2023 Form 5500 filing — Pepsi Bottling Ventures 401(K) 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 20241010150621NAL0036212352001) for Pepsi Bottling Ventures 401(K) Plan, reported by Pepsi Bottling Ventures, LLC under EIN 22-3657794 and plan number 005. It reports 3,634 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010150621NAL0036212352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pepsi Bottling Ventures, LLC
- EIN
- 22-3657794
- Plan number
- 005
- Location
- Raleigh, NC
- Participants
- 3,634
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $206,302,287
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $206,302,287
- Employer contributions
- $6,164,379
- Participant contributions
- $11,159,340
- Total income / additions
- $47,101,668
- Benefits paid
- $27,556,947
- Administrative expenses
- $488,518
- Total expenses
- $28,047,740
- Net increase / (decrease)
- $19,053,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $413,168 | $0 |
| Comperio Retirement Consulting, Inc | RETAINED BY CLIENT | $52,500 | not reported in the loaded dataset |
| Hughes, Pittman & Gupton, Llp | RETAINED BY CLIENT | $28,850 | not reported in the loaded dataset |