Coca-Cola Consolidated, Inc. 401(K) Plan — Form 5500 plan (Coca-Cola Consolidated, Inc.)

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, Coca-Cola Consolidated, Inc. 401(K) Plan is a benefit plan reported by Coca-Cola Consolidated, Inc. under EIN 56-0950585 and plan number 002. The latest loaded filing year is 2023. The filing reports 18,331 participants and $945,546,808 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Coca-Cola Consolidated, Inc.
EIN
56-0950585
Plan number
002
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
18,331
End-of-year plan assets
$945,546,808

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,331H, C20241010095358NAL0033749920001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$945,546,808
Total liabilities (EOY)
$0
Net assets (EOY)
$945,546,808
Net assets (BOY)
$810,413,405

Income & contributions

Employer contributions
$30,459,793
Participant contributions
$46,604,725
Total contributions
$80,217,298
Total income / additions
$219,569,068

Expenses & distributions

Benefits paid
$92,135,508
Administrative expenses
$911,630
Total expenses
$93,168,638
Net increase / (decrease)
$126,400,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co.RECORDKEEPER$1,250,661not reported in the loaded dataset2023

Related Form 5500 pages