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 Southwest Beverages 401(K) Plan is a benefit plan reported by Coca-Cola Southwest Beverage LLC under EIN 81-3909618 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,776 participants and $543,218,631 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $543,218,631
- Net assets (EOY)
- $543,218,631
- Net assets (BOY)
- $466,583,029
Income & contributions
- Employer contributions
- $20,170,667
- Participant contributions
- $31,849,320
- Total contributions
- $52,984,743
- Total income / additions
- $123,071,746
Expenses & distributions
- Benefits paid
- $45,432,260
- Administrative expenses
- $1,002,540
- Total expenses
- $46,436,144
- Net increase / (decrease)
- $76,635,602