Ozarks Coca-Cola/Dr Pepper Bottling Company 401(K) Profit Sharing Plan — Form 5500 plan (Ozarks Coca-Cola/Dr Pepper 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, Ozarks Coca-Cola/Dr Pepper Bottling Company 401(K) Profit Sharing Plan is a benefit plan reported by Ozarks Coca-Cola/Dr Pepper Bottling Company under EIN 44-0443840 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $37,217,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ozarks Coca-Cola/Dr Pepper Bottling Company
- EIN
- 44-0443840
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MO
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $37,217,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20241014194153NAL0045788000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,217,513
- Total liabilities (EOY)
- $15,903
- Net assets (EOY)
- $37,201,610
- Net assets (BOY)
- $29,870,680
Income & contributions
- Employer contributions
- $2,008,376
- Participant contributions
- $1,844,249
- Total contributions
- $3,863,631
- Total income / additions
- $9,500,352
Expenses & distributions
- Benefits paid
- $2,287,265
- Administrative expenses
- $192,053
- Total expenses
- $2,479,318
- Net increase / (decrease)
- $7,021,034
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advanced Plan Designs, LLC | NONE | $23,450 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $7,593 | $0 | 2023 |
| Wilshire Associates | NONE | $6,616 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ozarks Coca-Cola/Dr Pepper Bottling Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Springfield, MO
- Advanced Plan Designs, LLC — Schedule C compensation
- John Hancock Usa — Schedule C compensation
- Wilshire Associates — Schedule C compensation