Plan5500

Kalil Bottling Co. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kalil Bottling Co. (EIN 86-0144810) is a plan sponsor located in Tucson, AZ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-0144810
Location
Tucson, AZ
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kalil Bottling Co.

  • 1 loaded plans hold $12.9M in reported assets.
  • The largest, Kalil Bottling Co. Profit Sharing And Individual Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 843 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.9MSummed across loaded plans$12,908,247
Total reported assets$12.9M$12,908,247
Total reported participants843
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.9M total assets
Net assets$12.9MLiabilities$0
Contributions & income
Employer contributions$136.6K
Participant contributions$434K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$97K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kalil Bottling Co. Profit Sharing And Individual Retirement Savings Plan
Participants per plan843Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kalil Bottling Co. Profit Sharing And Individual Retirement Savings Plan$12.9M
    Plan #001 · 843 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kalil Bottling Co.. Open one for its full reported snapshot.

  1. 2023
    Kalil Bottling Co. Profit Sharing And Individual Retirement Savings Plan843 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kalil Bottling Co. report on Form 5500?
Kalil Bottling Co. (EIN 86-0144810) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kalil Bottling Co.?
The Employer Identification Number (EIN) reported for Kalil Bottling Co. is 86-0144810.
What is the latest Form 5500 filing year for Kalil Bottling Co.?
The latest loaded Form 5500 filing year for Kalil Bottling Co. is 2023.

Related Form 5500 pages