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CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN 401k Plan overview

Plan NameCASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN
Plan identification number 001

CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CASAMIGOS SPIRITS COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CASAMIGOS SPIRITS COMPANY, LLC
Employer identification number (EIN):822145493
NAIC Classification:541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE RUTTLE2024-06-07
0012022-01-01MICHELLE RUTTLE2023-08-21
0012021-01-01SCHUYLER JOYNER2022-05-26

Financial Data on CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN

Measure Date Value
2025 : CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-14-1730735
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-143771025
Net assets as of the end of the plan year2025-10-140
Total assets as of the beginning of the plan year2025-10-145149913
Value of plan covered by a fidelity bond2025-10-1435000000
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14351847
Plan net income in this plan year2025-10-14-3419178
Net assets as of the end of the plan year2025-10-140
Net assets as of the beginning of the plan year2025-10-145149913
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-146558
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-145224
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-305446410
Net assets as of the end of the plan year2025-09-305149913
Total assets as of the beginning of the plan year2025-09-308671485
Value of plan covered by a fidelity bond2025-09-3035000000
Participant contributions to plan in this plan year2025-09-30661585
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-301263253
Plan net income in this plan year2025-09-30-3521572
Net assets as of the end of the plan year2025-09-305149913
Net assets as of the beginning of the plan year2025-09-308671485
Employer contributions to plan in this plan year2025-09-300
Fees paid to broker by Benefit Provider2025-09-3011144
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3011131
2024 : CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-0717405
Net assets as of the end of the plan year2024-06-078671485
Total assets as of the beginning of the plan year2024-06-076130839
Value of plan covered by a fidelity bond2024-06-0735000000
Participant contributions to plan in this plan year2024-06-071016724
Value of participant loans at end of plan year2024-06-0714405
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-070
Other income to plan in this plan year2024-06-071273792
Plan net income in this plan year2024-06-072540646
Net assets as of the end of the plan year2024-06-078671485
Net assets as of the beginning of the plan year2024-06-076130839
Employer contributions to plan in this plan year2024-06-07267535
Fees paid to broker by Benefit Provider2024-06-077820
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-076177
2022 : CASAMIGOS SPIRITS COMPANY, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-260
Total liabilities as of the end of the plan year2022-05-260
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-26104243
Net assets as of the end of the plan year2022-05-266422000
Total assets as of the beginning of the plan year2022-05-264508476
Value of plan covered by a fidelity bond2022-05-2635000000
Participant contributions to plan in this plan year2022-05-26833536
Other expenses paid from plan in this plan year2022-05-260
Other contributions to plan in this plan year2022-05-2645803
Other income to plan in this plan year2022-05-26907724
Plan net income in this plan year2022-05-261913524
Net assets as of the end of the plan year2022-05-266422000
Net assets as of the beginning of the plan year2022-05-264508476
Employer contributions to plan in this plan year2022-05-26230704
Fees paid to broker by Benefit Provider2022-05-266357
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-26955

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