2023 Form 5500 filing — Btse Employee Stock Ownership 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 20240626152819NAL0018663538001) for Btse Employee Stock Ownership Plan, reported by Barrett Tree Service East, Inc. under EIN 26-0743647 and plan number 002. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$253.1KReported net assets$253,099
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240626152819NAL0018663538001
Plan sponsor
Barrett Tree Service East, Inc.
EIN
26-0743647
Plan number
002
Location
Medford, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$253.1K total assets
Net assets$253.1KLiabilities
Money in vs. money out
Total income / additions$153.7K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$120K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$253,099
Net assets (EOY)
$253,099
Employer contributions
$120,000
Total income / additions
$153,740
Total expenses
$0
Net increase / (decrease)
$153,740

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626152819NAL0018663538001 cover?
It is the 2023 Form 5500 filing for Btse Employee Stock Ownership Plan, reported by Barrett Tree Service East, Inc. (EIN 26-0743647).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages