Plan5500

Special Tree, Ltd — 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, Special Tree, Ltd (EIN 38-2702063) is a plan sponsor located in Romulus, MI 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
38-2702063
Location
Romulus, MI
Loaded plans
2
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 Special Tree, Ltd

  • 2 loaded plans hold $17M in reported assets.
  • The largest, Special Tree, Ltd. Employees' Salary Savings & Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 834 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17MSummed across loaded plans$17,009,954
Total reported assets$17M$17,009,954
Total reported participants834
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17M total assets
Net assets$17MLiabilities$0
Contributions & income
Employer contributions$515.9K
Participant contributions$1.5M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$3.4M
Total expenses$3.5M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Special Tree, Ltd. Employees' Salary Savings & Retirement Plan
Participants per plan417Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Special Tree, Ltd. Employees' Salary Savings & Retirement Plan$17M
    Plan #001 · 644 participants · 2023
  2. 2
    Special Tree Ltd Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 190 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 Special Tree, Ltd. Open one for its full reported snapshot.

  1. 2023
    Special Tree Ltd Welfare Benefit Plan190 participants · 2No schedules
    View filing →
  2. 2023
    Special Tree, Ltd. Employees' Salary Savings & Retirement Plan644 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Special Tree, Ltd report on Form 5500?
Special Tree, Ltd (EIN 38-2702063) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Special Tree, Ltd?
The Employer Identification Number (EIN) reported for Special Tree, Ltd is 38-2702063.
What is the latest Form 5500 filing year for Special Tree, Ltd?
The latest loaded Form 5500 filing year for Special Tree, Ltd is 2023.

Related Form 5500 pages