SEWARD PROSSER MELLON 1942 TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST
401k plan membership statisitcs for RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST
Measure | Date | Value |
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2023: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
Total of all active and inactive participants | 2023-01-01 | 11 |
Total participants | 2023-01-01 | 11 |
Number of participants with account balances | 2023-01-01 | 11 |
2022: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
Total of all active and inactive participants | 2022-01-01 | 16 |
Total participants | 2022-01-01 | 16 |
Number of participants with account balances | 2022-01-01 | 16 |
2021: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 17 |
Total of all active and inactive participants | 2021-01-01 | 17 |
Total participants | 2021-01-01 | 17 |
Number of participants with account balances | 2021-01-01 | 17 |
2020: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Total participants | 2020-01-01 | 17 |
Number of participants with account balances | 2020-01-01 | 17 |
2019: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Total participants | 2018-01-01 | 18 |
Number of participants with account balances | 2018-01-01 | 18 |
2017: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
Total of all active and inactive participants | 2017-01-01 | 18 |
Total participants | 2017-01-01 | 18 |
Number of participants with account balances | 2017-01-01 | 18 |
2016: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
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 | 20 |
Total participants | 2016-01-01 | 20 |
Number of participants with account balances | 2016-01-01 | 20 |
2015: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
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 | 19 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
2014: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
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 | 20 |
Total participants | 2014-01-01 | 20 |
Number of participants with account balances | 2014-01-01 | 20 |
2013: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18 |
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 | 20 |
Total participants | 2013-01-01 | 20 |
Number of participants with account balances | 2013-01-01 | 20 |
2012: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18 |
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 | 20 |
Total participants | 2012-01-01 | 20 |
Number of participants with account balances | 2012-01-01 | 20 |
2011: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 21 |
2009: RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
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 | 18 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Measure | Date | Value |
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2023 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $84,519 |
Expenses. Total of all expenses incurred | 2023-12-31 | $177,391 |
Benefits paid (including direct rollovers) | 2023-12-31 | $177,391 |
Total plan assets at end of year | 2023-12-31 | $417,851 |
Total plan assets at beginning of year | 2023-12-31 | $510,723 |
Value of fidelity bond covering the plan | 2023-12-31 | $112,000 |
Other income received | 2023-12-31 | $64,621 |
Net income (gross income less expenses) | 2023-12-31 | $-92,872 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $417,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $510,723 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $19,898 |
2022 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-110,318 |
Expenses. Total of all expenses incurred | 2022-12-31 | $229,785 |
Benefits paid (including direct rollovers) | 2022-12-31 | $229,785 |
Total plan assets at end of year | 2022-12-31 | $510,723 |
Total plan assets at beginning of year | 2022-12-31 | $850,826 |
Value of fidelity bond covering the plan | 2022-12-31 | $117,000 |
Other income received | 2022-12-31 | $-135,507 |
Net income (gross income less expenses) | 2022-12-31 | $-340,103 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $510,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $850,826 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $25,189 |
2021 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $113,417 |
Total plan assets at end of year | 2021-12-31 | $850,826 |
Total plan assets at beginning of year | 2021-12-31 | $737,409 |
Value of fidelity bond covering the plan | 2021-12-31 | $116,000 |
Other income received | 2021-12-31 | $84,938 |
Net income (gross income less expenses) | 2021-12-31 | $113,417 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $850,826 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $737,409 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $28,479 |
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 | $28,479 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $28,479 |
2020 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $118,654 |
Expenses. Total of all expenses incurred | 2020-12-31 | $12,881 |
Benefits paid (including direct rollovers) | 2020-12-31 | $12,881 |
Total plan assets at end of year | 2020-12-31 | $737,409 |
Total plan assets at beginning of year | 2020-12-31 | $631,636 |
Value of fidelity bond covering the plan | 2020-12-31 | $114,000 |
Other income received | 2020-12-31 | $91,441 |
Net income (gross income less expenses) | 2020-12-31 | $105,773 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $737,409 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $631,636 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $27,213 |
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 | $27,213 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $27,213 |
2019 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $131,601 |
Total plan assets at end of year | 2019-12-31 | $631,636 |
Total plan assets at beginning of year | 2019-12-31 | $500,035 |
Value of fidelity bond covering the plan | 2019-12-31 | $114,000 |
Other income received | 2019-12-31 | $105,993 |
Net income (gross income less expenses) | 2019-12-31 | $131,601 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $631,636 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $500,035 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $25,608 |
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 | $25,608 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $25,608 |
