| Plan Name | A & A TREE EXPERTS, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | A & A TREE EXPERTS, INC. |
| Employer identification number (EIN): | 520628497 |
| NAIC Classification: | 561730 |
| NAIC Description: | Landscaping Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-04-01 | ||||
| 001 | 2022-04-01 | ||||
| 001 | 2021-04-01 | ||||
| 001 | 2020-04-01 | ||||
| 001 | 2018-04-01 | ||||
| 001 | 2017-04-01 | ||||
| 001 | 2016-04-01 | ||||
| 001 | 2015-04-01 | ||||
| 001 | 2014-04-01 | MATTHEW ANACKER | 2015-09-03 | ||
| 001 | 2013-04-01 | MATTHEW ANACKER | 2014-10-30 | ||
| 001 | 2012-04-01 | KAREN ROUTHIER | 2013-07-17 | ||
| 001 | 2011-04-01 | KAREN ROUTHIER | 2012-07-24 | ||
| 001 | 2010-04-01 | KAREN ROUTHIER | 2011-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2024: A & A TREE EXPERTS, INC. PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-09-16 | 20 |
| Total number of particpants at end of year | 2024-09-16 | 18 |
| Number of Participants With Account Balances | 2024-09-16 | 17 |
| Measure | Date | Value |
|---|---|---|
| 2024 : A & A TREE EXPERTS, INC. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-16 | 214788 |
| Net assets as of the end of the plan year | 2024-09-16 | 670374 |
| Total assets as of the beginning of the plan year | 2024-09-16 | 732729 |
| Value of plan covered by a fidelity bond | 2024-09-16 | 300000 |
| Participant contributions to plan in this plan year | 2024-09-16 | 26737 |
| Value of participant loans at end of plan year | 2024-09-16 | 19981 |
| Other income to plan in this plan year | 2024-09-16 | 113393 |
| Plan net income in this plan year | 2024-09-16 | -62355 |
| Net assets as of the end of the plan year | 2024-09-16 | 670374 |
| Net assets as of the beginning of the plan year | 2024-09-16 | 732729 |
| Employer contributions to plan in this plan year | 2024-09-16 | 12303 |
| Fees paid to broker by Benefit Provider | 2024-09-16 | 2259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-16 | 3334 |