SEWARD PROSSER MELLON has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST
| Measure | Date | Value |
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| 2024 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $261,218 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $410,949 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $410,949 |
| Total plan assets at end of year | 2024-01-01 | $1,873,250 |
| Total plan assets at beginning of year | 2024-01-01 | $2,022,981 |
| Value of fidelity bond covering the plan | 2024-01-01 | $474,000 |
| Other income received | 2024-01-01 | $163,399 |
| Net income (gross income less expenses) | 2024-01-01 | $-149,731 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,873,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,022,981 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $97,819 |
| 2023 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $374,619 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $490,492 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $490,492 |
| Total plan assets at end of year | 2023-12-31 | $2,022,981 |
| Total plan assets at beginning of year | 2023-12-31 | $2,138,854 |
| Value of fidelity bond covering the plan | 2023-12-31 | $466,000 |
| Other income received | 2023-12-31 | $281,448 |
| Net income (gross income less expenses) | 2023-12-31 | $-115,873 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,022,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,138,854 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $93,171 |
| 2022 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-233,695 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $734,250 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $734,250 |
| Total plan assets at end of year | 2022-12-31 | $2,138,854 |
| Total plan assets at beginning of year | 2022-12-31 | $3,106,799 |
| Value of fidelity bond covering the plan | 2022-12-31 | $428,000 |
| Other income received | 2022-12-31 | $-350,338 |
| Net income (gross income less expenses) | 2022-12-31 | $-967,945 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,138,854 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,106,799 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $116,643 |
| 2021 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $443,346 |
| Total plan assets at end of year | 2021-12-31 | $3,106,799 |
| Total plan assets at beginning of year | 2021-12-31 | $2,663,453 |
| Value of fidelity bond covering the plan | 2021-12-31 | $419,000 |
| Other income received | 2021-12-31 | $315,606 |
| Net income (gross income less expenses) | 2021-12-31 | $443,346 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,106,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,663,453 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $127,740 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $127,740 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $127,740 |
| 2020 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2020 401k financial data |
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| Total income from all sources | 2020-12-31 | $441,517 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $39,633 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $39,633 |
| Total plan assets at end of year | 2020-12-31 | $2,663,453 |
| Total plan assets at beginning of year | 2020-12-31 | $2,261,569 |
| Value of fidelity bond covering the plan | 2020-12-31 | $408,000 |
| Other income received | 2020-12-31 | $319,062 |
| Net income (gross income less expenses) | 2020-12-31 | $401,884 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,663,453 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,261,569 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $122,455 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $122,455 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $122,455 |
| 2019 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2019 401k financial data |
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| Total income from all sources | 2019-12-31 | $459,894 |
| Total plan assets at end of year | 2019-12-31 | $2,261,569 |
| Total plan assets at beginning of year | 2019-12-31 | $1,801,675 |
| Value of fidelity bond covering the plan | 2019-12-31 | $411,000 |
| Other income received | 2019-12-31 | $345,181 |
| Net income (gross income less expenses) | 2019-12-31 | $459,894 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,261,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,801,675 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $114,713 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $114,713 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $114,713 |
| 2018 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2018 401k financial data |
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| Total income from all sources | 2018-12-31 | $1,337 |
| Total plan assets at end of year | 2018-12-31 | $1,801,675 |
| Total plan assets at beginning of year | 2018-12-31 | $1,800,338 |
| Value of fidelity bond covering the plan | 2018-12-31 | $409,000 |
| Other income received | 2018-12-31 | $-105,780 |
| Net income (gross income less expenses) | 2018-12-31 | $1,337 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,801,675 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,800,338 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $107,117 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $107,117 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $107,117 |
| 2017 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2017 401k financial data |
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| Total income from all sources | 2017-12-31 | $335,753 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,386 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $6,386 |
| Total plan assets at end of year | 2017-12-31 | $1,800,338 |
| Total plan assets at beginning of year | 2017-12-31 | $1,470,971 |
| Value of fidelity bond covering the plan | 2017-12-31 | $406,000 |
| Other income received | 2017-12-31 | $235,131 |
| Net income (gross income less expenses) | 2017-12-31 | $329,367 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,800,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,470,971 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $100,622 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $100,622 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $100,622 |
| 2016 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2016 401k financial data |
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| Total income from all sources | 2016-12-31 | $207,169 |
| Total plan assets at end of year | 2016-12-31 | $1,470,971 |
| Total plan assets at beginning of year | 2016-12-31 | $1,263,802 |
| Value of fidelity bond covering the plan | 2016-12-31 | $398,000 |
| Other income received | 2016-12-31 | $113,952 |
| Net income (gross income less expenses) | 2016-12-31 | $207,169 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,470,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,263,802 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $93,217 |
| 2015 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2015 401k financial data |
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| Total income from all sources | 2015-12-31 | $65,171 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $195,728 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $195,728 |
| Total plan assets at end of year | 2015-12-31 | $1,263,802 |
| Total plan assets at beginning of year | 2015-12-31 | $1,394,359 |
| Value of fidelity bond covering the plan | 2015-12-31 | $382,000 |
| Other income received | 2015-12-31 | $-21,671 |
| Net income (gross income less expenses) | 2015-12-31 | $-130,557 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,263,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,394,359 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $86,842 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $195,728 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $86,842 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $86,842 |
| 2014 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2014 401k financial data |
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| Total income from all sources | 2014-12-31 | $155,017 |
| Total plan assets at end of year | 2014-12-31 | $1,394,359 |
| Total plan assets at beginning of year | 2014-12-31 | $1,239,342 |
| Value of fidelity bond covering the plan | 2014-12-31 | $382,000 |
| Other income received | 2014-12-31 | $72,678 |
| Net income (gross income less expenses) | 2014-12-31 | $155,017 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,394,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,239,342 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $82,339 |
| 2013 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2013 401k financial data |
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| Total income from all sources | 2013-12-31 | $230,121 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $7,949 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,949 |
| Total plan assets at end of year | 2013-12-31 | $1,239,342 |
| Total plan assets at beginning of year | 2013-12-31 | $1,017,170 |
| Value of fidelity bond covering the plan | 2013-12-31 | $376,000 |
| Other income received | 2013-12-31 | $154,146 |
| Net income (gross income less expenses) | 2013-12-31 | $222,172 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,239,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,017,170 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $75,975 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $75,975 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $75,975 |
| 2012 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2012 401k financial data |
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| Total income from all sources | 2012-12-31 | $183,816 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $81,871 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $81,871 |
| Total plan assets at end of year | 2012-12-31 | $1,017,170 |
| Total plan assets at beginning of year | 2012-12-31 | $915,225 |
| Value of fidelity bond covering the plan | 2012-12-31 | $389,000 |
| Other income received | 2012-12-31 | $99,789 |
| Net income (gross income less expenses) | 2012-12-31 | $101,945 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,017,170 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $915,225 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $84,027 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $84,027 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $84,027 |
| 2011 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2011 401k financial data |
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| Total income from all sources | 2011-12-31 | $81,792 |
| Total plan assets at end of year | 2011-12-31 | $915,225 |
| Total plan assets at beginning of year | 2011-12-31 | $833,433 |
| Value of fidelity bond covering the plan | 2011-12-31 | $389,000 |
| Other income received | 2011-12-31 | $2,792 |
| Net income (gross income less expenses) | 2011-12-31 | $81,792 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $915,225 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $833,433 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $79,000 |
| 2010 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2010 401k financial data |
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| Total income from all sources | 2010-12-31 | $153,714 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $65,228 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $65,228 |
| Total plan assets at end of year | 2010-12-31 | $833,433 |
| Total plan assets at beginning of year | 2010-12-31 | $744,947 |
| Value of fidelity bond covering the plan | 2010-12-31 | $383,000 |
| Other income received | 2010-12-31 | $81,955 |
| Net income (gross income less expenses) | 2010-12-31 | $88,486 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $833,433 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $744,947 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $71,759 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $71,759 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $71,759 |
| 2009 : RETIREMENT PLAN OF SEWARD PROSSER MELLON SEPARATE TRUST 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $67,072 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $67,072 |