Pepsi-Cola Bottling Company Of Hickory, N.C., Inc. Profit Sharing And 401(K) — Form 5500 plan (Pepsi-Cola Bottling Co. Of Hickory, Nc 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 Bottling Company Of Hickory, N.C., Inc. Profit Sharing And 401(K) is a benefit plan reported by Pepsi-Cola Bottling Co. Of Hickory, Nc Inc. under EIN 56-0585594 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $75,375,636 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pepsi-Cola Bottling Co. Of Hickory, Nc Inc.
EIN
56-0585594
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
396
End-of-year plan assets
$75,375,636

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20241007050424NAL0030978082001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,375,636
Total liabilities (EOY)
$2,263
Net assets (EOY)
$75,373,373
Net assets (BOY)
$64,033,504

Income & contributions

Employer contributions
$1,680,000
Participant contributions
$1,543,781
Total contributions
$3,246,685
Total income / additions
$14,270,976

Expenses & distributions

Benefits paid
$2,817,665
Administrative expenses
$113,442
Total expenses
$2,931,107
Net increase / (decrease)
$11,339,869

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$113,442$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages