Pepsi-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan — Form 5500 plan (Pepsi-Cola Puerto Rico Distributing 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-Cola Puerto Rico Distributing LLC 1165(E) Savings Plan is a benefit plan reported by Pepsi-Cola Puerto Rico Distributing LLC under EIN 66-0591354 and plan number 003. The latest loaded filing year is 2023. The filing reports 830 participants and $13,729,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pepsi-Cola Puerto Rico Distributing LLC
- EIN
- 66-0591354
- Plan number
- 003
- Plan type
- 2
- Location
- Toa Baja, PR
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $13,729,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20240923083316NAL0023035986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,729,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,729,982
- Net assets (BOY)
- $11,608,969
Income & contributions
- Employer contributions
- $420,505
- Participant contributions
- $832,147
- Total contributions
- $1,252,652
- Total income / additions
- $3,025,958
Expenses & distributions
- Benefits paid
- $837,299
- Administrative expenses
- $67,646
- Total expenses
- $904,945
- Net increase / (decrease)
- $2,121,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $57,646 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $57,317 | $0 | 2023 |
| A & A Employee Benefits Consulting | CONTRACT ADMIN | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pepsi-Cola Puerto Rico Distributing LLC
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Toa Baja, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- A & A Employee Benefits Consulting — Schedule C compensation