401k Plan data: RETIREMENT PLAN OF RICHARD P. MELLON plan

RETIREMENT PLAN OF RICHARD P. MELLON 401k Plan overview

Plan Name	RETIREMENT PLAN OF RICHARD P. MELLON
Plan identification number	002

RETIREMENT PLAN OF RICHARD P. MELLON Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

RICHARD P. MELLON has sponsored the creation of one or more 401k plans.

Company Name: RICHARD P. MELLON

Employer identification number (EIN): 251201482

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF RICHARD P. MELLON

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2019-07-24
002 2017-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2018-06-29
002 2016-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2017-06-21
002 2015-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2016-06-28
002 2014-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2015-07-16
002 2013-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2014-07-03
002 2012-01-01 LAWRENCE S. BUSCH RICHARD P. MELLON 2013-07-18
002 2011-01-01 LAWRENCE S BUSCH RICHARD P MELLON 2012-07-12
002 2009-01-01 LAWRENCE S BUSCH RICHARD P MELLON 2010-07-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2019-07-24
002	2017-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2018-06-29
002	2016-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2017-06-21
002	2015-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2016-06-28
002	2014-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2015-07-16
002	2013-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2014-07-03
002	2012-01-01	LAWRENCE S. BUSCH	RICHARD P. MELLON	2013-07-18
002	2011-01-01	LAWRENCE S BUSCH	RICHARD P MELLON	2012-07-12
002	2009-01-01	LAWRENCE S BUSCH	RICHARD P MELLON	2010-07-27

Plan Statistics for RETIREMENT PLAN OF RICHARD P. MELLON

401k plan membership statisitcs for RETIREMENT PLAN OF RICHARD P. MELLON

Measure Date Value
2020: RETIREMENT PLAN OF RICHARD P. MELLON 2020 401k membership
Total participants, beginning-of-year 2020-01-01 20
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: RETIREMENT PLAN OF RICHARD P. MELLON 2019 401k membership
Total participants, beginning-of-year 2019-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 20
Total participants 2019-01-01 20
Number of participants with account balances 2019-01-01 20
2018: RETIREMENT PLAN OF RICHARD P. MELLON 2018 401k membership
Total participants, beginning-of-year 2018-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 20
Total of all active and inactive participants 2018-01-01 20
Total participants 2018-01-01 20
Number of participants with account balances 2018-01-01 20
2017: RETIREMENT PLAN OF RICHARD P. MELLON 2017 401k membership
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 20
Total of all active and inactive participants 2017-01-01 20
Total participants 2017-01-01 20
Number of participants with account balances 2017-01-01 20
2016: RETIREMENT PLAN OF RICHARD P. MELLON 2016 401k membership
Total participants, beginning-of-year 2016-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 22
Total participants 2016-01-01 22
Number of participants with account balances 2016-01-01 22
2015: RETIREMENT PLAN OF RICHARD P. MELLON 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 21
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 21
2014: RETIREMENT PLAN OF RICHARD P. MELLON 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 21
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
2013: RETIREMENT PLAN OF RICHARD P. MELLON 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 20
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 21
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 21
2012: RETIREMENT PLAN OF RICHARD P. MELLON 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 20
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
2011: RETIREMENT PLAN OF RICHARD P. MELLON 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 21
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
2009: RETIREMENT PLAN OF RICHARD P. MELLON 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18

Measure	Date	Value
2020: RETIREMENT PLAN OF RICHARD P. MELLON 2020 401k membership
Total participants, beginning-of-year	2020-01-01	20
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: RETIREMENT PLAN OF RICHARD P. MELLON 2019 401k membership
Total participants, beginning-of-year	2019-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	20
Total participants	2019-01-01	20
Number of participants with account balances	2019-01-01	20
2018: RETIREMENT PLAN OF RICHARD P. MELLON 2018 401k membership
Total participants, beginning-of-year	2018-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	20
Total of all active and inactive participants	2018-01-01	20
Total participants	2018-01-01	20
Number of participants with account balances	2018-01-01	20
2017: RETIREMENT PLAN OF RICHARD P. MELLON 2017 401k membership
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	20
Total of all active and inactive participants	2017-01-01	20
Total participants	2017-01-01	20
Number of participants with account balances	2017-01-01	20
2016: RETIREMENT PLAN OF RICHARD P. MELLON 2016 401k membership
Total participants, beginning-of-year	2016-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	22
Total participants	2016-01-01	22
Number of participants with account balances	2016-01-01	22
2015: RETIREMENT PLAN OF RICHARD P. MELLON 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	21
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	21
2014: RETIREMENT PLAN OF RICHARD P. MELLON 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	21
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
2013: RETIREMENT PLAN OF RICHARD P. MELLON 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	20
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	21
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	21
2012: RETIREMENT PLAN OF RICHARD P. MELLON 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	20
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
2011: RETIREMENT PLAN OF RICHARD P. MELLON 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	21
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
2009: RETIREMENT PLAN OF RICHARD P. MELLON 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18

Financial Data on RETIREMENT PLAN OF RICHARD P. MELLON

Measure	Date	Value
2020 : RETIREMENT PLAN OF RICHARD P. MELLON 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-1,111,727
Total income from all sources	2020-12-31	$167,887
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	$0
Total plan assets at beginning of year	2020-12-31	$975,969
Value of fidelity bond covering the plan	2020-12-31	$176,000
Other income received	2020-12-31	$128,329
Net income (gross income less expenses)	2020-12-31	$135,758
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$975,969
Total contributions received or receivable from employer(s)	2020-12-31	$39,558
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	$39,558
Amount contributed by the employer to the plan for this plan year	2020-12-31	$39,558
2019 : RETIREMENT PLAN OF RICHARD P. MELLON 2019 401k financial data
Total income from all sources	2019-12-31	$187,555
Total plan assets at end of year	2019-12-31	$975,969
Total plan assets at beginning of year	2019-12-31	$788,414
Value of fidelity bond covering the plan	2019-12-31	$180,000
Other income received	2019-12-31	$150,301
Net income (gross income less expenses)	2019-12-31	$187,555
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$975,969
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$788,414
Total contributions received or receivable from employer(s)	2019-12-31	$37,254
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	$37,254
Amount contributed by the employer to the plan for this plan year	2019-12-31	$37,254
2018 : RETIREMENT PLAN OF RICHARD P. MELLON 2018 401k financial data
Total income from all sources	2018-12-31	$-5,982
Total plan assets at end of year	2018-12-31	$788,414
Total plan assets at beginning of year	2018-12-31	$794,396
Value of fidelity bond covering the plan	2018-12-31	$180,000
Other income received	2018-12-31	$-42,429
Net income (gross income less expenses)	2018-12-31	$-5,982
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$788,414
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$794,396
Total contributions received or receivable from employer(s)	2018-12-31	$36,447
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	$36,447
Amount contributed by the employer to the plan for this plan year	2018-12-31	$36,447
2017 : RETIREMENT PLAN OF RICHARD P. MELLON 2017 401k financial data
Total income from all sources	2017-12-31	$132,201
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	$794,396
Total plan assets at beginning of year	2017-12-31	$666,408
Value of fidelity bond covering the plan	2017-12-31	$187,000
Other income received	2017-12-31	$98,451
Net income (gross income less expenses)	2017-12-31	$127,988
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$794,396
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$666,408
Total contributions received or receivable from employer(s)	2017-12-31	$33,750
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	$33,750
Amount contributed by the employer to the plan for this plan year	2017-12-31	$33,750
2016 : RETIREMENT PLAN OF RICHARD P. MELLON 2016 401k financial data
Total income from all sources	2016-12-31	$84,313
Total plan assets at end of year	2016-12-31	$666,408
Total plan assets at beginning of year	2016-12-31	$582,095
Value of fidelity bond covering the plan	2016-12-31	$183,000
Other income received	2016-12-31	$52,806
Net income (gross income less expenses)	2016-12-31	$84,313
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$666,408
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$582,095
Total contributions received or receivable from employer(s)	2016-12-31	$31,507
2015 : RETIREMENT PLAN OF RICHARD P. MELLON 2015 401k financial data
Total income from all sources	2015-12-31	$24,121
Total plan assets at end of year	2015-12-31	$582,095
Total plan assets at beginning of year	2015-12-31	$557,974
Value of fidelity bond covering the plan	2015-12-31	$153,000
Other income received	2015-12-31	$-5,376
Net income (gross income less expenses)	2015-12-31	$24,121
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$582,095
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$557,974
Total contributions received or receivable from employer(s)	2015-12-31	$29,497
2014 : RETIREMENT PLAN OF RICHARD P. MELLON 2014 401k financial data
Total income from all sources	2014-12-31	$-42,755
Total plan assets at end of year	2014-12-31	$557,974
Total plan assets at beginning of year	2014-12-31	$600,729
Value of fidelity bond covering the plan	2014-12-31	$153,000
Other income received	2014-12-31	$-70,900
Net income (gross income less expenses)	2014-12-31	$-42,755
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$557,974
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$600,729
Total contributions received or receivable from employer(s)	2014-12-31	$28,145
2013 : RETIREMENT PLAN OF RICHARD P. MELLON 2013 401k financial data
Total income from all sources	2013-12-31	$188,982
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	$600,729
Total plan assets at beginning of year	2013-12-31	$413,557
Value of fidelity bond covering the plan	2013-12-31	$182,000
Other income received	2013-12-31	$162,669
Net income (gross income less expenses)	2013-12-31	$187,172
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$600,729
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$413,557
Total contributions received or receivable from employer(s)	2013-12-31	$26,313
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	$26,313
Amount contributed by the employer to the plan for this plan year	2013-12-31	$26,313
2012 : RETIREMENT PLAN OF RICHARD P. MELLON 2012 401k financial data
Total income from all sources	2012-12-31	$69,025
Expenses. Total of all expenses incurred	2012-12-31	$16,115
Benefits paid (including direct rollovers)	2012-12-31	$16,115
Total plan assets at end of year	2012-12-31	$413,557
Total plan assets at beginning of year	2012-12-31	$360,647
Value of fidelity bond covering the plan	2012-12-31	$153,000
Other income received	2012-12-31	$41,083
Net income (gross income less expenses)	2012-12-31	$52,910
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$413,557
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$360,647
Total contributions received or receivable from employer(s)	2012-12-31	$27,942
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	$27,942
Amount contributed by the employer to the plan for this plan year	2012-12-31	$27,942
2011 : RETIREMENT PLAN OF RICHARD P. MELLON 2011 401k financial data
Total income from all sources	2011-12-31	$29,000
Total plan assets at end of year	2011-12-31	$360,647
Total plan assets at beginning of year	2011-12-31	$331,647
Value of fidelity bond covering the plan	2011-12-31	$153,000
Other income received	2011-12-31	$1,638
Net income (gross income less expenses)	2011-12-31	$29,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$360,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$331,647
Total contributions received or receivable from employer(s)	2011-12-31	$27,362
2010 : RETIREMENT PLAN OF RICHARD P. MELLON 2010 401k financial data
Total income from all sources	2010-12-31	$58,123
Total plan assets at end of year	2010-12-31	$331,647
Total plan assets at beginning of year	2010-12-31	$273,524
Value of fidelity bond covering the plan	2010-12-31	$152,000
Other income received	2010-12-31	$32,773
Net income (gross income less expenses)	2010-12-31	$58,123
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$331,647
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$273,524
Total contributions received or receivable from employer(s)	2010-12-31	$25,350
2009 : RETIREMENT PLAN OF RICHARD P. 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	$23,594
Amount contributed by the employer to the plan for this plan year	2009-12-31	$23,594

Form 5500 Responses for RETIREMENT PLAN OF RICHARD P. MELLON

2020: RETIREMENT PLAN OF RICHARD P. MELLON 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RETIREMENT PLAN OF RICHARD P. MELLON 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RETIREMENT PLAN OF RICHARD P. MELLON 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RETIREMENT PLAN OF RICHARD P. MELLON 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT PLAN OF RICHARD P. MELLON 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT PLAN OF RICHARD P. MELLON 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT PLAN OF RICHARD P. MELLON 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN OF RICHARD P. MELLON 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN OF RICHARD P. MELLON 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN OF RICHARD P. MELLON 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN OF RICHARD P. MELLON 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD P. MELLON
Employer identification number (EIN):	251201482
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services