401k Plan data: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN plan

THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 401k Plan overview

Plan Name	THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN
Plan identification number	002

THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: LEWIS TREE SERVICE, INC.

Employer identification number (EIN): 161004851

NAIC Classification: 115310
NAIC Description: Support Activities for Forestry

Additional information about LEWIS TREE SERVICE, INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1973-01-24

Company Identification Number: 252362

Legal Registered Office Address: 300 Lucius Gordon Drive
Monroe
West Henrietta
United States of America (USA)
14586

More information about LEWIS TREE SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHAEL P O'CONNOR
002 2016-01-01 MICHAEL OCONNOR MICHAEL OCONNOR 2017-10-16
002 2015-01-01 RITA TUCKER
002 2014-01-01 MICHAEL O'CONNOR
002 2013-01-01 RITA TUCKER
002 2012-01-01 MICHAEL OCONNOR
002 2011-01-01 MICHAEL OCONNOR
002 2009-01-01 DANIEL OBERLIES
002 2009-01-01 DANIEL OBERLIES 2010-10-12

Plan Statistics for THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN

401k plan membership statisitcs for THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN

Measure Date Value
2022: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 4,169
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3,266
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 487
Total of all active and inactive participants 2022-01-01 3,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 3,758
Number of participants with account balances 2022-01-01 3,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4,235
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3,535
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 447
Total of all active and inactive participants 2021-01-01 3,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 5
Total participants 2021-01-01 3,987
Number of participants with account balances 2021-01-01 3,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4,505
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3,771
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 417
Total of all active and inactive participants 2020-01-01 4,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 4,190
Number of participants with account balances 2020-01-01 3,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4,746
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 3,901
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 322
Total of all active and inactive participants 2019-01-01 4,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 4,226
Number of participants with account balances 2019-01-01 3,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4,456
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,726
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 310
Total of all active and inactive participants 2018-01-01 4,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 4,037
Number of participants with account balances 2018-01-01 2,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4,924
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3,946
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 647
Total of all active and inactive participants 2017-01-01 4,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 4,597
Number of participants with account balances 2017-01-01 2,914
2016: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,555
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,633
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 1,282
Total of all active and inactive participants 2016-01-01 4,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 5
Total participants 2016-01-01 4,924
Number of participants with account balances 2016-01-01 3,216
2015: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,084
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3,025
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 528
Total of all active and inactive participants 2015-01-01 3,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 3,555
Number of participants with account balances 2015-01-01 2,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,974
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,618
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 464
Total of all active and inactive participants 2014-01-01 3,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 3,084
Number of participants with account balances 2014-01-01 1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 18
2013: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,693
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,587
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 385
Total of all active and inactive participants 2013-01-01 2,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 2,974
Number of participants with account balances 2013-01-01 1,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,109
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3,326
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 362
Total of all active and inactive participants 2012-01-01 3,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 3,693
Number of participants with account balances 2012-01-01 1,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,827
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,476
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 627
Total of all active and inactive participants 2011-01-01 3,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 3,109
Number of participants with account balances 2011-01-01 2,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2009: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,852
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,164
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 243
Total of all active and inactive participants 2009-01-01 2,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 2,410
Number of participants with account balances 2009-01-01 1,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	4,169
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3,266
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	487
Total of all active and inactive participants	2022-01-01	3,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	3,758
Number of participants with account balances	2022-01-01	3,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4,235
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3,535
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	447
Total of all active and inactive participants	2021-01-01	3,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	5
Total participants	2021-01-01	3,987
Number of participants with account balances	2021-01-01	3,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4,505
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3,771
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	417
Total of all active and inactive participants	2020-01-01	4,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	4,190
Number of participants with account balances	2020-01-01	3,622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4,746
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	3,901
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	322
Total of all active and inactive participants	2019-01-01	4,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	4,226
Number of participants with account balances	2019-01-01	3,608
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4,456
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,726
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	310
Total of all active and inactive participants	2018-01-01	4,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	4,037
Number of participants with account balances	2018-01-01	2,827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4,924
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3,946
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	647
Total of all active and inactive participants	2017-01-01	4,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	4,597
Number of participants with account balances	2017-01-01	2,914
2016: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,555
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,633
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	1,282
Total of all active and inactive participants	2016-01-01	4,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	5
Total participants	2016-01-01	4,924
Number of participants with account balances	2016-01-01	3,216
2015: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,084
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3,025
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	528
Total of all active and inactive participants	2015-01-01	3,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	3,555
Number of participants with account balances	2015-01-01	2,339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,974
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,618
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	464
Total of all active and inactive participants	2014-01-01	3,083
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	3,084
Number of participants with account balances	2014-01-01	1,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	18
2013: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,693
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,587
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	385
Total of all active and inactive participants	2013-01-01	2,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	2,974
Number of participants with account balances	2013-01-01	1,748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,109
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3,326
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	362
Total of all active and inactive participants	2012-01-01	3,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	3,693
Number of participants with account balances	2012-01-01	1,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,827
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,476
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	627
Total of all active and inactive participants	2011-01-01	3,108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	3,109
Number of participants with account balances	2011-01-01	2,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2009: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,852
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,164
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	243
Total of all active and inactive participants	2009-01-01	2,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	2,410
Number of participants with account balances	2009-01-01	1,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN

Measure	Date	Value
2022 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-33,864
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,718,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,345,651
Expenses. Certain deemed distributions of participant loans	2022-12-31	$10,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,670,648
Value of total assets at end of year	2022-12-31	$53,375,889
Value of total assets at beginning of year	2022-12-31	$61,128,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$362,410
Total interest from all sources	2022-12-31	$124,981
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$69,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$69,627
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,155,366
Participant contributions at end of year	2022-12-31	$2,373,916
Participant contributions at beginning of year	2022-12-31	$2,105,774
Participant contributions at end of year	2022-12-31	$172,331
Participant contributions at beginning of year	2022-12-31	$115,180
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$870,682
Other income not declared elsewhere	2022-12-31	$-279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,752,674
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$53,375,889
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$61,128,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,559,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,053,878
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,304,118
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,695,652
Interest on participant loans	2022-12-31	$124,981
Value of interest in common/collective trusts at end of year	2022-12-31	$46,949,355
Value of interest in common/collective trusts at beginning of year	2022-12-31	$54,147,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-558,648
Net investment gain/loss from pooled separate accounts	2022-12-31	$-270,804
Net investment gain or loss from common/collective trusts	2022-12-31	$-9,069,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$644,600
Employer contributions (assets) at end of year	2022-12-31	$16,995
Employer contributions (assets) at beginning of year	2022-12-31	$10,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,345,651
Contract administrator fees	2022-12-31	$362,410
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BONADIO & CO., LLP
Accountancy firm EIN	2022-12-31	161131146
2021 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$18,180,565
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,971,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,563,904
Expenses. Certain deemed distributions of participant loans	2021-12-31	$9,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$10,575,143
Value of total assets at end of year	2021-12-31	$61,128,563
Value of total assets at beginning of year	2021-12-31	$51,919,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$397,335
Total interest from all sources	2021-12-31	$108,791
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$55,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$55,900
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,231,765
Participant contributions at end of year	2021-12-31	$2,105,774
Participant contributions at beginning of year	2021-12-31	$1,789,779
Participant contributions at end of year	2021-12-31	$115,180
Participant contributions at beginning of year	2021-12-31	$117,507
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,702,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,209,348
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$61,128,563
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$51,919,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,053,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,589,021
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,695,652
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,184,320
Interest on participant loans	2021-12-31	$108,791
Value of interest in common/collective trusts at end of year	2021-12-31	$54,147,772
Value of interest in common/collective trusts at beginning of year	2021-12-31	$46,226,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$335,058
Net investment gain/loss from pooled separate accounts	2021-12-31	$290,431
Net investment gain or loss from common/collective trusts	2021-12-31	$6,815,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$640,604
Employer contributions (assets) at end of year	2021-12-31	$10,307
Employer contributions (assets) at beginning of year	2021-12-31	$11,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,563,904
Contract administrator fees	2021-12-31	$397,335
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BONADIO AND CO, LLP
Accountancy firm EIN	2021-12-31	161131146
2020 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$16,151,522
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$8,774,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,423,616
Expenses. Certain deemed distributions of participant loans	2020-12-31	$5,028
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,671,508
Value of total assets at end of year	2020-12-31	$51,919,215
Value of total assets at beginning of year	2020-12-31	$44,542,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$345,996
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$126,329
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$52,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$52,828
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$7,074,817
Participant contributions at end of year	2020-12-31	$1,789,779
Participant contributions at beginning of year	2020-12-31	$1,786,612
Participant contributions at end of year	2020-12-31	$117,507
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,135,166
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$139
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,376,882
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$51,919,215
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$44,542,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,589,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,746,172
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,184,320
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$816,252
Interest on participant loans	2020-12-31	$126,329
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$0
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$46,226,758
Value of interest in common/collective trusts at beginning of year	2020-12-31	$39,189,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$258,498
Net investment gain/loss from pooled separate accounts	2020-12-31	$171,534
Net investment gain or loss from common/collective trusts	2020-12-31	$5,870,825
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$461,525
Employer contributions (assets) at end of year	2020-12-31	$11,830
Employer contributions (assets) at beginning of year	2020-12-31	$4,166
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$8,423,477
Contract administrator fees	2020-12-31	$345,996
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	INSERO & CO. CPAS LLP
Accountancy firm EIN	2020-12-31	475324570
2019 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	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	$0
Total income from all sources (including contributions)	2019-12-31	$15,394,197
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,230,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,924,181
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-7,621
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,187,105
Value of total assets at end of year	2019-12-31	$44,542,333
Value of total assets at beginning of year	2019-12-31	$33,378,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$313,668
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$117,760
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$61,889
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$61,889
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$5,996,360
Participant contributions at end of year	2019-12-31	$1,786,612
Participant contributions at beginning of year	2019-12-31	$1,665,385
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,835,783
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$387
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$3,379
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
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	$11,163,969
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$44,542,333
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,378,364
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,746,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$888,109
Value of interest in pooled separate accounts at end of year	2019-12-31	$816,252
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$437,072
Interest on participant loans	2019-12-31	$117,760
