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, Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Salaried Employees is a benefit plan reported by Heaven Hill Distilleries, Inc. under EIN 61-0402960 and plan number 003. The latest loaded filing year is 2023. The filing reports 545 participants and $53,699,343 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,699,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,699,343
- Net assets (BOY)
- $41,794,336
Income & contributions
- Employer contributions
- $1,888,909
- Participant contributions
- $4,312,760
- Total contributions
- $7,112,824
- Total income / additions
- $14,652,779
Expenses & distributions
- Benefits paid
- $4,213,773
- Administrative expenses
- $365
- Total expenses
- $4,226,387
- Net increase / (decrease)
- $10,426,392