Sazerac North America, Inc 401(k) Plan (terminated 2011): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2011, when $13.4 million was transferred out of the plan. Assets moved to the SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES (sponsored by SAZERAC COMPANY, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Sazerac North America, Inc 401(k) Plan Facts (plan year 2011)

Plan name
BARTON OWENSBORO/ALBANY UNION 401 K PROFIT-SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAZERAC NORTH AMERICA, INC
Participants
137
Former employees with a balance
0
Employer contributions
$283,720 in plan year 2011 (57% of all contributions)
Plan year
Jul 1, 2011 – Dec 31, 2011
Plan established
Sep 1, 1995
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2011 (Jul 1, 2011 – Dec 31, 2011), filed Oct 15, 2012. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2011

  • $495,320 went into the plan in contributions, $283,720 of it from the employer (57%).
  • $1.28 million was paid out to participants.

How the Sazerac North America, Inc 401(k) changed, 2009–2011

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009131$12.2 million$464,768$1.67 million
2010126$14.9 million$533,123$1.20 million
2011 (final)137$0$283,720$1.28 million

Sazerac North America, Inc 401(k) Contact Information

Phone
502-696-5902
Mailing address
113 GREAT BUFFALO TRACE FRANKLIN COUNTY, FRANKFORT KY 40601
Plan sponsor
SAZERAC NORTH AMERICA, INC
Employer identification number (EIN)
36-3185921
Plan number
003

Questions about the Sazerac North America, Inc 401(k)

Is the Sazerac North America, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2011. Its assets were transferred to the SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES.

Does Sazerac North America, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2011 the employer contributed $283,720, 57% of all contributions.

Does the Sazerac North America, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Sazerac North America, Inc 401(k) plan?

137 participants at the start of plan year 2011.

Who manages the Sazerac North America, Inc 401(k) accounts?

MERCER HR SERVICES LLC is the plan's recordkeeper, which is where participants log in to see their balance.

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