Pepsico Puerto Rico Savings And Retirement Plan — Form 5500 plan (Pepsico, Inc.)

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, Pepsico Puerto Rico Savings And Retirement Plan is a benefit plan reported by Pepsico, Inc. under EIN 13-1584302 and plan number 207. The latest loaded filing year is 2023. The filing reports 553 participants and $6,985,961 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsico, Inc.
EIN
13-1584302
Plan number
207
Plan type
2
Location
Purchase, NY
Latest filing year
2023
Participants
553
End-of-year plan assets
$6,985,961

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023553H, C20240617134758NAL0002053184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,985,961
Total liabilities (EOY)
$0
Net assets (EOY)
$6,985,961
Net assets (BOY)
$4,562,508

Income & contributions

Employer contributions
$882,405
Participant contributions
$823,679
Total contributions
$1,706,084
Total income / additions
$2,681,134

Expenses & distributions

Benefits paid
$257,681
Administrative expenses
$0
Total expenses
$257,681
Net increase / (decrease)
$2,423,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Instl Ops CoRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages