The Lewis Tree Service Save Money And Reduce Taxes (Smart) Plan — Form 5500 plan (Lewis Tree Service, Inc.)
Plain-English plan 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, The Lewis Tree Service Save Money And Reduce Taxes (Smart) Plan is a benefit plan reported by Lewis Tree Service, Inc. under EIN 16-1004851 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,021 participants and $60,587,246 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Tree Service, Inc.
- EIN
- 16-1004851
- Plan number
- 002
- Plan type
- 2
- Location
- West Henrietta, NY
- Latest filing year
- 2023
- Participants
- 4,021
- End-of-year plan assets
- $60,587,246
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,021 | H, C | 20241009124636NAL0009203843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,587,246
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,587,246
- Net assets (BOY)
- $53,375,889
Income & contributions
- Employer contributions
- $739,999
- Participant contributions
- $9,280,113
- Total contributions
- $11,006,310
- Total income / additions
- $19,569,280
Expenses & distributions
- Benefits paid
- $12,024,646
- Administrative expenses
- $329,162
- Total expenses
- $12,357,923
- Net increase / (decrease)
- $7,211,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $329,162 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis Tree Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Henrietta, NY
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation