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THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan NameTHE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES
Plan identification number 204

THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PEPSICO, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEPSICO, INC.
Employer identification number (EIN):131584302
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Additional information about PEPSICO, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1986-12-22
Company Identification Number: 0007140406
Legal Registered Office Address: 700 ANDERSON HILL RD C/O TAX DEPARTMENT

PURCHASE
United States of America (USA)
10577

More information about PEPSICO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
2042017-01-01MEGAN BRODERICK
2042016-01-01MEGAN BRODERICK
2042015-01-01CHAD RYAN
2042014-01-01CHAD RYAN
2042013-01-01CHAD RYAN
2042012-01-01CHAD RYAN
2042011-01-01CHAD RYAN
2042009-01-01BRUCE MONTE,JR.

Plan Statistics for THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2017: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-0150,617
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-0153,905
Total number of active participants reported on line 7a of the Form 55002016-01-0143,209
Number of retired or separated participants receiving benefits2016-01-01463
Number of other retired or separated participants entitled to future benefits2016-01-016,655
Total of all active and inactive participants2016-01-0150,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01290
Total participants2016-01-0150,617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015,090
2015: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0153,967
Total number of active participants reported on line 7a of the Form 55002015-01-0146,482
Number of retired or separated participants receiving benefits2015-01-01416
Number of other retired or separated participants entitled to future benefits2015-01-016,710
Total of all active and inactive participants2015-01-0153,608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01297
Total participants2015-01-0153,905
Number of participants with account balances2015-01-0139,544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014,565
2014: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0151,823
Total number of active participants reported on line 7a of the Form 55002014-01-0146,712
Number of retired or separated participants receiving benefits2014-01-01381
Number of other retired or separated participants entitled to future benefits2014-01-016,588
Total of all active and inactive participants2014-01-0153,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01286
Total participants2014-01-0153,967
Number of participants with account balances2014-01-0140,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013,985
2013: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0151,454
Total number of active participants reported on line 7a of the Form 55002013-01-0144,964
Number of retired or separated participants receiving benefits2013-01-01357
Number of other retired or separated participants entitled to future benefits2013-01-016,240
Total of all active and inactive participants2013-01-0151,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01262
Total participants2013-01-0151,823
Number of participants with account balances2013-01-0139,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013,236
2012: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0148,313
Total number of active participants reported on line 7a of the Form 55002012-01-0143,904
Number of retired or separated participants receiving benefits2012-01-01439
Number of other retired or separated participants entitled to future benefits2012-01-016,897
Total of all active and inactive participants2012-01-0151,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01214
Total participants2012-01-0151,454
Number of participants with account balances2012-01-0138,690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011,078
2011: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0172,007
Total number of active participants reported on line 7a of the Form 55002011-01-0141,139
Number of retired or separated participants receiving benefits2011-01-01655
Number of other retired or separated participants entitled to future benefits2011-01-016,339
Total of all active and inactive participants2011-01-0148,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01180
Total participants2011-01-0148,313
Number of participants with account balances2011-01-0142,802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011,024
2009: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-0148,443
Total number of active participants reported on line 7a of the Form 55002009-01-0142,415
Number of retired or separated participants receiving benefits2009-01-01469
Number of other retired or separated participants entitled to future benefits2009-01-014,963
Total of all active and inactive participants2009-01-0147,847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01137
Total participants2009-01-0147,984
Number of participants with account balances2009-01-0137,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01458

