Ole Smoky Distillery, LLC 401(K) Plan — Form 5500 plan (Ole Smoky 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, Ole Smoky Distillery, LLC 401(K) Plan is a benefit plan reported by Ole Smoky Distillery, LLC under EIN 27-1328668 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,008 participants and $4,831,811 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ole Smoky Distillery, LLC
EIN
27-1328668
Plan number
001
Plan type
2
Location
Sevierville, TN
Latest filing year
2023
Participants
1,008
End-of-year plan assets
$4,831,811

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,008H, C20241015053324NAL0015892115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,831,811
Total liabilities (EOY)
$0
Net assets (EOY)
$4,831,811
Net assets (BOY)
$2,702,369

Income & contributions

Employer contributions
$535,964
Participant contributions
$991,650
Total contributions
$1,953,256
Total income / additions
$2,620,442

Expenses & distributions

Benefits paid
$389,420
Administrative expenses
$11,390
Total expenses
$491,000
Net increase / (decrease)
$2,129,442

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$11,389$02023

Related Form 5500 pages