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ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 401k Plan overview

Plan NameASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP
Plan identification number 001

ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • The employer maintaining this ESOP is an S Corporation
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ASPLUNDH TREE EXPERT, LLC has sponsored the creation of one or more 401k plans.

Company Name:ASPLUNDH TREE EXPERT, LLC
Employer identification number (EIN):231277550
NAIC Classification:561730
NAIC Description:Landscaping Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELLE BARTIE RONALD S SIMPSON2018-10-14
0012016-01-01MICHELLE BARTIE RONALD S SIMPSON2017-10-16
0012015-01-01PATRICIA KINNEY RONALD S SIMPSON2016-10-12
0012014-01-01PATRICIA KINNEY RONALD S. SIMPSON2015-10-13
0012013-01-01PATRICIA KINNEY RONALD S SIMPSON2014-10-09
0012012-01-01PATRICIA KINNEY RONALD S. SIMPSON2013-10-14
0012011-01-01PATRICIA KINNEY RONALD S. SIMPSON2012-10-11
0012010-01-01PHILLIP E. TATOIAN, JR. RONALD S. SIMPSON2011-10-14
0012009-01-01 RONALD S. SIMPSON2010-10-14
0012009-01-01PATRICIA KINNEY RONALD S. SIMPSON2010-10-14

Plan Statistics for ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP

401k plan membership statisitcs for ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP

Measure Date Value
2022: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2022 401k membership
Total participants, beginning-of-year2022-01-012,914
Total number of active participants reported on line 7a of the Form 55002022-01-012,350
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01596
Total of all active and inactive participants2022-01-012,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-012,955
Number of participants with account balances2022-01-012,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0138
2021: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2021 401k membership
Total participants, beginning-of-year2021-01-012,927
Total number of active participants reported on line 7a of the Form 55002021-01-012,313
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01591
Total of all active and inactive participants2021-01-012,904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-012,914
Number of participants with account balances2021-01-012,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0145
2020: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2020 401k membership
Total participants, beginning-of-year2020-01-012,868
Total number of active participants reported on line 7a of the Form 55002020-01-012,375
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01543
Total of all active and inactive participants2020-01-012,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-012,927
Number of participants with account balances2020-01-012,503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2019 401k membership
Total participants, beginning-of-year2019-01-013,106
Total number of active participants reported on line 7a of the Form 55002019-01-012,321
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01539
Total of all active and inactive participants2019-01-012,860
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-012,868
Number of participants with account balances2019-01-012,514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2018 401k membership
Total participants, beginning-of-year2018-01-012,814
Total number of active participants reported on line 7a of the Form 55002018-01-012,186
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01904
Total of all active and inactive participants2018-01-013,090
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0116
Total participants2018-01-013,106
Number of participants with account balances2018-01-012,607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2017 401k membership
Total participants, beginning-of-year2017-01-012,683
Total number of active participants reported on line 7a of the Form 55002017-01-011,983
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01818
Total of all active and inactive participants2017-01-012,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-012,811
Number of participants with account balances2017-01-012,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2016 401k membership
Total participants, beginning-of-year2016-01-012,544
Total number of active participants reported on line 7a of the Form 55002016-01-012,001
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01670
Total of all active and inactive participants2016-01-012,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-012,680
Number of participants with account balances2016-01-012,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2015 401k membership
Total participants, beginning-of-year2015-01-012,176
Total number of active participants reported on line 7a of the Form 55002015-01-011,637
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01603
Total of all active and inactive participants2015-01-012,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,246
Number of participants with account balances2015-01-012,235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2014 401k membership
Total participants, beginning-of-year2014-01-012,146
Total number of active participants reported on line 7a of the Form 55002014-01-011,626
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01545
Total of all active and inactive participants2014-01-012,171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,176
Number of participants with account balances2014-01-012,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2013 401k membership
Total participants, beginning-of-year2013-01-012,162
Total number of active participants reported on line 7a of the Form 55002013-01-011,632
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01506
Total of all active and inactive participants2013-01-012,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,146
Number of participants with account balances2013-01-012,137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2012 401k membership
Total participants, beginning-of-year2012-01-012,105
Total number of active participants reported on line 7a of the Form 55002012-01-011,619
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01537
Total of all active and inactive participants2012-01-012,156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,162
