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 (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.2M

-9.7% from 2021

Total participants

-2.0% from 2021

Average account balance

$127,515

-9.7% from 2021

Annual return

-10.50%

-21.09 pp from 2021

Benchmarks

See 9,164 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,164 peers

Snapshot2022

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$159K

$4544 / participant

Other / not subdivided$159K100.0%

% of EOY assets

2.545%

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

$127,515

$81,870+55.8%

$119,634+6.6%

$68,490+86.2%

Participation rate

100.0%

71.9%+28.1pp

79.3%+20.7pp

67.9%+32.1pp

Annual return

-10.50%

-23.82%+13.3pp

-14.98%+4.5pp

-7.85%-2.6pp

Employer contribution / active EE

$3,050

$2,692+13.3%

$4,232-27.9%

$2,597+17.5%

Participant deferral / active EE

$3,101

$4,148-25.3%

$5,601-44.6%

$4,028-23.0%

Admin fee / account holder

$3,246

$6,583-50.7%

$10,329-68.6%

$5,403-39.9%

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