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RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 401k Plan overview

Plan NameRETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST
Plan identification number 001

RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST Benefits

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

401k Sponsoring company profile

RICHARD P. MELLON SEPARATE TRUST has sponsored the creation of one or more 401k plans.

Company Name:RICHARD P. MELLON SEPARATE TRUST
Employer identification number (EIN):256437504
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 RICHARD P. MELLON SEPARATE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
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
0012009-01-01LAWRENCE S BUSCH

Plan Statistics for RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST

401k plan membership statisitcs for RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST

Measure Date Value
2020: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0122
Total number of active participants reported on line 7a of the Form 55002020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-0121
Total participants2020-01-0121
Number of participants with account balances2020-01-0121
2019: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0122
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0122
Total participants2019-01-0122
Number of participants with account balances2019-01-0122
2018: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0122
Total participants2018-01-0122
Number of participants with account balances2018-01-0122
2017: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0122
Total participants2017-01-0122
Number of participants with account balances2017-01-0122
2016: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0122
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0123
Total participants2016-01-0123
Number of participants with account balances2016-01-0123
2015: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0122
Total participants2015-01-0122
Number of participants with account balances2015-01-0122
2014: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0123
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0123
Total participants2014-01-0123
Number of participants with account balances2014-01-0123
2013: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0123
Total participants2013-01-0123
Number of participants with account balances2013-01-0123
2012: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0123
Total participants2012-01-0123
Number of participants with account balances2012-01-0123
2011: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0122
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0124
Total participants2011-01-0124
Number of participants with account balances2011-01-0124
2009: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0121
Total participants2009-01-0121
Number of participants with account balances2009-01-0121