Number of participants with account balances2012-01-012,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0127
2011: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2011 401k membership
Total participants, beginning-of-year2011-01-012,053
Total number of active participants reported on line 7a of the Form 55002011-01-011,625
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01474
Total of all active and inactive participants2011-01-012,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-012,105
Number of participants with account balances2011-01-012,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2010 401k membership
Total participants, beginning-of-year2010-01-012,073
Total number of active participants reported on line 7a of the Form 55002010-01-011,554
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01492
Total of all active and inactive participants2010-01-012,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-012,053
Number of participants with account balances2010-01-012,042
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0126
2009: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2009 401k membership
Total participants, beginning-of-year2009-01-011,972
Total number of active participants reported on line 7a of the Form 55002009-01-011,585
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01479
Total of all active and inactive participants2009-01-012,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-012,073
Number of participants with account balances2009-01-012,073
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP

Measure Date Value
2022 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-39,336,483
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$36,450,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$36,252,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,033,653
Value of total assets at end of year2022-12-31$308,858,975
Value of total assets at beginning of year2022-12-31$384,646,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$197,647
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,155,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,155,049
Administrative expenses professional fees incurred2022-12-31$16,400
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$137,147
Total non interest bearing cash at end of year2022-12-31$108,672
Total non interest bearing cash at beginning of year2022-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-75,787,076
Value of net assets at end of year (total assets less liabilities)2022-12-31$308,858,975
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$384,646,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,834,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$41,704,118
Value of interest in pooled separate accounts at end of year2022-12-31$16,913,441
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,716,984
Value of interest in common/collective trusts at end of year2022-12-31$241,969,098
Value of interest in common/collective trusts at beginning of year2022-12-31$317,315,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,380,026
Net investment gain/loss from pooled separate accounts2022-12-31$-141,971
Net investment gain or loss from common/collective trusts2022-12-31$-48,003,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,033,653
Employer contributions (assets) at end of year2022-12-31$15,033,653
Employer contributions (assets) at beginning of year2022-12-31$13,803,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$36,252,946
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KREISCHER MILLER
Accountancy firm EIN2022-12-31231980475
2021 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$52,830,001
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$52,274,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$52,048,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,803,805
Value of total assets at end of year2021-12-31$384,646,051
Value of total assets at beginning of year2021-12-31$384,090,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,274
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,914,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,914,425
Administrative expenses professional fees incurred2021-12-31$29,033
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$153,141
Total non interest bearing cash at end of year2021-12-31$105,862
Total non interest bearing cash at beginning of year2021-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$555,275
Value of net assets at end of year (total assets less liabilities)2021-12-31$384,646,051
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$384,090,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$41,704,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,939,695
Value of interest in pooled separate accounts at end of year2021-12-31$11,716,984
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,958,260
Value of interest in common/collective trusts at end of year2021-12-31$317,315,282
Value of interest in common/collective trusts at beginning of year2021-12-31$317,241,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,501,859
Net investment gain/loss from pooled separate accounts2021-12-31$226,872
Net investment gain or loss from common/collective trusts2021-12-31$33,383,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,803,805
Employer contributions (assets) at end of year2021-12-31$13,803,805
Employer contributions (assets) at beginning of year2021-12-31$15,845,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$52,048,452
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KREISCHER MILLER
Accountancy firm EIN2021-12-31231980475
2020 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$493,670
Total income from all sources (including contributions)2020-12-31$58,003,656
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$54,516,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$54,332,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,845,734
Value of total assets at end of year2020-12-31$384,090,776
Value of total assets at beginning of year2020-12-31$381,097,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$184,951
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,323,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,323,140
Administrative expenses professional fees incurred2020-12-31$1,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$493,670
Administrative expenses (other) incurred2020-12-31$142,159
Total non interest bearing cash at end of year2020-12-31$105,862
Total non interest bearing cash at beginning of year2020-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,486,674
Value of net assets at end of year (total assets less liabilities)2020-12-31$384,090,776
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$380,604,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,939,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,283,550
Value of interest in pooled separate accounts at end of year2020-12-31$10,958,260
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,745,537
Value of interest in common/collective trusts at end of year2020-12-31$317,241,225
Value of interest in common/collective trusts at beginning of year2020-12-31$329,623,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,440,924
Net investment gain/loss from pooled separate accounts2020-12-31$267,977
Net investment gain or loss from common/collective trusts2020-12-31$37,125,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$15,845,734
Employer contributions (assets) at end of year2020-12-31$15,845,734
Employer contributions (assets) at beginning of year2020-12-31$14,339,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$54,332,031
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KREISCHER MILLER
Accountancy firm EIN2020-12-31231980475
2019 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$493,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$493,670
Total liabilities at beginning 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$77,962,570
Total income from all sources (including contributions)2019-12-31$77,962,570
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$42,975,701
Total of all expenses incurred2019-12-31$42,975,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,852,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$42,852,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,845,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,845,837
Value of total assets at end of year2019-12-31$381,097,772
Value of total assets at end of year2019-12-31$381,097,772
Value of total assets at beginning of year2019-12-31$345,617,233
Value of total assets at beginning of year2019-12-31$345,617,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$123,091
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,186,691
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,186,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,186,691
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,186,691
Administrative expenses professional fees incurred2019-12-31$12,872
Administrative expenses professional fees incurred2019-12-31$12,872
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$493,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$493,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$83,881
Administrative expenses (other) incurred2019-12-31$83,881
Total non interest bearing cash at end of year2019-12-31$105,862
Total non interest bearing cash at end of year2019-12-31$105,862
Total non interest bearing cash at beginning of year2019-12-31$105,862
Total non interest bearing cash at beginning of year2019-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$34,986,869
Value of net income/loss2019-12-31$34,986,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$380,604,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$380,604,102
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$345,617,233
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$345,617,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,338
Investment advisory and management fees2019-12-31$26,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,283,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,283,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$332,164,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$332,164,163
Value of interest in pooled separate accounts at end of year2019-12-31$4,745,537
Value of interest in pooled separate accounts at end of year2019-12-31$4,745,537
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$329,623,316
Value of interest in common/collective trusts at end of year2019-12-31$329,623,316
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,456,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,456,002
Net investment gain/loss from pooled separate accounts2019-12-31$80,892
Net investment gain/loss from pooled separate accounts2019-12-31$80,892
Net investment gain or loss from common/collective trusts2019-12-31$24,393,148
Net investment gain or loss from common/collective trusts2019-12-31$24,393,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$13,845,837
Contributions received in cash from employer2019-12-31$13,845,837
Employer contributions (assets) at end of year2019-12-31$14,339,507
Employer contributions (assets) at end of year2019-12-31$14,339,507
Employer contributions (assets) at beginning of year2019-12-31$13,347,208
Employer contributions (assets) at beginning of year2019-12-31$13,347,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,852,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$42,852,610
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ZOOK DINON PA
Accountancy firm name2019-12-31ZOOK DINON PA
Accountancy firm EIN2019-12-31222746484
Accountancy firm EIN2019-12-31222746484
2018 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$0
Total income from all sources (including contributions)2018-12-31$-3,982,672
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$41,593,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,570,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,347,208
Value of total assets at end of year2018-12-31$345,617,233
Value of total assets at beginning of year2018-12-31$391,193,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,262
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,936,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$12,936,977
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$761,396
Administrative expenses (other) incurred2018-12-31$23,262
Total non interest bearing cash at end of year2018-12-31$105,862
Total non interest bearing cash at beginning of year2018-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-45,576,323
Value of net assets at end of year (total assets less liabilities)2018-12-31$345,617,233
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$391,193,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$332,164,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$377,136,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-30,266,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,347,208
Employer contributions (assets) at end of year2018-12-31$13,347,208
Employer contributions (assets) at beginning of year2018-12-31$13,189,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,570,389
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ZOOK DINON PA
Accountancy firm EIN2018-12-31222746484
2017 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$34,211,482
Total unrealized appreciation/depreciation of assets2017-12-31$34,211,482
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
Total income from all sources (including contributions)2017-12-31$105,640,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$51,682,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$51,580,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,189,406
Value of total assets at end of year2017-12-31$391,193,556
Value of total assets at beginning of year2017-12-31$337,235,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$101,868
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,560,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,293,562
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$761,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,871,413
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$101,868
Total non interest bearing cash at end of year2017-12-31$105,862
Total non interest bearing cash at beginning of year2017-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$53,957,890
Value of net assets at end of year (total assets less liabilities)2017-12-31$391,193,556
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$337,235,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$377,136,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$215,611,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,679,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$107,709,708
Contributions received in cash from employer2017-12-31$13,189,406
Employer contributions (assets) at end of year2017-12-31$13,189,406
Employer contributions (assets) at beginning of year2017-12-31$11,936,944
Income. Dividends from common stock2017-12-31$18,266,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$51,580,276
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$141,905,805
Aggregate carrying amount (costs) on sale of assets2017-12-31$141,905,805
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ZOOK DINON PA
Accountancy firm EIN2017-12-31222746484
2016 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$8,446,979
Total unrealized appreciation/depreciation of assets2016-12-31$8,446,979
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
Total income from all sources (including contributions)2016-12-31$43,483,161
Total loss/gain on sale of assets2016-12-31$1,002,460
Total of all expenses incurred2016-12-31$26,661,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$26,616,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,936,944
Value of total assets at end of year2016-12-31$337,235,666
Value of total assets at beginning of year2016-12-31$320,413,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$44,307
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$13,260,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$6,082,705
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,871,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,121,608
Other income not declared elsewhere2016-12-31$1,366
Administrative expenses (other) incurred2016-12-31$44,307
Total non interest bearing cash at end of year2016-12-31$105,862
Total non interest bearing cash at beginning of year2016-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,821,971
Value of net assets at end of year (total assets less liabilities)2016-12-31$337,235,666
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$320,413,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$215,611,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$203,695,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,835,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$107,709,708
Assets. Invements in employer securities at beginning of year2016-12-31$104,097,815
Contributions received in cash from employer2016-12-31$11,936,944
Employer contributions (assets) at end of year2016-12-31$11,936,944
Employer contributions (assets) at beginning of year2016-12-31$11,392,712
Income. Dividends from common stock2016-12-31$7,177,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$26,616,883
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$9,267,634
Aggregate carrying amount (costs) on sale of assets2016-12-31$8,265,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ZOOK DINON PA
Accountancy firm EIN2016-12-31222746484
2015 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,791,391
Total unrealized appreciation/depreciation of assets2015-12-31$1,791,391
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
Total income from all sources (including contributions)2015-12-31$18,428,312
Total loss/gain on sale of assets2015-12-31$475,547
Total of all expenses incurred2015-12-31$17,670,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,660,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,392,712
Value of total assets at end of year2015-12-31$320,413,695
Value of total assets at beginning of year2015-12-31$319,655,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,125
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,384,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,888,696
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,121,608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$663,393
Administrative expenses (other) incurred2015-12-31$9,125
Total non interest bearing cash at end of year2015-12-31$105,862
Total non interest bearing cash at beginning of year2015-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$758,266
Value of net assets at end of year (total assets less liabilities)2015-12-31$320,413,695
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$319,655,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$203,695,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$203,519,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-10,615,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$104,097,815
