2023 Form 5500 filing — G & J Pepsi-Cola Bottlers, Inc. Employees 401(K) Union Negotiated 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 20241002151931NAL0004973379001) for G & J Pepsi-Cola Bottlers, Inc. Employees 401(K) Union Negotiated Plan, reported by G & J Pepsi-Cola Bottlers, Inc. under EIN 34-1031008 and plan number 003. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.6MReported net assets$21,570,873
Participants538
Provider compensation$89.5K2 Schedule C row(s)$89,478
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002151931NAL0004973379001
- Plan sponsor
- G & J Pepsi-Cola Bottlers, Inc.
- EIN
- 34-1031008
- Plan number
- 003
- Location
- Cincinnati, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,570,873
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,570,873
- Employer contributions
- $374,284
- Participant contributions
- $1,195,761
- Total income / additions
- $4,702,503
- Benefits paid
- $3,445,366
- Administrative expenses
- $89,479
- Total expenses
- $3,534,467
- Net increase / (decrease)
- $1,168,036
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $89,478 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |