Seward Prosser Mellon — 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, Seward Prosser Mellon (EIN 25-6437500) 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
25-6437500
Location
Ligonier, PA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,264,994
Total reported net assets (EOY)
$1,264,994

Contributions & income

Employer contributions
$64,765
Total income / additions
$235,370

Expenses & distributions

Benefits paid / distributions
$287,086
Total expenses
$287,086
Net increase / (decrease)
-$51,716

Coverage

Total reported participants
18
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Seward Prosser Mellon plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Retirement Plan Of Seward Prosser Mellon Separate Trust For Children00118$1,264,9942023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Seward Prosser Mellon
YearPlanParticipantsSchedulesFiling
2023Retirement Plan Of Seward Prosser Mellon Separate Trust For Children18I20240701081201NAL0003633873006

Related Form 5500 pages