Carolina Beverage Group LLC
Plan context: Carolina Beverage Group LLC 401(K) Retirement Plan
EIN 61-1669373 • Mooresville, NC • 35 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
603
2024 Assets
$8,326,688
2024 Contributions
$1,347,297
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 603 | $8,326,688 | $1,347,297 | $2,234iApproximate average salary by contribution assumption: employee only about $55,858 at 4% or $37,239 at 6%; with 50% employer match about $37,239 at 4% or $24,826 at 6%; with 100% employer match about $27,929 at 4% or $18,619 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 538 | $8,326,688 | $1,347,297 | $2,504iApproximate average salary by contribution assumption: employee only about $62,607 at 4% or $41,738 at 6%; with 50% employer match about $41,738 at 4% or $27,825 at 6%; with 100% employer match about $31,303 at 4% or $20,869 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 603 | - | - | - |
| 2023 | 2 | 613 | $6,903,420 | $1,236,532 | $2,017iApproximate average salary by contribution assumption: employee only about $50,430 at 4% or $33,620 at 6%; with 50% employer match about $33,620 at 4% or $22,413 at 6%; with 100% employer match about $25,215 at 4% or $16,810 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 496 | $6,903,420 | $1,236,532 | $2,493iApproximate average salary by contribution assumption: employee only about $62,325 at 4% or $41,550 at 6%; with 50% employer match about $41,550 at 4% or $27,700 at 6%; with 100% employer match about $31,163 at 4% or $20,775 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 613 | - | - | - |
| 2022 | 2 | 615 | $5,477,902 | $1,157,033 | $1,881iApproximate average salary by contribution assumption: employee only about $47,034 at 4% or $31,356 at 6%; with 50% employer match about $31,356 at 4% or $20,904 at 6%; with 100% employer match about $23,517 at 4% or $15,678 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 465 | $5,477,902 | $1,157,033 | $2,488iApproximate average salary by contribution assumption: employee only about $62,206 at 4% or $41,471 at 6%; with 50% employer match about $41,471 at 4% or $27,647 at 6%; with 100% employer match about $31,103 at 4% or $20,735 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 615 | - | - | - |
| 2021 | 2 | 439 | $6,049,471 | $1,597,905 | $3,640iApproximate average salary by contribution assumption: employee only about $90,997 at 4% or $60,665 at 6%; with 50% employer match about $60,665 at 4% or $40,443 at 6%; with 100% employer match about $45,498 at 4% or $30,332 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 363 | $6,049,471 | $1,597,905 | $4,402iApproximate average salary by contribution assumption: employee only about $110,049 at 4% or $73,366 at 6%; with 50% employer match about $73,366 at 4% or $48,910 at 6%; with 100% employer match about $55,024 at 4% or $36,683 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 439 | - | - | - |
| 2020 | 2 | 447 | $4,561,718 | $832,070 | $1,861iApproximate average salary by contribution assumption: employee only about $46,536 at 4% or $31,024 at 6%; with 50% employer match about $31,024 at 4% or $20,683 at 6%; with 100% employer match about $23,268 at 4% or $15,512 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 417 | $4,561,718 | $832,070 | $1,995iApproximate average salary by contribution assumption: employee only about $49,884 at 4% or $33,256 at 6%; with 50% employer match about $33,256 at 4% or $22,171 at 6%; with 100% employer match about $24,942 at 4% or $16,628 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 447 | - | - | - |
| 2019 | 2 | 429 | $4,509,754 | $712,821 | $1,662iApproximate average salary by contribution assumption: employee only about $41,540 at 4% or $27,693 at 6%; with 50% employer match about $27,693 at 4% or $18,462 at 6%; with 100% employer match about $20,770 at 4% or $13,847 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 429 | $4,509,754 | $712,821 | $1,662iApproximate average salary by contribution assumption: employee only about $41,540 at 4% or $27,693 at 6%; with 50% employer match about $27,693 at 4% or $18,462 at 6%; with 100% employer match about $20,770 at 4% or $13,847 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 389 | - | - | - |
| 2018 | 3 | 439 | $3,875,426 | $740,829 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,126 at 6%; with 50% employer match about $28,126 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 439 | $3,875,426 | $740,829 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,126 at 6%; with 50% employer match about $28,126 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 366 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 0 | - | - | - |
| 2017 | 3 | 391 | $3,792,191 | $630,232 | $1,612iApproximate average salary by contribution assumption: employee only about $40,296 at 4% or $26,864 at 6%; with 50% employer match about $26,864 at 4% or $17,909 at 6%; with 100% employer match about $20,148 at 4% or $13,432 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 300 | $3,792,191 | $630,232 | $2,101iApproximate average salary by contribution assumption: employee only about $52,519 at 4% or $35,013 at 6%; with 50% employer match about $35,013 at 4% or $23,342 at 6%; with 100% employer match about $26,260 at 4% or $17,506 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 391 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 391 | - | - | - |
| 2016 | 3 | 401 | $3,105,640 | $464,662 | $1,159iApproximate average salary by contribution assumption: employee only about $28,969 at 4% or $19,313 at 6%; with 50% employer match about $19,313 at 4% or $12,875 at 6%; with 100% employer match about $14,484 at 4% or $9,656 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 306 | $3,105,640 | $464,662 | $1,519iApproximate average salary by contribution assumption: employee only about $37,963 at 4% or $25,308 at 6%; with 50% employer match about $25,308 at 4% or $16,872 at 6%; with 100% employer match about $18,981 at 4% or $12,654 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 322 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 401 | - | - | - |
| 2015 | 3 | 343 | $2,579,574 | $437,872 | $1,277iApproximate average salary by contribution assumption: employee only about $31,915 at 4% or $21,277 at 6%; with 50% employer match about $21,277 at 4% or $14,184 at 6%; with 100% employer match about $15,957 at 4% or $10,638 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 242 | $2,579,574 | $437,872 | $1,809iApproximate average salary by contribution assumption: employee only about $45,235 at 4% or $30,156 at 6%; with 50% employer match about $30,156 at 4% or $20,104 at 6%; with 100% employer match about $22,617 at 4% or $15,078 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 290 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 343 | - | - | - |
| 2014 | 3 | 282 | $2,345,071 | $432,711 | $1,534iApproximate average salary by contribution assumption: employee only about $38,361 at 4% or $25,574 at 6%; with 50% employer match about $25,574 at 4% or $17,049 at 6%; with 100% employer match about $19,180 at 4% or $12,787 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 217 | $2,345,071 | $432,711 | $1,994iApproximate average salary by contribution assumption: employee only about $49,851 at 4% or $33,234 at 6%; with 50% employer match about $33,234 at 4% or $22,156 at 6%; with 100% employer match about $24,926 at 4% or $16,617 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 212 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 282 | - | - | - |
| 2013 | 3 | 254 | $2,003,948 | $396,258 | $1,560iApproximate average salary by contribution assumption: employee only about $39,002 at 4% or $26,001 at 6%; with 50% employer match about $26,001 at 4% or $17,334 at 6%; with 100% employer match about $19,501 at 4% or $13,001 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 239 | $2,003,948 | $396,258 | $1,658iApproximate average salary by contribution assumption: employee only about $41,450 at 4% or $27,633 at 6%; with 50% employer match about $27,633 at 4% or $18,422 at 6%; with 100% employer match about $20,725 at 4% or $13,817 at 6%. |
| Carolina Beverage Group Health and Welfare Plan | - | 216 | - | - | - |
| Carolina Beverage Group Life/Add Plan | - | 254 | - | - | - |
| 2012 | 3 | 254 | $1,462,208 | $394,602 | $1,554iApproximate average salary by contribution assumption: employee only about $38,839 at 4% or $25,893 at 6%; with 50% employer match about $25,893 at 4% or $17,262 at 6%; with 100% employer match about $19,419 at 4% or $12,946 at 6%. |
| Carolina Beverage Group LLC 401(K) Retirement Plan | - | 228 | $1,462,208 | $394,602 | $1,731iApproximate average salary by contribution assumption: employee only about $43,268 at 4% or $28,845 at 6%; with 50% employer match about $28,845 at 4% or $19,230 at 6%; with 100% employer match about $21,634 at 4% or $14,423 at 6%. |
| Carolina Beverage Group Life/Add Plan | - | 254 | - | - | - |
| Carolina Beverage Group Health and Welfare Plan | - | 134 | - | - | - |
| 2011 | 2 | 232 | $0 | $0 | - |
| Carolina Beverage Group Life/Add Plan | - | 232 | - | - | - |
| Carolina Beverage Group Health and Welfare Plan | - | 174 | - | - | - |