Plan Snapshot
- Plan Sponsor: J. D. Beam, INC.
- Sponsor EIN: 561337203
- Sponsor Address: 6870 PERRY CREEK ROAD, RALEIGH, NC, 27616
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 49
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 49 | $3.5M | $0 | $0 |
| 2024 | 43 | $3.4M | $65,345 | $128,905 |
| 2023 | 34 | $2.9M | $49,141 | $102,701 |
| 2022 | 26 | $3.8M | $0 | $51,396 |