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RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 401k Plan overview

Plan NameRETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST
Plan identification number 002

RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST Benefits

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

401k Sponsoring company profile

CONSTANCE B. MELLON 1965 TRUST has sponsored the creation of one or more 401k plans.

Company Name:CONSTANCE B. MELLON 1965 TRUST
Employer identification number (EIN):256072937
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 CONSTANCE B. MELLON 1965 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
0022010-01-01LAWRENCE S BUSCH
0022009-01-01LAWRENCE S BUSCH

Plan Statistics for RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST

401k plan membership statisitcs for RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST

Measure Date Value
2022: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0114
Total number of active participants reported on line 7a of the Form 55002022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0113
Total participants2022-01-0113
Number of participants with account balances2022-01-0113
2021: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0114
Total number of active participants reported on line 7a of the Form 55002021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0114
Total participants2021-01-0114
Number of participants with account balances2021-01-0114
2020: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0114
Total participants2020-01-0114
Number of participants with account balances2020-01-0114
2019: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0115
Total number of active participants reported on line 7a of the Form 55002019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0115
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
2018: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0115
Total participants2018-01-0115
Number of participants with account balances2018-01-0115
2017: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0117
Total number of active participants reported on line 7a of the Form 55002017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0115
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
2016: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0116
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0117
Total participants2016-01-0117
Number of participants with account balances2016-01-0117
2015: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0117
Total number of active participants reported on line 7a of the Form 55002015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0116
Total participants2015-01-0116
Number of participants with account balances2015-01-0116
2014: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0117
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0117
Total participants2014-01-0117
Number of participants with account balances2014-01-0117
2013: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0117
Total participants2013-01-0117
Number of participants with account balances2013-01-0117
2012: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0117
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
2011: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0118
Total participants2011-01-0118
Number of participants with account balances2011-01-0118
2010: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0114
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0117
Total participants2010-01-0117
Number of participants with account balances2010-01-0117
2009: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0115
Total participants2009-01-0115
Number of participants with account balances2009-01-0115

