Plan5500

Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris — Form 5500 plan (Pepsi-Cola Newburgh Bottling Co., 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, Pepsi-Cola Newburgh Bottling Co., Inc. 401(K) Profit Sharing Plan For Employees Of Pepsi-Cola Of The Hudson Valley And Pepsi-Cola Bris is a benefit plan reported by Pepsi-Cola Newburgh Bottling Co., Inc. under EIN 14-1263911 and plan number 005. The latest loaded filing year is 2023. The filing reports 417 participants and $43,620,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsi-Cola Newburgh Bottling Co., Inc.
EIN
14-1263911
Plan number
005
Plan type
2
Location
Newburgh, NY
Latest filing year
2023
Participants
417
End-of-year plan assets
$43,620,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241014213742NAL0028323457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,620,213
Total liabilities (EOY)
$44,254
Net assets (EOY)
$43,575,959
Net assets (BOY)
$37,815,777

Income & contributions

Employer contributions
$837,109
Participant contributions
$1,437,102
Total contributions
$2,278,730
Total income / additions
$7,060,769

Expenses & distributions

Benefits paid
$1,224,019
Administrative expenses
$76,568
Total expenses
$1,300,587
Net increase / (decrease)
$5,760,182

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$59,903$02023
Whittemore, Dowen & Ricciardelli, LACCOUNTANT$16,665not reported in the loaded dataset2023

Related Form 5500 pages