Financial Data on RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST

Measure Date Value
2020 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$1,111,727
Total income from all sources2020-12-31$434,853
Expenses. Total of all expenses incurred2020-12-31$39,633
Benefits paid (including direct rollovers)2020-12-31$39,633
Total plan assets at end of year2020-12-31$3,759,954
Total plan assets at beginning of year2020-12-31$2,253,007
Value of fidelity bond covering the plan2020-12-31$407,000
Other income received2020-12-31$312,398
Net income (gross income less expenses)2020-12-31$395,220
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,759,954
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,253,007
Total contributions received or receivable from employer(s)2020-12-31$122,455
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$122,455
Amount contributed by the employer to the plan for this plan year2020-12-31$122,455
2019 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2019 401k financial data
Total income from all sources2019-12-31$420,071
Total plan assets at end of year2019-12-31$2,253,007
Total plan assets at beginning of year2019-12-31$1,832,936
Value of fidelity bond covering the plan2019-12-31$418,000
Other income received2019-12-31$305,358
Net income (gross income less expenses)2019-12-31$420,071
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,253,007
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,832,936
Total contributions received or receivable from employer(s)2019-12-31$114,713
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$114,713
Amount contributed by the employer to the plan for this plan year2019-12-31$114,713
2018 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2018 401k financial data
Total income from all sources2018-12-31$219
Total plan assets at end of year2018-12-31$1,832,936
Total plan assets at beginning of year2018-12-31$1,832,717
Value of fidelity bond covering the plan2018-12-31$416,000
Other income received2018-12-31$-106,898
Net income (gross income less expenses)2018-12-31$219
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,832,936
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,832,717
Total contributions received or receivable from employer(s)2018-12-31$107,117
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$107,117
Amount contributed by the employer to the plan for this plan year2018-12-31$107,117
2017 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2017 401k financial data
Total income from all sources2017-12-31$338,929
Expenses. Total of all expenses incurred2017-12-31$6,386
Benefits paid (including direct rollovers)2017-12-31$6,386
Total plan assets at end of year2017-12-31$1,832,717
Total plan assets at beginning of year2017-12-31$1,500,174
Value of fidelity bond covering the plan2017-12-31$416,000
Other income received2017-12-31$238,307
Net income (gross income less expenses)2017-12-31$332,543
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,832,717
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,500,174
Total contributions received or receivable from employer(s)2017-12-31$100,622
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$100,622
Amount contributed by the employer to the plan for this plan year2017-12-31$100,622
2016 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2016 401k financial data
Total income from all sources2016-12-31$205,731
Total plan assets at end of year2016-12-31$1,500,174
Total plan assets at beginning of year2016-12-31$1,294,443
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$112,514
Net income (gross income less expenses)2016-12-31$205,731
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,500,174
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,294,443
Total contributions received or receivable from employer(s)2016-12-31$93,217
2015 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2015 401k financial data
Total income from all sources2015-12-31$33,782
Expenses. Total of all expenses incurred2015-12-31$996,541
Benefits paid (including direct rollovers)2015-12-31$996,541
Total plan assets at end of year2015-12-31$1,294,443
Total plan assets at beginning of year2015-12-31$2,257,202
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$86,842
Other income received2015-12-31$-53,060
Net income (gross income less expenses)2015-12-31$-962,759
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,294,443
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,257,202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$996,541
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$86,842
Amount contributed by the employer to the plan for this plan year2015-12-31$86,842
2014 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2014 401k financial data
Total income from all sources2014-12-31$297,025
Total plan assets at end of year2014-12-31$2,257,202
Total plan assets at beginning of year2014-12-31$1,960,177
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$214,686
Net income (gross income less expenses)2014-12-31$297,025
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,257,202
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,960,177
Total contributions received or receivable from employer(s)2014-12-31$82,339
2013 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2013 401k financial data
Total income from all sources2013-12-31$231,949
Expenses. Total of all expenses incurred2013-12-31$7,949
Benefits paid (including direct rollovers)2013-12-31$7,949
Total plan assets at end of year2013-12-31$1,960,177
Total plan assets at beginning of year2013-12-31$1,736,177
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$155,974
Net income (gross income less expenses)2013-12-31$224,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,960,177
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,736,177
Total contributions received or receivable from employer(s)2013-12-31$75,975
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$75,975
Amount contributed by the employer to the plan for this plan year2013-12-31$75,975
2012 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2012 401k financial data
Total income from all sources2012-12-31$259,318
Expenses. Total of all expenses incurred2012-12-31$81,355
Benefits paid (including direct rollovers)2012-12-31$81,355
Total plan assets at end of year2012-12-31$1,736,177
Total plan assets at beginning of year2012-12-31$1,558,214
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$175,291
Net income (gross income less expenses)2012-12-31$177,963
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,736,177
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,558,214
Total contributions received or receivable from employer(s)2012-12-31$84,027
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$84,027
Amount contributed by the employer to the plan for this plan year2012-12-31$84,027
2011 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2011 401k financial data
Total income from all sources2011-12-31$85,526
Total plan assets at end of year2011-12-31$1,558,214
Total plan assets at beginning of year2011-12-31$1,472,688
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$6,526
Net income (gross income less expenses)2011-12-31$85,526
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,558,214
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,472,688
Total contributions received or receivable from employer(s)2011-12-31$79,000
2010 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST 2010 401k financial data
Total income from all sources2010-12-31$219,414
Expenses. Total of all expenses incurred2010-12-31$63,463
Benefits paid (including direct rollovers)2010-12-31$63,463
Total plan assets at end of year2010-12-31$1,472,688
Total plan assets at beginning of year2010-12-31$1,316,737
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$147,655
Net income (gross income less expenses)2010-12-31$155,951
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,472,688
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,316,737
Total contributions received or receivable from employer(s)2010-12-31$71,759
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$71,759
Amount contributed by the employer to the plan for this plan year2010-12-31$71,759
2009 : RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE 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$67,072
Amount contributed by the employer to the plan for this plan year2009-12-31$67,072

Form 5500 Responses for RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE TRUST

2020: RETIREMENT PLAN OF RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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 RICHARD P. MELLON SEPARATE 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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