2023 Form 5500 filing — Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Collective Bargaining Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014130211NAL0046050112001) for Heaven Hill Distilleries, Inc. Savings And Retirement Plan For Collective Bargaining Employees, reported by Heaven Hill Distilleries, Inc. under EIN 61-0402960 and plan number 002. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130211NAL0046050112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heaven Hill Distilleries, Inc.
- EIN
- 61-0402960
- Plan number
- 002
- Location
- Bardstown, KY
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,119,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,119,248
- Employer contributions
- $514,420
- Participant contributions
- $1,533,197
- Total income / additions
- $6,246,081
- Benefits paid
- $2,811,402
- Administrative expenses
- $2,225
- Total expenses
- $2,813,627
- Net increase / (decrease)
- $3,432,454
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $2,545 | $0 |