401k Plan data: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 plan

RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 401k Plan overview

Plan Name	RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1
Plan identification number	001

RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 Benefits

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

401k Sponsoring company profile

W. RUSSELL G. BYERS, JR. has sponsored the creation of one or more 401k plans.

Company Name: W. RUSSELL G. BYERS, JR.

Employer identification number (EIN): 256437498

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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1

401k plan membership statisitcs for RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1

Measure Date Value
2023: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2023 401k membership
Total participants, beginning-of-year 2023-01-01 18
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 1
Total of all active and inactive participants 2023-01-01 13
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 13
2022: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. 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 3
Total of all active and inactive participants 2022-01-01 18
Total participants 2022-01-01 18
Number of participants with account balances 2022-01-01 18
2021: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. 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 20
2020: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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
2023: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2023 401k membership
Total participants, beginning-of-year	2023-01-01	18
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	1
Total of all active and inactive participants	2023-01-01	13
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	13
2022: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. 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	3
Total of all active and inactive participants	2022-01-01	18
Total participants	2022-01-01	18
Number of participants with account balances	2022-01-01	18
2021: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. 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	20
2020: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1

Measure	Date	Value
2023 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2023 401k financial data
Total income from all sources	2023-12-31	$183,760
Expenses. Total of all expenses incurred	2023-12-31	$245,246
Benefits paid (including direct rollovers)	2023-12-31	$245,246
Total plan assets at end of year	2023-12-31	$948,489
Total plan assets at beginning of year	2023-12-31	$1,009,975
Value of fidelity bond covering the plan	2023-12-31	$221,000
Other income received	2023-12-31	$137,175
Net income (gross income less expenses)	2023-12-31	$-61,486
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$948,489
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,009,975
Total contributions received or receivable from employer(s)	2023-12-31	$46,585
2022 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2022 401k financial data
Total income from all sources	2022-12-31	$-172,960
Expenses. Total of all expenses incurred	2022-12-31	$385,316
Benefits paid (including direct rollovers)	2022-12-31	$385,316
Total plan assets at end of year	2022-12-31	$1,009,975
Total plan assets at beginning of year	2022-12-31	$1,568,251
Value of fidelity bond covering the plan	2022-12-31	$216,000
Other income received	2022-12-31	$-231,282
Net income (gross income less expenses)	2022-12-31	$-558,276
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,009,975
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,568,251
Total contributions received or receivable from employer(s)	2022-12-31	$58,322
2021 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2021 401k financial data
Total income from all sources	2021-12-31	$212,122
Total plan assets at end of year	2021-12-31	$1,568,251
Total plan assets at beginning of year	2021-12-31	$1,356,129
Value of fidelity bond covering the plan	2021-12-31	$214,000
Other income received	2021-12-31	$148,252
Net income (gross income less expenses)	2021-12-31	$212,122
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,568,251
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,356,129
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
2020 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2020 401k financial data
Total income from all sources	2020-12-31	$221,292
Expenses. Total of all expenses incurred	2020-12-31	$19,818
Benefits paid (including direct rollovers)	2020-12-31	$19,818
Total plan assets at end of year	2020-12-31	$1,356,129
Total plan assets at beginning of year	2020-12-31	$1,154,655
Value of fidelity bond covering the plan	2020-12-31	$209,000
Other income received	2020-12-31	$160,064
Net income (gross income less expenses)	2020-12-31	$201,474
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,356,129
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,154,655
Total contributions received or receivable from employer(s)	2020-12-31	$61,228
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	$61,228
Amount contributed by the employer to the plan for this plan year	2020-12-31	$61,228
2019 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2019 401k financial data
Total income from all sources	2019-12-31	$246,803
Total plan assets at end of year	2019-12-31	$1,154,655
Total plan assets at beginning of year	2019-12-31	$907,852
Value of fidelity bond covering the plan	2019-12-31	$207,000
Other income received	2019-12-31	$189,446
Net income (gross income less expenses)	2019-12-31	$246,803
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,154,655
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$907,852
Total contributions received or receivable from employer(s)	2019-12-31	$57,357
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	$57,357
Amount contributed by the employer to the plan for this plan year	2019-12-31	$57,357
2018 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2018 401k financial data
Total income from all sources	2018-12-31	$-3,521
Total plan assets at end of year	2018-12-31	$907,852
Total plan assets at beginning of year	2018-12-31	$911,373
Value of fidelity bond covering the plan	2018-12-31	$207,000
Other income received	2018-12-31	$-57,079
Net income (gross income less expenses)	2018-12-31	$-3,521
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$907,852
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$911,373
Total contributions received or receivable from employer(s)	2018-12-31	$53,558
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	$53,558
Amount contributed by the employer to the plan for this plan year	2018-12-31	$53,558
2017 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2017 401k financial data
