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FAMILY TREE SERVICE, INC. 401(K) PLAN 401k Plan overview

Plan NameFAMILY TREE SERVICE, INC. 401(K) PLAN
Plan identification number 001

FAMILY TREE SERVICE, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FAMILY TREE SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY TREE SERVICE, INC.
Employer identification number (EIN):412075122
NAIC Classification:561730
NAIC Description:Landscaping Services

Additional information about FAMILY TREE SERVICE, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2003-01-01
Company Identification Number: C2485438
Legal Registered Office Address: 100 Davidson Lane

Laytonville
United States of America (USA)
95454

More information about FAMILY TREE SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY TREE SERVICE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01TANYA MUSGRAVE2022-07-22
0012020-01-01MYLINDA SHAUL2021-07-15
0012019-01-01MYLINDA SHAUL2020-09-25
0012018-01-01MYLINDA SHAUL2019-06-20

Plan Statistics for FAMILY TREE SERVICE, INC. 401(K) PLAN

401k plan membership statisitcs for FAMILY TREE SERVICE, INC. 401(K) PLAN

Measure Date Value
2022: FAMILY TREE SERVICE, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2296
Total number of particpants at end of year2022-07-220
Number of Participants With Account Balances2022-07-220

Financial Data on FAMILY TREE SERVICE, INC. 401(K) PLAN

Measure Date Value
2022 : FAMILY TREE SERVICE, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-22-518565
Total expenses incurred by plan in this plan year2022-07-223949
Net assets as of the end of the plan year2022-07-220
Total assets as of the beginning of the plan year2022-07-22398173
Value of plan covered by a fidelity bond2022-07-2259710
Participant contributions to plan in this plan year2022-07-2274662
Other income to plan in this plan year2022-07-2241844
Plan net income in this plan year2022-07-22120392
Net assets as of the end of the plan year2022-07-220
Net assets as of the beginning of the plan year2022-07-22398173
Employer contributions to plan in this plan year2022-07-227835
Fees paid to broker by Benefit Provider2022-07-221077
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-223949

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