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$0
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$39,189,131
Value of interest in common/collective trusts at beginning of year	2019-12-31	$30,387,798
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$321,460
Net investment gain/loss from pooled separate accounts	2019-12-31	$159,105
Net investment gain or loss from common/collective trusts	2019-12-31	$6,543,499
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$354,962
Employer contributions (assets) at end of year	2019-12-31	$4,166
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,923,794
Contract administrator fees	2019-12-31	$313,668
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	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	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	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	INSERO & COMPANY
Accountancy firm EIN	2019-12-31	475324570
2018 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$4,251,740
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$5,093,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,815,156
Expenses. Certain deemed distributions of participant loans	2018-12-31	$30,046
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,223,289
Value of total assets at end of year	2018-12-31	$33,378,364
Value of total assets at beginning of year	2018-12-31	$34,220,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$248,715
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$95,772
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$54,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$54,997
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$5,118,931
Participant contributions at end of year	2018-12-31	$1,665,385
Participant contributions at beginning of year	2018-12-31	$1,405,138
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$178,134
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$785,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$48
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-842,177
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,378,364
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,220,541
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$888,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,127,146
Value of interest in pooled separate accounts at end of year	2018-12-31	$437,072
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$95,772
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$30,387,798
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,478,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,478,005
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-159,045
Net investment gain/loss from pooled separate accounts	2018-12-31	$-40,872
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,922,449
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
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	$318,573
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$32,118
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,815,156
Contract administrator fees	2018-12-31	$248,715
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	2018-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2018-12-31	475324570
2017 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$11,027,588
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,060,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,971,904
Expenses. Certain deemed distributions of participant loans	2017-12-31	$13,783
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,788,273
Value of total assets at end of year	2017-12-31	$34,220,541
Value of total assets at beginning of year	2017-12-31	$26,253,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$74,505
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$85,583
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,281,466
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	$1,281,466
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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
Contributions received from participants	2017-12-31	$4,579,966
Participant contributions at end of year	2017-12-31	$1,405,138
Participant contributions at beginning of year	2017-12-31	$1,166,635
Participant contributions at end of year	2017-12-31	$178,134
Participant contributions at beginning of year	2017-12-31	$136,193
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$905,030
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$65,500
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
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
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$7,967,396
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,220,541
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$26,253,145
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$9,005
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$31,127,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$23,311,318
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$77,878
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,478,005
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,608,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,608,827
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$7,705
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,872,266
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	Yes
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$303,277
Employer contributions (assets) at end of year	2017-12-31	$32,118
Employer contributions (assets) at beginning of year	2017-12-31	$30,172
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,971,904
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
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	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
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
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2017-12-31	475324570
2016 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$6,648,887
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,707,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,627,716
Expenses. Certain deemed distributions of participant loans	2016-12-31	$23,113
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,920,613
Value of total assets at end of year	2016-12-31	$26,253,145
Value of total assets at beginning of year	2016-12-31	$22,311,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$56,270
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$66,816
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$848,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$848,942
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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
Contributions received from participants	2016-12-31	$3,664,892
Participant contributions at end of year	2016-12-31	$1,166,635
Participant contributions at beginning of year	2016-12-31	$1,023,442
Participant contributions at end of year	2016-12-31	$136,193
Participant contributions at beginning of year	2016-12-31	$95,757
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$984,722
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
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	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$50,910
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
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
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$3,941,788
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$26,253,145
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,311,357
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$5,360
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$23,311,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,484,872
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$62,622
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,608,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,683,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,683,119
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$4,194
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$812,516
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
Net gain/loss from 103.12 investment entities	2016-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$270,999
Employer contributions (assets) at end of year	2016-12-31	$30,172
Employer contributions (assets) at beginning of year	2016-12-31	$24,167
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,627,716
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
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	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
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
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2016-12-31	475324570
2015 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,809,809
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,397,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,310,997
Expenses. Certain deemed distributions of participant loans	2015-12-31	$38,623
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,621,194
Value of total assets at end of year	2015-12-31	$22,311,357
Value of total assets at beginning of year	2015-12-31	$20,898,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$47,588
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$55,610
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$978,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$978,749
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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
Contributions received from participants	2015-12-31	$3,063,041
Participant contributions at end of year	2015-12-31	$1,023,442
Participant contributions at beginning of year	2015-12-31	$859,435
Participant contributions at end of year	2015-12-31	$95,757
Participant contributions at beginning of year	2015-12-31	$43,701
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$335,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$43,571
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
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
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$1,412,601
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,311,357
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,898,756
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$4,017
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,484,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,760,622
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$55,906
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,683,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,215,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,215,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$-296
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-845,744
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$222,593
Employer contributions (assets) at end of year	2015-12-31	$24,167
Employer contributions (assets) at beginning of year	2015-12-31	$19,239
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,310,997
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
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	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
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
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	INSERO & CO. CPAS, LLP
Accountancy firm EIN	2015-12-31	475324570
2014 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,720,762
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,857,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,795,427
Expenses. Certain deemed distributions of participant loans	2014-12-31	$13,095
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,447,443
Value of total assets at end of year	2014-12-31	$20,898,756
Value of total assets at beginning of year	2014-12-31	$19,035,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$49,157
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$46,720
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,049,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,049,969
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,692,985
Participant contributions at end of year	2014-12-31	$859,435
Participant contributions at beginning of year	2014-12-31	$694,525
Participant contributions at end of year	2014-12-31	$43,701
Participant contributions at beginning of year	2014-12-31	$43,701
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$538,828
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$46,259
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
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
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$1,863,083
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$20,898,756
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$19,035,673
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$2,898
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,760,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,320,832
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$46,508
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,215,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,957,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,957,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$212
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$176,630
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$0
Net gain/loss from 103.12 investment entities	2014-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$215,630
Employer contributions (assets) at end of year	2014-12-31	$19,239
Employer contributions (assets) at beginning of year	2014-12-31	$19,239
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,795,427
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
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	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
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
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	INSERO & COMPANY CPAS
Accountancy firm EIN	2014-12-31	161016457
2013 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,850,887
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,250,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,190,516
Expenses. Certain deemed distributions of participant loans	2013-12-31	$17,270
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,764,667
Value of total assets at end of year	2013-12-31	$19,035,673
Value of total assets at beginning of year	2013-12-31	$15,435,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$42,971
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$37,746
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$728,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$728,775
Assets. Real estate other than employer real property at end of year	2013-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2013-12-31	$0
Administrative expenses professional fees incurred	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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
Contributions received from participants	2013-12-31	$2,475,488
Participant contributions at end of year	2013-12-31	$694,525
Participant contributions at beginning of year	2013-12-31	$617,426
Participant contributions at end of year	2013-12-31	$43,701
Participant contributions at beginning of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$163,031
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Assets. Loans (other than to participants) at end of year	2013-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$40,822
Liabilities. Value of operating payables at end of year	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
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
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$3,600,130
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$19,035,673
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,435,543
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$2,149
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,320,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,814,358
Value of interest in pooled separate accounts at end of year	2013-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$37,542
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$0
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in master investment trust accounts at end of year	2013-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,957,376
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$1,986,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$1,986,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$204
Assets. Value of investments in 103.12 investment entities at end of year	2013-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,319,699
Net investment gain/loss from pooled separate accounts	2013-12-31	$0
Net investment gain or loss from common/collective trusts	2013-12-31	$0
Net gain/loss from 103.12 investment entities	2013-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$0
Assets. Invements in employer securities at beginning of year	2013-12-31	$0
Assets. Value of employer real property at end of year	2013-12-31	$0
Assets. Value of employer real property at beginning of year	2013-12-31	$0
Contributions received in cash from employer	2013-12-31	$126,148
Employer contributions (assets) at end of year	2013-12-31	$19,239
Employer contributions (assets) at beginning of year	2013-12-31	$16,826
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,190,516
Asset. Corporate debt instrument preferred debt at end of year	2013-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$0
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	2013-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2013-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-12-31	$0
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
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	INSERO & COMPANY CPAS
Accountancy firm EIN	2013-12-31	161016457
2012 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,435,087
Total of all expenses incurred	2012-12-31	$2,754,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,704,079
Expenses. Certain deemed distributions of participant loans	2012-12-31	$5,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,722,045
Value of total assets at end of year	2012-12-31	$15,435,543
Value of total assets at beginning of year	2012-12-31	$13,754,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$44,671
Total interest from all sources	2012-12-31	$32,170
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$303,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$303,263
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,541,284
Participant contributions at end of year	2012-12-31	$617,426
Participant contributions at beginning of year	2012-12-31	$470,578
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$77,494
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$79,469
Administrative expenses (other) incurred	2012-12-31	$43,663
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	$1,680,924
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,435,543
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,754,619
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	$1,008
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,814,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,263,613
Interest on participant loans	2012-12-31	$31,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$1,986,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$1,939,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$1,939,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$195
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,377,609
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	Yes
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	$101,292
Employer contributions (assets) at end of year	2012-12-31	$16,826
Employer contributions (assets) at beginning of year	2012-12-31	$3,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,704,079
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	2012-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	INSERO & COMPANY CPAS
Accountancy firm EIN	2012-12-31	161016457
2011 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,741,769
Total of all expenses incurred	2011-12-31	$1,564,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,540,371
Expenses. Certain deemed distributions of participant loans	2011-12-31	$1,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,960,968
Value of total assets at end of year	2011-12-31	$13,754,619
Value of total assets at beginning of year	2011-12-31	$12,577,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$22,886
Total interest from all sources	2011-12-31	$28,493
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$309,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$309,212
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,582,160
Participant contributions at end of year	2011-12-31	$470,578
Participant contributions at beginning of year	2011-12-31	$450,849
Participant contributions at end of year	2011-12-31	$77,494
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$315,148
Administrative expenses (other) incurred	2011-12-31	$22,808
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	$1,177,145
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,754,619
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,577,474
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,263,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,259,195
Interest on participant loans	2011-12-31	$28,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$1,939,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$1,867,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$1,867,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-556,904
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	Yes
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	$63,660
Employer contributions (assets) at end of year	2011-12-31	$3,389
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,540,371
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	2011-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	INSERO & COMPANY CPA
Accountancy firm EIN	2011-12-31	161016457
2010 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$3,783,516
Total of all expenses incurred	2010-12-31	$921,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$895,796
Expenses. Certain deemed distributions of participant loans	2010-12-31	$8,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,453,014
Value of total assets at end of year	2010-12-31	$12,577,474
Value of total assets at beginning of year	2010-12-31	$9,715,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,656
Total interest from all sources	2010-12-31	$29,361
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$149,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$149,687
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,101,069
Participant contributions at end of year	2010-12-31	$450,849
Participant contributions at beginning of year	2010-12-31	$324,889
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$53,518
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$331,865
Administrative expenses (other) incurred	2010-12-31	$17,654
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	$2,861,803
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,577,474
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,715,671
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	$2
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,259,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,436,550
Interest on participant loans	2010-12-31	$29,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$1,867,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,900,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,900,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,151,454
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	$20,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$895,796
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	INSERO & COMPANY CPA'S P.C.
Accountancy firm EIN	2010-12-31	161016457
2009 : THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN

2022: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
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	No
2019-01-01	Plan funding arrangement – Insurance	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 LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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	No
2018-01-01	Plan funding arrangement – Insurance	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 LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) 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 - Trust	Yes
2016: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) 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 - Trust	Yes
2015: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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 LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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 LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2009: THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) 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	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815608

Policy instance

Insurance contract or identification number	815608
Number of Individuals Covered	3758
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815608

Policy instance

Insurance contract or identification number	815608
Number of Individuals Covered	3987
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815608

Policy instance

Insurance contract or identification number	815608
Number of Individuals Covered	4190
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815608

Policy instance

Insurance contract or identification number	815608
Number of Individuals Covered	4226
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

815608

Policy instance

Insurance contract or identification number	815608
Number of Individuals Covered	4037
Insurance policy start date	2018-04-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LEWIS TREE SERVICE, INC.
Employer identification number (EIN):	161004851
NAIC Classification:	115310
NAIC Description:	Support Activities for Forestry

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1973-01-24
Company Identification Number:	252362
Legal Registered Office Address:	300 Lucius Gordon Drive Monroe West Henrietta United States of America (USA) 14586