2023 Form 5500 filing — Shawnee Mission Tree Service, Inc. 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 20241015173449NAL0015180611001) for Shawnee Mission Tree Service, Inc. Profit Sharing Plan, reported by Shawnee Mission Tree Service, In under EIN 48-0833928 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015173449NAL0015180611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shawnee Mission Tree Service, In
- EIN
- 48-0833928
- Plan number
- 001
- Location
- Shawnee, KS
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,808,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,808,268
- Employer contributions
- $135,959
- Participant contributions
- $392,749
- Total income / additions
- $987,072
- Benefits paid
- $183,216
- Administrative expenses
- $32,926
- Total expenses
- $216,142
- Net increase / (decrease)
- $770,930
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $16,262 | $0 |
| Boan, Connealy & Houlehan LLC | ACCOUNTANT | $13,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $11,794 | $0 |