Pepsi Northwest Beverages 401(K) Plan — Form 5500 plan (Pepsi Northwest Beverages)
Plain-English plan 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, Pepsi Northwest Beverages 401(K) Plan is a benefit plan reported by Pepsi Northwest Beverages under EIN 20-4737891 and plan number 003. The latest loaded filing year is 2023. The filing reports 667 participants and $46,247,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepsi Northwest Beverages
- EIN
- 20-4737891
- Plan number
- 003
- Plan type
- 2
- Location
- Tumwater, WA
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $46,247,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241015200609NAL0057988354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,247,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,247,882
- Net assets (BOY)
- $41,480,830
Income & contributions
- Employer contributions
- $2,030,115
- Participant contributions
- $2,078,421
- Total contributions
- $4,117,922
- Total income / additions
- $10,635,412
Expenses & distributions
- Benefits paid
- $5,866,889
- Administrative expenses
- $1,399
- Total expenses
- $5,868,360
- Net increase / (decrease)
- $4,767,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $1,377 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $22 | not reported in the loaded dataset | 2023 |