Retirement plan

EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC.

Name: COCA-COLA BOTTLING CO., KOKOMO, INDIANA, INC. - EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC. (2024) Form 5500
Creator: COCA-COLA BOTTLING CO., KOKOMO, INDIANA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC., COCA-COLA BOTTLING CO., KOKOMO, INDIANA, INC.

COCA-COLA BOTTLING CO., KOKOMO, INDIANA, INC.EIN 35-0902269Plan #001PY 2024

2305 DAVIS ROAD - KOKOMO, IN 46901765-457-4421

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.3M

+15.5% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

6.54%

-2.19 pp from 2023

Benchmarks

See 106 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants25-99

Cohort106 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.31M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$111K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.54M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

See 1 actuary disclosure. $4.99 for your first month.

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Plan features & details

Pension benefit codes1A3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$921K

$13959 / participant

Other / not subdivided$921K100.0%

% of EOY assets

11.084%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,198-100.0%

$116,914-100.0%

$52,198-100.0%

Participation rate

0.0%

0.0%0pp

9.1%-9.1pp

11.0%-11.0pp

Annual return

6.54%

6.95%-0.4pp

8.92%-2.4pp

8.21%-1.7pp

Employer contribution / active EE

$23,265

$9,078+156.3%

$24,416-4.7%

$13,842+68.1%

Participant deferral / active EE

$7-100.0%

$14-100.0%

$61-100.0%

Admin fee / account holder

$1,652-100.0%

$692-100.0%

$1,652-100.0%

EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEES' PENSION PLAN OF COCA-COLA BOTTLING COMPANY, KOKOMO, INDIANA, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion