Original filing (PDF)20251229132210NAL0028529984001

BEAM BROTHERS INC

Name: BEAM BROTHERS INC — BEAM BROTHERS INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: BEAM BROTHERS INC

Form 5500-SF

FILING_RECEIVED

BEAM BROTHERS INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$720

Net assets (EOY)

$230

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEAM BROTHERS INC.

Plan sponsor

Name

BEAM BROTHERS INC

EIN

61-1381611

Address

6101 BARDSTOWN ROAD · LOUISVILLE, KY · 40291

Phone

(502) 231-2222

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

CAMARENA GROUP LLC

$715 · 34 participants

CULVER'S

CULVER'S MCF BENEFIT PLAN

$730 · 10 participants

CARSONS LLC

CARSONS LLC MCF BENEFIT PLAN

$709 · 2 participants

AZTEC FOODS ENTERPRISES INC

AZTEC FOODS ENTERPRISES INC 401(K)

$707 · 2 participants

AMEX FOODS

AMEX FOODS MCF BENEFIT PLAN

$701 · 7 participants

JHI INC