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RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 401k Plan overview

Plan NameRETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN
Plan identification number 001

RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN Benefits

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

401k Sponsoring company profile

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

Company Name:CASSANDRA M MILBURY
Employer identification number (EIN):256437503
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 SEPARATE TRUST FOR CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01PAUL HANNAH
0012023-01-01
0012023-01-01PAUL HANNAH
0012022-01-01
0012022-01-01PAUL HANNAH
0012021-01-01
0012021-01-01PAUL HANNAH
0012020-01-01
0012019-01-01
0012018-01-01LAWRENCE S. BUSCH
0012017-01-01LAWRENCE S. BUSCH
0012016-01-01LAWRENCE S. BUSCH
0012015-01-01LAWRENCE S. BUSCH
0012014-01-01LAWRENCE S. BUSCH
0012013-01-01LAWRENCE S. BUSCH
0012012-01-01LAWRENCE S. BUSCH
0012011-01-01LAWRENCE S BUSCH
0012010-01-01LAWRENCE S BUSCH
0012009-01-01LAWRENCE S BUSCH

Financial Data on RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN

Measure Date Value
2024 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2024 401k financial data
Total income from all sources2024-01-01$174,834
Expenses. Total of all expenses incurred2024-01-01$244,721
Benefits paid (including direct rollovers)2024-01-01$244,721
Total plan assets at end of year2024-01-01$1,195,107
Total plan assets at beginning of year2024-01-01$1,264,994
Value of fidelity bond covering the plan2024-01-01$297,000
Other income received2024-01-01$101,547
Net income (gross income less expenses)2024-01-01$-69,887
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,195,107
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,264,994
Total contributions received or receivable from employer(s)2024-01-01$73,287
2023 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2023 401k financial data
Total income from all sources2023-12-31$235,371
Expenses. Total of all expenses incurred2023-12-31$287,087
Benefits paid (including direct rollovers)2023-12-31$287,087
Total plan assets at end of year2023-12-31$1,264,994
Total plan assets at beginning of year2023-12-31$1,316,710
Value of fidelity bond covering the plan2023-12-31$288,000
Other income received2023-12-31$170,606
Net income (gross income less expenses)2023-12-31$-51,716
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,264,994
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,316,710
Total contributions received or receivable from employer(s)2023-12-31$64,765
2022 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2022 401k financial data
Total income from all sources2022-12-31$-129,632
Expenses. Total of all expenses incurred2022-12-31$740,027
Benefits paid (including direct rollovers)2022-12-31$740,027
Total plan assets at end of year2022-12-31$1,316,710
Total plan assets at beginning of year2022-12-31$2,186,369
Value of fidelity bond covering the plan2022-12-31$301,000
Other income received2022-12-31$-206,886
Net income (gross income less expenses)2022-12-31$-869,659
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,316,710
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,186,369
Total contributions received or receivable from employer(s)2022-12-31$77,254
2021 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2021 401k financial data
Total income from all sources2021-12-31$294,900
Total plan assets at end of year2021-12-31$2,186,369
Total plan assets at beginning of year2021-12-31$1,891,469
Value of fidelity bond covering the plan2021-12-31$298,000
Other income received2021-12-31$208,886
Net income (gross income less expenses)2021-12-31$294,900
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,186,369
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,891,469
Total contributions received or receivable from employer(s)2021-12-31$86,014
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$86,014
Amount contributed by the employer to the plan for this plan year2021-12-31$86,014
2020 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2020 401k financial data
Total income from all sources2020-12-31$309,668
Expenses. Total of all expenses incurred2020-12-31$24,269
Benefits paid (including direct rollovers)2020-12-31$24,269
Total plan assets at end of year2020-12-31$1,891,469
Total plan assets at beginning of year2020-12-31$1,606,070
Value of fidelity bond covering the plan2020-12-31$290,000
Other income received2020-12-31$227,071
Net income (gross income less expenses)2020-12-31$285,399
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,891,469
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,606,070
Total contributions received or receivable from employer(s)2020-12-31$82,597
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$82,597
Amount contributed by the employer to the plan for this plan year2020-12-31$82,597
2019 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2019 401k financial data
Total income from all sources2019-12-31$336,955
Total plan assets at end of year2019-12-31$1,606,070
Total plan assets at beginning of year2019-12-31$1,269,115
Value of fidelity bond covering the plan2019-12-31$289,000
Other income received2019-12-31$259,232
Net income (gross income less expenses)2019-12-31$336,955
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,606,070
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,269,115
Total contributions received or receivable from employer(s)2019-12-31$77,723
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$77,723
Amount contributed by the employer to the plan for this plan year2019-12-31$77,723
2018 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2018 401k financial data
Total income from all sources2018-12-31$-856
Total plan assets at end of year2018-12-31$1,269,115
Total plan assets at beginning of year2018-12-31$1,269,971
Value of fidelity bond covering the plan2018-12-31$288,000
Other income received2018-12-31$-75,049
Net income (gross income less expenses)2018-12-31$-856
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,269,115
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,269,971
Total contributions received or receivable from employer(s)2018-12-31$74,193
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$74,193
Amount contributed by the employer to the plan for this plan year2018-12-31$74,193
2017 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2017 401k financial data
Total income from all sources2017-12-31$236,453
Expenses. Total of all expenses incurred2017-12-31$3,164
Benefits paid (including direct rollovers)2017-12-31$3,164
Total plan assets at end of year2017-12-31$1,269,971
Total plan assets at beginning of year2017-12-31$1,036,682
Value of fidelity bond covering the plan2017-12-31$286,000
Other income received2017-12-31$166,725
Net income (gross income less expenses)2017-12-31$233,289
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,269,971
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,036,682
Total contributions received or receivable from employer(s)2017-12-31$69,728
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$69,728
Amount contributed by the employer to the plan for this plan year2017-12-31$69,728
2016 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2016 401k financial data
Total income from all sources2016-12-31$148,095
Total plan assets at end of year2016-12-31$1,036,682
Total plan assets at beginning of year2016-12-31$888,587
Value of fidelity bond covering the plan2016-12-31$280,000
Other income received2016-12-31$83,334
Net income (gross income less expenses)2016-12-31$148,095
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,036,682
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$888,587
Total contributions received or receivable from employer(s)2016-12-31$64,761
2015 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2015 401k financial data
Total income from all sources2015-12-31$42,158
Expenses. Total of all expenses incurred2015-12-31$236,012
Benefits paid (including direct rollovers)2015-12-31$236,012
Total plan assets at end of year2015-12-31$888,587
Total plan assets at beginning of year2015-12-31$1,082,441
Value of fidelity bond covering the plan2015-12-31$296,000
Other income received2015-12-31$-18,278
Net income (gross income less expenses)2015-12-31$-193,854
Net plan assets at end of year (total assets less liabilities)2015-12-31$888,587
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,082,441
Total contributions received or receivable from employer(s)2015-12-31$60,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$236,012
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$60,436
Amount contributed by the employer to the plan for this plan year2015-12-31$60,436
2014 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2014 401k financial data
Total income from all sources2014-12-31$114,044
Total plan assets at end of year2014-12-31$1,082,441
Total plan assets at beginning of year2014-12-31$968,397
Value of fidelity bond covering the plan2014-12-31$296,000
Other income received2014-12-31$56,777
Net income (gross income less expenses)2014-12-31$114,044
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,082,441
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$968,397
Total contributions received or receivable from employer(s)2014-12-31$57,267
2013 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2013 401k financial data
Total income from all sources2013-12-31$174,447
Expenses. Total of all expenses incurred2013-12-31$6,817
Benefits paid (including direct rollovers)2013-12-31$6,817
Total plan assets at end of year2013-12-31$968,397
Total plan assets at beginning of year2013-12-31$800,767
Value of fidelity bond covering the plan2013-12-31$294,000
Other income received2013-12-31$120,952
Net income (gross income less expenses)2013-12-31$167,630
Net plan assets at end of year (total assets less liabilities)2013-12-31$968,397
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$800,767
Total contributions received or receivable from employer(s)2013-12-31$53,495
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$53,495
Amount contributed by the employer to the plan for this plan year2013-12-31$53,495
2012 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2012 401k financial data
Total income from all sources2012-12-31$138,790
Expenses. Total of all expenses incurred2012-12-31$12,434
Benefits paid (including direct rollovers)2012-12-31$12,434
Total plan assets at end of year2012-12-31$800,767
Total plan assets at beginning of year2012-12-31$674,411
Value of fidelity bond covering the plan2012-12-31$286,000
Other income received2012-12-31$79,084
Net income (gross income less expenses)2012-12-31$126,356
Net plan assets at end of year (total assets less liabilities)2012-12-31$800,767
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$674,411
Total contributions received or receivable from employer(s)2012-12-31$59,706
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$59,706
Amount contributed by the employer to the plan for this plan year2012-12-31$59,706
2011 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2011 401k financial data
Total income from all sources2011-12-31$58,771
Total plan assets at end of year2011-12-31$674,411
Total plan assets at beginning of year2011-12-31$615,640
Value of fidelity bond covering the plan2011-12-31$286,000
Other income received2011-12-31$3,492
Net income (gross income less expenses)2011-12-31$58,771
Net plan assets at end of year (total assets less liabilities)2011-12-31$674,411
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$615,640
Total contributions received or receivable from employer(s)2011-12-31$55,279
2010 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2010 401k financial data
Total income from all sources2010-12-31$110,757
Total plan assets at end of year2010-12-31$615,640
Total plan assets at beginning of year2010-12-31$504,883
Value of fidelity bond covering the plan2010-12-31$283,000
Other income received2010-12-31$60,684
Net income (gross income less expenses)2010-12-31$110,757
Net plan assets at end of year (total assets less liabilities)2010-12-31$615,640
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$504,883
Total contributions received or receivable from employer(s)2010-12-31$50,073
2009 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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$46,155
Amount contributed by the employer to the plan for this plan year2009-12-31$46,155

Form 5500 Responses for RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN

2023: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 CASSANDRA M. MILBURY SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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 SEPARATE TRUST FOR CHILDREN 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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