2023 Form 5500 filing — Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer 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 20241015102135NAL0047342912001) for Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer Plan, reported by Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer under EIN 47-4984225 and plan number 001. It reports 2,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102135NAL0047342912001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer
- EIN
- 47-4984225
- Plan number
- 001
- Location
- Annapolis, MD
- Participants
- 2,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,571,454
- Total liabilities (EOY)
- $96,014
- Net assets (EOY)
- $112,475,440
- Employer contributions
- $3,348,281
- Participant contributions
- $4,994,234
- Total income / additions
- $23,994,641
- Benefits paid
- $7,747,232
- Administrative expenses
- $734,120
- Total expenses
- $8,481,352
- Net increase / (decrease)
- $15,513,289
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $347,588 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $215,685 | $0 |
| Pcba Vault Inc. | CONSULTING | $132,735 | not reported in the loaded dataset |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $100,612 | $44 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2 | not reported in the loaded dataset |