?>
Logo

RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 401k Plan overview

Plan NameRETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST
Plan identification number 002

RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST Benefits

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

401k Sponsoring company profile

CASSANDRA M. MILBURY 1965 TRUST has sponsored the creation of one or more 401k plans.

Company Name:CASSANDRA M. MILBURY 1965 TRUST
Employer identification number (EIN):256072938
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 1965 TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01LAWRENCE S. BUSCH
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

Plan Statistics for RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST

401k plan membership statisitcs for RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST

Measure Date Value
2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0118
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0116
Total participants2017-01-0116
Number of participants with account balances2017-01-0116
2016: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0117
Total number of active participants reported on line 7a of the Form 55002016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0118
Total participants2016-01-0118
Number of participants with account balances2016-01-0118
2015: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0117
Total participants2015-01-0117
Number of participants with account balances2015-01-0117
2014: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0118
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
2013: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0118
Total participants2013-01-0118
Number of participants with account balances2013-01-0118
2012: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0118
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-013
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 CASSANDRA M. MILBURY 1965 TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-014
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 CASSANDRA M. MILBURY 1965 TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-014
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 CASSANDRA M. MILBURY 1965 TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0114
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-014
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 CASSANDRA M. MILBURY 1965 TRUST

Measure Date Value
2018 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2018 401k financial data
Transfers to/from the plan2018-09-30$-304,514
Total income from all sources2018-09-30$9,292
Total plan assets at end of year2018-09-30$0
Total plan assets at beginning of year2018-09-30$295,222
Value of fidelity bond covering the plan2018-09-30$67,000
Other income received2018-09-30$3,442
Net income (gross income less expenses)2018-09-30$9,292
Net plan assets at end of year (total assets less liabilities)2018-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$295,222
Total contributions received or receivable from employer(s)2018-09-30$5,850
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$5,850
Amount contributed by the employer to the plan for this plan year2018-09-30$5,850
2017 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2017 401k financial data
Total income from all sources2017-12-31$54,277
Expenses. Total of all expenses incurred2017-12-31$4,876
Benefits paid (including direct rollovers)2017-12-31$4,876
Total plan assets at end of year2017-12-31$295,222
Total plan assets at beginning of year2017-12-31$245,821
Value of fidelity bond covering the plan2017-12-31$69,000
Other income received2017-12-31$41,051
Net income (gross income less expenses)2017-12-31$49,401
Net plan assets at end of year (total assets less liabilities)2017-12-31$295,222
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$245,821
Total contributions received or receivable from employer(s)2017-12-31$13,226
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$13,226
Amount contributed by the employer to the plan for this plan year2017-12-31$13,226
2016 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2016 401k financial data
Total income from all sources2016-12-31$32,004
Total plan assets at end of year2016-12-31$245,821
Total plan assets at beginning of year2016-12-31$213,817
Value of fidelity bond covering the plan2016-12-31$67,000
Other income received2016-12-31$19,824
Net income (gross income less expenses)2016-12-31$32,004
Net plan assets at end of year (total assets less liabilities)2016-12-31$245,821
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$213,817
Total contributions received or receivable from employer(s)2016-12-31$12,180
2015 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2015 401k financial data
Total income from all sources2015-12-31$8,471
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$213,817
Total plan assets at beginning of year2015-12-31$225,072
Value of fidelity bond covering the plan2015-12-31$63,000
Other income received2015-12-31$-2,822
Net income (gross income less expenses)2015-12-31$-11,255
Net plan assets at end of year (total assets less liabilities)2015-12-31$213,817
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$225,072
Total contributions received or receivable from employer(s)2015-12-31$11,293
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$11,293
Amount contributed by the employer to the plan for this plan year2015-12-31$11,293
2014 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2014 401k financial data
Total income from all sources2014-12-31$22,579
Total plan assets at end of year2014-12-31$225,072
Total plan assets at beginning of year2014-12-31$202,493
Value of fidelity bond covering the plan2014-12-31$62,000
Other income received2014-12-31$11,807
Net income (gross income less expenses)2014-12-31$22,579
Net plan assets at end of year (total assets less liabilities)2014-12-31$225,072
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$202,493
Total contributions received or receivable from employer(s)2014-12-31$10,772
2013 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2013 401k financial data
Total income from all sources2013-12-31$35,475
Total plan assets at end of year2013-12-31$202,493
Total plan assets at beginning of year2013-12-31$167,018
Value of fidelity bond covering the plan2013-12-31$61,000
Other income received2013-12-31$25,381
Net income (gross income less expenses)2013-12-31$35,475
Net plan assets at end of year (total assets less liabilities)2013-12-31$202,493
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$167,018
Total contributions received or receivable from employer(s)2013-12-31$10,094
2012 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2012 401k financial data
Total income from all sources2012-12-31$28,605
Expenses. Total of all expenses incurred2012-12-31$14,718
Benefits paid (including direct rollovers)2012-12-31$14,718
Total plan assets at end of year2012-12-31$167,018
Total plan assets at beginning of year2012-12-31$153,131
Value of fidelity bond covering the plan2012-12-31$66,000
Other income received2012-12-31$16,528
Net income (gross income less expenses)2012-12-31$13,887
Net plan assets at end of year (total assets less liabilities)2012-12-31$167,018
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$153,131
Total contributions received or receivable from employer(s)2012-12-31$12,077
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$12,077
Amount contributed by the employer to the plan for this plan year2012-12-31$12,077
2011 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2011 401k financial data
Total income from all sources2011-12-31$11,422
Total plan assets at end of year2011-12-31$153,131
Total plan assets at beginning of year2011-12-31$141,709
Value of fidelity bond covering the plan2011-12-31$65,000
Other income received2011-12-31$455
Net income (gross income less expenses)2011-12-31$11,422
Net plan assets at end of year (total assets less liabilities)2011-12-31$153,131
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$141,709
Total contributions received or receivable from employer(s)2011-12-31$10,967
2010 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2010 401k financial data
Total income from all sources2010-12-31$23,878
Total plan assets at end of year2010-12-31$141,709
Total plan assets at beginning of year2010-12-31$117,831
Value of fidelity bond covering the plan2010-12-31$65,000
Other income received2010-12-31$14,050
Net income (gross income less expenses)2010-12-31$23,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$141,709
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$117,831
Total contributions received or receivable from employer(s)2010-12-31$9,828
2009 : RETIREMENT PLAN OF CASSANDRA M. MILBURY 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$8,760
Amount contributed by the employer to the plan for this plan year2009-12-31$8,760

Form 5500 Responses for RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST

2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY 1965 TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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 CASSANDRA M. MILBURY 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3