2019-12-31	$31,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$88,917,424
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$500,262,432
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$411,345,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$311,022,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$240,943,644
Interest on participant loans	2019-12-31	$1,413,229
Value of interest in common/collective trusts at end of year	2019-12-31	$108,654,248
Value of interest in common/collective trusts at beginning of year	2019-12-31	$75,170,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,310,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$985,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$985,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$4,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,218,648
Net investment gain or loss from common/collective trusts	2019-12-31	$16,671,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$18,298,122
Employer contributions (assets) at beginning of year	2019-12-31	$10,966,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$41,037,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$53,719,901
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$50,438,037
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GOLDIN PEISER & PEISER, LLP
Accountancy firm EIN	2019-12-31	752515294
2018 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$7,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$1,557,682
Total income from all sources (including contributions)	2018-12-31	$44,166,565
Total of all expenses incurred	2018-12-31	$38,986,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$38,207,984
Expenses. Certain deemed distributions of participant loans	2018-12-31	$21,272
Value of total corrective distributions	2018-12-31	$929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$63,492,546
Value of total assets at end of year	2018-12-31	$411,345,008
Value of total assets at beginning of year	2018-12-31	$407,714,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$756,138
Total interest from all sources	2018-12-31	$1,144,775
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,002,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$5,002,239
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$27,155,352
Participant contributions at end of year	2018-12-31	$32,809,702
Participant contributions at beginning of year	2018-12-31	$30,485,515
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$5,344,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,557,682
Other income not declared elsewhere	2018-12-31	$1,501,621
Administrative expenses (other) incurred	2018-12-31	$756,138
Total non interest bearing cash at end of year	2018-12-31	$31,691
Total non interest bearing cash at beginning of year	2018-12-31	$19,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$5,180,242
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$411,345,008
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$406,156,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$240,943,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$254,024,291
Interest on participant loans	2018-12-31	$1,143,167
Value of interest in common/collective trusts at end of year	2018-12-31	$75,170,535
Value of interest in common/collective trusts at beginning of year	2018-12-31	$69,530,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$985,129
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$56,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$56,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-26,997,533
Net investment gain or loss from common/collective trusts	2018-12-31	$22,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$30,992,211
Employer contributions (assets) at end of year	2018-12-31	$10,966,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$38,207,984
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$50,438,037
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$53,597,894
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GOLDIN PEISER & PEISER LLP
Accountancy firm EIN	2018-12-31	752515294
2017 : COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$3,800,990
Total unrealized appreciation/depreciation of assets	2017-12-31	$3,800,990
Total transfer of assets to this plan	2017-12-31	$316,695,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,557,682
Total income from all sources (including contributions)	2017-12-31	$104,984,721
Total of all expenses incurred	2017-12-31	$15,523,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$15,083,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$71,915,882
Value of total assets at end of year	2017-12-31	$407,714,529
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$440,022
Total interest from all sources	2017-12-31	$751,659
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$3,234,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$3,234,619
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$15,835,583
Participant contributions at end of year	2017-12-31	$30,485,515
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$48,239,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,557,682
Administrative expenses (other) incurred	2017-12-31	$440,022
Total non interest bearing cash at end of year	2017-12-31	$76,042
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$89,461,031
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$406,156,847
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$254,024,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$751,659
Value of interest in common/collective trusts at end of year	2017-12-31	$69,530,787
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$21,246,423
Net investment gain or loss from common/collective trusts	2017-12-31	$4,035,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$7,841,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$15,083,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$53,597,894
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	WEAVER AND TIDWELL LLP
Accountancy firm EIN	2017-12-31	750786316

Form 5500 Responses for COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN

2022: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COCA-COLA SOUTHWEST BEVERAGES 401(K) PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	First time form 5500 has been submitted	Yes
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COCA-COLA SOUTHWEST BEVERAGE LLC
Employer identification number (EIN):	813909618
NAIC Classification:	312110
NAIC Description:	Soft Drink and Ice Manufacturing