2023 Form 5500 filing — Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris
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 20241014213742NAL0028323457001) for Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris, reported by Pepsi-Cola Newburgh Bottling Co., Inc. under EIN 14-1263911 and plan number 005. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014213742NAL0028323457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsi-Cola Newburgh Bottling Co., Inc.
- EIN
- 14-1263911
- Plan number
- 005
- Location
- Newburgh, NY
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,620,213
- Total liabilities (EOY)
- $44,254
- Net assets (EOY)
- $43,575,959
- Employer contributions
- $837,109
- Participant contributions
- $1,437,102
- Total income / additions
- $7,060,769
- Benefits paid
- $1,224,019
- Administrative expenses
- $76,568
- Total expenses
- $1,300,587
- Net increase / (decrease)
- $5,760,182
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $59,903 | $0 |
| Whittemore, Dowen & Ricciardelli, L | ACCOUNTANT | $16,665 | not reported in the loaded dataset |