G & J Pepsi-Cola Bottlers, Inc. Employees 401(K) Union Negotiated 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) Union Negotiated Plan is a benefit plan reported by G & J Pepsi-Cola Bottlers, Inc. under EIN 34-1031008 and plan number 003. The latest loaded filing year is 2023. The filing reports 538 participants and $21,570,873 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
003
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
538
End-of-year plan assets
$21,570,873

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20241002151931NAL0004973379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,570,873
Total liabilities (EOY)
$0
Net assets (EOY)
$21,570,873
Net assets (BOY)
$20,511,896

Income & contributions

Employer contributions
$374,284
Participant contributions
$1,195,761
Total contributions
$1,574,294
Total income / additions
$4,702,503

Expenses & distributions

Benefits paid
$3,445,366
Administrative expenses
$89,479
Total expenses
$3,534,467
Net increase / (decrease)
$1,168,036

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$89,478$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages