2023 Form 5500 filing — Stanley Tree Service 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 20241015134115NAL0016514051001) for Stanley Tree Service Employee Stock Ownership Plan, reported by Stanley Tree Service Inc. under EIN 05-0468308 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$36.3MReported net assets-$36,318,168
Participants224
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015134115NAL0016514051001
Plan sponsor
Stanley Tree Service Inc.
EIN
05-0468308
Plan number
002
Location
Smithfield, RI
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)$4.4M total assets
Net assets-$36.3MLiabilities$40.7M
Money in vs. money out
Total income / additions$1.9M
Total expenses$498.4K
Benefits paid / distributions$11.3K
Contributions
Employer$1.4M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$4,410,000
Total liabilities (EOY)
$40,728,168
Net assets (EOY)
-$36,318,168
Employer contributions
$1,404,105
Total income / additions
$1,879,105
Benefits paid
$11,321
Administrative expenses
$0
Total expenses
$498,437
Net increase / (decrease)
$1,380,668

Related Form 5500 pages