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

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

NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

NORTHERN TREE HOLDCO, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTHERN TREE HOLDCO, INC.
Employer identification number (EIN):042401206
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01TIMOTHY M. LAMOTTE2021-07-19
0012019-01-01TIMOTHY M. LAMOTTE2020-05-08
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012014-01-01
0012013-01-01
0012012-01-01TIMOTHY M. LAMOTTE2013-07-17
0012011-01-01TIMOTHY M. LAMOTTE2012-11-26
0012010-01-01TIMOTHY M. LAMOTTE2011-10-03

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

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

Measure Date Value
2020: NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01132
Total number of active participants reported on line 7a of the Form 55002020-01-0194
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01119
Number of participants with account balances2020-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01100
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113

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

Measure Date Value
2020 : NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,711,591
Total of all expenses incurred2020-12-31$249,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$183,395
Expenses. Certain deemed distributions of participant loans2020-12-31$57,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$598,843
Value of total assets at end of year2020-12-31$9,997,373
Value of total assets at beginning of year2020-12-31$8,535,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,337
Total interest from all sources2020-12-31$25,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,812
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$379,083
Participant contributions at end of year2020-12-31$171,168
Participant contributions at beginning of year2020-12-31$178,734
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,462,157
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,997,373
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,535,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,386,242
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,011,213
Interest on participant loans2020-12-31$11,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,439,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,345,269
Net investment gain/loss from pooled separate accounts2020-12-31$1,087,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$198,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$183,395
Contract administrator fees2020-12-31$1,525
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MP P.C.
Accountancy firm EIN2020-12-31043191789
2019 : NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,228,586
Total of all expenses incurred2019-12-31$497,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$483,761
Expenses. Certain deemed distributions of participant loans2019-12-31$10,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$979,980
Value of total assets at end of year2019-12-31$8,535,216
Value of total assets at beginning of year2019-12-31$6,803,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,450
Total interest from all sources2019-12-31$22,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$700,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$337,113
Participant contributions at end of year2019-12-31$178,734
Participant contributions at beginning of year2019-12-31$172,913
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,731,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,535,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,803,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$7,011,213
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,276,508
Interest on participant loans2019-12-31$10,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,345,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,354,475
Net investment gain/loss from pooled separate accounts2019-12-31$1,225,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$642,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$483,761
Contract administrator fees2019-12-31$3,450
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MP P.C.
Accountancy firm EIN2019-12-31043191789

Form 5500 Responses for NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN

2020: NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHERN TREE SERVICE, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814139
Policy instance 1
Insurance contract or identification number814139
Total amount of commissions paid to insurance brokerUSD $13,452
Total amount of fees paid to insurance companyUSD $4,112
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,452
Insurance broker organization code?3
Amount paid for insurance broker fees4112
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number814139
Policy instance 1
Insurance contract or identification number814139
Number of Individuals Covered99
Total amount of commissions paid to insurance brokerUSD $19,136
Total amount of fees paid to insurance companyUSD $3,716
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,136
Insurance broker organization code?3
Amount paid for insurance broker fees3716
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM

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