Plan5500

G&J Pepsi-Cola Bottlers, Inc. Employees Pension Plan — Form 5500 plan (G&J Pepsi-Cola Bottlers, 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, G&J Pepsi-Cola Bottlers, Inc. Employees Pension Plan is a benefit plan reported by G&J Pepsi-Cola Bottlers, Inc. under EIN 34-1031008 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,654 participants and $82,783,088 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
G&J Pepsi-Cola Bottlers, Inc.
EIN
34-1031008
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
1,654
End-of-year plan assets
$82,783,088

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,654H, C20241003115438NAL0004849187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$82,783,088
Total liabilities (EOY)
$0
Net assets (EOY)
$82,783,088
Net assets (BOY)
$74,521,865

Income & contributions

Employer contributions
$950,000
Total contributions
$950,000
Total income / additions
$13,118,259

Expenses & distributions

Benefits paid
$4,643,878
Administrative expenses
$213,158
Total expenses
$4,857,036
Net increase / (decrease)
$8,261,223

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cuni, Rust & Strenk, Inc.NONE$102,000not reported in the loaded dataset2023
Fund Evaluation GroupNONE$75,534not reported in the loaded dataset2023
U.S. BankNONE$35,624not reported in the loaded dataset2023

Related Form 5500 pages