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RETIREMENT PLAN OF CASSANDRA M. MILBURY 401k Plan overview

Plan NameRETIREMENT PLAN OF CASSANDRA M. MILBURY
Plan identification number 002

RETIREMENT PLAN OF CASSANDRA M. MILBURY Benefits

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

401k Sponsoring company profile

CASSANDRA M. MILBURY has sponsored the creation of one or more 401k plans.

Company Name:CASSANDRA M. MILBURY
Employer identification number (EIN):251214026
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 CASSANDRA M. MILBURY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01PAUL HANNAH
0022023-01-01
0022023-01-01PAUL HANNAH
0022022-01-01
0022022-01-01PAUL HANNAH
0022021-01-01
0022021-01-01PAUL HANNAH
0022020-01-01
0022019-01-01
0022018-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2019-07-24
0022017-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2018-06-29
0022016-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2017-06-21
0022015-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2016-06-28
0022014-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2015-07-16
0022013-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2014-07-03
0022012-01-01LAWRENCE S. BUSCH CASSANDRA MELLON MILBURY2013-07-18
0022011-01-01LAWRENCE S BUSCH CASSANDRA MELLON MILBURY2012-07-12
0022010-01-01LAWRENCE S BUSCH CASSANDRA MELLON MILBURY2011-07-21
0022009-01-01LAWRENCE S BUSCH CASSANDRA MELLON MILBURY2010-07-27

Financial Data on RETIREMENT PLAN OF CASSANDRA M. MILBURY

Measure Date Value
2024 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2024 401k financial data
Total income from all sources2024-01-01$61,183
Expenses. Total of all expenses incurred2024-01-01$173,952
Benefits paid (including direct rollovers)2024-01-01$173,952
Total plan assets at end of year2024-01-01$386,777
Total plan assets at beginning of year2024-01-01$499,546
Value of fidelity bond covering the plan2024-01-01$117,000
Other income received2024-01-01$34,722
Net income (gross income less expenses)2024-01-01$-112,769
Net plan assets at end of year (total assets less liabilities)2024-01-01$386,777
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$499,546
Total contributions received or receivable from employer(s)2024-01-01$26,461
2023 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2023 401k financial data
Total income from all sources2023-12-31$110,339
Expenses. Total of all expenses incurred2023-12-31$353,550
Benefits paid (including direct rollovers)2023-12-31$353,550
Total plan assets at end of year2023-12-31$499,546
Total plan assets at beginning of year2023-12-31$742,757
Value of fidelity bond covering the plan2023-12-31$162,000
Other income received2023-12-31$83,779
Net income (gross income less expenses)2023-12-31$-243,211
Net plan assets at end of year (total assets less liabilities)2023-12-31$499,546
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$742,757
Total contributions received or receivable from employer(s)2023-12-31$26,560
2022 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2022 401k financial data
Total income from all sources2022-12-31$-96,673
Expenses. Total of all expenses incurred2022-12-31$797,759
Benefits paid (including direct rollovers)2022-12-31$797,759
Total plan assets at end of year2022-12-31$742,757
Total plan assets at beginning of year2022-12-31$1,637,189
Value of fidelity bond covering the plan2022-12-31$225,000
Other income received2022-12-31$-132,976
Net income (gross income less expenses)2022-12-31$-894,432
Net plan assets at end of year (total assets less liabilities)2022-12-31$742,757
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,637,189
Total contributions received or receivable from employer(s)2022-12-31$36,303
2021 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2021 401k financial data
Total income from all sources2021-12-31$198,695
Total plan assets at end of year2021-12-31$1,637,189
Total plan assets at beginning of year2021-12-31$1,438,494
Value of fidelity bond covering the plan2021-12-31$227,000
Other income received2021-12-31$155,227
Net income (gross income less expenses)2021-12-31$198,695
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,637,189
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,438,494
Total contributions received or receivable from employer(s)2021-12-31$43,468
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$43,468
Amount contributed by the employer to the plan for this plan year2021-12-31$43,468
2020 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2020 401k financial data
Total income from all sources2020-12-31$207,302
Expenses. Total of all expenses incurred2020-12-31$41,774
Benefits paid (including direct rollovers)2020-12-31$41,774
Total plan assets at end of year2020-12-31$1,438,494
Total plan assets at beginning of year2020-12-31$1,272,966
Value of fidelity bond covering the plan2020-12-31$230,000
Other income received2020-12-31$165,177
Net income (gross income less expenses)2020-12-31$165,528
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,438,494
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,272,966
Total contributions received or receivable from employer(s)2020-12-31$42,125
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$42,125
Amount contributed by the employer to the plan for this plan year2020-12-31$42,125
2019 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2019 401k financial data
Total income from all sources2019-12-31$250,693
Total plan assets at end of year2019-12-31$1,272,966
Total plan assets at beginning of year2019-12-31$1,022,273
Value of fidelity bond covering the plan2019-12-31$233,000
Other income received2019-12-31$210,975
Net income (gross income less expenses)2019-12-31$250,693
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,272,966
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,022,273
Total contributions received or receivable from employer(s)2019-12-31$39,718
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$39,718
Amount contributed by the employer to the plan for this plan year2019-12-31$39,718
2018 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2018 401k financial data
Transfers to/from the plan2018-12-31$304,514
Total income from all sources2018-12-31$-25,544
Total plan assets at end of year2018-12-31$1,022,273
Total plan assets at beginning of year2018-12-31$743,303
Value of fidelity bond covering the plan2018-12-31$169,000
Other income received2018-12-31$-66,774
Net income (gross income less expenses)2018-12-31$-25,544
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,022,273
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$743,303
Total contributions received or receivable from employer(s)2018-12-31$41,230
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$41,230
Amount contributed by the employer to the plan for this plan year2018-12-31$41,230
2017 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2017 401k financial data
Total income from all sources2017-12-31$134,090
Expenses. Total of all expenses incurred2017-12-31$4,213
Benefits paid (including direct rollovers)2017-12-31$4,213
Total plan assets at end of year2017-12-31$743,303
Total plan assets at beginning of year2017-12-31$613,426
Value of fidelity bond covering the plan2017-12-31$172,000
Other income received2017-12-31$101,685
Net income (gross income less expenses)2017-12-31$129,877
Net plan assets at end of year (total assets less liabilities)2017-12-31$743,303
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$613,426
Total contributions received or receivable from employer(s)2017-12-31$32,405
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$32,405
Amount contributed by the employer to the plan for this plan year2017-12-31$32,405
2016 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2016 401k financial data
Total income from all sources2016-12-31$79,202
Total plan assets at end of year2016-12-31$613,426
Total plan assets at beginning of year2016-12-31$534,224
Value of fidelity bond covering the plan2016-12-31$168,000
Other income received2016-12-31$48,947
Net income (gross income less expenses)2016-12-31$79,202
Net plan assets at end of year (total assets less liabilities)2016-12-31$613,426
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$534,224
Total contributions received or receivable from employer(s)2016-12-31$30,255
2015 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2015 401k financial data
Total income from all sources2015-12-31$20,934
Expenses. Total of all expenses incurred2015-12-31$59,178
Benefits paid (including direct rollovers)2015-12-31$59,178
Total plan assets at end of year2015-12-31$534,224
Total plan assets at beginning of year2015-12-31$572,468
Value of fidelity bond covering the plan2015-12-31$157,000
Other income received2015-12-31$-7,401
Net income (gross income less expenses)2015-12-31$-38,244
Net plan assets at end of year (total assets less liabilities)2015-12-31$534,224
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$572,468
Total contributions received or receivable from employer(s)2015-12-31$28,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$59,178
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$28,335
Amount contributed by the employer to the plan for this plan year2015-12-31$28,335
2014 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2014 401k financial data
Total income from all sources2014-12-31$57,023
Total plan assets at end of year2014-12-31$572,468
Total plan assets at beginning of year2014-12-31$515,445
Value of fidelity bond covering the plan2014-12-31$157,000
Other income received2014-12-31$29,956
Net income (gross income less expenses)2014-12-31$57,023
Net plan assets at end of year (total assets less liabilities)2014-12-31$572,468
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$515,445
Total contributions received or receivable from employer(s)2014-12-31$27,067
2013 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2013 401k financial data
Total income from all sources2013-12-31$89,954
Expenses. Total of all expenses incurred2013-12-31$904
Benefits paid (including direct rollovers)2013-12-31$904
Total plan assets at end of year2013-12-31$515,445
Total plan assets at beginning of year2013-12-31$426,395
Value of fidelity bond covering the plan2013-12-31$156,000
Other income received2013-12-31$64,647
Net income (gross income less expenses)2013-12-31$89,050
Net plan assets at end of year (total assets less liabilities)2013-12-31$515,445
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$426,395
Total contributions received or receivable from employer(s)2013-12-31$25,307
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$25,307
Amount contributed by the employer to the plan for this plan year2013-12-31$25,307
2012 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2012 401k financial data
Total income from all sources2012-12-31$74,621
Expenses. Total of all expenses incurred2012-12-31$18,196
Benefits paid (including direct rollovers)2012-12-31$18,196
Total plan assets at end of year2012-12-31$426,395
Total plan assets at beginning of year2012-12-31$369,970
Value of fidelity bond covering the plan2012-12-31$157,000
Other income received2012-12-31$42,043
Net income (gross income less expenses)2012-12-31$56,425
Net plan assets at end of year (total assets less liabilities)2012-12-31$426,395
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$369,970
Total contributions received or receivable from employer(s)2012-12-31$32,578
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$32,578
Amount contributed by the employer to the plan for this plan year2012-12-31$32,578
2011 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2011 401k financial data
Total income from all sources2011-12-31$33,164
Total plan assets at end of year2011-12-31$369,970
Total plan assets at beginning of year2011-12-31$336,806
Value of fidelity bond covering the plan2011-12-31$157,000
Other income received2011-12-31$1,612
Net income (gross income less expenses)2011-12-31$33,164
Net plan assets at end of year (total assets less liabilities)2011-12-31$369,970
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$336,806
Total contributions received or receivable from employer(s)2011-12-31$31,552
2010 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2010 401k financial data
Total income from all sources2010-12-31$62,388
Total plan assets at end of year2010-12-31$336,806
Total plan assets at beginning of year2010-12-31$274,418
Value of fidelity bond covering the plan2010-12-31$155,000
Other income received2010-12-31$33,101
Net income (gross income less expenses)2010-12-31$62,388
Net plan assets at end of year (total assets less liabilities)2010-12-31$336,806
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$274,418
Total contributions received or receivable from employer(s)2010-12-31$29,287
2009 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$27,277
Amount contributed by the employer to the plan for this plan year2009-12-31$27,277

Form 5500 Responses for RETIREMENT PLAN OF CASSANDRA M. MILBURY

2023: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF CASSANDRA M. MILBURY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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