Retirement Plan Of Seward Prosser Mellon Separate Trust — Form 5500 plan (Seward Prosser Mellon)
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 Seward Prosser Mellon Separate Trust is a benefit plan reported by Seward Prosser Mellon under EIN 25-6437497 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $2,022,981 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seward Prosser Mellon
- EIN
- 25-6437497
- Plan number
- 001
- Plan type
- 2
- Location
- Ligonier, PA
- Latest filing year
- 2023
- Participants
- 19
- End-of-year plan assets
- $2,022,981
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19 | I | 20240701081201NAL0003633873002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,022,981
- Net assets (EOY)
- $2,022,981
- Net assets (BOY)
- $2,138,854
Income & contributions
- Employer contributions
- $93,171
- Total income / additions
- $374,619
Expenses & distributions
- Benefits paid
- $490,492
- Total expenses
- $490,492
- Net increase / (decrease)
- -$115,873
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.