Financial Data on RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST

Measure Date Value
2022 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2022 401k financial data
Total income from all sources2022-12-31$-64,393
Expenses. Total of all expenses incurred2022-12-31$139,143
Benefits paid (including direct rollovers)2022-12-31$139,143
Total plan assets at end of year2022-12-31$285,875
Total plan assets at beginning of year2022-12-31$489,411
Value of fidelity bond covering the plan2022-12-31$67,000
Other income received2022-12-31$-77,944
Net income (gross income less expenses)2022-12-31$-203,536
Net plan assets at end of year (total assets less liabilities)2022-12-31$285,875
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$489,411
Total contributions received or receivable from employer(s)2022-12-31$13,551
2021 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2021 401k financial data
Total income from all sources2021-12-31$64,743
Total plan assets at end of year2021-12-31$489,411
Total plan assets at beginning of year2021-12-31$424,668
Value of fidelity bond covering the plan2021-12-31$67,000
Other income received2021-12-31$48,897
Net income (gross income less expenses)2021-12-31$64,743
Net plan assets at end of year (total assets less liabilities)2021-12-31$489,411
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$424,668
Total contributions received or receivable from employer(s)2021-12-31$15,846
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$15,846
Amount contributed by the employer to the plan for this plan year2021-12-31$15,846
2020 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2020 401k financial data
Total income from all sources2020-12-31$67,928
Expenses. Total of all expenses incurred2020-12-31$9,708
Benefits paid (including direct rollovers)2020-12-31$9,708
Total plan assets at end of year2020-12-31$424,668
Total plan assets at beginning of year2020-12-31$366,448
Value of fidelity bond covering the plan2020-12-31$66,000
Other income received2020-12-31$52,654
Net income (gross income less expenses)2020-12-31$58,220
Net plan assets at end of year (total assets less liabilities)2020-12-31$424,668
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$366,448
Total contributions received or receivable from employer(s)2020-12-31$15,274
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$15,274
Amount contributed by the employer to the plan for this plan year2020-12-31$15,274
2019 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2019 401k financial data
Total income from all sources2019-12-31$75,678
Total plan assets at end of year2019-12-31$366,448
Total plan assets at beginning of year2019-12-31$290,770
Value of fidelity bond covering the plan2019-12-31$66,000
Other income received2019-12-31$61,318
Net income (gross income less expenses)2019-12-31$75,678
Net plan assets at end of year (total assets less liabilities)2019-12-31$366,448
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$290,770
Total contributions received or receivable from employer(s)2019-12-31$14,360
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$14,360
Amount contributed by the employer to the plan for this plan year2019-12-31$14,360
2018 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2018 401k financial data
Total income from all sources2018-12-31$-4,181
Total plan assets at end of year2018-12-31$290,770
Total plan assets at beginning of year2018-12-31$294,951
Value of fidelity bond covering the plan2018-12-31$67,000
Other income received2018-12-31$-18,132
Net income (gross income less expenses)2018-12-31$-4,181
Net plan assets at end of year (total assets less liabilities)2018-12-31$290,770
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$294,951
Total contributions received or receivable from employer(s)2018-12-31$13,951
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$13,951
Amount contributed by the employer to the plan for this plan year2018-12-31$13,951
2017 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2017 401k financial data
Total income from all sources2017-12-31$54,032
Expenses. Total of all expenses incurred2017-12-31$4,107
Benefits paid (including direct rollovers)2017-12-31$4,107
Total plan assets at end of year2017-12-31$294,951
Total plan assets at beginning of year2017-12-31$245,026
Value of fidelity bond covering the plan2017-12-31$69,000
Other income received2017-12-31$40,938
Net income (gross income less expenses)2017-12-31$49,925
Net plan assets at end of year (total assets less liabilities)2017-12-31$294,951
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$245,026
Total contributions received or receivable from employer(s)2017-12-31$13,094
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$13,094
Amount contributed by the employer to the plan for this plan year2017-12-31$13,094
2016 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2016 401k financial data
Total income from all sources2016-12-31$31,815
Total plan assets at end of year2016-12-31$245,026
Total plan assets at beginning of year2016-12-31$213,211
Value of fidelity bond covering the plan2016-12-31$67,000
Other income received2016-12-31$19,763
Net income (gross income less expenses)2016-12-31$31,815
Net plan assets at end of year (total assets less liabilities)2016-12-31$245,026
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$213,211
Total contributions received or receivable from employer(s)2016-12-31$12,052
2015 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2015 401k financial data
Total income from all sources2015-12-31$8,357
Expenses. Total of all expenses incurred2015-12-31$19,726
Benefits paid (including direct rollovers)2015-12-31$19,726
Total plan assets at end of year2015-12-31$213,211
Total plan assets at beginning of year2015-12-31$224,580
Value of fidelity bond covering the plan2015-12-31$61,000
Other income received2015-12-31$-2,814
Net income (gross income less expenses)2015-12-31$-11,369
Net plan assets at end of year (total assets less liabilities)2015-12-31$213,211
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$224,580
Total contributions received or receivable from employer(s)2015-12-31$11,171
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$19,726
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$11,171
Amount contributed by the employer to the plan for this plan year2015-12-31$11,171
2014 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2014 401k financial data
Total income from all sources2014-12-31$22,438
Total plan assets at end of year2014-12-31$224,580
Total plan assets at beginning of year2014-12-31$202,142
Value of fidelity bond covering the plan2014-12-31$61,000
Other income received2014-12-31$11,783
Net income (gross income less expenses)2014-12-31$22,438
Net plan assets at end of year (total assets less liabilities)2014-12-31$224,580
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$202,142
Total contributions received or receivable from employer(s)2014-12-31$10,655
2013 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2013 401k financial data
Total income from all sources2013-12-31$35,397
Total plan assets at end of year2013-12-31$202,142
Total plan assets at beginning of year2013-12-31$166,745
Value of fidelity bond covering the plan2013-12-31$61,000
Other income received2013-12-31$25,340
Net income (gross income less expenses)2013-12-31$35,397
Net plan assets at end of year (total assets less liabilities)2013-12-31$202,142
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$166,745
Total contributions received or receivable from employer(s)2013-12-31$10,057
2012 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2012 401k financial data
Total income from all sources2012-12-31$28,769
Expenses. Total of all expenses incurred2012-12-31$10,767
Benefits paid (including direct rollovers)2012-12-31$10,767
Total plan assets at end of year2012-12-31$166,745
Total plan assets at beginning of year2012-12-31$148,743
Value of fidelity bond covering the plan2012-12-31$63,000
Other income received2012-12-31$16,481
Net income (gross income less expenses)2012-12-31$18,002
Net plan assets at end of year (total assets less liabilities)2012-12-31$166,745
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$148,743
Total contributions received or receivable from employer(s)2012-12-31$12,288
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$12,288
Amount contributed by the employer to the plan for this plan year2012-12-31$12,288
2011 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2011 401k financial data
Total income from all sources2011-12-31$11,708
Total plan assets at end of year2011-12-31$148,743
Total plan assets at beginning of year2011-12-31$137,035
Value of fidelity bond covering the plan2011-12-31$63,000
Other income received2011-12-31$538
Net income (gross income less expenses)2011-12-31$11,708
Net plan assets at end of year (total assets less liabilities)2011-12-31$148,743
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$137,035
Total contributions received or receivable from employer(s)2011-12-31$11,170
2010 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 2010 401k financial data
Total income from all sources2010-12-31$23,580
Total plan assets at end of year2010-12-31$137,035
Total plan assets at beginning of year2010-12-31$113,455
Value of fidelity bond covering the plan2010-12-31$63,000
Other income received2010-12-31$13,560
Net income (gross income less expenses)2010-12-31$23,580
Net plan assets at end of year (total assets less liabilities)2010-12-31$137,035
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$113,455
Total contributions received or receivable from employer(s)2010-12-31$10,020
2009 : RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 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$8,938
Amount contributed by the employer to the plan for this plan year2009-12-31$8,938

Form 5500 Responses for RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST

2022: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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 CONSTANCE B. MELLON 1965 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
2010: RETIREMENT PLAN OF CONSTANCE B. MELLON 1965 TRUST 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 CONSTANCE B. MELLON 1965 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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