Retirement plan

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Name: PEPSI COLA MEMPHIS BOTTLING COMPANY - PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST (2021) Form 5500
Creator: PEPSI COLA MEMPHIS BOTTLING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST, PEPSI COLA MEMPHIS BOTTLING COMPANY

PEPSI COLA MEMPHIS BOTTLING COMPANYEIN 43-0720442Plan #002PY 2021

520 EAST GRAND P.O. BOX 277 - MEMPHIS, MO 63555660-465-8553

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.9M

+12.8% from 2020

Total participants

+2.0% from 2020

Average account balance

$141,183

+12.8% from 2020

Annual return

10.60%

+1.61 pp from 2020

Benchmarks

See 9,036 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,036 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.27M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$182K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$177K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$16935

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2G3D3H2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$98K

$2809 / participant

Other / not subdivided$98K100.0%

% of EOY assets

1.421%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,183

$99,994+41.2%

$146,647-3.7%

$85,851+64.5%

Participation rate

97.1%

73.1%+24.1pp

80.1%+17.1pp

69.3%+27.8pp

Annual return

10.60%

18.93%-8.3pp

22.75%-12.1pp

318.63%-308.0pp

Employer contribution / active EE

$4,093

$2,559+60.0%

$4,137-1.1%

$2,565+59.5%

Participant deferral / active EE

$2,589

$4,006-35.4%

$5,506-53.0%

$3,952-34.5%

Admin fee / account holder

$2,006

$7,703-74.0%

$10,281-80.5%

$6,261-68.0%

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEPSI COLA MEMPHIS BOTTLING COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion