How many benefit plans does Cassandra M. Milbury 1940 Trust report on Form 5500?

Cassandra M. Milbury 1940 Trust (EIN 25-6017442) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Cassandra M. Milbury 1940 Trust?

The Employer Identification Number (EIN) reported for Cassandra M. Milbury 1940 Trust is 25-6017442.

What is the latest Form 5500 filing year for Cassandra M. Milbury 1940 Trust?

The latest loaded Form 5500 filing year for Cassandra M. Milbury 1940 Trust is 2023.

Cassandra M. Milbury 1940 Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cassandra M. Milbury 1940 Trust (EIN 25-6017442) is a plan sponsor located in Ligonier, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 25-6017442
Location: Ligonier, PA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Cassandra M. Milbury 1940 Trust

1 loaded plans hold $417.9K in reported assets.
The largest, Retirement Plan Of Cassandra M. Milbury 1940 Trust, holds 100% of this company's reported plan assets.
Plans cover 16 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$417.9KSummed across loaded plans$417,851

Total reported assets$417.9K$417,851

Total reported participants16

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$417.9K total assets

Net assets$417.9KLiabilities—

Contributions & income

Employer contributions$19.9K

Participant contributionsNot reported

Total income / additions$84.5K

Expenses & distributions

Benefits paid / distributions$177.4K

Total expenses$177.4K

Net increase / (decrease)-$92.9K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Retirement Plan Of Cassandra M. Milbury 1940 Trust

Participants per plan16Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Retirement Plan Of Cassandra M. Milbury 1940 Trust$417.9K
Plan #002 · 16 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cassandra M. Milbury 1940 Trust. Open one for its full reported snapshot.

2023
Retirement Plan Of Cassandra M. Milbury 1940 Trust16 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cassandra M. Milbury 1940 Trust report on Form 5500?: Cassandra M. Milbury 1940 Trust (EIN 25-6017442) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cassandra M. Milbury 1940 Trust?: The Employer Identification Number (EIN) reported for Cassandra M. Milbury 1940 Trust is 25-6017442.
What is the latest Form 5500 filing year for Cassandra M. Milbury 1940 Trust?: The latest loaded Form 5500 filing year for Cassandra M. Milbury 1940 Trust is 2023.