2018 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-6,985 |
Total plan assets at end of year | 2018-12-31 | $500,035 |
Total plan assets at beginning of year | 2018-12-31 | $507,020 |
Value of fidelity bond covering the plan | 2018-12-31 | $115,000 |
Other income received | 2018-12-31 | $-31,386 |
Net income (gross income less expenses) | 2018-12-31 | $-6,985 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $500,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $507,020 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $24,401 |
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 | $24,401 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $24,401 |
2017 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $93,246 |
Expenses. Total of all expenses incurred | 2017-12-31 | $3,591 |
Benefits paid (including direct rollovers) | 2017-12-31 | $3,591 |
Total plan assets at end of year | 2017-12-31 | $507,020 |
Total plan assets at beginning of year | 2017-12-31 | $417,365 |
Value of fidelity bond covering the plan | 2017-12-31 | $116,000 |
Other income received | 2017-12-31 | $70,282 |
Net income (gross income less expenses) | 2017-12-31 | $89,655 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $507,020 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $417,365 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $22,964 |
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 | $22,964 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $22,964 |
2016 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $55,128 |
Total plan assets at end of year | 2016-12-31 | $417,365 |
Total plan assets at beginning of year | 2016-12-31 | $362,237 |
Value of fidelity bond covering the plan | 2016-12-31 | $114,000 |
Other income received | 2016-12-31 | $33,825 |
Net income (gross income less expenses) | 2016-12-31 | $55,128 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $417,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $362,237 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $21,303 |
2015 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $12,072 |
Expenses. Total of all expenses incurred | 2015-12-31 | $104,601 |
Benefits paid (including direct rollovers) | 2015-12-31 | $104,601 |
Total plan assets at end of year | 2015-12-31 | $362,237 |
Total plan assets at beginning of year | 2015-12-31 | $454,766 |
Value of fidelity bond covering the plan | 2015-12-31 | $123,000 |
Other income received | 2015-12-31 | $-7,797 |
Net income (gross income less expenses) | 2015-12-31 | $-92,529 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $362,237 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $454,766 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $19,869 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $104,601 |
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 | $19,869 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $19,869 |
2014 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $42,880 |
Total plan assets at end of year | 2014-12-31 | $454,766 |
Total plan assets at beginning of year | 2014-12-31 | $411,886 |
Value of fidelity bond covering the plan | 2014-12-31 | $124,000 |
Other income received | 2014-12-31 | $24,051 |
Net income (gross income less expenses) | 2014-12-31 | $42,880 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $454,766 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $411,886 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $18,829 |
2013 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $69,568 |
Expenses. Total of all expenses incurred | 2013-12-31 | $905 |
Benefits paid (including direct rollovers) | 2013-12-31 | $905 |
Total plan assets at end of year | 2013-12-31 | $411,886 |
Total plan assets at beginning of year | 2013-12-31 | $343,223 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Other income received | 2013-12-31 | $51,871 |
Net income (gross income less expenses) | 2013-12-31 | $68,663 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $411,886 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $343,223 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,697 |
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 | $17,697 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $17,697 |
2012 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $55,250 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,812 |
Benefits paid (including direct rollovers) | 2012-12-31 | $4,812 |
Total plan assets at end of year | 2012-12-31 | $343,223 |
Total plan assets at beginning of year | 2012-12-31 | $292,785 |
Value of fidelity bond covering the plan | 2012-12-31 | $123,000 |
Other income received | 2012-12-31 | $34,287 |
Net income (gross income less expenses) | 2012-12-31 | $50,438 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $343,223 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $292,785 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $20,963 |
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 | $20,963 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $20,963 |
2011 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $20,913 |
Total plan assets at end of year | 2011-12-31 | $292,785 |
Total plan assets at beginning of year | 2011-12-31 | $271,872 |
Value of fidelity bond covering the plan | 2011-12-31 | $124,000 |
Other income received | 2011-12-31 | $1,522 |
Net income (gross income less expenses) | 2011-12-31 | $20,913 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $292,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $271,872 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $19,391 |
2010 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $44,810 |
Total plan assets at end of year | 2010-12-31 | $271,872 |
Total plan assets at beginning of year | 2010-12-31 | $227,062 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Other income received | 2010-12-31 | $27,018 |
Net income (gross income less expenses) | 2010-12-31 | $44,810 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $271,872 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $227,062 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $17,792 |
2009 : RETIREMENT PLAN OF SEWARD PROSSER MELLON 1942 TRUST 2009 401k financial data |
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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 | $16,391 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $16,391 |