TRUGREEN LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUGREEN PROFIT SHARING AND RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $103,835,089 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $47,756,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $46,806,802 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $53,339 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $38,618,880 |
| Value of total assets at end of year | 2023-12-31 | $427,574,128 |
| Value of total assets at beginning of year | 2023-12-31 | $371,495,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $896,604 |
| Total interest from all sources | 2023-12-31 | $1,459,348 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $1,275,377 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $1,275,377 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $26,307,172 |
| Participant contributions at end of year | 2023-12-31 | $10,325,399 |
| Participant contributions at beginning of year | 2023-12-31 | $9,073,727 |
| Participant contributions at end of year | 2023-12-31 | $115,114 |
| Participant contributions at beginning of year | 2023-12-31 | $109,100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,160,135 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $1,217 |
| Other income not declared elsewhere | 2023-12-31 | $-6,273 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $56,078,344 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $427,574,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $371,495,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $78,190 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $93,067,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $81,545,605 |
| Interest on participant loans | 2023-12-31 | $579,913 |
| Interest earned on other investments | 2023-12-31 | $879,435 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $302,154,882 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $255,885,150 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $21,856,705 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $24,829,793 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $14,251,678 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $48,236,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $11,151,573 |
| Employer contributions (assets) at end of year | 2023-12-31 | $54,797 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $52,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $46,805,585 |
| Contract administrator fees | 2023-12-31 | $789,264 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | REYNOLDS, BONE & GRIESBECK, PLC |
| Accountancy firm EIN | 2023-12-31 | 620428728 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $103,835,089 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $47,756,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $46,806,802 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $53,339 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $38,618,880 |
| Value of total assets at end of year | 2023-01-01 | $427,574,128 |
| Value of total assets at beginning of year | 2023-01-01 | $371,495,784 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $896,604 |
| Total interest from all sources | 2023-01-01 | $1,459,348 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $1,275,377 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $1,275,377 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $26,307,172 |
| Participant contributions at end of year | 2023-01-01 | $10,325,399 |
| Participant contributions at beginning of year | 2023-01-01 | $9,073,727 |
| Participant contributions at end of year | 2023-01-01 | $115,114 |
| Participant contributions at beginning of year | 2023-01-01 | $109,100 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $1,160,135 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $1,217 |
| Other income not declared elsewhere | 2023-01-01 | $-6,273 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $56,078,344 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $427,574,128 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $371,495,784 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $78,190 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $93,067,231 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $81,545,605 |
| Interest on participant loans | 2023-01-01 | $579,913 |
| Interest earned on other investments | 2023-01-01 | $879,435 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $302,154,882 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $255,885,150 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $21,856,705 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $24,829,793 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $14,251,678 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $48,236,079 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $11,151,573 |
| Employer contributions (assets) at end of year | 2023-01-01 | $54,797 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $52,409 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $46,805,585 |
| Contract administrator fees | 2023-01-01 | $789,264 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | REYNOLDS, BONE & GRIESBECK, PLC |
| Accountancy firm EIN | 2023-01-01 | 620428728 |
| 2022 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-33,285,536 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $48,641,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $47,798,812 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $1,441 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $38,035,909 |
| Value of total assets at end of year | 2022-12-31 | $371,495,784 |
| Value of total assets at beginning of year | 2022-12-31 | $453,422,963 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $841,390 |
| Total interest from all sources | 2022-12-31 | $1,344,841 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,084,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,084,109 |
| Administrative expenses professional fees incurred | 2022-12-31 | $42,863 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $25,885,620 |
| Participant contributions at end of year | 2022-12-31 | $9,073,727 |
| Participant contributions at beginning of year | 2022-12-31 | $9,177,477 |
| Participant contributions at end of year | 2022-12-31 | $109,100 |
| Participant contributions at beginning of year | 2022-12-31 | $123,354 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,530,143 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,233 |
| Other income not declared elsewhere | 2022-12-31 | $554,853 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-81,927,179 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $371,495,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $453,422,963 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $26,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $81,545,605 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $99,892,696 |
| Interest on participant loans | 2022-12-31 | $432,797 |
| Interest earned on other investments | 2022-12-31 | $912,044 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $255,885,150 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $320,753,955 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $24,829,793 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $23,417,026 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-17,043,294 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-57,261,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $10,620,146 |
| Employer contributions (assets) at end of year | 2022-12-31 | $52,409 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $58,455 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $47,797,579 |
