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RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 401k Plan overview

Plan NameRETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST
Plan identification number 002

RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST Benefits

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

401k Sponsoring company profile

RICHARD P. MELLON 1940 TRUST has sponsored the creation of one or more 401k plans.

Company Name:RICHARD P. MELLON 1940 TRUST
Employer identification number (EIN):256017441
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 1940 TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01LAWRENCE S. BUSCH
0022017-01-01LAWRENCE S. BUSCH
0022016-01-01LAWRENCE S. BUSCH
0022015-01-01LAWRENCE S. BUSCH
0022014-01-01LAWRENCE S. BUSCH
0022013-01-01LAWRENCE S. BUSCH
0022012-01-01LAWRENCE S. BUSCH
0022011-01-01LAWRENCE S BUSCH
0022009-01-01LAWRENCE S BUSCH

Plan Statistics for RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST

401k plan membership statisitcs for RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST

Measure Date Value
2022: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0117
Total number of active participants reported on line 7a of the Form 55002022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0116
Total participants2022-01-0116
Number of participants with account balances2022-01-0116
2021: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Total of all active and inactive participants2021-01-0117
Total participants2021-01-0117
Number of participants with account balances2021-01-0117
2020: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0118
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Total of all active and inactive participants2020-01-0117
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
2019: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0118
Total number of active participants reported on line 7a of the Form 55002019-01-0117
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0118
Total participants2019-01-0118
Number of participants with account balances2019-01-0118
2018: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0118
Total of all active and inactive participants2018-01-0118
Total participants2018-01-0118
Number of participants with account balances2018-01-0118
2017: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0118
Total of all active and inactive participants2017-01-0118
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
2016: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0120
Total participants2016-01-0120
Number of participants with account balances2016-01-0120
2015: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0120
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0119
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
2014: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0120
Total participants2014-01-0120
Number of participants with account balances2014-01-0120
2013: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-0118
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0120
Total participants2013-01-0120
Number of participants with account balances2013-01-0120
2012: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0120
Total participants2012-01-0120
Number of participants with account balances2012-01-0120
2011: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0121
Total participants2011-01-0121
Number of participants with account balances2011-01-0121
2009: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0117
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0118
Total participants2009-01-0118
Number of participants with account balances2009-01-0118

Financial Data on RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST

Measure Date Value
2022 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2022 401k financial data
Total income from all sources2022-12-31$-110,318
Expenses. Total of all expenses incurred2022-12-31$229,785
Benefits paid (including direct rollovers)2022-12-31$229,785
Total plan assets at end of year2022-12-31$510,723
Total plan assets at beginning of year2022-12-31$850,826
Value of fidelity bond covering the plan2022-12-31$117,000
Other income received2022-12-31$-135,507
Net income (gross income less expenses)2022-12-31$-340,103
Net plan assets at end of year (total assets less liabilities)2022-12-31$510,723
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$850,826
Total contributions received or receivable from employer(s)2022-12-31$25,189
2021 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2021 401k financial data
Total income from all sources2021-12-31$113,417
Total plan assets at end of year2021-12-31$850,826
Total plan assets at beginning of year2021-12-31$737,409
Value of fidelity bond covering the plan2021-12-31$116,000
Other income received2021-12-31$84,938
Net income (gross income less expenses)2021-12-31$113,417
Net plan assets at end of year (total assets less liabilities)2021-12-31$850,826
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$737,409
Total contributions received or receivable from employer(s)2021-12-31$28,479
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$28,479
Amount contributed by the employer to the plan for this plan year2021-12-31$28,479
2020 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2020 401k financial data
Total income from all sources2020-12-31$118,654
Expenses. Total of all expenses incurred2020-12-31$12,881
Benefits paid (including direct rollovers)2020-12-31$12,881
Total plan assets at end of year2020-12-31$737,409
Total plan assets at beginning of year2020-12-31$631,636
Value of fidelity bond covering the plan2020-12-31$114,000
Other income received2020-12-31$91,441
Net income (gross income less expenses)2020-12-31$105,773
Net plan assets at end of year (total assets less liabilities)2020-12-31$737,409
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$631,636
Total contributions received or receivable from employer(s)2020-12-31$27,213
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$27,213
Amount contributed by the employer to the plan for this plan year2020-12-31$27,213
2019 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2019 401k financial data
Total income from all sources2019-12-31$131,601
Total plan assets at end of year2019-12-31$631,636
Total plan assets at beginning of year2019-12-31$500,035
Value of fidelity bond covering the plan2019-12-31$114,000
Other income received2019-12-31$105,993
Net income (gross income less expenses)2019-12-31$131,601
Net plan assets at end of year (total assets less liabilities)2019-12-31$631,636
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$500,035
Total contributions received or receivable from employer(s)2019-12-31$25,608
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$25,608
Amount contributed by the employer to the plan for this plan year2019-12-31$25,608
2018 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2018 401k financial data
Total income from all sources2018-12-31$-6,985
Total plan assets at end of year2018-12-31$500,035
Total plan assets at beginning of year2018-12-31$507,020
Value of fidelity bond covering the plan2018-12-31$115,000
Other income received2018-12-31$-31,386
Net income (gross income less expenses)2018-12-31$-6,985
Net plan assets at end of year (total assets less liabilities)2018-12-31$500,035
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$507,020
Total contributions received or receivable from employer(s)2018-12-31$24,401
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$24,401
Amount contributed by the employer to the plan for this plan year2018-12-31$24,401
2017 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2017 401k financial data
Total income from all sources2017-12-31$93,246
Expenses. Total of all expenses incurred2017-12-31$3,591
Benefits paid (including direct rollovers)2017-12-31$3,591
Total plan assets at end of year2017-12-31$507,020
Total plan assets at beginning of year2017-12-31$417,365
Value of fidelity bond covering the plan2017-12-31$116,000
Other income received2017-12-31$70,282
Net income (gross income less expenses)2017-12-31$89,655
Net plan assets at end of year (total assets less liabilities)2017-12-31$507,020
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$417,365
Total contributions received or receivable from employer(s)2017-12-31$22,964
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$22,964
Amount contributed by the employer to the plan for this plan year2017-12-31$22,964
2016 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2016 401k financial data
Total income from all sources2016-12-31$55,128
Total plan assets at end of year2016-12-31$417,365
Total plan assets at beginning of year2016-12-31$362,237
Value of fidelity bond covering the plan2016-12-31$114,000
Other income received2016-12-31$33,825
Net income (gross income less expenses)2016-12-31$55,128
Net plan assets at end of year (total assets less liabilities)2016-12-31$417,365
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$362,237
Total contributions received or receivable from employer(s)2016-12-31$21,303
2015 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2015 401k financial data
Total income from all sources2015-12-31$12,072
Expenses. Total of all expenses incurred2015-12-31$104,601
Benefits paid (including direct rollovers)2015-12-31$104,601
Total plan assets at end of year2015-12-31$362,237
Total plan assets at beginning of year2015-12-31$454,766
Value of fidelity bond covering the plan2015-12-31$123,000
Other income received2015-12-31$-7,797
Net income (gross income less expenses)2015-12-31$-92,529
Net plan assets at end of year (total assets less liabilities)2015-12-31$362,237
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$454,766
Total contributions received or receivable from employer(s)2015-12-31$19,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$104,601
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$19,869
Amount contributed by the employer to the plan for this plan year2015-12-31$19,869
2014 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2014 401k financial data
Total income from all sources2014-12-31$42,880
Total plan assets at end of year2014-12-31$454,766
Total plan assets at beginning of year2014-12-31$411,886
Value of fidelity bond covering the plan2014-12-31$124,000
Other income received2014-12-31$24,051
Net income (gross income less expenses)2014-12-31$42,880
Net plan assets at end of year (total assets less liabilities)2014-12-31$454,766
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$411,886
Total contributions received or receivable from employer(s)2014-12-31$18,829
2013 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2013 401k financial data
Total income from all sources2013-12-31$69,568
Expenses. Total of all expenses incurred2013-12-31$905
Benefits paid (including direct rollovers)2013-12-31$905
Total plan assets at end of year2013-12-31$411,886
Total plan assets at beginning of year2013-12-31$343,223
Value of fidelity bond covering the plan2013-12-31$125,000
Other income received2013-12-31$51,871
Net income (gross income less expenses)2013-12-31$68,663
Net plan assets at end of year (total assets less liabilities)2013-12-31$411,886
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$343,223
Total contributions received or receivable from employer(s)2013-12-31$17,697
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$17,697
Amount contributed by the employer to the plan for this plan year2013-12-31$17,697
2012 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2012 401k financial data
Total income from all sources2012-12-31$55,250
Expenses. Total of all expenses incurred2012-12-31$4,812
Benefits paid (including direct rollovers)2012-12-31$4,812
Total plan assets at end of year2012-12-31$343,223
Total plan assets at beginning of year2012-12-31$292,785
Value of fidelity bond covering the plan2012-12-31$123,000
Other income received2012-12-31$34,287
Net income (gross income less expenses)2012-12-31$50,438
Net plan assets at end of year (total assets less liabilities)2012-12-31$343,223
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$292,785
Total contributions received or receivable from employer(s)2012-12-31$20,963
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$20,963
Amount contributed by the employer to the plan for this plan year2012-12-31$20,963
2011 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2011 401k financial data
Total income from all sources2011-12-31$20,913
Total plan assets at end of year2011-12-31$292,785
Total plan assets at beginning of year2011-12-31$271,872
Value of fidelity bond covering the plan2011-12-31$124,000
Other income received2011-12-31$1,522
Net income (gross income less expenses)2011-12-31$20,913
Net plan assets at end of year (total assets less liabilities)2011-12-31$292,785
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$271,872
Total contributions received or receivable from employer(s)2011-12-31$19,391
2010 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 2010 401k financial data
Total income from all sources2010-12-31$44,810
Total plan assets at end of year2010-12-31$271,872
Total plan assets at beginning of year2010-12-31$227,062
Value of fidelity bond covering the plan2010-12-31$125,000
Other income received2010-12-31$27,018
Net income (gross income less expenses)2010-12-31$44,810
Net plan assets at end of year (total assets less liabilities)2010-12-31$271,872
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$227,062
Total contributions received or receivable from employer(s)2010-12-31$17,792
2009 : RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 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$16,391
Amount contributed by the employer to the plan for this plan year2009-12-31$16,391

Form 5500 Responses for RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST

2022: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 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 RICHARD P. MELLON 1940 TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF RICHARD P. MELLON 1940 TRUST 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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