Retirement Plan Of Richard A. Mellon Separate Trust No. 1 — Form 5500 plan (Richard A. Mellon Separate Trust No. 1)
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 Richard A. Mellon Separate Trust No. 1 is a benefit plan reported by Richard A. Mellon Separate Trust No. 1 under EIN 35-7284334 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $2,295,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard A. Mellon Separate Trust No. 1
- EIN
- 35-7284334
- Plan number
- 001
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $2,295,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240701081201NAL0003977409002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,295,168
- Net assets (EOY)
- $2,295,168
- Net assets (BOY)
- $2,649,809
Income & contributions
- Employer contributions
- $46,585
- Total income / additions
- $366,092
Expenses & distributions
- Benefits paid
- $720,733
- Total expenses
- $720,733
- Net increase / (decrease)
- -$354,641
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.