Pepsi Midamerica 401(K) Plan — Form 5500 plan (Pepsi Midamerica)
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 Midamerica 401(K) Plan is a benefit plan reported by Pepsi Midamerica under EIN 37-0796650 and plan number 002. The latest loaded filing year is 2023. The filing reports 933 participants and $5,563,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepsi Midamerica
- EIN
- 37-0796650
- Plan number
- 002
- Plan type
- 2
- Location
- Marion, IL
- Latest filing year
- 2023
- Participants
- 933
- End-of-year plan assets
- $5,563,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 933 | H, C | 20241011144453NAL0011038083001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,563,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,563,801
- Net assets (BOY)
- $5,586,141
Income & contributions
- Employer contributions
- $81,608
- Participant contributions
- $628,668
- Total contributions
- $710,893
- Total income / additions
- $1,447,302
Expenses & distributions
- Benefits paid
- $1,465,251
- Administrative expenses
- $4,391
- Total expenses
- $1,469,642
- Net increase / (decrease)
- -$22,340
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $14,478 | not reported in the loaded dataset | 2023 |