2023 Form 5500 filing — Coca-Cola Southwest Beverages 401(K) 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 20241006224447NAL0014489025001) for Coca-Cola Southwest Beverages 401(K) Plan, reported by Coca-Cola Southwest Beverage LLC under EIN 81-3909618 and plan number 001. It reports 10,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006224447NAL0014489025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coca-Cola Southwest Beverage LLC
- EIN
- 81-3909618
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 10,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $543,218,631
- Net assets (EOY)
- $543,218,631
- Employer contributions
- $20,170,667
- Participant contributions
- $31,849,320
- Total income / additions
- $123,071,746
- Benefits paid
- $45,432,260
- Administrative expenses
- $1,002,540
- Total expenses
- $46,436,144
- Net increase / (decrease)
- $76,635,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $1,002,539 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |