Kalil Bottling Co. 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Kalil Bottling Co. 401(k) Plan Facts (plan year 2024)

Plan name
KALIL BOTTLING CO. PROFIT SHARING AND INDIVIDUAL RETIREMENT SAVINGS PLAN
Plan type
401(k) and profit sharing
Plan sponsor
KALIL BOTTLING CO.
Participants
834
Former employees with a balance
0
Recordkeeper
Jpmorgan Invest Holdings Llc
Plan year
Feb 1, 2024 – Oct 31, 2024
Plan established
Feb 1, 1982
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Feb 1, 2024 – Oct 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $393,369 went into the plan in contributions.
  • $14.7 million was paid out to participants.
  • Investment and other income added $1.40 million.

How the Kalil Bottling Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,055$12.5 million$358,505$816,258
2020981$16.0 million$2.00 million$790,979
2021976$15.3 million$215,765$2.47 million
2022982$12.8 million$88,508$1.85 million
2023843$12.9 million$136,575$1.54 million
2024 (final)834$0$0$14.7 million

Kalil Bottling Co. 401(k) Contact Information

Phone
520-622-5811
Mailing address
931 S. HIGHLAND AVE, TUCSON AZ 85719
Plan sponsor
KALIL BOTTLING CO.
Employer identification number (EIN)
86-0144810
Plan number
001

Questions about the Kalil Bottling Co. 401(k)

Is the Kalil Bottling Co 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024.

Does Kalil Bottling Co contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500.

Does the Kalil Bottling Co 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Kalil Bottling Co 401(k) plan?

834 participants at the start of plan year 2024.

Who manages the Kalil Bottling Co 401(k) accounts?

J.P. Morgan Retirement Link (listed on the filing as JPMORGAN INVEST HOLDINGS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

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