Stanley Tree Service Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Stanley Tree Service Inc. under EIN 05-0468308 and plan number 002. The latest loaded filing year is 2023. The filing reports 224 participants and $4,410,000 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$36.3MPlan net assets, end of year-$36,318,168
Participants224Covered participants reported
Assets / participant$19.7KComputed: assets ÷ participants$19,688 (computed)
Provider compensationNone reported
Plan sponsor
Stanley Tree Service Inc.
EIN
05-0468308
Plan number
002
Plan type
2
Location
Smithfield, RI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023224H20241015134115NAL0016514051001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$4,410,000
Total liabilities (EOY)
$40,728,168
Net assets (EOY)
-$36,318,168
Net assets (BOY)
-$37,698,836

Income & contributions

Employer contributions
$1,404,105
Total contributions
$1,404,105
Total income / additions
$1,879,105

Expenses & distributions

Benefits paid
$11,321
Administrative expenses
$0
Total expenses
$498,437
Net increase / (decrease)
$1,380,668
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income1%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages