Lucas Tree 401(K) Plan — Form 5500 plan (John Lucas Tree Expert Co.)
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, Lucas Tree 401(K) Plan is a benefit plan reported by John Lucas Tree Expert Co. under EIN 01-0110890 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $14,904,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- John Lucas Tree Expert Co.
- EIN
- 01-0110890
- Plan number
- 001
- Plan type
- 2
- Location
- Falmouth, ME
- Latest filing year
- 2023
- Participants
- 359
- End-of-year plan assets
- $14,904,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20240826123407NAL0005466227002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,904,925
- Net assets (EOY)
- $14,904,925
- Net assets (BOY)
- $12,181,472
Income & contributions
- Employer contributions
- $478,011
- Participant contributions
- $809,194
- Total contributions
- $1,360,818
- Total income / additions
- $3,332,254
Expenses & distributions
- Benefits paid
- $575,237
- Administrative expenses
- $30,180
- Total expenses
- $608,801
- Net increase / (decrease)
- $2,723,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | BROKER/INVEST MENT ADVISO | $39,212 | $0 | 2023 |
| Baker Newman & Noyes LLC | AUDITOR | $11,600 | $0 | 2023 |
| Hub International New England | CONTRACT ADMI N | $10,270 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for John Lucas Tree Expert Co.
- 2023 Form 5500 filing
- Form 5500 filings in ME
- 401(k) and benefit plan filings in Falmouth, ME
- Commonwealth Financial Network — Schedule C compensation
- Baker Newman & Noyes LLC — Schedule C compensation
- Hub International New England — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation