2023 Form 5500 filing — Vegetation And Utility Services Employees 401(K) 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 20241011131513NAL0010952675002) for Vegetation And Utility Services Employees 401(K) Savings Plan, reported by Asplundh Tree Expert, LLC under EIN 23-1277550 and plan number 003. It reports 24,654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011131513NAL0010952675002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Asplundh Tree Expert, LLC
- EIN
- 23-1277550
- Plan number
- 003
- Location
- Willow Grove, PA
- Participants
- 24,654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $276,962,849
- Net assets (EOY)
- $276,962,849
- Employer contributions
- $8,242,125
- Participant contributions
- $27,124,178
- Total income / additions
- $75,275,437
- Benefits paid
- $24,906,678
- Administrative expenses
- $502,903
- Total expenses
- $25,665,665
- Net increase / (decrease)
- $49,609,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $468,186 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $19,374 | not reported in the loaded dataset |
| Kreischer Miller | NONE | $15,200 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $25 | $0 |