Retirement Plan Of R.K. Mellon Family Foundation — Form 5500 plan (R. K. Mellon Family Foundation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Plan Of R.K. Mellon Family Foundation is a benefit plan reported by R. K. Mellon Family Foundation under EIN 25-1356145 and plan number 002. The latest loaded filing year is 2023. The filing reports 16 participants and $1,023,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- R. K. Mellon Family Foundation
- EIN
- 25-1356145
- Plan number
- 002
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $1,023,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240701081201NAL0003977409012 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,023,571
- Net assets (EOY)
- $1,023,571
- Net assets (BOY)
- $892,313
Income & contributions
- Employer contributions
- $53,879
- Total income / additions
- $180,029
Expenses & distributions
- Benefits paid
- $48,771
- Total expenses
- $48,771
- Net increase / (decrease)
- $131,258
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.