Civic Intelligence

Beam Global Spirits & Wine Inc.

Plan context: Beam Pension Plan

EIN 36-4054676 • 17 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

269

2024 Assets

$158,973,658

2024 Contributions

$20,000,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$316,380,632$158,190,316$0200920172024YearValue
$158,973,658Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,0655330200920172024YearValue
269Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241269$158,973,658$0-
Beam Pension Plan-269$158,973,658--
20231295$170,082,180$0-
Beam Pension Plan-295$170,082,180--
20221318$211,641,889$0-
Beam Pension Plan-318$211,641,889--
20211348$293,922,750$0-
Beam Pension Plan-348$293,922,750--
20201367$290,696,389$0-
Beam Pension Plan-367$290,696,389--
20191385$270,302,323$0-
Beam Pension Plan-385$270,302,323--
20181435$316,380,632$0-
Beam Pension Plan-435$316,380,632--
20171479$302,663,888$20,000,000$41,754iApproximate average salary by contribution assumption: employee only about $1,043,841 at 4% or $695,894 at 6%; with 50% employer match about $695,894 at 4% or $463,929 at 6%; with 100% employer match about $521,921 at 4% or $347,947 at 6%.
Beam Pension Plan-479$302,663,888$20,000,000$41,754iApproximate average salary by contribution assumption: employee only about $1,043,841 at 4% or $695,894 at 6%; with 50% employer match about $695,894 at 4% or $463,929 at 6%; with 100% employer match about $521,921 at 4% or $347,947 at 6%.
20161502$263,832,622$0-
Beam Pension Plan-502$263,832,622--
20151572$273,715,182$15,300,000$26,748iApproximate average salary by contribution assumption: employee only about $668,706 at 4% or $445,804 at 6%; with 50% employer match about $445,804 at 4% or $297,203 at 6%; with 100% employer match about $334,353 at 4% or $222,902 at 6%.
Beam Pension Plan-572$273,715,182$15,300,000$26,748iApproximate average salary by contribution assumption: employee only about $668,706 at 4% or $445,804 at 6%; with 50% employer match about $445,804 at 4% or $297,203 at 6%; with 100% employer match about $334,353 at 4% or $222,902 at 6%.
20141656$286,857,104$0-
Beam Pension Plan-656$286,857,104--
20131744$277,481,201$0-
Beam Pension Plan-744$277,481,201--
20121786$263,112,049$0-
Beam Pension Plan-786$263,112,049--
201121,065$242,362,988$50,000$47iApproximate average salary by contribution assumption: employee only about $1,174 at 4% or $782 at 6%; with 50% employer match about $782 at 4% or $522 at 6%; with 100% employer match about $587 at 4% or $391 at 6%.
Beam Pension Plan-880$242,362,988$50,000$57iApproximate average salary by contribution assumption: employee only about $1,420 at 4% or $947 at 6%; with 50% employer match about $947 at 4% or $631 at 6%; with 100% employer match about $710 at 4% or $473 at 6%.
BEAM US SALARIED EMPLOYEE SEVERANCE PLAN F/K/A JIM BEAM BRANDS CO. SEVERANCE PLAN-1,065---
201011,061$213,187,713$6,000,000$5,655iApproximate average salary by contribution assumption: employee only about $141,376 at 4% or $94,251 at 6%; with 50% employer match about $94,251 at 4% or $62,834 at 6%; with 100% employer match about $70,688 at 4% or $47,125 at 6%.
Beam Pension Plan-1,061$213,187,713$6,000,000$5,655iApproximate average salary by contribution assumption: employee only about $141,376 at 4% or $94,251 at 6%; with 50% employer match about $94,251 at 4% or $62,834 at 6%; with 100% employer match about $70,688 at 4% or $47,125 at 6%.
20091767$126,376,277$11,752,650$15,323iApproximate average salary by contribution assumption: employee only about $383,072 at 4% or $255,381 at 6%; with 50% employer match about $255,381 at 4% or $170,254 at 6%; with 100% employer match about $191,536 at 4% or $127,691 at 6%.
Beam Pension Plan-767$126,376,277$11,752,650$15,323iApproximate average salary by contribution assumption: employee only about $383,072 at 4% or $255,381 at 6%; with 50% employer match about $255,381 at 4% or $170,254 at 6%; with 100% employer match about $191,536 at 4% or $127,691 at 6%.