Townsend Tree Service Company, Inc. Salaried Employees Retirement Savings Plan — Form 5500 plan (Townsend Tree Service Company, 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, Townsend Tree Service Company, Inc. Salaried Employees Retirement Savings Plan is a benefit plan reported by Townsend Tree Service Company, Inc. under EIN 35-1038926 and plan number 003. The latest loaded filing year is 2023. The filing reports 260 participants and $13,754,158 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Townsend Tree Service Company, Inc.
EIN
35-1038926
Plan number
003
Plan type
2
Location
Muncie, IN
Latest filing year
2023
Participants
260
End-of-year plan assets
$13,754,158

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240919075200NAL0005811633001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,754,158
Total liabilities (EOY)
$0
Net assets (EOY)
$13,754,158
Net assets (BOY)
$11,816,745

Income & contributions

Employer contributions
$148,708
Participant contributions
$814,033
Total contributions
$962,741
Total income / additions
$3,097,052

Expenses & distributions

Benefits paid
$1,101,824
Administrative expenses
$49,634
Total expenses
$1,151,458
Net increase / (decrease)
$1,945,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Merchants Trust CompanyTPA$49,634not reported in the loaded dataset2023

Related Form 5500 pages