2023 Form 5500 filing — Townsend Tree Service Company, Inc. Salaried Employees Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919075200NAL0005811633001) for Townsend Tree Service Company, Inc. Salaried Employees Retirement Savings Plan, reported by Townsend Tree Service Company, Inc. under EIN 35-1038926 and plan number 003. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919075200NAL0005811633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Townsend Tree Service Company, Inc.
- EIN
- 35-1038926
- Plan number
- 003
- Location
- Muncie, IN
- Participants
- 260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,754,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,754,158
- Employer contributions
- $148,708
- Participant contributions
- $814,033
- Total income / additions
- $3,097,052
- Benefits paid
- $1,101,824
- Administrative expenses
- $49,634
- Total expenses
- $1,151,458
- Net increase / (decrease)
- $1,945,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Merchants Trust Company | TPA | $49,634 | not reported in the loaded dataset |