G & J Pepsi-Cola Bottlers, Inc. Employees 401(K) Retirement Plan — Form 5500 plan (G & J Pepsi-Cola Bottlers, Inc.)

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, G & J Pepsi-Cola Bottlers, Inc. Employees 401(K) Retirement Plan is a benefit plan reported by G & J Pepsi-Cola Bottlers, Inc. under EIN 34-1031008 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,528 participants and $101,418,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G & J Pepsi-Cola Bottlers, Inc.
EIN
34-1031008
Plan number
002
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
1,528
End-of-year plan assets
$101,418,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,528H, C20241002151705NAL0004970739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$101,418,177
Total liabilities (EOY)
$0
Net assets (EOY)
$101,418,177
Net assets (BOY)
$85,500,604

Income & contributions

Employer contributions
$1,762,127
Participant contributions
$6,001,230
Total contributions
$8,182,653
Total income / additions
$22,598,456

Expenses & distributions

Benefits paid
$6,692,918
Administrative expenses
$97,024
Total expenses
$6,789,942
Net increase / (decrease)
$15,808,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$97,024$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages