401k Plan data: WESTWARD WHISKEY 401(K) PLAN plan

WESTWARD WHISKEY 401(K) PLAN 401k Plan overview

Plan Name	WESTWARD WHISKEY 401(K) PLAN
Plan identification number	001

WESTWARD WHISKEY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

HOUSE SPIRITS DISTILLERY LLC DBA WESTWARD WHISKEY has sponsored the creation of one or more 401k plans.

Company Name: HOUSE SPIRITS DISTILLERY LLC DBA WESTWARD WHISKEY

Employer identification number (EIN): 274652069

NAIC Classification: 312140
NAIC Description: Distilleries

Additional information about HOUSE SPIRITS DISTILLERY LLC DBA WESTWARD WHISKEY

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4927019

More information about HOUSE SPIRITS DISTILLERY LLC DBA WESTWARD WHISKEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTWARD WHISKEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01 ANNE CLAIRE CRAMER-TURE 2021-06-11
001 2019-01-01 ANNE CLAIRE CRAMER-TURE 2020-10-05
001 2018-01-01 CLAIRE TURE 2019-08-23
001 2017-01-01 CLAIRE TURE 2018-05-25
001 2016-01-01 CLAIRE TURE 2017-09-25
001 2015-01-01 CLAIRE TURE 2017-09-25
001 2015-01-01 CLAIRE TURE 2018-04-27
001 2014-01-01 CLAIRE TURE 2017-05-15
001 2013-01-01 CLAIRE TURE 2014-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01	ANNE CLAIRE CRAMER-TURE	2021-06-11
001	2019-01-01	ANNE CLAIRE CRAMER-TURE	2020-10-05
001	2018-01-01	CLAIRE TURE	2019-08-23
001	2017-01-01	CLAIRE TURE	2018-05-25
001	2016-01-01	CLAIRE TURE	2017-09-25
001	2015-01-01	CLAIRE TURE	2017-09-25
001	2015-01-01	CLAIRE TURE	2018-04-27
001	2014-01-01	CLAIRE TURE	2017-05-15
001	2013-01-01	CLAIRE TURE	2014-07-31

Plan Statistics for WESTWARD WHISKEY 401(K) PLAN

401k plan membership statisitcs for WESTWARD WHISKEY 401(K) PLAN

Measure Date Value
2023: WESTWARD WHISKEY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 62
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 18
Total of all active and inactive participants 2023-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 80
Number of participants with account balances 2023-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 4
2022: WESTWARD WHISKEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 73
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 12
Total of all active and inactive participants 2022-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 85
Number of participants with account balances 2022-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: WESTWARD WHISKEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 50
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 55
Number of participants with account balances 2021-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1

Measure	Date	Value
2023: WESTWARD WHISKEY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	62
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	18
Total of all active and inactive participants	2023-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	80
Number of participants with account balances	2023-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	4
2022: WESTWARD WHISKEY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	73
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	12
Total of all active and inactive participants	2022-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	85
Number of participants with account balances	2022-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: WESTWARD WHISKEY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	50
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	55
Number of participants with account balances	2021-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1

Financial Data on WESTWARD WHISKEY 401(K) PLAN

Measure	Date	Value
2023 : WESTWARD WHISKEY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$635,762
Expenses. Total of all expenses incurred	2023-12-31	$231,089
Benefits paid (including direct rollovers)	2023-12-31	$229,813
Total plan assets at end of year	2023-12-31	$1,193,086
Total plan assets at beginning of year	2023-12-31	$788,413
Value of fidelity bond covering the plan	2023-12-31	$150,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$280,884
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$178,622
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$404,673
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,193,086
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$788,413
Assets. Value of participant loans	2023-12-31	$13,044
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$176,256
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$1,276
2022 : WESTWARD WHISKEY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$301,592
Expenses. Total of all expenses incurred	2022-12-31	$49,399
Benefits paid (including direct rollovers)	2022-12-31	$39,205
Total plan assets at end of year	2022-12-31	$788,413
Total plan assets at beginning of year	2022-12-31	$536,220
Value of fidelity bond covering the plan	2022-12-31	$24,000
Total contributions received or receivable from participants	2022-12-31	$247,253
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$45,914
Other income received	2022-12-31	$-113,896
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$252,193
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$788,413
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$536,220
Assets. Value of participant loans	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$122,321
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$9,651
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$543
2021 : WESTWARD WHISKEY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$247,309
Expenses. Total of all expenses incurred	2021-12-31	$25,692
Benefits paid (including direct rollovers)	2021-12-31	$25,558
Total plan assets at end of year	2021-12-31	$536,220
Total plan assets at beginning of year	2021-12-31	$314,603
Value of fidelity bond covering the plan	2021-12-31	$24,000
Total contributions received or receivable from participants	2021-12-31	$154,871
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$59,960
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$221,617
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$536,220
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$314,603
Assets. Value of participant loans	2021-12-31	$1,945
Total contributions received or receivable from employer(s)	2021-12-31	$32,478
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$134

Form 5500 Responses for WESTWARD WHISKEY 401(K) PLAN

2023: WESTWARD WHISKEY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WESTWARD WHISKEY 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTWARD WHISKEY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2021-01-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

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Company Name:	HOUSE SPIRITS DISTILLERY LLC DBA WESTWARD WHISKEY
Employer identification number (EIN):	274652069
NAIC Classification:	312140
NAIC Description:	Distilleries

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4927019