Assets. Invements in employer securities at beginning of year2015-12-31$104,743,997
Contributions received in cash from employer2015-12-31$11,392,712
Employer contributions (assets) at end of year2015-12-31$11,392,712
Employer contributions (assets) at beginning of year2015-12-31$10,623,102
Income. Dividends from common stock2015-12-31$6,495,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,660,921
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$6,100,725
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,625,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ZOOK DINON PA
Accountancy firm EIN2015-12-31222746484
2014 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,901,091
Total unrealized appreciation/depreciation of assets2014-12-31$6,901,091
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
Total income from all sources (including contributions)2014-12-31$39,083,397
Total loss/gain on sale of assets2014-12-31$681,043
Total of all expenses incurred2014-12-31$33,348,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,334,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,623,102
Value of total assets at end of year2014-12-31$319,655,429
Value of total assets at beginning of year2014-12-31$313,920,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,557
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,129,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,099,235
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$60,551
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$663,393
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$591,914
Administrative expenses (other) incurred2014-12-31$14,557
Total non interest bearing cash at end of year2014-12-31$105,862
Total non interest bearing cash at beginning of year2014-12-31$105,862
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,734,816
Value of net assets at end of year (total assets less liabilities)2014-12-31$319,655,429
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$313,920,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$203,519,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$197,408,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,749,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$104,743,997
Assets. Invements in employer securities at beginning of year2014-12-31$105,871,684
Contributions received in cash from employer2014-12-31$10,623,102
Employer contributions (assets) at end of year2014-12-31$10,623,102
Employer contributions (assets) at beginning of year2014-12-31$9,942,249
Income. Dividends from common stock2014-12-31$7,029,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,273,473
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$11,729,188
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,048,145
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ZOOK DINON PA
Accountancy firm EIN2014-12-31222746484
2013 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$25,751,228
Total unrealized appreciation/depreciation of assets2013-12-31$25,751,228
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
Total income from all sources (including contributions)2013-12-31$74,083,673
Total loss/gain on sale of assets2013-12-31$1,128,434
Total of all expenses incurred2013-12-31$19,997,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,983,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,942,249
Value of total assets at end of year2013-12-31$313,920,613
Value of total assets at beginning of year2013-12-31$259,834,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,198
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,033,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,335,462
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$21,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$591,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$933,205
Administrative expenses (other) incurred2013-12-31$14,198
Total non interest bearing cash at end of year2013-12-31$105,862
Total non interest bearing cash at beginning of year2013-12-31$106,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$54,086,275
Value of net assets at end of year (total assets less liabilities)2013-12-31$313,920,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$259,834,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$197,408,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$165,844,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$24,228,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$105,871,683
Assets. Invements in employer securities at beginning of year2013-12-31$82,707,782
Contributions received in cash from employer2013-12-31$9,942,249
Employer contributions (assets) at end of year2013-12-31$9,942,249
Employer contributions (assets) at beginning of year2013-12-31$10,242,676
Income. Dividends from common stock2013-12-31$8,697,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,961,425
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$6,839,948
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,711,514
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ZOOK DINON PA
Accountancy firm EIN2013-12-31222746484
2012 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,216,784
Total unrealized appreciation/depreciation of assets2012-12-31$4,216,784
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$38,383,085
Total loss/gain on sale of assets2012-12-31$148,663
Total of all expenses incurred2012-12-31$15,048,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$15,034,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,242,676
Value of total assets at end of year2012-12-31$259,834,338
Value of total assets at beginning of year2012-12-31$236,499,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,006
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$10,155,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,017,153
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$933,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$438,165
Other income not declared elsewhere2012-12-31$5,628
Administrative expenses (other) incurred2012-12-31$14,006
Total non interest bearing cash at end of year2012-12-31$106,218
Total non interest bearing cash at beginning of year2012-12-31$106,778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$23,334,424
Value of net assets at end of year (total assets less liabilities)2012-12-31$259,834,338
