Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer Plan — Form 5500 plan (Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer)
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 Bottlers Standing-In-The-Future 401(K) Multiple Employer Plan is a benefit plan reported by Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer under EIN 47-4984225 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,331 participants and $112,571,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer
- EIN
- 47-4984225
- Plan number
- 001
- Plan type
- 3
- Location
- Annapolis, MD
- Latest filing year
- 2023
- Participants
- 2,331
- End-of-year plan assets
- $112,571,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,331 | H, C | 20241015102135NAL0047342912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,571,454
- Total liabilities (EOY)
- $96,014
- Net assets (EOY)
- $112,475,440
- Net assets (BOY)
- $96,962,151
Income & contributions
- Employer contributions
- $3,348,281
- Participant contributions
- $4,994,234
- Total contributions
- $8,540,596
- Total income / additions
- $23,994,641
Expenses & distributions
- Benefits paid
- $7,747,232
- Administrative expenses
- $734,120
- Total expenses
- $8,481,352
- Net increase / (decrease)
- $15,513,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $347,588 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $215,685 | $0 | 2023 |
| Pcba Vault Inc. | CONSULTING | $132,735 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $100,612 | $44 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pepsi-Cola Bottlers Standing-In-The-Future 401(K) Multiple Employer
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Annapolis, MD
- Capfinancial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Pcba Vault Inc. — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation