2023 Form 5500 filing — Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923083316NAL0023035986001) for Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan, reported by Pepsi-Cola Puerto Rico Distributing LLC under EIN 66-0591354 and plan number 003. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923083316NAL0023035986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsi-Cola Puerto Rico Distributing LLC
- EIN
- 66-0591354
- Plan number
- 003
- Location
- Toa Baja, PR
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,729,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,729,982
- Employer contributions
- $420,505
- Participant contributions
- $832,147
- Total income / additions
- $3,025,958
- Benefits paid
- $837,299
- Administrative expenses
- $67,646
- Total expenses
- $904,945
- Net increase / (decrease)
- $2,121,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $57,646 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $57,317 | $0 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 |