| Plan Name | PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | SHADE TREE SERVICE COMPANY |
| Employer identification number (EIN): | 430684695 |
| NAIC Classification: | 238900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-06-01 | ||||
| 001 | 2020-06-01 | ||||
| 001 | 2019-06-01 | ||||
| 001 | 2017-06-01 | ||||
| 001 | 2015-06-01 | ||||
| 001 | 2013-06-01 | JAMES BAKER | 2015-03-03 | ||
| 001 | 2012-06-01 | JIM BAKER | 2014-02-10 | ||
| 001 | 2011-06-01 | JIM BAKER | 2013-02-12 | ||
| 001 | 2010-06-01 | JIM BAKER | |||
| 001 | 2009-06-01 | JIM BAKER |
| Measure | Date | Value |
|---|---|---|
| 2010: PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-06-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 47 |
| Total of all active and inactive participants | 2010-06-01 | 47 |
| Total participants | 2010-06-01 | 47 |
| Number of participants with account balances | 2010-06-01 | 47 |
| 2009: PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-06-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 47 |
| Total of all active and inactive participants | 2009-06-01 | 47 |
| Total participants | 2009-06-01 | 47 |
| Number of participants with account balances | 2009-06-01 | 47 |
| Measure | Date | Value |
|---|---|---|
| 2011 : PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY 2011 401k financial data | ||
| Total income from all sources | 2011-05-31 | $1,187,870 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $216,674 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $185,521 |
| Total plan assets at end of year | 2011-05-31 | $6,950,616 |
| Total plan assets at beginning of year | 2011-05-31 | $5,979,420 |
| Value of fidelity bond covering the plan | 2011-05-31 | $600,000 |
| Other income received | 2011-05-31 | $934,001 |
| Net income (gross income less expenses) | 2011-05-31 | $971,196 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $6,950,616 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $5,979,420 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $253,869 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $31,153 |
| 2010: PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY 2010 form 5500 responses | ||
|---|---|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROFIT SHARING PLAN AND TRUST OF SHADE TREE SERVICE COMPANY 2009 form 5500 responses | ||
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |