2023 Form 5500 filing — G&J Pepsi-Cola Bottlers, Inc. Employees Pension 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 20241003115438NAL0004849187001) for G&J Pepsi-Cola Bottlers, Inc. Employees Pension Plan, reported by G&J Pepsi-Cola Bottlers, Inc. under EIN 34-1031008 and plan number 001. It reports 1,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003115438NAL0004849187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G&J Pepsi-Cola Bottlers, Inc.
- EIN
- 34-1031008
- Plan number
- 001
- Location
- Cincinnati, OH
- Participants
- 1,654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,783,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,783,088
- Employer contributions
- $950,000
- Total income / additions
- $13,118,259
- Benefits paid
- $4,643,878
- Administrative expenses
- $213,158
- Total expenses
- $4,857,036
- Net increase / (decrease)
- $8,261,223
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cuni, Rust & Strenk, Inc. | NONE | $102,000 | not reported in the loaded dataset |
| Fund Evaluation Group | NONE | $75,534 | not reported in the loaded dataset |
| U.S. Bank | NONE | $35,624 | not reported in the loaded dataset |