Financial Data on THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2017 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-28$0
Total transfer of assets from this plan2017-12-28$711,496,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-28$0
Total income from all sources (including contributions)2017-12-28$175,019,000
Total loss/gain on sale of assets2017-12-28$0
Total of all expenses incurred2017-12-28$70,457,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-28$68,940,000
Expenses. Certain deemed distributions of participant loans2017-12-28$932,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-28$90,064,000
Value of total assets at end of year2017-12-28$0
Value of total assets at beginning of year2017-12-28$606,934,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-28$585,000
Total interest from all sources2017-12-28$1,255,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-28No
Was this plan covered by a fidelity bond2017-12-28Yes
Value of fidelity bond cover2017-12-28$50,000,000
If this is an individual account plan, was there a blackout period2017-12-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-28$0
Were there any nonexempt tranactions with any party-in-interest2017-12-28No
Contributions received from participants2017-12-28$62,462,000
Participant contributions at end of year2017-12-28$0
Participant contributions at beginning of year2017-12-28$20,427,000
Participant contributions at end of year2017-12-28$0
Participant contributions at beginning of year2017-12-28$2,056,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-28$11,091,000
Administrative expenses (other) incurred2017-12-28$585,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-28No
Value of net income/loss2017-12-28$104,562,000
Value of net assets at end of year (total assets less liabilities)2017-12-28$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-28$606,934,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-28No
Were any leases to which the plan was party in default or uncollectible2017-12-28No
Interest on participant loans2017-12-28$1,255,000
Value of interest in master investment trust accounts at end of year2017-12-28$0
Value of interest in master investment trust accounts at beginning of year2017-12-28$583,753,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-28No
Was there a failure to transmit to the plan any participant contributions2017-12-28No
Has the plan failed to provide any benefit when due under the plan2017-12-28No
Contributions received in cash from employer2017-12-28$16,511,000
Employer contributions (assets) at end of year2017-12-28$0
Employer contributions (assets) at beginning of year2017-12-28$698,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-28$68,940,000
Did the plan have assets held for investment2017-12-28No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-28Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-28No
Opinion of an independent qualified public accountant for this plan2017-12-28Unqualified
Accountancy firm name2017-12-28KPMG LLP
Accountancy firm EIN2017-12-28135565207
2016 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$92,630,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$126,241,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$69,247,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,026,000
Value of total corrective distributions2016-12-31$663,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$86,109,000
Value of total assets at end of year2016-12-31$606,934,000
Value of total assets at beginning of year2016-12-31$642,570,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$558,000
Total interest from all sources2016-12-31$1,157,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$61,300,000
Participant contributions at end of year2016-12-31$20,427,000
Participant contributions at beginning of year2016-12-31$23,187,000
Participant contributions at end of year2016-12-31$2,056,000
Participant contributions at beginning of year2016-12-31$1,304,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,368,000
Administrative expenses (other) incurred2016-12-31$558,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$56,994,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$606,934,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$642,570,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$1,157,000
Value of interest in master investment trust accounts at end of year2016-12-31$583,753,000
Value of interest in master investment trust accounts at beginning of year2016-12-31$617,200,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$16,441,000
Employer contributions (assets) at end of year2016-12-31$698,000
Employer contributions (assets) at beginning of year2016-12-31$879,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$68,026,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG LLP
Accountancy firm EIN2016-12-31135565207
2015 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$144,330,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$95,390,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$77,906,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,713,000
Expenses. Certain deemed distributions of participant loans2015-12-31$615,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$86,580,000
Value of total assets at end of year2015-12-31$642,570,000
Value of total assets at beginning of year2015-12-31$769,416,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$578,000
Total interest from all sources2015-12-31$1,285,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$59,732,000
Participant contributions at end of year2015-12-31$23,187,000
Participant contributions at beginning of year2015-12-31$29,912,000
Participant contributions at end of year2015-12-31$1,304,000
Participant contributions at beginning of year2015-12-31$135,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$8,611,000
Administrative expenses (other) incurred2015-12-31$578,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$17,484,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$642,570,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$769,416,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$1,285,000
Value of interest in master investment trust accounts at end of year2015-12-31$617,200,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$739,081,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,237,000
Employer contributions (assets) at end of year2015-12-31$879,000
Employer contributions (assets) at beginning of year2015-12-31$288,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,713,000
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG LLP
Accountancy firm EIN2015-12-31135565207
2014 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$55,401,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$147,490,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$88,578,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$86,242,000
Expenses. Certain deemed distributions of participant loans2014-12-31$1,641,000
Value of total corrective distributions2014-12-31$54,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$86,956,000
Value of total assets at end of year2014-12-31$769,416,000
Value of total assets at beginning of year2014-12-31$765,905,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$641,000
Total interest from all sources2014-12-31$1,513,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$60,647,000
Participant contributions at end of year2014-12-31$29,912,000
Participant contributions at beginning of year2014-12-31$32,254,000
Participant contributions at end of year2014-12-31$135,000
Participant contributions at beginning of year2014-12-31$653,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,711,000
Administrative expenses (other) incurred2014-12-31$641,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$58,912,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$769,416,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$765,905,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$1,513,000
Value of interest in master investment trust accounts at end of year2014-12-31$739,081,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$732,289,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,598,000
Employer contributions (assets) at end of year2014-12-31$288,000
Employer contributions (assets) at beginning of year2014-12-31$709,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$86,242,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG LLP
Accountancy firm EIN2014-12-31135565207
2013 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$43,914,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$189,944,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$88,744,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,470,000
Expenses. Certain deemed distributions of participant loans2013-12-31$1,633,000
Value of total corrective distributions2013-12-31$2,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$82,857,000
Value of total assets at end of year2013-12-31$765,905,000
Value of total assets at beginning of year2013-12-31$708,619,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$639,000
Total interest from all sources2013-12-31$1,618,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$62,974,000
Participant contributions at end of year2013-12-31$32,254,000
Participant contributions at beginning of year2013-12-31$41,399,000
Participant contributions at end of year2013-12-31$653,000
Participant contributions at beginning of year2013-12-31$632,000
Administrative expenses (other) incurred2013-12-31$639,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$101,200,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$765,905,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$708,619,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$1,618,000
Value of interest in master investment trust accounts at end of year2013-12-31$732,289,000
Value of interest in master investment trust accounts at beginning of year2013-12-31$665,868,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,883,000
Employer contributions (assets) at end of year2013-12-31$709,000
Employer contributions (assets) at beginning of year2013-12-31$720,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,470,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$163,555,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$147,058,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$84,760,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,839,000
Expenses. Certain deemed distributions of participant loans2012-12-31$2,103,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$79,319,000
Value of total assets at end of year2012-12-31$708,619,000
Value of total assets at beginning of year2012-12-31$809,876,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$818,000
Total interest from all sources2012-12-31$1,878,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$59,851,000
Participant contributions at end of year2012-12-31$41,399,000
Participant contributions at beginning of year2012-12-31$48,581,000
Participant contributions at end of year2012-12-31$632,000
Participant contributions at beginning of year2012-12-31$1,193,000
Administrative expenses (other) incurred2012-12-31$818,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$62,298,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$708,619,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$809,876,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$1,878,000
Value of interest in master investment trust accounts at end of year2012-12-31$665,868,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$756,711,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$19,468,000
Employer contributions (assets) at end of year2012-12-31$720,000
Employer contributions (assets) at beginning of year2012-12-31$3,391,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$81,839,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$979,413,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$191,350,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$135,392,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$132,431,000
Expenses. Certain deemed distributions of participant loans2011-12-31$1,850,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$186,445,000
Value of total assets at end of year2011-12-31$809,876,000
Value of total assets at beginning of year2011-12-31$1,733,331,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,111,000
Total interest from all sources2011-12-31$5,008,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$140,341,000
Participant contributions at end of year2011-12-31$48,581,000
Participant contributions at beginning of year2011-12-31$105,733,000
Participant contributions at end of year2011-12-31$1,193,000
Participant contributions at beginning of year2011-12-31$2,314,000
Administrative expenses (other) incurred2011-12-31$1,111,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$55,958,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$809,876,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,733,331,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$5,008,000
Value of interest in master investment trust accounts at end of year2011-12-31$756,711,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,619,362,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,104,000
Employer contributions (assets) at end of year2011-12-31$3,391,000
Employer contributions (assets) at beginning of year2011-12-31$5,922,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$132,431,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135565207
2010 : THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$339,243,000
Total transfer of assets from this plan2010-12-31$3,287,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$291,229,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$86,521,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$83,911,000
Expenses. Certain deemed distributions of participant loans2010-12-31$1,367,000
Value of total corrective distributions2010-12-31$72,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$145,590,000
Value of total assets at end of year2010-12-31$1,733,331,000
Value of total assets at beginning of year2010-12-31$1,192,667,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,171,000
Total interest from all sources2010-12-31$3,949,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$107,020,000
Participant contributions at end of year2010-12-31$105,733,000
Participant contributions at beginning of year2010-12-31$71,015,000
Participant contributions at end of year2010-12-31$2,314,000
Participant contributions at beginning of year2010-12-31$1,768,000
Administrative expenses (other) incurred2010-12-31$1,171,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$204,708,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,733,331,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,192,667,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$3,949,000
Value of interest in master investment trust accounts at end of year2010-12-31$1,619,362,000
Value of interest in master investment trust accounts at beginning of year2010-12-31$1,119,206,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$38,570,000
Employer contributions (assets) at end of year2010-12-31$5,922,000
Employer contributions (assets) at beginning of year2010-12-31$678,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$83,911,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES

2017: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE PEPSICO 401(K) PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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