Four Roses Distillery LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 06-1636822) is a plan sponsor located in Lawrenceburg, KY with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1636822
Location
Lawrenceburg, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,586,311
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,586,311

Contributions & income

Employer contributions
$1,289,167
Participant contributions
$1,028,428
Total income / additions
$4,940,457

Expenses & distributions

Benefits paid / distributions
$962,305
Total expenses
$978,978
Net increase / (decrease)
$3,961,479

Coverage

Total reported participants
325
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Four Roses Distillery LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Four Roses Distillery LLC Savings Plan001144$19,586,3112023
Four Roses Distillery LLC Employee Benefits Plan501181not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Four Roses Distillery LLC
YearPlanParticipantsSchedulesFiling
2023Four Roses Distillery LLC Employee Benefits Plan18120240701104344NAL0003714785001
2023Four Roses Distillery LLC Savings Plan144H, C20241008125457NAL0017562529001

Related Form 5500 pages