401k Plan data: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST plan

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

Plan Name	RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST
Plan identification number	001

RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST Benefits

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

401k Sponsoring company profile

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

Company Name: CASSANDRA M. MILBURY SEPARATE TRUST

Employer identification number (EIN): 256437506

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 LAWRENCE S. BUSCH
001 2017-01-01 LAWRENCE S. BUSCH
001 2016-01-01 LAWRENCE S. BUSCH
001 2015-01-01 LAWRENCE S. BUSCH
001 2014-01-01 LAWRENCE S. BUSCH
001 2013-01-01 LAWRENCE S. BUSCH
001 2012-01-01 LAWRENCE S. BUSCH
001 2011-01-01 LAWRENCE S BUSCH
001 2010-01-01 LAWRENCE S BUSCH
001 2009-01-01 LAWRENCE S BUSCH

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

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

Measure Date Value
2022: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 19
Total participants 2022-01-01 19
Number of participants with account balances 2022-01-01 19
2021: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 21
Total participants 2021-01-01 21
Number of participants with account balances 2021-01-01 21
2020: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 20
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 21
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
2019: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 22
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 22
2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 22
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 21
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 22
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 22
2016: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 21
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 23
Total participants 2016-01-01 23
Number of participants with account balances 2016-01-01 23
2015: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 20
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 22
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
2014: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 23
Total participants 2014-01-01 23
Number of participants with account balances 2014-01-01 23
2013: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 21
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 23
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
2012: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 21
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 23
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
2011: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 24
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
2010: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 22
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
2009: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 21
Total participants 2009-01-01 21
Number of participants with account balances 2009-01-01 21

Measure	Date	Value
2022: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	19
Total participants	2022-01-01	19
Number of participants with account balances	2022-01-01	19
2021: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	21
Total participants	2021-01-01	21
Number of participants with account balances	2021-01-01	21
2020: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	20
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	21
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
2019: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	22
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	22
2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	22
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	21
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	22
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	22
2016: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	21
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	23
Total participants	2016-01-01	23
Number of participants with account balances	2016-01-01	23
2015: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	20
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	22
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
2014: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	23
Total participants	2014-01-01	23
Number of participants with account balances	2014-01-01	23
2013: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	21
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	23
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
2012: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	21
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	23
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
2011: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	24
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
2010: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	22
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
2009: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	21
Total participants	2009-01-01	21
Number of participants with account balances	2009-01-01	21

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

Measure	Date	Value
2022 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-233,628
Expenses. Total of all expenses incurred	2022-12-31	$738,759
Benefits paid (including direct rollovers)	2022-12-31	$738,759
Total plan assets at end of year	2022-12-31	$2,143,890
Total plan assets at beginning of year	2022-12-31	$3,116,277
Value of fidelity bond covering the plan	2022-12-31	$429,000
Other income received	2022-12-31	$-350,271
Net income (gross income less expenses)	2022-12-31	$-972,387
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,143,890
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,116,277
Total contributions received or receivable from employer(s)	2022-12-31	$116,643
2021 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$425,000
Total plan assets at end of year	2021-12-31	$3,116,277
Total plan assets at beginning of year	2021-12-31	$2,691,277
Value of fidelity bond covering the plan	2021-12-31	$424,000
Other income received	2021-12-31	$297,260
Net income (gross income less expenses)	2021-12-31	$425,000
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,116,277
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,691,277
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 CASSANDRA M. MILBURY SEPARATE TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$443,525
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	$2,691,277
Total plan assets at beginning of year	2020-12-31	$2,287,385
Value of fidelity bond covering the plan	2020-12-31	$413,000
Other income received	2020-12-31	$321,070
Net income (gross income less expenses)	2020-12-31	$403,892
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,691,277
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,287,385
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 CASSANDRA M. MILBURY SEPARATE TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$480,128
Total plan assets at end of year	2019-12-31	$2,287,385
Total plan assets at beginning of year	2019-12-31	$1,807,257
Value of fidelity bond covering the plan	2019-12-31	$412,000
Other income received	2019-12-31	$365,415
Net income (gross income less expenses)	2019-12-31	$480,128
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,287,385
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,807,257
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 CASSANDRA M. MILBURY SEPARATE TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$1,930
Total plan assets at end of year	2018-12-31	$1,807,257
Total plan assets at beginning of year	2018-12-31	$1,805,327
Value of fidelity bond covering the plan	2018-12-31	$410,000
Other income received	2018-12-31	$-105,187
Net income (gross income less expenses)	2018-12-31	$1,930
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,807,257
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,805,327
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 CASSANDRA M. MILBURY SEPARATE TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$334,890
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	$1,805,327
Total plan assets at beginning of year	2017-12-31	$1,476,823
Value of fidelity bond covering the plan	2017-12-31	$407,000
Other income received	2017-12-31	$234,268
Net income (gross income less expenses)	2017-12-31	$328,504
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,805,327
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,476,823
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 CASSANDRA M. MILBURY SEPARATE TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$211,427
Total plan assets at end of year	2016-12-31	$1,476,823
Total plan assets at beginning of year	2016-12-31	$1,265,396
Value of fidelity bond covering the plan	2016-12-31	$398,000
Other income received	2016-12-31	$118,210
Net income (gross income less expenses)	2016-12-31	$211,427
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,476,823
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,265,396
Total contributions received or receivable from employer(s)	2016-12-31	$93,217
2015 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$66,765
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	$1,265,396
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	$-20,077
Net income (gross income less expenses)	2015-12-31	$-128,963
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,265,396
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 CASSANDRA M. MILBURY SEPARATE TRUST 2014 401k financial data
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 CASSANDRA M. MILBURY SEPARATE TRUST 2013 401k financial data
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 CASSANDRA M. MILBURY SEPARATE TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$183,817
Expenses. Total of all expenses incurred	2012-12-31	$81,355
Benefits paid (including direct rollovers)	2012-12-31	$81,355
Total plan assets at end of year	2012-12-31	$1,017,170
Total plan assets at beginning of year	2012-12-31	$914,708
Value of fidelity bond covering the plan	2012-12-31	$388,000
Other income received	2012-12-31	$99,790
Net income (gross income less expenses)	2012-12-31	$102,462
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	$914,708
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 CASSANDRA M. MILBURY SEPARATE TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$81,803
Total plan assets at end of year	2011-12-31	$914,708
Total plan assets at beginning of year	2011-12-31	$832,905
Value of fidelity bond covering the plan	2011-12-31	$388,000
Other income received	2011-12-31	$2,803
Net income (gross income less expenses)	2011-12-31	$81,803
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$914,708
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$832,905
Total contributions received or receivable from employer(s)	2011-12-31	$79,000
2010 : RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$153,660
Expenses. Total of all expenses incurred	2010-12-31	$63,463
Benefits paid (including direct rollovers)	2010-12-31	$63,463
Total plan assets at end of year	2010-12-31	$832,905
Total plan assets at beginning of year	2010-12-31	$742,708
Value of fidelity bond covering the plan	2010-12-31	$383,000
Other income received	2010-12-31	$81,901
Net income (gross income less expenses)	2010-12-31	$90,197
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$832,905
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$742,708
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 CASSANDRA M. MILBURY 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

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

2022: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RETIREMENT PLAN OF CASSANDRA M. MILBURY SEPARATE TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CASSANDRA M. MILBURY SEPARATE TRUST
Employer identification number (EIN):	256437506
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services