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RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 401k Plan overview

Plan NameRETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST
Plan identification number 002

RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST Benefits

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

401k Sponsoring company profile

SEWARD PROSSER MELLON 1965 TRUST has sponsored the creation of one or more 401k plans.

Company Name:SEWARD PROSSER MELLON 1965 TRUST
Employer identification number (EIN):256072940
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 SEWARD PROSSER 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 SEWARD PROSSER MELLON2019-07-24
0022017-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2018-06-29
0022016-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2017-06-21
0022015-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2016-06-28
0022014-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2015-07-16
0022013-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2014-07-03
0022012-01-01LAWRENCE S. BUSCH SEWARD PROSSER MELLON2013-07-18
0022011-01-01LAWRENCE S BUSCH SEWARD PROSSER MELLON2012-07-12
0022009-01-01LAWRENCE S BUSCH SEWARD PROSSER MELLON2010-07-27

Plan Statistics for RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST

401k plan membership statisitcs for RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST

Measure Date Value
2022: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0115
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-015
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 SEWARD PROSSER MELLON 1965 TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0115
Total number of active participants reported on line 7a of the Form 55002021-01-0112
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0115
Total participants2021-01-0115
Number of participants with account balances2021-01-0115
2020: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-0115
Total participants2020-01-0115
Number of participants with account balances2020-01-0115
2019: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0116
Total participants2019-01-0116
Number of participants with account balances2019-01-0116
2018: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0116
Total participants2018-01-0116
Number of participants with account balances2018-01-0116
2017: RETIREMENT PLAN OF SEWARD PROSSER MELLON 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 SEWARD PROSSER MELLON 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 SEWARD PROSSER MELLON 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 SEWARD PROSSER MELLON 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 SEWARD PROSSER 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 55002013-01-0113
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 SEWARD PROSSER 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 55002012-01-0114
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 SEWARD PROSSER 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 55002011-01-0114
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
2009: RETIREMENT PLAN OF SEWARD PROSSER 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 55002009-01-0111
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 SEWARD PROSSER MELLON 1965 TRUST

Measure Date Value
2022 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2022 401k financial data
Total income from all sources2022-12-31$-66,282
Expenses. Total of all expenses incurred2022-12-31$140,806
Benefits paid (including direct rollovers)2022-12-31$140,806
Total plan assets at end of year2022-12-31$296,670
Total plan assets at beginning of year2022-12-31$503,758
Value of fidelity bond covering the plan2022-12-31$69,000
Other income received2022-12-31$-79,968
Net income (gross income less expenses)2022-12-31$-207,088
Net plan assets at end of year (total assets less liabilities)2022-12-31$296,670
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$503,758
Total contributions received or receivable from employer(s)2022-12-31$13,686
2021 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2021 401k financial data
Total income from all sources2021-12-31$66,362
Total plan assets at end of year2021-12-31$503,758
Total plan assets at beginning of year2021-12-31$437,396
Value of fidelity bond covering the plan2021-12-31$69,000
Other income received2021-12-31$50,353
Net income (gross income less expenses)2021-12-31$66,362
Net plan assets at end of year (total assets less liabilities)2021-12-31$503,758
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$437,396
Total contributions received or receivable from employer(s)2021-12-31$16,009
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$16,009
Amount contributed by the employer to the plan for this plan year2021-12-31$16,009
2020 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2020 401k financial data
Total income from all sources2020-12-31$69,661
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$437,396
Total plan assets at beginning of year2020-12-31$377,443
Value of fidelity bond covering the plan2020-12-31$68,000
Other income received2020-12-31$54,232
Net income (gross income less expenses)2020-12-31$59,953
Net plan assets at end of year (total assets less liabilities)2020-12-31$437,396
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$377,443
Total contributions received or receivable from employer(s)2020-12-31$15,429
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$15,429
Amount contributed by the employer to the plan for this plan year2020-12-31$15,429
2019 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2019 401k financial data
Total income from all sources2019-12-31$77,738
Total plan assets at end of year2019-12-31$377,443
Total plan assets at beginning of year2019-12-31$299,705
Value of fidelity bond covering the plan2019-12-31$68,000
Other income received2019-12-31$63,229
Net income (gross income less expenses)2019-12-31$77,738
Net plan assets at end of year (total assets less liabilities)2019-12-31$377,443
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$299,705
Total contributions received or receivable from employer(s)2019-12-31$14,509
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$14,509
Amount contributed by the employer to the plan for this plan year2019-12-31$14,509
2018 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2018 401k financial data
Total income from all sources2018-12-31$-4,619
Total plan assets at end of year2018-12-31$299,705
Total plan assets at beginning of year2018-12-31$304,324
Value of fidelity bond covering the plan2018-12-31$69,000
Other income received2018-12-31$-18,711
Net income (gross income less expenses)2018-12-31$-4,619
Net plan assets at end of year (total assets less liabilities)2018-12-31$299,705
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$304,324
Total contributions received or receivable from employer(s)2018-12-31$14,092
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$14,092
Amount contributed by the employer to the plan for this plan year2018-12-31$14,092
2017 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2017 401k financial data
Total income from all sources2017-12-31$55,511
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$304,324
Total plan assets at beginning of year2017-12-31$252,920
Value of fidelity bond covering the plan2017-12-31$71,000
Other income received2017-12-31$42,285
Net income (gross income less expenses)2017-12-31$51,404
Net plan assets at end of year (total assets less liabilities)2017-12-31$304,324
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$252,920
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 SEWARD PROSSER MELLON 1965 TRUST 2016 401k financial data
Total income from all sources2016-12-31$32,613
Total plan assets at end of year2016-12-31$252,920
Total plan assets at beginning of year2016-12-31$220,307
Value of fidelity bond covering the plan2016-12-31$69,000
Other income received2016-12-31$20,433
Net income (gross income less expenses)2016-12-31$32,613
Net plan assets at end of year (total assets less liabilities)2016-12-31$252,920
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$220,307
Total contributions received or receivable from employer(s)2016-12-31$12,180
2015 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2015 401k financial data
Total income from all sources2015-12-31$8,408
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$220,307
Total plan assets at beginning of year2015-12-31$231,625
Value of fidelity bond covering the plan2015-12-31$63,000
Other income received2015-12-31$-2,885
Net income (gross income less expenses)2015-12-31$-11,318
Net plan assets at end of year (total assets less liabilities)2015-12-31$220,307
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$231,625
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 SEWARD PROSSER MELLON 1965 TRUST 2014 401k financial data
Total income from all sources2014-12-31$22,939
Total plan assets at end of year2014-12-31$231,625
Total plan assets at beginning of year2014-12-31$208,686
Value of fidelity bond covering the plan2014-12-31$63,000
Other income received2014-12-31$12,167
Net income (gross income less expenses)2014-12-31$22,939
Net plan assets at end of year (total assets less liabilities)2014-12-31$231,625
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$208,686
Total contributions received or receivable from employer(s)2014-12-31$10,772
2013 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2013 401k financial data
Total income from all sources2013-12-31$36,278
Total plan assets at end of year2013-12-31$208,686
Total plan assets at beginning of year2013-12-31$172,408
Value of fidelity bond covering the plan2013-12-31$63,000
Other income received2013-12-31$26,184
Net income (gross income less expenses)2013-12-31$36,278
Net plan assets at end of year (total assets less liabilities)2013-12-31$208,686
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$172,408
Total contributions received or receivable from employer(s)2013-12-31$10,094
2012 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2012 401k financial data
Total income from all sources2012-12-31$29,171
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$172,408
Total plan assets at beginning of year2012-12-31$157,955
Value of fidelity bond covering the plan2012-12-31$67,000
Other income received2012-12-31$17,094
Net income (gross income less expenses)2012-12-31$14,453
Net plan assets at end of year (total assets less liabilities)2012-12-31$172,408
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$157,955
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 SEWARD PROSSER MELLON 1965 TRUST 2011 401k financial data
Total income from all sources2011-12-31$11,449
Total plan assets at end of year2011-12-31$157,955
Total plan assets at beginning of year2011-12-31$146,506
Value of fidelity bond covering the plan2011-12-31$67,000
Other income received2011-12-31$482
Net income (gross income less expenses)2011-12-31$11,449
Net plan assets at end of year (total assets less liabilities)2011-12-31$157,955
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$146,506
Total contributions received or receivable from employer(s)2011-12-31$10,967
2010 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST 2010 401k financial data
Total income from all sources2010-12-31$24,371
Total plan assets at end of year2010-12-31$146,506
Total plan assets at beginning of year2010-12-31$122,135
Value of fidelity bond covering the plan2010-12-31$67,000
Other income received2010-12-31$14,543
Net income (gross income less expenses)2010-12-31$24,371
Net plan assets at end of year (total assets less liabilities)2010-12-31$146,506
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$122,135
Total contributions received or receivable from employer(s)2010-12-31$9,828
2009 : RETIREMENT PLAN OF SEWARD PROSSER 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$8,760
Amount contributed by the employer to the plan for this plan year2009-12-31$8,760

Form 5500 Responses for RETIREMENT PLAN OF SEWARD PROSSER MELLON 1965 TRUST

2022: RETIREMENT PLAN OF SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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 SEWARD PROSSER 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
2009: RETIREMENT PLAN OF SEWARD PROSSER 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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