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$236,499,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$165,844,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$145,197,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$13,613,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$82,707,782
Assets. Invements in employer securities at beginning of year2012-12-31$80,452,445
Contributions received in cash from employer2012-12-31$10,242,676
Employer contributions (assets) at end of year2012-12-31$10,242,676
Employer contributions (assets) at beginning of year2012-12-31$10,304,796
Income. Dividends from common stock2012-12-31$6,138,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,034,655
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$5,241,110
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,092,447
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ZOOK DINON PA
Accountancy firm EIN2012-12-31222746484
2011 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$12,651,765
Total unrealized appreciation/depreciation of assets2011-12-31$12,651,765
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$27,339,586
Total loss/gain on sale of assets2011-12-31$545,398
Total of all expenses incurred2011-12-31$15,171,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$15,135,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,304,796
Value of total assets at end of year2011-12-31$236,499,914
Value of total assets at beginning of year2011-12-31$224,331,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$36,100
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$7,732,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,433,297
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$438,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$250,557
Other income not declared elsewhere2011-12-31$-228,008
Administrative expenses (other) incurred2011-12-31$36,100
Total non interest bearing cash at end of year2011-12-31$106,778
Total non interest bearing cash at beginning of year2011-12-31$129,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$12,167,935
Value of net assets at end of year (total assets less liabilities)2011-12-31$236,499,914
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$224,331,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$145,197,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$144,974,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,666,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$80,452,445
Assets. Invements in employer securities at beginning of year2011-12-31$69,671,827
Contributions received in cash from employer2011-12-31$10,304,796
Employer contributions (assets) at end of year2011-12-31$10,304,796
Employer contributions (assets) at beginning of year2011-12-31$9,305,675
Income. Dividends from common stock2011-12-31$4,298,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,135,551
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$5,233,275
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,687,877
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ZOOK DINON PA
Accountancy firm EIN2011-12-31222746484
2010 : ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$8,588,877
Total unrealized appreciation/depreciation of assets2010-12-31$8,588,877
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$313,963
Total income from all sources (including contributions)2010-12-31$41,345,896
Total loss/gain on sale of assets2010-12-31$1,340,923
Total of all expenses incurred2010-12-31$30,501,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,488,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,305,673
Value of total assets at end of year2010-12-31$224,331,979
Value of total assets at beginning of year2010-12-31$213,801,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,899
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,790,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,388,827
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$250,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$524,525
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$313,963
Other income not declared elsewhere2010-12-31$1,203
Administrative expenses (other) incurred2010-12-31$12,899
Total non interest bearing cash at end of year2010-12-31$129,217
Total non interest bearing cash at beginning of year2010-12-31$293,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,844,623
Value of net assets at end of year (total assets less liabilities)2010-12-31$224,331,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$213,487,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$144,974,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$135,882,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,318,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$69,671,827
Assets. Invements in employer securities at beginning of year2010-12-31$68,347,427
Contributions received in cash from employer2010-12-31$9,305,673
Employer contributions (assets) at end of year2010-12-31$9,305,675
Employer contributions (assets) at beginning of year2010-12-31$8,752,786
Income. Dividends from common stock2010-12-31$5,401,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,488,374
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$11,249,044
Aggregate carrying amount (costs) on sale of assets2010-12-31$9,908,121
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ZOOK DINON PA
Accountancy firm EIN2010-12-31222746484

Form 5500 Responses for ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP

2022: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASPLUNDH TREE EXPERT CO. EMPLOYEE STOCK OWNERSHIP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32064
Policy instance 1
Insurance contract or identification numberGA-32064
Number of Individuals Covered94
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32064
Policy instance 1
Insurance contract or identification numberGA-32064
Number of Individuals Covered82
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32064
Policy instance 1
Insurance contract or identification numberGA-32064
Number of Individuals Covered78
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-32064
Policy instance 1
Insurance contract or identification numberGA-32064
Number of Individuals Covered47
Insurance policy start date2019-05-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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