Plan5500

Special Tree, Ltd. Employees' Salary Savings & Retirement Plan — Form 5500 plan (Special Tree, Ltd.)

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, Special Tree, Ltd. Employees' Salary Savings & Retirement Plan is a benefit plan reported by Special Tree, Ltd. under EIN 38-2702063 and plan number 001. The latest loaded filing year is 2023. The filing reports 644 participants and $17,009,954 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17MPlan net assets, end of year$17,009,954
Participants644Covered participants reported
Assets / participant$26.4KComputed: assets ÷ participants$26,413 (computed)
Provider compensation$75K2 Schedule C provider row(s)$75,049
Plan sponsor
Special Tree, Ltd.
EIN
38-2702063
Plan number
001
Plan type
3
Location
Romulus, MI
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    644 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$17M total assets
Net assets$17MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$515.9K
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$17,009,954
Total liabilities (EOY)
$0
Net assets (EOY)
$17,009,954
Net assets (BOY)
$15,499,478

Income & contributions

Employer contributions
$515,904
Participant contributions
$1,485,280
Total contributions
$2,216,199
Total income / additions
$4,988,951

Expenses & distributions

Benefits paid
$3,397,537
Administrative expenses
$75,049
Total expenses
$3,478,475
Net increase / (decrease)
$1,510,476
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$44.3K
    RECORDKEEPER · Direct $44.3K · Indirect $0
  2. 2
    Capfinancial Partners LLC$30.8K
    ADVISOR · Direct $30.8K

What to inspect next

Frequently asked questions

Who sponsors the Special Tree, Ltd. Employees' Salary Savings & Retirement Plan?
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan is reported as sponsored by Special Tree, Ltd. (EIN 38-2702063, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Special Tree, Ltd. Employees' Salary Savings & Retirement Plan?
The latest Form 5500 filing year loaded for Special Tree, Ltd. Employees' Salary Savings & Retirement Plan is 2023.
How many participants does Special Tree, Ltd. Employees' Salary Savings & Retirement Plan report?
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reports 644 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Special Tree, Ltd. Employees' Salary Savings & Retirement Plan?
Special Tree, Ltd. Employees' Salary Savings & Retirement Plan reports $17,009,954 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages