Original filing (PDF)20251229132617NAL0010219699001

JACKSON PURCHASE DISTILLERY

Name: JACKSON PURCHASE DISTILLERY — JACKSON PURCHASE DISTILLERY CBS BENEFIT PLAN, Form 5500 (2024)
Creator: JACKSON PURCHASE DISTILLERY

Form 5500-SF

FILING_RECEIVED

JACKSON PURCHASE DISTILLERY CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20K

Net assets (EOY)

$6K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACKSON PURCHASE DISTILLERY.

Plan sponsor

Name

JACKSON PURCHASE DISTILLERY

EIN

84-3601888all filings

Address

503 RIDGEWOOD RD · LOUISVILLE, KY · 40207

Phone

(502) 387-0653

Industry

Manufacturingsee 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 Manufacturing plans

ROSIE CHEEKS DISTILLERY

ROSIE CHEEKS DISTILLERY 401(K) PLAN

$20K · 21 participants

SESPE CREEK DISTILLERY INC

SESPE CREEK DISTILLERY INC. 401(K) PLAN

$23K · 4 participants

HENEBERY SPIRITS, INC.

HENEBERY SPIRITS 401(K) PLAN

$17K · 15 participants

SIX MILE CREEK DISTILLERY

SIX MILE CREEK DISTILLERY CBS BENEFIT PLAN

$17K · 4 participants

CARRIAGE HOUSE, LLC DBA INVINTIONS A CREATIVE WINERY

INVINTIONS A CREATIVE WINERY 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.