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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$334.8MReported net assets$334,831,937
Participants3K2,955
Provider compensation$185K3 Schedule C row(s)$185,021
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011132706NAL0010965315001
- Plan sponsor
- Asplundh Tree Expert, LLC
- EIN
- 23-1277550
- Plan number
- 001
- Location
- Willow Grove, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$334.8M total assets
Net assets$334.8MLiabilities—
Full reported line items
- 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
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 |