| Contract administrator fees | 2022-12-31 | $771,665 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | REYNOLDS, BONE, & GRIESBECK PLC |
| Accountancy firm EIN | 2022-12-31 | 620428728 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-33,285,536 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $48,641,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $47,798,812 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $1,441 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $38,035,909 |
| Value of total assets at end of year | 2022-01-01 | $371,495,784 |
| Value of total assets at beginning of year | 2022-01-01 | $453,422,963 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $841,390 |
| Total interest from all sources | 2022-01-01 | $1,344,841 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,084,109 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,084,109 |
| Administrative expenses professional fees incurred | 2022-01-01 | $42,863 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $25,885,620 |
| Participant contributions at end of year | 2022-01-01 | $9,073,727 |
| Participant contributions at beginning of year | 2022-01-01 | $9,177,477 |
| Participant contributions at end of year | 2022-01-01 | $109,100 |
| Participant contributions at beginning of year | 2022-01-01 | $123,354 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $1,530,143 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $1,233 |
| Other income not declared elsewhere | 2022-01-01 | $554,853 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-81,927,179 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $371,495,784 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $453,422,963 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $26,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $81,545,605 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $99,892,696 |
| Interest on participant loans | 2022-01-01 | $432,797 |
| Interest earned on other investments | 2022-01-01 | $912,044 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $255,885,150 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $320,753,955 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $24,829,793 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $23,417,026 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-17,043,294 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-57,261,954 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $10,620,146 |
| Employer contributions (assets) at end of year | 2022-01-01 | $52,409 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $58,455 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $47,797,579 |
| Contract administrator fees | 2022-01-01 | $771,665 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | REYNOLDS, BONE, & GRIESBECK PLC |
| Accountancy firm EIN | 2022-01-01 | 620428728 |
| 2021 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $92,620,424 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $66,674,201 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $65,792,415 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $16,219 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $36,975,091 |
| Value of total assets at end of year | 2021-12-31 | $453,422,963 |
| Value of total assets at beginning of year | 2021-12-31 | $427,476,740 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $865,567 |
| Total interest from all sources | 2021-12-31 | $562,827 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,141,707 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,141,707 |
| Administrative expenses professional fees incurred | 2021-12-31 | $1,550 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $25,938,902 |
| Participant contributions at end of year | 2021-12-31 | $9,177,477 |
| Participant contributions at beginning of year | 2021-12-31 | $10,511,511 |
| Participant contributions at end of year | 2021-12-31 | $123,354 |
| Participant contributions at beginning of year | 2021-12-31 | $546,576 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,319,729 |
| Other income not declared elsewhere | 2021-12-31 | $350,019 |
| Administrative expenses (other) incurred | 2021-12-31 | $296,349 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $25,946,223 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $453,422,963 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $427,476,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $99,892,696 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $96,463,543 |
| Interest on participant loans | 2021-12-31 | $562,827 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $320,753,955 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $296,394,007 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $23,417,026 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $22,946,253 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $13,439,275 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $40,151,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $9,716,460 |
| Employer contributions (assets) at end of year | 2021-12-31 | $58,455 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $614,850 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $65,792,415 |
| Contract administrator fees | 2021-12-31 | $567,668 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | REYNOLDS, BONE, & GRIESBECK PLC |
| Accountancy firm EIN | 2021-12-31 | 620428728 |
| 2020 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Expenses. Interest paid | 2020-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $99,346,892 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $49,787,128 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $49,042,347 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-37,050 |
| Value of total corrective distributions | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $35,172,268 |
| Value of total assets at end of year | 2020-12-31 | $427,476,740 |
| Value of total assets at beginning of year | 2020-12-31 | $377,916,976 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $781,831 |
| Total income from rents | 2020-12-31 | $0 |
| Total interest from all sources | 2020-12-31 | $589,800 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,087,822 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,087,822 |
| Administrative expenses professional fees incurred | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
| Contributions received from participants | 2020-12-31 | $24,533,473 |
| Participant contributions at end of year | 2020-12-31 | $10,511,511 |
| Participant contributions at beginning of year | 2020-12-31 | $11,494,661 |
| Participant contributions at end of year | 2020-12-31 | $546,576 |
| Participant contributions at beginning of year | 2020-12-31 | $457,556 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,300,772 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
| Other income not declared elsewhere | 2020-12-31 | $309,733 |
| Administrative expenses (other) incurred | 2020-12-31 | $781,831 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $333 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Income. Non cash contributions | 2020-12-31 | $0 |
| Value of net income/loss | 2020-12-31 | $49,559,764 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $427,476,740 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $377,916,976 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
| Investment advisory and management fees | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $96,463,543 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $85,550,400 |
