Asplundh Tree Expert, LLC — 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, Asplundh Tree Expert, LLC (EIN 23-1277550) is a plan sponsor located in Willow Grove, PA with 3 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
23-1277550
Location
Willow Grove, PA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$611,794,786
Total reported net assets (EOY)
$611,794,786

Contributions & income

Employer contributions
$23,991,338
Participant contributions
$27,124,178
Total income / additions
$134,822,750

Expenses & distributions

Benefits paid / distributions
$58,296,008
Total expenses
$59,240,016
Net increase / (decrease)
$75,582,734

Coverage

Total reported participants
50,156
Plans with financial statements
2
Plans with provider compensation
2

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

Asplundh Tree Expert, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Asplundh Tree Expert, LLC Profit Sharing Plan0012,955$334,831,9372023
Vegetation And Utility Services Employees 401(K) Savings Plan00324,654$276,962,8492023
The Mybenefits Health And Welfare Plan51022,547not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Asplundh Tree Expert, LLC
YearPlanParticipantsSchedulesFiling
2023Vegetation And Utility Services Employees 401(K) Savings Plan24,654H, C20241011131513NAL0010952675002
2023Asplundh Tree Expert, LLC Profit Sharing Plan2,955H, C20241011132706NAL0010965315001
2023The Mybenefits Health And Welfare Plan22,54720241014083743NAL0013017443001

Related Form 5500 pages