Total income from all sources	2017-12-31	$175,703
Expenses. Total of all expenses incurred	2017-12-31	$3,193
Benefits paid (including direct rollovers)	2017-12-31	$3,193
Total plan assets at end of year	2017-12-31	$911,373
Total plan assets at beginning of year	2017-12-31	$738,863
Value of fidelity bond covering the plan	2017-12-31	$203,000
Other income received	2017-12-31	$125,392
Net income (gross income less expenses)	2017-12-31	$172,510
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$911,373
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$738,863
Total contributions received or receivable from employer(s)	2017-12-31	$50,311
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	$50,311
Amount contributed by the employer to the plan for this plan year	2017-12-31	$50,311
2016 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2016 401k financial data
Total income from all sources	2016-12-31	$106,165
Total plan assets at end of year	2016-12-31	$738,863
Total plan assets at beginning of year	2016-12-31	$632,698
Value of fidelity bond covering the plan	2016-12-31	$199,000
Other income received	2016-12-31	$59,557
Net income (gross income less expenses)	2016-12-31	$106,165
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$738,863
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$632,698
Total contributions received or receivable from employer(s)	2016-12-31	$46,608
2015 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2015 401k financial data
Total income from all sources	2015-12-31	$33,382
Expenses. Total of all expenses incurred	2015-12-31	$97,864
Benefits paid (including direct rollovers)	2015-12-31	$97,864
Total plan assets at end of year	2015-12-31	$632,698
Total plan assets at beginning of year	2015-12-31	$697,180
Value of fidelity bond covering the plan	2015-12-31	$191,000
Other income received	2015-12-31	$-10,039
Net income (gross income less expenses)	2015-12-31	$-64,482
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$632,698
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$697,180
Total contributions received or receivable from employer(s)	2015-12-31	$43,421
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$97,864
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	$43,421
Amount contributed by the employer to the plan for this plan year	2015-12-31	$43,421
2014 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2014 401k financial data
Total income from all sources	2014-12-31	$77,509
Total plan assets at end of year	2014-12-31	$697,180
Total plan assets at beginning of year	2014-12-31	$619,671
Value of fidelity bond covering the plan	2014-12-31	$191,000
Other income received	2014-12-31	$36,340
Net income (gross income less expenses)	2014-12-31	$77,509
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$697,180
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$619,671
Total contributions received or receivable from employer(s)	2014-12-31	$41,169
2013 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2013 401k financial data
Total income from all sources	2013-12-31	$115,060
Expenses. Total of all expenses incurred	2013-12-31	$3,974
Benefits paid (including direct rollovers)	2013-12-31	$3,974
Total plan assets at end of year	2013-12-31	$619,671
Total plan assets at beginning of year	2013-12-31	$508,585
Value of fidelity bond covering the plan	2013-12-31	$188,000
Other income received	2013-12-31	$77,072
Net income (gross income less expenses)	2013-12-31	$111,086
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$619,671
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$508,585
Total contributions received or receivable from employer(s)	2013-12-31	$37,988
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	$37,988
Amount contributed by the employer to the plan for this plan year	2013-12-31	$37,988
2012 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2012 401k financial data
Total income from all sources	2012-12-31	$91,909
Expenses. Total of all expenses incurred	2012-12-31	$41,270
Benefits paid (including direct rollovers)	2012-12-31	$41,270
Total plan assets at end of year	2012-12-31	$508,585
Total plan assets at beginning of year	2012-12-31	$457,946
Value of fidelity bond covering the plan	2012-12-31	$194,000
Other income received	2012-12-31	$49,895
Net income (gross income less expenses)	2012-12-31	$50,639
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$508,585
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$457,946
Total contributions received or receivable from employer(s)	2012-12-31	$42,014
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	$42,014
Amount contributed by the employer to the plan for this plan year	2012-12-31	$42,014
2011 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2011 401k financial data
Total income from all sources	2011-12-31	$40,889
Total plan assets at end of year	2011-12-31	$457,946
Total plan assets at beginning of year	2011-12-31	$417,057
Value of fidelity bond covering the plan	2011-12-31	$194,000
Other income received	2011-12-31	$1,389
Net income (gross income less expenses)	2011-12-31	$40,889
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$457,946
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$417,057
Total contributions received or receivable from employer(s)	2011-12-31	$39,500
2010 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2010 401k financial data
Total income from all sources	2010-12-31	$76,892
Expenses. Total of all expenses incurred	2010-12-31	$31,731
Benefits paid (including direct rollovers)	2010-12-31	$31,731
Total plan assets at end of year	2010-12-31	$417,057
Total plan assets at beginning of year	2010-12-31	$371,896
Value of fidelity bond covering the plan	2010-12-31	$192,000
Other income received	2010-12-31	$41,013
Net income (gross income less expenses)	2010-12-31	$45,161
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$417,057
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$371,896
Total contributions received or receivable from employer(s)	2010-12-31	$35,879
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	$35,879
Amount contributed by the employer to the plan for this plan year	2010-12-31	$35,879
2009 : RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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	$33,536
Amount contributed by the employer to the plan for this plan year	2009-12-31	$33,536

Form 5500 Responses for RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1

2023: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RETIREMENT PLAN OF W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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 W. RUSSELL G. BYERS, JR. SEPARATE TRUST NO. 1 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:	W. RUSSELL G. BYERS, JR.
Employer identification number (EIN):	256437498
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services