Stanley Tree Service, Inc. 401(K) Plan — Form 5500 plan (Stanley Tree Service Inc.)

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, Stanley Tree Service, Inc. 401(K) Plan is a benefit plan reported by Stanley Tree Service Inc. under EIN 05-0468308 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $6,050,819 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stanley Tree Service Inc.
EIN
05-0468308
Plan number
001
Plan type
2
Location
Smithfield, RI
Latest filing year
2023
Participants
237
End-of-year plan assets
$6,050,819

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241015084821NAL0048542816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,050,819
Total liabilities (EOY)
$0
Net assets (EOY)
$6,050,819
Net assets (BOY)
$4,574,917

Income & contributions

Employer contributions
$351,280
Participant contributions
$614,570
Total contributions
$967,743
Total income / additions
$1,682,515

Expenses & distributions

Benefits paid
$175,801
Administrative expenses
$30,812
Total expenses
$206,613
Net increase / (decrease)
$1,475,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sergio A Decurtis0$9,059not reported in the loaded dataset2023
New England Pension Plan Systems, L0$7,248not reported in the loaded dataset2023

Related Form 5500 pages