Portland Bottling Company 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Portland Bottling Company)
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, Portland Bottling Company 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Portland Bottling Company under EIN 71-0870520 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $3,839,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portland Bottling Company
- EIN
- 71-0870520
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $3,839,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20241004122237NAL0012203313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,839,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,839,045
- Net assets (BOY)
- $2,675,534
Income & contributions
- Employer contributions
- $260,675
- Participant contributions
- $505,120
- Total contributions
- $831,398
- Total income / additions
- $1,367,566
Expenses & distributions
- Benefits paid
- $179,025
- Administrative expenses
- $25,030
- Total expenses
- $204,055
- Net increase / (decrease)
- $1,163,511
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $15,294 | not reported in the loaded dataset | 2023 |
| Phillips And Company Advisors LLC | ADVISOR | $9,028 | not reported in the loaded dataset | 2023 |