Durham Coca-Cola Bottling Company 401(K) Profit Sharing Plan — Form 5500 plan (Durham Coca-Cola Bottling Company)
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, Durham Coca-Cola Bottling Company 401(K) Profit Sharing Plan is a benefit plan reported by Durham Coca-Cola Bottling Company under EIN 56-0207560 and plan number 002. The latest loaded filing year is 2023. The filing reports 174 participants and $9,398,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Durham Coca-Cola Bottling Company
- EIN
- 56-0207560
- Plan number
- 002
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $9,398,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20240917070829NAL0001572883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,398,561
- Total liabilities (EOY)
- $2,439
- Net assets (EOY)
- $9,396,122
- Net assets (BOY)
- $9,578,150
Income & contributions
- Employer contributions
- $77,585
- Participant contributions
- $297,892
- Total contributions
- $383,697
- Total income / additions
- $1,507,259
Expenses & distributions
- Benefits paid
- $1,641,159
- Administrative expenses
- $48,128
- Total expenses
- $1,689,287
- Net increase / (decrease)
- -$182,028
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Ins. Co. (Usa) | CONTRACT ADMINISTRATOR | $43,628 | not reported in the loaded dataset | 2023 |
| Corporate Plans & Services, Inc. | THIRD PARTY ADMINISTRATO | $4,500 | not reported in the loaded dataset | 2023 |