2023 Form 5500 filing — Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014160656NAL0045241984001) for Ozarks Coca-Cola Dr Pepper Bottling Company Union 401(K) Plan, reported by Ozarks Coca-Cola/Dr Pepper Bottling Company Union under EIN 44-0443840 and plan number 003. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.8MReported net assets$6,756,923
Participants246
Provider compensation$3.3K2 Schedule C row(s)$3,284
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014160656NAL0045241984001
- Plan sponsor
- Ozarks Coca-Cola/Dr Pepper Bottling Company Union
- EIN
- 44-0443840
- Plan number
- 003
- Location
- Springfield, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.8M total assets
Net assets$6.8MLiabilities$39.4K
Full reported line items
- Total assets (EOY)
- $6,796,368
- Total liabilities (EOY)
- $39,445
- Net assets (EOY)
- $6,756,923
- Employer contributions
- $478,960
- Participant contributions
- $350,187
- Total income / additions
- $1,909,138
- Benefits paid
- $660,761
- Administrative expenses
- $39,034
- Total expenses
- $699,795
- Net increase / (decrease)
- $1,209,343
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $2,096 | $0 |
| Wilshire Associates Inc | RIA | $1,188 | $0 |