Civic Intelligence

Richard a. Mellon

Plan context: Retirement Plan of Richard a. Mellon Separate Trust No. 2

EIN 35-7284332 • 4 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,071,511

2024 Contributions

$36,643

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,142,097$1,071,049$0202120232024YearValue
$1,071,511Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

19100202120232024YearValue
14Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024114$1,071,511$36,643$2,617iApproximate average salary by contribution assumption: employee only about $65,434 at 4% or $43,623 at 6%; with 50% employer match about $43,623 at 4% or $29,082 at 6%; with 100% employer match about $32,717 at 4% or $21,811 at 6%.
Retirement Plan of Richard a. Mellon Separate Trust No. 2-14$1,071,511$36,643$2,617iApproximate average salary by contribution assumption: employee only about $65,434 at 4% or $43,623 at 6%; with 50% employer match about $43,623 at 4% or $29,082 at 6%; with 100% employer match about $32,717 at 4% or $21,811 at 6%.
2023111$1,171,368$32,383$2,944iApproximate average salary by contribution assumption: employee only about $73,598 at 4% or $49,065 at 6%; with 50% employer match about $49,065 at 4% or $32,710 at 6%; with 100% employer match about $36,799 at 4% or $24,533 at 6%.
Retirement Plan of Richard a. Mellon Separate Trust No. 2-11$1,171,368$32,383$2,944iApproximate average salary by contribution assumption: employee only about $73,598 at 4% or $49,065 at 6%; with 50% employer match about $49,065 at 4% or $32,710 at 6%; with 100% employer match about $36,799 at 4% or $24,533 at 6%.
2022114$1,250,945$38,627$2,759iApproximate average salary by contribution assumption: employee only about $68,977 at 4% or $45,985 at 6%; with 50% employer match about $45,985 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
Retirement Plan of Richard a. Mellon Separate Trust No. 2-14$1,250,945$38,627$2,759iApproximate average salary by contribution assumption: employee only about $68,977 at 4% or $45,985 at 6%; with 50% employer match about $45,985 at 4% or $30,656 at 6%; with 100% employer match about $34,488 at 4% or $22,992 at 6%.
2021119$2,142,097$43,007$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,725 at 6%; with 50% employer match about $37,725 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.
Retirement Plan of Richard a. Mellon Separate Trust No. 2-19$2,142,097$43,007$2,264iApproximate average salary by contribution assumption: employee only about $56,588 at 4% or $37,725 at 6%; with 50% employer match about $37,725 at 4% or $25,150 at 6%; with 100% employer match about $28,294 at 4% or $18,863 at 6%.