| Interest on participant loans | 2020-12-31 | $589,800 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $0 |
| Income. Interest from US Government securities | 2020-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $296,394,007 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $261,579,302 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $22,946,253 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $18,245,059 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,511,402 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $45,675,867 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $9,338,023 |
| Employer contributions (assets) at end of year | 2020-12-31 | $614,850 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $589,665 |
| Income. Dividends from preferred stock | 2020-12-31 | $0 |
| Income. Dividends from common stock | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $49,042,347 |
| Contract administrator fees | 2020-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | REYNOLDS BONE & GRIESBECK, PLC |
| Accountancy firm EIN | 2020-12-31 | 620428728 |
| 2019 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $106,554,102 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $39,693,039 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $38,800,483 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-10,064 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $37,046,340 |
| Value of total assets at end of year | 2019-12-31 | $377,916,976 |
| Value of total assets at beginning of year | 2019-12-31 | $311,055,913 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $902,620 |
| Total interest from all sources | 2019-12-31 | $629,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,206,239 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,206,239 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $24,995,109 |
| Participant contributions at end of year | 2019-12-31 | $11,494,661 |
| Participant contributions at beginning of year | 2019-12-31 | $11,861,396 |
| Participant contributions at end of year | 2019-12-31 | $457,556 |
| Participant contributions at beginning of year | 2019-12-31 | $444,229 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $522,913 |
| Other income not declared elsewhere | 2019-12-31 | $188,540 |
| Administrative expenses (other) incurred | 2019-12-31 | $902,620 |
| Total non interest bearing cash at end of year | 2019-12-31 | $333 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $2,249 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $66,861,063 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $377,916,976 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $311,055,913 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $85,550,400 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $253,582,328 |
| Interest on participant loans | 2019-12-31 | $629,323 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $261,579,302 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,627,039 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $18,245,059 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $16,340,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $49,856,103 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $17,627,557 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $11,528,318 |
| Employer contributions (assets) at end of year | 2019-12-31 | $589,665 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $197,729 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $38,800,483 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2019-12-31 | 620428728 |
| 2018 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $19,550,646 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $35,574,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $34,595,450 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-22,415 |
| Value of total corrective distributions | 2018-12-31 | $654 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $34,775,609 |
| Value of total assets at end of year | 2018-12-31 | $311,055,913 |
| Value of total assets at beginning of year | 2018-12-31 | $327,079,837 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,000,881 |
| Total interest from all sources | 2018-12-31 | $545,049 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,359,141 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $4,359,141 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $23,940,264 |
| Participant contributions at end of year | 2018-12-31 | $11,861,396 |
| Participant contributions at beginning of year | 2018-12-31 | $10,986,198 |
| Participant contributions at end of year | 2018-12-31 | $444,229 |
| Participant contributions at beginning of year | 2018-12-31 | $94,579 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $661,545 |
| Other income not declared elsewhere | 2018-12-31 | $130,677 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,000,881 |
| Total non interest bearing cash at end of year | 2018-12-31 | $2,249 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-16,023,924 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $311,055,913 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $327,079,837 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $253,582,328 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $288,387,861 |
| Interest on participant loans | 2018-12-31 | $545,049 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $28,627,039 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $14,779,806 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $16,340,943 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $12,782,543 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-20,085,672 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-174,158 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $10,173,800 |
| Employer contributions (assets) at end of year | 2018-12-31 | $197,729 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $48,850 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $34,595,450 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2018-12-31 | 620428728 |
| 2017 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $24,669,469 |
| 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 | $80,163,521 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $26,967,796 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $26,042,236 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,832 |
| Value of total corrective distributions | 2017-12-31 | $10,556 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $33,298,217 |
| Value of total assets at end of year | 2017-12-31 | $327,079,837 |
| Value of total assets at beginning of year | 2017-12-31 | $249,214,643 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $913,172 |
| Total interest from all sources | 2017-12-31 | $440,487 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,998,506 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,998,506 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $22,399,684 |
| Participant contributions at end of year | 2017-12-31 | $10,986,198 |
| Participant contributions at beginning of year | 2017-12-31 | $7,989,070 |
| Participant contributions at end of year | 2017-12-31 | $94,579 |
| Participant contributions at beginning of year | 2017-12-31 | $414,709 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $935,524 |
| Other income not declared elsewhere | 2017-12-31 | $103,845 |
| Administrative expenses (other) incurred | 2017-12-31 | $913,172 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $53,195,725 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $327,079,837 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $249,214,643 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $288,387,861 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $196,414,765 |
