SEWARD PROSSER MELLON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF SEWARD PROSSER MELLON
| Measure | Date | Value |
|---|
| 2024 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $103,622 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $70,657 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $70,657 |
| Total plan assets at end of year | 2024-01-01 | $765,322 |
| Total plan assets at beginning of year | 2024-01-01 | $732,357 |
| Value of fidelity bond covering the plan | 2024-01-01 | $172,000 |
| Other income received | 2024-01-01 | $63,901 |
| Net income (gross income less expenses) | 2024-01-01 | $32,965 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $765,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $732,357 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $39,721 |
| 2023 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $139,861 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $307,255 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $307,255 |
| Total plan assets at end of year | 2023-12-31 | $732,357 |
| Total plan assets at beginning of year | 2023-12-31 | $899,751 |
| Value of fidelity bond covering the plan | 2023-12-31 | $197,000 |
| Other income received | 2023-12-31 | $100,709 |
| Net income (gross income less expenses) | 2023-12-31 | $-167,394 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $732,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $899,751 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $39,152 |
| 2022 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-145,621 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $317,152 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $317,152 |
| Total plan assets at end of year | 2022-12-31 | $899,751 |
| Total plan assets at beginning of year | 2022-12-31 | $1,362,524 |
| Value of fidelity bond covering the plan | 2022-12-31 | $188,000 |
| Other income received | 2022-12-31 | $-193,883 |
| Net income (gross income less expenses) | 2022-12-31 | $-462,773 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $899,751 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,362,524 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $48,262 |
| 2021 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $178,671 |
| Total plan assets at end of year | 2021-12-31 | $1,362,524 |
| Total plan assets at beginning of year | 2021-12-31 | $1,183,853 |
| Value of fidelity bond covering the plan | 2021-12-31 | $186,000 |
| Other income received | 2021-12-31 | $123,844 |
| Net income (gross income less expenses) | 2021-12-31 | $178,671 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,362,524 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,183,853 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $54,827 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $54,827 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $54,827 |
| 2020 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $186,044 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $32,129 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $32,129 |
| Total plan assets at end of year | 2020-12-31 | $1,183,853 |
| Total plan assets at beginning of year | 2020-12-31 | $1,029,938 |
| Value of fidelity bond covering the plan | 2020-12-31 | $186,000 |
| Other income received | 2020-12-31 | $133,341 |
| Net income (gross income less expenses) | 2020-12-31 | $153,915 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,183,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,029,938 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $52,703 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $52,703 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $52,703 |
| 2019 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $200,256 |
| Total plan assets at end of year | 2019-12-31 | $1,029,938 |
| Total plan assets at beginning of year | 2019-12-31 | $829,682 |
| Value of fidelity bond covering the plan | 2019-12-31 | $189,000 |
| Other income received | 2019-12-31 | $153,382 |
| Net income (gross income less expenses) | 2019-12-31 | $200,256 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,029,938 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $829,682 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $46,874 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $46,874 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $46,874 |
| 2018 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $6,014 |
| Total plan assets at end of year | 2018-12-31 | $829,682 |
| Total plan assets at beginning of year | 2018-12-31 | $823,668 |
| Value of fidelity bond covering the plan | 2018-12-31 | $187,000 |
| Other income received | 2018-12-31 | $-42,310 |
| Net income (gross income less expenses) | 2018-12-31 | $6,014 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $829,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $823,668 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $48,324 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $48,324 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $48,324 |
| 2017 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $142,143 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,213 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $4,213 |
| Total plan assets at end of year | 2017-12-31 | $823,668 |
| Total plan assets at beginning of year | 2017-12-31 | $685,738 |
| Value of fidelity bond covering the plan | 2017-12-31 | $190,000 |
| Other income received | 2017-12-31 | $97,171 |
| Net income (gross income less expenses) | 2017-12-31 | $137,930 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $823,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $685,738 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $44,972 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $44,972 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $44,972 |
| 2016 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $95,684 |
| Total plan assets at end of year | 2016-12-31 | $685,738 |
| Total plan assets at beginning of year | 2016-12-31 | $590,054 |
| Value of fidelity bond covering the plan | 2016-12-31 | $186,000 |
| Other income received | 2016-12-31 | $53,589 |
| Net income (gross income less expenses) | 2016-12-31 | $95,684 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $685,738 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $590,054 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $42,095 |
| 2015 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,992 |
| Total plan assets at end of year | 2015-12-31 | $590,054 |
| Total plan assets at beginning of year | 2015-12-31 | $556,062 |
| Value of fidelity bond covering the plan | 2015-12-31 | $152,000 |
| Other income received | 2015-12-31 | $-5,419 |
| Net income (gross income less expenses) | 2015-12-31 | $33,992 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $590,054 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $556,062 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $39,411 |
| 2014 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $66,370 |
| Total plan assets at end of year | 2014-12-31 | $556,062 |
| Total plan assets at beginning of year | 2014-12-31 | $489,692 |
| Value of fidelity bond covering the plan | 2014-12-31 | $152,000 |
| Other income received | 2014-12-31 | $28,589 |
| Net income (gross income less expenses) | 2014-12-31 | $66,370 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $556,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $489,692 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $37,781 |
| 2013 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $95,820 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,810 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,810 |
| Total plan assets at end of year | 2013-12-31 | $489,692 |
| Total plan assets at beginning of year | 2013-12-31 | $395,682 |
| Value of fidelity bond covering the plan | 2013-12-31 | $149,000 |
| Other income received | 2013-12-31 | $60,483 |
| Net income (gross income less expenses) | 2013-12-31 | $94,010 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $489,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $395,682 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $35,337 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $35,337 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $35,337 |
| 2012 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $76,022 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $16,827 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $16,827 |
| Total plan assets at end of year | 2012-12-31 | $395,682 |
| Total plan assets at beginning of year | 2012-12-31 | $336,487 |
| Value of fidelity bond covering the plan | 2012-12-31 | $143,000 |
| Other income received | 2012-12-31 | $38,404 |
| Net income (gross income less expenses) | 2012-12-31 | $59,195 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $395,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $336,487 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $37,618 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $37,618 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $37,618 |
| 2011 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $35,062 |
| Total plan assets at end of year | 2011-12-31 | $336,487 |
| Total plan assets at beginning of year | 2011-12-31 | $301,425 |
| Value of fidelity bond covering the plan | 2011-12-31 | $143,000 |
| Other income received | 2011-12-31 | $1,432 |
| Net income (gross income less expenses) | 2011-12-31 | $35,062 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $336,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $301,425 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $33,630 |
| 2010 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $59,092 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $175,423 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $175,423 |
| Total plan assets at end of year | 2010-12-31 | $301,425 |
| Total plan assets at beginning of year | 2010-12-31 | $417,756 |
| Value of fidelity bond covering the plan | 2010-12-31 | $139,000 |
| Other income received | 2010-12-31 | $29,453 |
| Net income (gross income less expenses) | 2010-12-31 | $-116,331 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $301,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $417,756 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,639 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $29,639 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $29,639 |
| 2009 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $34,362 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $34,362 |