401k Plan data: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN plan

KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 401k Plan overview

Plan Name	KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN
Plan identification number	001

KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KINGSBOROUGH ATLAS TREE SURGERY, INC. has sponsored the creation of one or more 401k plans.

Company Name: KINGSBOROUGH ATLAS TREE SURGERY, INC.

Employer identification number (EIN): 680305228

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 SHIRLEY HORNER 2022-07-14
001 2021-01-01
001 2020-01-01 EDWARD ROJAS 2021-05-21
001 2020-01-01
001 2019-01-01
001 2018-01-01 TARA LEVESQUE 2019-05-06 TARA LEVESQUE 2019-05-06
001 2017-01-01 TARA LEVESQUE 2018-07-02
001 2016-01-01 TARA LEVESQUE 2017-04-03
001 2015-01-01 TARA LEVESQUE 2016-05-04
001 2014-01-01 TARA LEVESQUE 2015-05-19
001 2013-01-01 TARA LEVESQUE 2014-07-08
001 2012-01-01 TARA LEVESQUE 2013-10-08
001 2011-01-01 TARA LEVESQUE TARA LEVESQUE 2012-06-28
001 2010-01-01 TARA E LEVESQUE
001 2009-01-01 TARA LEVESQUE TARA LEVESQUE 2010-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	SHIRLEY HORNER	2022-07-14
001	2021-01-01
001	2020-01-01	EDWARD ROJAS	2021-05-21
001	2020-01-01
001	2019-01-01
001	2018-01-01	TARA LEVESQUE	2019-05-06	TARA LEVESQUE	2019-05-06
001	2017-01-01	TARA LEVESQUE	2018-07-02
001	2016-01-01	TARA LEVESQUE	2017-04-03
001	2015-01-01	TARA LEVESQUE	2016-05-04
001	2014-01-01	TARA LEVESQUE	2015-05-19
001	2013-01-01	TARA LEVESQUE	2014-07-08
001	2012-01-01	TARA LEVESQUE	2013-10-08
001	2011-01-01	TARA LEVESQUE		TARA LEVESQUE	2012-06-28
001	2010-01-01	TARA E LEVESQUE
001	2009-01-01	TARA LEVESQUE		TARA LEVESQUE	2010-09-30

Plan Statistics for KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN

401k plan membership statisitcs for KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN

Measure Date Value
2019: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 105
Number of participants with account balances 2019-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2011: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Number of participants with account balances 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	105
Number of participants with account balances	2019-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2011: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Number of participants with account balances	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN

Measure	Date	Value
2019 : KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$923,673
Expenses. Total of all expenses incurred	2019-12-31	$21,600
Benefits paid (including direct rollovers)	2019-12-31	$18,084
Total plan assets at end of year	2019-12-31	$902,073
Total plan assets at beginning of year	2019-12-31	$0
Value of fidelity bond covering the plan	2019-12-31	$20,000
Total contributions received or receivable from participants	2019-12-31	$50,219
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$15,353
Other income received	2019-12-31	$858,101
Net income (gross income less expenses)	2019-12-31	$902,073
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$902,073
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Assets. Value of participant loans	2019-12-31	$28,686
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$3,516
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2011 : KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$17,673
Expenses. Total of all expenses incurred	2011-12-31	$21,198
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$602,689
Total plan assets at beginning of year	2011-12-31	$606,214
Total contributions received or receivable from participants	2011-12-31	$52,453
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-34,780
Net income (gross income less expenses)	2011-12-31	$-3,525
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$602,689
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$606,214
Assets. Value of participant loans	2011-12-31	$116,346
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$19,648
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,550
2010 : KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$145,417
Expenses. Total of all expenses incurred	2010-12-31	$1,300
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$606,214
Total plan assets at beginning of year	2010-12-31	$462,097
Total contributions received or receivable from participants	2010-12-31	$63,360
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$82,057
Net income (gross income less expenses)	2010-12-31	$144,117
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$606,214
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$462,097
Assets. Value of participant loans	2010-12-31	$13,373
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,300

Form 5500 Responses for KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN

2019: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2011: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: KINGSBOROUGH ATLAS TREE SURGERY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

926227

Policy instance

Insurance contract or identification number	926227
Number of Individuals Covered	9
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,568
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

METLIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 87726 )

Policy contract number

926227

Policy instance

Insurance contract or identification number	926227
Number of Individuals Covered	9
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,476
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1,476
Insurance broker organization code?	4
Insurance broker name	MORGAN STANLEY SMITH BARNEY LLC

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Company Name:	KINGSBOROUGH ATLAS TREE SURGERY, INC.
Employer identification number (EIN):	680305228
NAIC Classification:	812990
NAIC Description:	All Other Personal Services