| Interest on participant loans | 2017-12-31 | $440,487 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $14,779,806 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $44,198,738 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $12,782,543 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $41,052,341 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,270,125 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $9,963,009 |
| Employer contributions (assets) at end of year | 2017-12-31 | $48,850 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $197,361 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $26,042,236 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2017-12-31 | 620428728 |
| 2016 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $180,759 |
| 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 | $45,503,068 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $19,743,935 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $18,919,097 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $102,808 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $27,739,743 |
| Value of total assets at end of year | 2016-12-31 | $249,214,643 |
| Value of total assets at beginning of year | 2016-12-31 | $223,274,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $722,030 |
| Total interest from all sources | 2016-12-31 | $323,010 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,824,948 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,824,948 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $18,852,562 |
| Participant contributions at end of year | 2016-12-31 | $7,989,070 |
| Participant contributions at beginning of year | 2016-12-31 | $7,783,846 |
| Participant contributions at end of year | 2016-12-31 | $414,709 |
| Participant contributions at beginning of year | 2016-12-31 | $347,760 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $392,795 |
| Other income not declared elsewhere | 2016-12-31 | $122,646 |
| Administrative expenses (other) incurred | 2016-12-31 | $722,030 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $19 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $25,759,133 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $249,214,643 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $223,274,751 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $196,414,765 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $174,186,866 |
| Interest on participant loans | 2016-12-31 | $323,010 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $44,198,738 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $40,788,158 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $11,947,531 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,545,190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $8,494,386 |
| Employer contributions (assets) at end of year | 2016-12-31 | $197,361 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $168,102 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $18,919,097 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2016-12-31 | 620428728 |
| 2015 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $26,796,107 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $18,656,427 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $17,905,268 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $183,860 |
| Value of total corrective distributions | 2015-12-31 | $1,375 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $26,264,683 |
| Value of total assets at end of year | 2015-12-31 | $223,274,751 |
| Value of total assets at beginning of year | 2015-12-31 | $215,135,071 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $565,924 |
| Total interest from all sources | 2015-12-31 | $298,817 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,525,608 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,525,608 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $17,153,572 |
| Participant contributions at end of year | 2015-12-31 | $7,783,846 |
| Participant contributions at beginning of year | 2015-12-31 | $7,257,960 |
| Participant contributions at end of year | 2015-12-31 | $347,760 |
| Participant contributions at beginning of year | 2015-12-31 | $274,691 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,164,529 |
| Other income not declared elsewhere | 2015-12-31 | $37,371 |
| Administrative expenses (other) incurred | 2015-12-31 | $565,924 |
| Total non interest bearing cash at end of year | 2015-12-31 | $19 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $8,139,680 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $223,274,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $215,135,071 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $174,186,866 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $168,825,854 |
| Interest on participant loans | 2015-12-31 | $298,817 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $40,788,158 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $38,643,221 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,760,497 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $430,125 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $7,946,582 |
| Employer contributions (assets) at end of year | 2015-12-31 | $168,102 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $133,345 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $17,905,268 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2015-12-31 | 620428728 |
| 2014 : TRUGREEN PROFIT SHARING AND RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $200,247,264 |
| 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 | $37,192,130 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $22,304,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,239,708 |
| Value of total corrective distributions | 2014-12-31 | $1,878 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $23,224,792 |
| Value of total assets at end of year | 2014-12-31 | $215,135,071 |
| Value of total assets at beginning of year | 2014-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $62,737 |
| Total interest from all sources | 2014-12-31 | $254,133 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $8,423,907 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $8,423,907 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $15,241,330 |
| Participant contributions at end of year | 2014-12-31 | $7,257,960 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Participant contributions at end of year | 2014-12-31 | $274,691 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $928,389 |
| Administrative expenses (other) incurred | 2014-12-31 | $60,256 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $14,887,807 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $215,135,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $2,481 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $168,825,854 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
| Interest on participant loans | 2014-12-31 | $254,133 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $38,643,221 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $2,150,722 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,138,576 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $7,055,073 |
| Employer contributions (assets) at end of year | 2014-12-31 | $133,345 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,239,708 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | REYNOLDS, BONE, AND GRIESBECK |
| Accountancy firm EIN | 2014-12-31 | 620428728 |