BEAM & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEAM & SONS, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : BEAM & SONS, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-11-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-11-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-11-10 | 2241046 |
| Net assets as of the end of the plan year | 2025-11-10 | 0 |
| Total assets as of the beginning of the plan year | 2025-11-10 | 2236664 |
| Value of plan covered by a fidelity bond | 2025-11-10 | 260000 |
| Participant contributions to plan in this plan year | 2025-11-10 | 0 |
| Other contributions to plan in this plan year | 2025-11-10 | 0 |
| Other income to plan in this plan year | 2025-11-10 | 4382 |
| Plan net income in this plan year | 2025-11-10 | -2236664 |
| Net assets as of the end of the plan year | 2025-11-10 | 0 |
| Net assets as of the beginning of the plan year | 2025-11-10 | 2236664 |
| Employer contributions to plan in this plan year | 2025-11-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-10 | 562 |
| 2024 : BEAM & SONS, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-12-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-19 | 284738 |
| Net assets as of the end of the plan year | 2024-12-19 | 2190499 |
| Total assets as of the beginning of the plan year | 2024-12-19 | 2217451 |
| Value of plan covered by a fidelity bond | 2024-12-19 | 260000 |
| Participant contributions to plan in this plan year | 2024-12-19 | 0 |
| Other contributions to plan in this plan year | 2024-12-19 | 0 |
| Other income to plan in this plan year | 2024-12-19 | 197786 |
| Plan net income in this plan year | 2024-12-19 | -26952 |
| Net assets as of the end of the plan year | 2024-12-19 | 2190499 |
| Net assets as of the beginning of the plan year | 2024-12-19 | 2217451 |
| Employer contributions to plan in this plan year | 2024-12-19 | 60000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-19 | 20564 |
| 2012 : BEAM & SONS, INC. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $124,517 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $40,693 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $24,174 |
| Total plan assets at end of year | 2012-05-31 | $1,650,984 |
| Total plan assets at beginning of year | 2012-05-31 | $1,567,160 |
| Value of fidelity bond covering the plan | 2012-05-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-05-31 | $0 |
| Other income received | 2012-05-31 | $-90,483 |
| Net income (gross income less expenses) | 2012-05-31 | $83,824 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $1,650,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $1,567,160 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $215,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $16,519 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
| 2011 : BEAM & SONS, INC. RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $393,452 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $48,702 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $35,132 |
| Total plan assets at end of year | 2011-05-31 | $1,567,160 |
| Total plan assets at beginning of year | 2011-05-31 | $1,222,410 |
| Value of fidelity bond covering the plan | 2011-05-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-05-31 | $0 |
| Other income received | 2011-05-31 | $242,772 |
| Net income (gross income less expenses) | 2011-05-31 | $344,750 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $1,567,160 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,222,410 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $150,680 |
| Value of corrective distributions | 2011-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $13,570 |
| 2011: BEAM & SONS, INC. RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | No |
| 2011-06-01 | This submission is the final filing | No |
| 2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-06-01 | Plan is a collectively bargained plan | No |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BEAM & SONS, INC. RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Submission has been amended | No |
| 2010-06-01 | This submission is the final filing | No |
| 2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-06-01 | Plan is a collectively bargained plan | No |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BEAM & SONS, INC. RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | No |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-06-01 | Plan is a collectively bargained plan | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
