J. D. BEAM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J. D. BEAM, INC. SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : J. D. BEAM, INC. SAVINGS PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $526,987 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $59,789 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $59,789 |
| Total plan assets at end of year | 2024-01-01 | $3,383,757 |
| Total plan assets at beginning of year | 2024-01-01 | $2,916,559 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $0 |
| Total contributions received or receivable from participants | 2024-01-01 | $128,905 |
| Assets. Value of loans (other than to participants) | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $332,737 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $467,198 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $3,383,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,916,559 |
| Assets. Value of participant loans | 2024-01-01 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-01-01 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2024-01-01 | $0 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Assets. Value of employer real property | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $65,345 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $0 |
| 2023 : J. D. BEAM, INC. SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $571,821 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,436,834 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,434,073 |
| Total plan assets at end of year | 2023-12-31 | $2,916,559 |
| Total plan assets at beginning of year | 2023-12-31 | $3,781,572 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $102,701 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $419,979 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-865,013 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,916,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,781,572 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $49,141 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $2,761 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
| 2022 : J. D. BEAM, INC. SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-930,574 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,522,146 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,508,129 |
| Total plan assets at end of year | 2022-12-31 | $3,781,572 |
| Total plan assets at beginning of year | 2022-12-31 | $6,234,292 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $51,396 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-981,970 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,452,720 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,781,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,234,292 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $13,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
| 2021 : J. D. BEAM, INC. SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $806,247 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $418,057 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $418,057 |
| Total plan assets at end of year | 2021-12-31 | $6,234,292 |
| Total plan assets at beginning of year | 2021-12-31 | $5,846,102 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $55,913 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $750,334 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $388,190 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,234,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,846,102 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : J. D. BEAM, INC. SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $772,314 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $5,846,102 |
| Total plan assets at beginning of year | 2020-12-31 | $5,073,788 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $38,709 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,388 |
| Other income received | 2020-12-31 | $732,217 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $772,314 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,846,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,073,788 |
| Assets. Value of participant loans | 2020-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| 2019 : J. D. BEAM, INC. SAVINGS PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $965,719 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $650,073 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $648,102 |
| Total plan assets at end of year | 2019-12-31 | $5,073,788 |
| Total plan assets at beginning of year | 2019-12-31 | $4,758,142 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $41,728 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $923,991 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $315,646 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,073,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,758,142 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $1,921 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $50 |
| 2018 : J. D. BEAM, INC. SAVINGS PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-196,040 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $626,188 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $626,163 |
| Total plan assets at end of year | 2018-12-31 | $4,758,142 |
| Total plan assets at beginning of year | 2018-12-31 | $5,580,370 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $80,949 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-280,184 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-822,228 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,758,142 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,580,370 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $3,195 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25 |
| 2017 : J. D. BEAM, INC. SAVINGS PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $850,344 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $286,968 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $285,000 |
| Total plan assets at end of year | 2017-12-31 | $5,580,370 |
| Total plan assets at beginning of year | 2017-12-31 | $5,016,994 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $89,541 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $760,803 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $563,376 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,580,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,016,994 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
| Assets. Value of employer securities | 2017-12-31 | $0 |
| Assets. Value of employer real property | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $1,943 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $25 |
| 2016 : J. D. BEAM, INC. SAVINGS PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $406,853 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $770 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $5,016,994 |
| Total plan assets at beginning of year | 2016-12-31 | $4,610,911 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $99,336 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $307,517 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $406,083 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,016,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,610,911 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $770 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : J. D. BEAM, INC. SAVINGS PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $63,466 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $4,610,911 |
| Total plan assets at beginning of year | 2015-12-31 | $4,547,445 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $95,061 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-31,595 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $63,466 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,610,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,547,445 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : J. D. BEAM, INC. SAVINGS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $323,310 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $603,876 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $603,876 |
| Total plan assets at end of year | 2014-12-31 | $4,547,445 |
| Total plan assets at beginning of year | 2014-12-31 | $4,828,011 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $91,723 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $231,587 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-280,566 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,547,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,828,011 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : J. D. BEAM, INC. SAVINGS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $839,781 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $200,000 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $200,000 |
| Total plan assets at end of year | 2013-12-31 | $4,828,011 |
| Total plan assets at beginning of year | 2013-12-31 | $4,188,230 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $116,405 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $723,376 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $639,781 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,828,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,188,230 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : J. D. BEAM, INC. SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $567,777 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $118,935 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $118,935 |
| Total plan assets at end of year | 2012-12-31 | $4,188,230 |
| Total plan assets at beginning of year | 2012-12-31 | $3,739,388 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $119,585 |
| Other income received | 2012-12-31 | $448,192 |
| Net income (gross income less expenses) | 2012-12-31 | $448,842 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,188,230 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,739,388 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : J. D. BEAM, INC. SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $11,176 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $88,327 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $88,252 |
| Total plan assets at end of year | 2011-12-31 | $3,739,388 |
| Total plan assets at beginning of year | 2011-12-31 | $3,816,539 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $115,236 |
| Other income received | 2011-12-31 | $-104,060 |
| Net income (gross income less expenses) | 2011-12-31 | $-77,151 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,739,388 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,816,539 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : J. D. BEAM, INC. SAVINGS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $566,161 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $114,859 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $114,859 |
| Total plan assets at end of year | 2010-12-31 | $3,816,539 |
| Total plan assets at beginning of year | 2010-12-31 | $3,365,237 |
| Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $117,719 |
| Other income received | 2010-12-31 | $448,442 |
| Net income (gross income less expenses) | 2010-12-31 | $451,302 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,816,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,365,237 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $560 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : J. D. BEAM, INC. SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: J. D. BEAM, INC. SAVINGS PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: J. D. BEAM, INC. SAVINGS PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: J. D. BEAM, INC. SAVINGS PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: J. D. BEAM, INC. SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: J. D. BEAM, INC. SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: J. D. BEAM, INC. SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: J. D. BEAM, INC. SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: J. D. BEAM, INC. SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: J. D. BEAM, INC. SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: J. D. BEAM, INC. SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: J. D. BEAM, INC. SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: J. D. BEAM, INC. SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: J. D. BEAM, INC. SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: J. D. BEAM, INC. SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
