Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer Plan — Form 5500 plan (Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer)

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-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer Plan is a benefit plan reported by Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer under EIN 47-4984225 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,331 participants and $112,571,454 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer
EIN
47-4984225
Plan number
001
Plan type
3
Location
Annapolis, MD
Latest filing year
2023
Participants
2,331
End-of-year plan assets
$112,571,454

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,331H, C20241015102135NAL0047342912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,571,454
Total liabilities (EOY)
$96,014
Net assets (EOY)
$112,475,440
Net assets (BOY)
$96,962,151

Income & contributions

Employer contributions
$3,348,281
Participant contributions
$4,994,234
Total contributions
$8,540,596
Total income / additions
$23,994,641

Expenses & distributions

Benefits paid
$7,747,232
Administrative expenses
$734,120
Total expenses
$8,481,352
Net increase / (decrease)
$15,513,289

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISOR$347,588not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$215,685$02023
Pcba Vault Inc.CONSULTING$132,735not reported in the loaded dataset2023
Ascensus Holdings Dba FutureplanCONTRACT ADMIN$100,612$442023
Empower Advisory Group, LLCINVESTMENT MGMT$2not reported in the loaded dataset2023

Related Form 5500 pages