Retirement plan

LUFKIN COCA-COLA BOTTLING CO 401K PSP

Name: LUFKIN COCA COLA BOTTLING COMPANY - LUFKIN COCA-COLA BOTTLING CO 401K PSP (2020) Form 5500
Creator: LUFKIN COCA COLA BOTTLING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LUFKIN COCA-COLA BOTTLING CO 401K PSP, LUFKIN COCA COLA BOTTLING COMPANY

LUFKIN COCA COLA BOTTLING COMPANYEIN 75-0738271Plan #334PY 2020

704 WEBBER STREET - LUFKIN, TX 75904936-639-2355lufkincocacola.comLinkedIn51-200 employeesconsumer goods

Other plans on this EIN

1 filing

#333Retirement--

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.7M

+12.7% from 2019

Total participants

+8.1% from 2019

Average account balance

$40,639

+4.3% from 2019

Annual return

18.68%

-58.93 pp from 2019

Benchmarks

See 9,207 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,207 peers

Snapshot2020

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.33M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

132.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+7.80%

Not enough data

1 years with return on file

Admin fee / account holder

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

$583

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

Free accounts unlock saves, downloads, and 3-year history.

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.

Plan features & details

Pension benefit codes2E2J2G3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$452K

$6956 / participant

Other / not subdivided$452K100.0%

% of EOY assets

16.607%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,639

$91,559-55.6%

$133,978-69.7%

$79,856-49.1%

Participation rate

100.0%

73.3%+26.7pp

79.8%+20.2pp

69.6%+30.4pp

Annual return

18.68%

61.85%-43.2pp

45.10%-26.4pp

31.71%-13.0pp

Employer contribution / active EE

$1,798

$2,384-24.6%

$3,919-54.1%

$2,471-27.2%

Participant deferral / active EE

$2,935

$3,734-21.4%

$5,047-41.8%

$3,741-21.5%

Admin fee / account holder

$6,749

$6,321+6.8%

$8,930-24.4%

$5,306+27.2%

LUFKIN COCA-COLA BOTTLING CO 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LUFKIN COCA-COLA BOTTLING CO 401K PSP

Summary metrics

Benchmarksi

Analytics

Service providersi

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