RICHARD A. MELLON SEPARATE TRUST NO. 1 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1
401k plan membership statisitcs for RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 14 |
| Total participants | 2023-01-01 | 14 |
| Number of participants with account balances | 2023-01-01 | 14 |
| 2022: RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 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 RICHARD A. MELLON SEPARATE TRUST NO. 1 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 |
| Measure | Date | Value |
|---|
| 2024 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $227,061 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $448,712 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $448,712 |
| Total plan assets at end of year | 2024-01-01 | $2,073,517 |
| Total plan assets at beginning of year | 2024-01-01 | $2,295,168 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Other income received | 2024-01-01 | $178,151 |
| Net income (gross income less expenses) | 2024-01-01 | $-221,651 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $2,073,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,295,168 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $48,910 |
| 2023 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $366,092 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $720,733 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $720,733 |
| Total plan assets at end of year | 2023-12-31 | $2,295,168 |
| Total plan assets at beginning of year | 2023-12-31 | $2,649,809 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Other income received | 2023-12-31 | $319,507 |
| Net income (gross income less expenses) | 2023-12-31 | $-354,641 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,295,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,649,809 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $46,585 |
| 2022 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-365,087 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,274,263 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $1,274,263 |
| Total plan assets at end of year | 2022-12-31 | $2,649,809 |
| Total plan assets at beginning of year | 2022-12-31 | $4,289,159 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $-423,409 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,639,350 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,649,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,289,159 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $58,322 |
| 2021 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 1 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $529,205 |
| Total plan assets at end of year | 2021-12-31 | $4,289,159 |
| Total plan assets at beginning of year | 2021-12-31 | $3,759,954 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $465,335 |
| Net income (gross income less expenses) | 2021-12-31 | $529,205 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,289,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,759,954 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $63,870 |
| 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 | $63,870 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $63,870 |
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