Shawnee Mission Tree Service, Inc. Profit Sharing Plan — Form 5500 plan (Shawnee Mission Tree Service, In)

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, Shawnee Mission Tree Service, Inc. Profit Sharing Plan is a benefit plan reported by Shawnee Mission Tree Service, In under EIN 48-0833928 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $3,808,268 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shawnee Mission Tree Service, In
EIN
48-0833928
Plan number
001
Plan type
2
Location
Shawnee, KS
Latest filing year
2023
Participants
205
End-of-year plan assets
$3,808,268

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20241015173449NAL0015180611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,808,268
Total liabilities (EOY)
$0
Net assets (EOY)
$3,808,268
Net assets (BOY)
$3,037,338

Income & contributions

Employer contributions
$135,959
Participant contributions
$392,749
Total contributions
$528,708
Total income / additions
$987,072

Expenses & distributions

Benefits paid
$183,216
Administrative expenses
$32,926
Total expenses
$216,142
Net increase / (decrease)
$770,930

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT/FINANCIAL ADVI$16,262$02023
Boan, Connealy & Houlehan LLCACCOUNTANT$13,000$02023
Adp, Inc.RECORD KEEPER$11,794$02023

Related Form 5500 pages