401k Plan data: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN plan

THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name	THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN
Plan identification number	001

THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE DAVEY TREE EXPERT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE DAVEY TREE EXPERT COMPANY

Employer identification number (EIN): 340176110

NAIC Classification: 561730
NAIC Description: Landscaping Services

Additional information about THE DAVEY TREE EXPERT COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1909-02-04

Company Identification Number: 24861

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about THE DAVEY TREE EXPERT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOSEPH PAUL
001 2016-01-01 JOSEPH PAUL
001 2015-01-01 JOSEPH R. PAUL
001 2014-01-01 JOSEPH R. PAUL
001 2013-01-01 JOSEPH R. PAUL
001 2012-01-01 JOSEPH R. PAUL
001 2011-01-01 DAVID ADANTE
001 2010-01-01 DAVID ADANTE
001 2009-01-01 DAVID ADANTE
001 2009-01-01 DAVID ADANTE
001 2009-01-01 DAVID ADANTE
001 2009-01-01 DAVID ADANTE

Plan Statistics for THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN

Measure Date Value
2019: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 16,810,413
Acturial value of plan assets 2018-12-31 16,810,413
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 549,154
Number of terminated vested participants 2018-12-31 119
Fundng target for terminated vested participants 2018-12-31 1,221,530
Active participant vested funding target 2018-12-31 9,802,192
Number of active participants 2018-12-31 1,178
Total funding liabilities for active participants 2018-12-31 9,823,366
Total participant count 2018-12-31 1,308
Total funding target for all participants 2018-12-31 11,594,050
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 9,192,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 9,741,176
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 278,055
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 1,654
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 32
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 231
Total participants 2018-01-01 231
2017: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 14,532,550
Acturial value of plan assets 2017-12-31 14,658,984
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,342,088
Number of terminated vested participants 2017-12-31 274
Fundng target for terminated vested participants 2017-12-31 3,565,580
Active participant vested funding target 2017-12-31 10,619,063
Number of active participants 2017-12-31 1,317
Total funding liabilities for active participants 2017-12-31 10,645,295
Total participant count 2017-12-31 1,651
Total funding target for all participants 2017-12-31 16,552,963
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 2,038,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,164,358
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 10,900,000
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 10,043,571
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 502,508
Net shortfall amortization installment of oustanding balance 2017-12-31 1,893,979
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 851,181
Additional cash requirement 2017-12-31 851,181
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 10,043,571
Unpaid minimum required contributions for current year 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 2,158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,317
Number of retired or separated participants receiving benefits 2017-01-01 60
Number of other retired or separated participants entitled to future benefits 2017-01-01 274
Total of all active and inactive participants 2017-01-01 1,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 1,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 15,896,045
Acturial value of plan assets 2016-12-31 16,417,410
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 931,968
Number of terminated vested participants 2016-12-31 752
Fundng target for terminated vested participants 2016-12-31 6,829,165
Active participant vested funding target 2016-12-31 10,570,848
Number of active participants 2016-12-31 1,373
Total funding liabilities for active participants 2016-12-31 10,594,192
Total participant count 2016-12-31 2,147
Total funding target for all participants 2016-12-31 18,355,325
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 918,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 976,911
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 3,100,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 2,847,652
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 489,269
Net shortfall amortization installment of oustanding balance 2016-12-31 1,937,915
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 809,458
Additional cash requirement 2016-12-31 809,458
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,847,652
Unpaid minimum required contributions for current year 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 2,333
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,373
Number of retired or separated participants receiving benefits 2016-01-01 22
Number of other retired or separated participants entitled to future benefits 2016-01-01 752
Total of all active and inactive participants 2016-01-01 2,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 11
Total participants 2016-01-01 2,158
2015: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,812
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,531
Number of retired or separated participants receiving benefits 2015-01-01 167
Number of other retired or separated participants entitled to future benefits 2015-01-01 632
Total of all active and inactive participants 2015-01-01 2,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 2,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,122
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,699
Number of retired or separated participants receiving benefits 2014-01-01 391
Number of other retired or separated participants entitled to future benefits 2014-01-01 722
Total of all active and inactive participants 2014-01-01 2,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,686
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,912
Number of retired or separated participants receiving benefits 2013-01-01 372
Number of other retired or separated participants entitled to future benefits 2013-01-01 838
Total of all active and inactive participants 2013-01-01 3,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,049
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,085
Number of retired or separated participants receiving benefits 2012-01-01 362
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,232
Total of all active and inactive participants 2012-01-01 3,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 7
Total participants 2012-01-01 3,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25
2011: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,976
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,547
Number of retired or separated participants receiving benefits 2011-01-01 343
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,111
Total of all active and inactive participants 2011-01-01 4,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 48
Total participants 2011-01-01 4,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 118
2010: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4,173
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,476
Number of retired or separated participants receiving benefits 2010-01-01 290
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,145
Total of all active and inactive participants 2010-01-01 3,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 65
Total participants 2010-01-01 3,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 250
2009: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,500
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,775
Number of retired or separated participants receiving benefits 2009-01-01 288
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,050
Total of all active and inactive participants 2009-01-01 4,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 60
Total participants 2009-01-01 4,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 357

Measure	Date	Value
2019: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	16,810,413
Acturial value of plan assets	2018-12-31	16,810,413
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	549,154
Number of terminated vested participants	2018-12-31	119
Fundng target for terminated vested participants	2018-12-31	1,221,530
Active participant vested funding target	2018-12-31	9,802,192
Number of active participants	2018-12-31	1,178
Total funding liabilities for active participants	2018-12-31	9,823,366
Total participant count	2018-12-31	1,308
Total funding target for all participants	2018-12-31	11,594,050
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	9,192,390
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	9,741,176
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	278,055
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	1,654
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	32
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	231
Total participants	2018-01-01	231
2017: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	14,532,550
Acturial value of plan assets	2017-12-31	14,658,984
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,342,088
Number of terminated vested participants	2017-12-31	274
Fundng target for terminated vested participants	2017-12-31	3,565,580
Active participant vested funding target	2017-12-31	10,619,063
Number of active participants	2017-12-31	1,317
Total funding liabilities for active participants	2017-12-31	10,645,295
Total participant count	2017-12-31	1,651
Total funding target for all participants	2017-12-31	16,552,963
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	2,038,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,164,358
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	10,900,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	10,043,571
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	502,508
Net shortfall amortization installment of oustanding balance	2017-12-31	1,893,979
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	851,181
Additional cash requirement	2017-12-31	851,181
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	10,043,571
Unpaid minimum required contributions for current year	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	2,158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,317
Number of retired or separated participants receiving benefits	2017-01-01	60
Number of other retired or separated participants entitled to future benefits	2017-01-01	274
Total of all active and inactive participants	2017-01-01	1,651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	1,654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	15,896,045
Acturial value of plan assets	2016-12-31	16,417,410
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	931,968
Number of terminated vested participants	2016-12-31	752
Fundng target for terminated vested participants	2016-12-31	6,829,165
Active participant vested funding target	2016-12-31	10,570,848
Number of active participants	2016-12-31	1,373
Total funding liabilities for active participants	2016-12-31	10,594,192
Total participant count	2016-12-31	2,147
Total funding target for all participants	2016-12-31	18,355,325
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	918,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	976,911
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	3,100,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	2,847,652
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	489,269
Net shortfall amortization installment of oustanding balance	2016-12-31	1,937,915
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	809,458
Additional cash requirement	2016-12-31	809,458
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,847,652
Unpaid minimum required contributions for current year	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	2,333
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,373
Number of retired or separated participants receiving benefits	2016-01-01	22
Number of other retired or separated participants entitled to future benefits	2016-01-01	752
Total of all active and inactive participants	2016-01-01	2,147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	11
Total participants	2016-01-01	2,158
2015: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,812
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,531
Number of retired or separated participants receiving benefits	2015-01-01	167
Number of other retired or separated participants entitled to future benefits	2015-01-01	632
Total of all active and inactive participants	2015-01-01	2,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	2,333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,122
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,699
Number of retired or separated participants receiving benefits	2014-01-01	391
Number of other retired or separated participants entitled to future benefits	2014-01-01	722
Total of all active and inactive participants	2014-01-01	2,812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2,812
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,686
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,912
Number of retired or separated participants receiving benefits	2013-01-01	372
Number of other retired or separated participants entitled to future benefits	2013-01-01	838
Total of all active and inactive participants	2013-01-01	3,122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3,122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,049
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,085
Number of retired or separated participants receiving benefits	2012-01-01	362
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,232
Total of all active and inactive participants	2012-01-01	3,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	7
Total participants	2012-01-01	3,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25
2011: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,976
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,547
Number of retired or separated participants receiving benefits	2011-01-01	343
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,111
Total of all active and inactive participants	2011-01-01	4,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	48
Total participants	2011-01-01	4,049
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	118
2010: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4,173
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,476
Number of retired or separated participants receiving benefits	2010-01-01	290
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,145
Total of all active and inactive participants	2010-01-01	3,911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	65
Total participants	2010-01-01	3,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	250
2009: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,500
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,775
Number of retired or separated participants receiving benefits	2009-01-01	288
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,050
Total of all active and inactive participants	2009-01-01	4,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	60
Total participants	2009-01-01	4,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	357

