Plan5500

Pepsi Bottling Ventures 401(K) Plan — Form 5500 plan (Pepsi Bottling Ventures, LLC)

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 Bottling Ventures 401(K) Plan is a benefit plan reported by Pepsi Bottling Ventures, LLC under EIN 22-3657794 and plan number 005. The latest loaded filing year is 2023. The filing reports 3,634 participants and $206,302,287 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsi Bottling Ventures, LLC
EIN
22-3657794
Plan number
005
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
3,634
End-of-year plan assets
$206,302,287

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,634H, C20241010150621NAL0036212352001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$206,302,287
Total liabilities (EOY)
$0
Net assets (EOY)
$206,302,287
Net assets (BOY)
$187,248,359

Income & contributions

Employer contributions
$6,164,379
Participant contributions
$11,159,340
Total contributions
$17,941,575
Total income / additions
$47,101,668

Expenses & distributions

Benefits paid
$27,556,947
Administrative expenses
$488,518
Total expenses
$28,047,740
Net increase / (decrease)
$19,053,928

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$413,168$02023
Comperio Retirement Consulting, IncRETAINED BY CLIENT$52,500not reported in the loaded dataset2023
Hughes, Pittman & Gupton, LlpRETAINED BY CLIENT$28,850not reported in the loaded dataset2023

Related Form 5500 pages