2023 Form 5500 filing — Pepsi Northwest Beverages 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 20241015200609NAL0057988354001) for Pepsi Northwest Beverages 401(K) Plan, reported by Pepsi Northwest Beverages under EIN 20-4737891 and plan number 003. It reports 667 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200609NAL0057988354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsi Northwest Beverages
- EIN
- 20-4737891
- Plan number
- 003
- Location
- Tumwater, WA
- Participants
- 667
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,247,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,247,882
- Employer contributions
- $2,030,115
- Participant contributions
- $2,078,421
- Total income / additions
- $10,635,412
- Benefits paid
- $5,866,889
- Administrative expenses
- $1,399
- Total expenses
- $5,868,360
- Net increase / (decrease)
- $4,767,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,377 | $0 |
| Vanguard Advisers Inc. | NONE | $22 | not reported in the loaded dataset |