Financial Data on THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN

Measure	Date	Value
2019 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,671,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$5,671,983
Total income from all sources (including contributions)	2019-12-31	$35,144
Total income from all sources (including contributions)	2019-12-31	$35,144
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$120,925
Total of all expenses incurred	2019-12-31	$120,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$5,757,764
Value of total assets at beginning of year	2019-12-31	$5,757,764
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$117,607
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$117,607
Total interest from all sources	2019-12-31	$35,144
Total interest from all sources	2019-12-31	$35,144
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Administrative expenses professional fees incurred	2019-12-31	$99,955
Administrative expenses professional fees incurred	2019-12-31	$99,955
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,074,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$5,074,000
Administrative expenses (other) incurred	2019-12-31	$9,317
Administrative expenses (other) incurred	2019-12-31	$9,317
Liabilities. Value of operating payables at beginning of year	2019-12-31	$35,515
Liabilities. Value of operating payables at beginning of year	2019-12-31	$35,515
Total non interest bearing cash at beginning of year	2019-12-31	$2,000,000
Total non interest bearing cash at beginning of year	2019-12-31	$2,000,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-85,781
Value of net income/loss	2019-12-31	$-85,781
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$85,781
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$85,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,335
Investment advisory and management fees	2019-12-31	$8,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,757,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,757,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$35,144
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$35,144
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,318
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$562,468
Did the plan have assets held for investment	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm name	2019-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2019-12-31	431947695
Accountancy firm EIN	2019-12-31	431947695
2018 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$5,671,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$22,574
Total income from all sources (including contributions)	2018-12-31	$2,192,491
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$19,243,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$18,858,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,000,000
Value of total assets at end of year	2018-12-31	$5,757,764
Value of total assets at beginning of year	2018-12-31	$17,159,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$385,403
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$175,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$175,440
Administrative expenses professional fees incurred	2018-12-31	$261,748
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$562,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$54,282
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$5,074,000
Administrative expenses (other) incurred	2018-12-31	$96,792
Liabilities. Value of operating payables at end of year	2018-12-31	$35,515
Liabilities. Value of operating payables at beginning of year	2018-12-31	$22,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-17,051,206
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$85,781
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,136,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$26,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,757,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,105,279
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$5,074,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$17,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,000,000
Employer contributions (assets) at end of year	2018-12-31	$2,000,000
Employer contributions (assets) at beginning of year	2018-12-31	$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$13,221,826
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$562,468
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2018-12-31	431947695
2017 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$22,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$27,857
Total income from all sources (including contributions)	2017-12-31	$11,713,621
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$9,157,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$8,679,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,900,000
Value of total assets at end of year	2017-12-31	$17,159,561
Value of total assets at beginning of year	2017-12-31	$14,608,628
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$477,850
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$245,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$245,446
Administrative expenses professional fees incurred	2017-12-31	$121,283
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$54,282
Administrative expenses (other) incurred	2017-12-31	$331,315
Liabilities. Value of operating payables at end of year	2017-12-31	$22,574
Liabilities. Value of operating payables at beginning of year	2017-12-31	$27,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,556,216
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,136,987
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,580,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$25,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,105,279
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$11,508,628
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$8,345,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$568,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$10,900,000
Employer contributions (assets) at end of year	2017-12-31	$10,000,000
Employer contributions (assets) at beginning of year	2017-12-31	$3,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$333,837
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2017-12-31	431947695
2016 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$27,857
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$18,628
Total income from all sources (including contributions)	2016-12-31	$3,421,538
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,815,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,240,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,100,000
Value of total assets at end of year	2016-12-31	$14,608,628
Value of total assets at beginning of year	2016-12-31	$15,993,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$574,848
Total interest from all sources	2016-12-31	$5,185
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$181,889
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$74,200
Administrative expenses (other) incurred	2016-12-31	$360,488
Liabilities. Value of operating payables at end of year	2016-12-31	$27,857
Liabilities. Value of operating payables at beginning of year	2016-12-31	$18,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,393,935
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$14,580,771
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,974,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$32,471
Interest earned on other investments	2016-12-31	$5,185
Value of interest in master investment trust accounts at end of year	2016-12-31	$11,508,628
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$14,919,134
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$39,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$3,100,000
Employer contributions (assets) at end of year	2016-12-31	$3,100,000
Employer contributions (assets) at beginning of year	2016-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,201,425
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2016-12-31	431947695
2015 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$18,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,345,953
Total income from all sources (including contributions)	2015-12-31	$834,294
Total of all expenses incurred	2015-12-31	$6,070,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$5,652,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,000,000
Value of total assets at end of year	2015-12-31	$15,993,334
Value of total assets at beginning of year	2015-12-31	$25,556,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$417,910
Total interest from all sources	2015-12-31	$425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$94,242
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$74,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,297,200
Administrative expenses (other) incurred	2015-12-31	$277,026
Liabilities. Value of operating payables at end of year	2015-12-31	$18,628
Liabilities. Value of operating payables at beginning of year	2015-12-31	$48,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,235,781
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,974,706
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$21,210,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$46,642
Interest earned on other investments	2015-12-31	$425
Value of interest in master investment trust accounts at end of year	2015-12-31	$14,919,134
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$24,556,440
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$4,939,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,000,000
Employer contributions (assets) at end of year	2015-12-31	$1,000,000
Employer contributions (assets) at beginning of year	2015-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$712,565
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2015-12-31	431947695
2014 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,345,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$27,620
Total income from all sources (including contributions)	2014-12-31	$1,800,325
Total of all expenses incurred	2014-12-31	$6,025,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$5,630,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,250,025
Value of total assets at end of year	2014-12-31	$25,556,440
Value of total assets at beginning of year	2014-12-31	$25,463,293
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$395,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$117,703
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$25
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,297,200
Administrative expenses (other) incurred	2014-12-31	$220,374
Liabilities. Value of operating payables at end of year	2014-12-31	$48,753
Liabilities. Value of operating payables at beginning of year	2014-12-31	$27,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-4,225,186
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$21,210,487
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$25,435,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$57,218
Value of interest in master investment trust accounts at end of year	2014-12-31	$24,556,440
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$24,430,159
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$4,297,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,250,000
Employer contributions (assets) at end of year	2014-12-31	$1,000,000
Employer contributions (assets) at beginning of year	2014-12-31	$1,033,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,333,016
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2014-12-31	431947695
2013 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$27,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$20,047
Total income from all sources (including contributions)	2013-12-31	$5,326,306
Total of all expenses incurred	2013-12-31	$1,828,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,491,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,320,966
Value of total assets at end of year	2013-12-31	$25,463,293
Value of total assets at beginning of year	2013-12-31	$21,958,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$337,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$82,425
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$193,062
Liabilities. Value of operating payables at end of year	2013-12-31	$27,620
Liabilities. Value of operating payables at beginning of year	2013-12-31	$20,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,497,331
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$25,435,673
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$21,938,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$62,167
Value of interest in master investment trust accounts at end of year	2013-12-31	$24,430,159
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$21,870,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,320,966
Employer contributions (assets) at end of year	2013-12-31	$1,033,134
Employer contributions (assets) at beginning of year	2013-12-31	$87,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,491,321
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2013-12-31	431947695
2012 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$20,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$30,566
Total income from all sources (including contributions)	2012-12-31	$3,270,612
Total of all expenses incurred	2012-12-31	$2,477,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,166,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$400,340
Value of total assets at end of year	2012-12-31	$21,958,389
Value of total assets at beginning of year	2012-12-31	$21,175,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$310,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$80,968
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$20
Administrative expenses (other) incurred	2012-12-31	$170,823
Liabilities. Value of operating payables at end of year	2012-12-31	$20,047
Liabilities. Value of operating payables at beginning of year	2012-12-31	$30,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$793,178
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$21,938,342
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$21,145,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$58,753
Value of interest in master investment trust accounts at end of year	2012-12-31	$21,870,525
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$20,944,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$400,320
Employer contributions (assets) at end of year	2012-12-31	$87,864
Employer contributions (assets) at beginning of year	2012-12-31	$231,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,166,890
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2012-12-31	431947695
2011 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$30,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$80,748
Total income from all sources (including contributions)	2011-12-31	$-138,682
Total of all expenses incurred	2011-12-31	$1,395,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,107,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$653,453
Value of total assets at end of year	2011-12-31	$21,175,730
Value of total assets at beginning of year	2011-12-31	$22,760,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$288,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$73,554
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$40
Administrative expenses (other) incurred	2011-12-31	$136,027
Liabilities. Value of operating payables at end of year	2011-12-31	$30,566
Liabilities. Value of operating payables at beginning of year	2011-12-31	$80,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-1,534,482
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$21,145,164
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$22,679,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$78,493
Value of interest in master investment trust accounts at end of year	2011-12-31	$20,944,156
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$22,696,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$653,413
Employer contributions (assets) at end of year	2011-12-31	$231,574
Employer contributions (assets) at beginning of year	2011-12-31	$63,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,107,726
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$80,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$78,263
Total income from all sources (including contributions)	2010-12-31	$2,787,074
Total of all expenses incurred	2010-12-31	$1,544,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$981,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$63,759
Value of total assets at end of year	2010-12-31	$22,760,394
Value of total assets at beginning of year	2010-12-31	$21,515,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$562,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$49,180
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$65
Administrative expenses (other) incurred	2010-12-31	$159,845
Liabilities. Value of operating payables at end of year	2010-12-31	$80,748
Liabilities. Value of operating payables at beginning of year	2010-12-31	$78,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,242,434
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$22,679,646
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$21,437,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$353,832
Value of interest in master investment trust accounts at end of year	2010-12-31	$22,696,700
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$21,515,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$63,694
Employer contributions (assets) at end of year	2010-12-31	$63,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$981,783
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2010-12-31	366055558

Form 5500 Responses for THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN

2019: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE DAVEY TREE EXPERT COMPANY EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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THE DAVEY TREE MASTER TRUST [EIN = 341351132]

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Company Name:	THE DAVEY TREE EXPERT COMPANY
Employer identification number (EIN):	340176110
NAIC Classification:	561730
NAIC Description:	Landscaping Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1909-02-04
Company Identification Number:	24861
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114