Four Roses Distillery LLC Savings Plan — Form 5500 plan (Four Roses Distillery 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, Four Roses Distillery LLC Savings Plan is a benefit plan reported by Four Roses Distillery LLC under EIN 06-1636822 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $19,586,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Four Roses Distillery LLC
- EIN
- 06-1636822
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrenceburg, KY
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $19,586,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241008125457NAL0017562529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,586,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,586,311
- Net assets (BOY)
- $15,624,832
Income & contributions
- Employer contributions
- $1,289,167
- Participant contributions
- $1,028,428
- Total contributions
- $2,878,386
- Total income / additions
- $4,940,457
Expenses & distributions
- Benefits paid
- $962,305
- Administrative expenses
- $9,718
- Total expenses
- $978,978
- Net increase / (decrease)
- $3,961,479
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,718 | $0 | 2023 |