Retirement Plan Of Cassandra M. Milbury Separate Trust — Form 5500 plan (Cassandra M. Milbury Separate Trust)
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 Cassandra M. Milbury Separate Trust is a benefit plan reported by Cassandra M. Milbury Separate Trust under EIN 25-6437506 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $2,028,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cassandra M. Milbury Separate Trust
- EIN
- 25-6437506
- Plan number
- 001
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $2,028,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240701081201NAL0003977409003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,028,271
- Net assets (EOY)
- $2,028,271
- Net assets (BOY)
- $2,143,890
Income & contributions
- Employer contributions
- $93,171
- Total income / additions
- $374,873
Expenses & distributions
- Benefits paid
- $490,492
- Total expenses
- $490,492
- Net increase / (decrease)
- -$115,619
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.