RICHARD A. MELLON 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. 2
401k plan membership statisitcs for RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2
| Measure | Date | Value |
|---|
| 2023: RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 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 | 11 |
| 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 | 13 |
| Total participants | 2023-01-01 | 13 |
| Number of participants with account balances | 2023-01-01 | 13 |
| 2022: RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
| 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 | 18 |
| Total participants | 2022-01-01 | 18 |
| Number of participants with account balances | 2022-01-01 | 18 |
| 2021: RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 19 |
| 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 | 20 |
| Total participants | 2021-01-01 | 20 |
| Number of participants with account balances | 2021-01-01 | 20 |
| Measure | Date | Value |
|---|
| 2023 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $193,711 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $273,288 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $273,288 |
| Total plan assets at end of year | 2023-12-31 | $1,171,368 |
| Total plan assets at beginning of year | 2023-12-31 | $1,250,945 |
| Value of fidelity bond covering the plan | 2023-12-31 | $273,000 |
| Other income received | 2023-12-31 | $161,328 |
| Net income (gross income less expenses) | 2023-12-31 | $-79,577 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,171,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,250,945 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $32,383 |
| 2022 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-163,809 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $727,343 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $727,343 |
| Total plan assets at end of year | 2022-12-31 | $1,250,945 |
| Total plan assets at beginning of year | 2022-12-31 | $2,142,097 |
| Value of fidelity bond covering the plan | 2022-12-31 | $295,000 |
| Other income received | 2022-12-31 | $-202,436 |
| Net income (gross income less expenses) | 2022-12-31 | $-891,152 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,250,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,142,097 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $38,627 |
| 2021 : RETIREMENT PLAN OF RICHARD A. MELLON SEPARATE TRUST NO. 2 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $190,173 |
| Total plan assets at end of year | 2021-12-31 | $2,142,097 |
| Total plan assets at beginning of year | 2021-12-31 | $1,951,924 |
| Value of fidelity bond covering the plan | 2021-12-31 | $307,000 |
| Other income received | 2021-12-31 | $147,166 |
| Net income (gross income less expenses) | 2021-12-31 | $190,173 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,142,097 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,951,924 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $43,007 |
| 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 | $43,007 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $43,007 |
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