2023 Form 5500 filing — Durham Coca-Cola Bottling Company 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240917070829NAL0001572883001) for Durham Coca-Cola Bottling Company 401(K) Profit Sharing Plan, reported by Durham Coca-Cola Bottling Company under EIN 56-0207560 and plan number 002. It reports 174 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917070829NAL0001572883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Durham Coca-Cola Bottling Company
- EIN
- 56-0207560
- Plan number
- 002
- Location
- Durham, NC
- Participants
- 174
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,398,561
- Total liabilities (EOY)
- $2,439
- Net assets (EOY)
- $9,396,122
- Employer contributions
- $77,585
- Participant contributions
- $297,892
- Total income / additions
- $1,507,259
- Benefits paid
- $1,641,159
- Administrative expenses
- $48,128
- Total expenses
- $1,689,287
- Net increase / (decrease)
- -$182,028
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Ins. Co. (Usa) | CONTRACT ADMINISTRATOR | $43,628 | not reported in the loaded dataset |
| Corporate Plans & Services, Inc. | THIRD PARTY ADMINISTRATO | $4,500 | not reported in the loaded dataset |