Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(K) Plan — Form 5500 plan (Ozarks Coca-Cola/Dr Pepper Bottling Company Union)
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, Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(K) Plan is a benefit plan reported by Ozarks Coca-Cola/Dr Pepper Bottling Company Union under EIN 44-0443840 and plan number 003. The latest loaded filing year is 2023. The filing reports 246 participants and $6,796,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozarks Coca-Cola/Dr Pepper Bottling Company Union
- EIN
- 44-0443840
- Plan number
- 003
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $6,796,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241014160656NAL0045241984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,796,368
- Total liabilities (EOY)
- $39,445
- Net assets (EOY)
- $6,756,923
- Net assets (BOY)
- $5,857,478
Income & contributions
- Employer contributions
- $478,960
- Participant contributions
- $350,187
- Total contributions
- $859,287
- Total income / additions
- $1,909,138
Expenses & distributions
- Benefits paid
- $660,761
- Administrative expenses
- $39,034
- Total expenses
- $699,795
- Net increase / (decrease)
- $1,209,343
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $2,096 | $0 | 2023 |
| Wilshire Associates Inc | RIA | $1,188 | $0 | 2023 |