2023 Form 5500 filing — Pepsico Puerto Rico Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617134758NAL0002053184001) for Pepsico Puerto Rico Savings And Retirement Plan, reported by Pepsico, Inc. under EIN 13-1584302 and plan number 207. It reports 553 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240617134758NAL0002053184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsico, Inc.
- EIN
- 13-1584302
- Plan number
- 207
- Location
- Purchase, NY
- Participants
- 553
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,985,961
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,985,961
- Employer contributions
- $882,405
- Participant contributions
- $823,679
- Total income / additions
- $2,681,134
- Benefits paid
- $257,681
- Administrative expenses
- $0
- Total expenses
- $257,681
- Net increase / (decrease)
- $2,423,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Instl Ops Co | RECORDKEEPER | $0 | not reported in the loaded dataset |