2023 Form 5500 filing — Pepsi Midamerica 401(K) 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 20241011144453NAL0011038083001) for Pepsi Midamerica 401(K) Plan, reported by Pepsi Midamerica under EIN 37-0796650 and plan number 002. It reports 933 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144453NAL0011038083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsi Midamerica
- EIN
- 37-0796650
- Plan number
- 002
- Location
- Marion, IL
- Participants
- 933
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,563,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,563,801
- Employer contributions
- $81,608
- Participant contributions
- $628,668
- Total income / additions
- $1,447,302
- Benefits paid
- $1,465,251
- Administrative expenses
- $4,391
- Total expenses
- $1,469,642
- Net increase / (decrease)
- -$22,340
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $14,478 | not reported in the loaded dataset |