Plan5500

Asplundh Tree Expert, LLC Profit Sharing Plan — Form 5500 plan (Asplundh Tree Expert, LLC)

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, Asplundh Tree Expert, LLC Profit Sharing Plan is a benefit plan reported by Asplundh Tree Expert, LLC under EIN 23-1277550 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,955 participants and $334,831,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Asplundh Tree Expert, LLC
EIN
23-1277550
Plan number
001
Plan type
2
Location
Willow Grove, PA
Latest filing year
2023
Participants
2,955
End-of-year plan assets
$334,831,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,955H, C20241011132706NAL0010965315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$334,831,937
Net assets (EOY)
$334,831,937
Net assets (BOY)
$308,858,975

Income & contributions

Employer contributions
$15,749,213
Total contributions
$15,749,213
Total income / additions
$59,547,313

Expenses & distributions

Benefits paid
$33,389,330
Administrative expenses
$185,021
Total expenses
$33,574,351
Net increase / (decrease)
$25,972,962

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$125,115not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$45,206not reported in the loaded dataset2023
Kreischer MillerNONE$14,700not reported in the loaded dataset2023

Related Form 5500 pages