2023 Form 5500 filing — Asplundh Tree Expert, LLC Profit Sharing 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 20241011132706NAL0010965315001) for Asplundh Tree Expert, LLC Profit Sharing Plan, reported by Asplundh Tree Expert, LLC under EIN 23-1277550 and plan number 001. It reports 2,955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011132706NAL0010965315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asplundh Tree Expert, LLC
- EIN
- 23-1277550
- Plan number
- 001
- Location
- Willow Grove, PA
- Participants
- 2,955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $334,831,937
- Net assets (EOY)
- $334,831,937
- Employer contributions
- $15,749,213
- Total income / additions
- $59,547,313
- Benefits paid
- $33,389,330
- Administrative expenses
- $185,021
- Total expenses
- $33,574,351
- Net increase / (decrease)
- $25,972,962
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $125,115 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $45,206 | not reported in the loaded dataset |
| Kreischer Miller | NONE | $14,700 | not reported in the loaded dataset |