Original filing (PDF)20240717121110NAL0004343409001

SPIRITS OF MADISON, INC.

Name: SPIRITS OF MADISON, INC. — SPIRITS OF MADISON, INC. 401(K) PLAN, Form 5500 (2023)
Creator: SPIRITS OF MADISON, INC.

Form 5500-SF

FILING_RECEIVED

SPIRITS OF MADISON, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPIRITS OF MADISON, INC..

Plan sponsor

Name

SPIRITS OF MADISON, INC.

EIN

06-1300624

Address

142 SAMSON ROCK ROAD · MADISON, CT · 06443

Phone

(203) 245-9695

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-31

Filed

2024-07-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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