Plan5500

Coca Cola Beverages Northeast, Inc. Incentive Savings Plan — Form 5500 plan (Coca-Cola Beverages Northeast, Inc.)

Plain-English plan 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, Coca Cola Beverages Northeast, Inc. Incentive Savings Plan is a benefit plan reported by Coca-Cola Beverages Northeast, Inc. under EIN 04-2614952 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,363 participants and $362,577,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coca-Cola Beverages Northeast, Inc.
EIN
04-2614952
Plan number
002
Plan type
2
Location
Bedford, NH
Latest filing year
2023
Participants
3,363
End-of-year plan assets
$362,577,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,363H, C20241007154046NAL0009019059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$362,577,523
Total liabilities (EOY)
$0
Net assets (EOY)
$362,577,523
Net assets (BOY)
$307,852,256

Income & contributions

Employer contributions
$9,522,316
Participant contributions
$19,419,271
Total contributions
$30,554,452
Total income / additions
$84,309,774

Expenses & distributions

Benefits paid
$29,074,231
Administrative expenses
$510,276
Total expenses
$29,584,507
Net increase / (decrease)
$54,725,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$319,602$02023
Vanguard Advisers Inc.NONE$222,224not reported in the loaded dataset2023

Related Form 5500 pages