The Davey 401ksop And Esop — Form 5500 plan (The Davey Tree Expert Company)
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, The Davey 401ksop And Esop is a benefit plan reported by The Davey Tree Expert Company under EIN 34-0176110 and plan number 004. The latest loaded filing year is 2023. The filing reports 9,218 participants and $402,588,204 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Davey Tree Expert Company
- EIN
- 34-0176110
- Plan number
- 004
- Plan type
- 2
- Location
- Kent, OH
- Latest filing year
- 2023
- Participants
- 9,218
- End-of-year plan assets
- $402,588,204
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,218 | H, C | 20241015092526NAL0027942705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $402,588,204
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,588,204
- Net assets (BOY)
- $343,262,543
Income & contributions
- Employer contributions
- $10,414,460
- Participant contributions
- $19,882,681
- Total contributions
- $36,581,727
- Total income / additions
- $101,900,174
Expenses & distributions
- Benefits paid
- $42,219,084
- Administrative expenses
- $355,429
- Total expenses
- $42,574,513
- Net increase / (decrease)
- $59,325,661
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Argent Trust Company | CONTRACT ADMINISTRATOR | $160,972 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,439 | $0 | 2023 |
| Management Planning Inc | CONTRACT ADMINISTRATOR | $42,974 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Davey Tree Expert Company
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Kent, OH
- Argent Trust Company — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Management Planning Inc — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation