401k Plan data: DAVEY TREE SURGERY COMPANY PENSION PLAN plan

DAVEY TREE SURGERY COMPANY PENSION PLAN 401k Plan overview

Plan Name	DAVEY TREE SURGERY COMPANY PENSION PLAN
Plan identification number	001

DAVEY TREE SURGERY COMPANY PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVEY TREE SURGERY COMPANY has sponsored the creation of one or more 401k plans.

Company Name: DAVEY TREE SURGERY COMPANY

Employer identification number (EIN): 941693162

NAIC Classification: 561730
NAIC Description: Landscaping Services

Additional information about DAVEY TREE SURGERY COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1969-05-07

Company Identification Number: 383813

Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about DAVEY TREE SURGERY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVEY TREE SURGERY COMPANY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOSEPH PAUL
001 2015-01-01 JOSEPH R PAUL
001 2014-01-01 JOSEPH R PAUL
001 2013-01-01 JOSEPH R PAUL
001 2012-01-01 JOSEPH R PAUL
001 2011-01-01 DAVID ADANTE
001 2009-01-01 DAVID ADANTE

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	JOSEPH PAUL
001	2015-01-01	JOSEPH R PAUL
001	2014-01-01	JOSEPH R PAUL
001	2013-01-01	JOSEPH R PAUL
001	2012-01-01	JOSEPH R PAUL
001	2011-01-01	DAVID ADANTE
001	2009-01-01	DAVID ADANTE

Plan Statistics for DAVEY TREE SURGERY COMPANY PENSION PLAN

401k plan membership statisitcs for DAVEY TREE SURGERY COMPANY PENSION PLAN

Measure Date Value
2016: DAVEY TREE SURGERY COMPANY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 42
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: DAVEY TREE SURGERY COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 645
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 24
Number of retired or separated participants receiving benefits 2015-01-01 36
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVEY TREE SURGERY COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 707
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 524
Number of retired or separated participants receiving benefits 2014-01-01 40
Number of other retired or separated participants entitled to future benefits 2014-01-01 81
Total of all active and inactive participants 2014-01-01 645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: DAVEY TREE SURGERY COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,129
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 575
Number of retired or separated participants receiving benefits 2013-01-01 31
Number of other retired or separated participants entitled to future benefits 2013-01-01 101
Total of all active and inactive participants 2013-01-01 707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 48
2012: DAVEY TREE SURGERY COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,424
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 803
Number of retired or separated participants receiving benefits 2012-01-01 29
Number of other retired or separated participants entitled to future benefits 2012-01-01 297
Total of all active and inactive participants 2012-01-01 1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 264
2011: DAVEY TREE SURGERY COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,356
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,016
Number of retired or separated participants receiving benefits 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 375
Total of all active and inactive participants 2011-01-01 1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 175
2009: DAVEY TREE SURGERY COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,197
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 842
Number of retired or separated participants receiving benefits 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 406
Total of all active and inactive participants 2009-01-01 1,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 3
Total participants 2009-01-01 1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 95

Measure	Date	Value
2016: DAVEY TREE SURGERY COMPANY PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	42
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: DAVEY TREE SURGERY COMPANY PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	645
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	24
Number of retired or separated participants receiving benefits	2015-01-01	36
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVEY TREE SURGERY COMPANY PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	707
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	524
Number of retired or separated participants receiving benefits	2014-01-01	40
Number of other retired or separated participants entitled to future benefits	2014-01-01	81
Total of all active and inactive participants	2014-01-01	645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: DAVEY TREE SURGERY COMPANY PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,129
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	575
Number of retired or separated participants receiving benefits	2013-01-01	31
Number of other retired or separated participants entitled to future benefits	2013-01-01	101
Total of all active and inactive participants	2013-01-01	707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	707
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	48
2012: DAVEY TREE SURGERY COMPANY PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,424
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	803
Number of retired or separated participants receiving benefits	2012-01-01	29
Number of other retired or separated participants entitled to future benefits	2012-01-01	297
Total of all active and inactive participants	2012-01-01	1,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	264
2011: DAVEY TREE SURGERY COMPANY PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,356
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,016
Number of retired or separated participants receiving benefits	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	375
Total of all active and inactive participants	2011-01-01	1,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	1,424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	175
2009: DAVEY TREE SURGERY COMPANY PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,197
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	842
Number of retired or separated participants receiving benefits	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	406
Total of all active and inactive participants	2009-01-01	1,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	3
Total participants	2009-01-01	1,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	95

Financial Data on DAVEY TREE SURGERY COMPANY PENSION PLAN

Measure	Date	Value
2016 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$808,163
Total income from all sources	2016-12-31	$55
Expenses. Total of all expenses incurred	2016-12-31	$11,224
Benefits paid (including direct rollovers)	2016-12-31	$8,896
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$819,332
Other income received	2016-12-31	$55
Net income (gross income less expenses)	2016-12-31	$-11,169
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$11,169
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,328
2015 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$808,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$18,470
Total income from all sources (including contributions)	2015-12-31	$854,195
Total of all expenses incurred	2015-12-31	$2,154,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,043,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$822,405
Value of total assets at end of year	2015-12-31	$819,332
Value of total assets at beginning of year	2015-12-31	$1,329,731
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$110,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$57,684
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$797,300
Administrative expenses (other) incurred	2015-12-31	$41,076
Liabilities. Value of operating payables at end of year	2015-12-31	$10,863
Liabilities. Value of operating payables at beginning of year	2015-12-31	$18,470
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	$-1,300,092
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,169
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,311,261
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
Investment advisory and management fees	2015-12-31	$12,223
Value of interest in master investment trust accounts at end of year	2015-12-31	$296,927
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$1,329,731
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$797,300
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	No
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	$822,405
Employer contributions (assets) at end of year	2015-12-31	$522,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,246,004
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2015-12-31	431947695
2014 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$18,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,251
Total income from all sources (including contributions)	2014-12-31	$112,968
Total of all expenses incurred	2014-12-31	$164,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$90,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$92,022
Value of total assets at end of year	2014-12-31	$1,329,731
Value of total assets at beginning of year	2014-12-31	$1,373,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$74,749
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$36,195
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Administrative expenses (other) incurred	2014-12-31	$35,609
Liabilities. Value of operating payables at end of year	2014-12-31	$18,470
Liabilities. Value of operating payables at beginning of year	2014-12-31	$10,251
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	$-51,901
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,311,261
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,363,162
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	$2,945
Value of interest in master investment trust accounts at end of year	2014-12-31	$1,329,731
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$1,323,640
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	$92,022
Employer contributions (assets) at beginning of year	2014-12-31	$49,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$90,120
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	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2014-12-31	431947695
2013 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,468
Total income from all sources (including contributions)	2013-12-31	$338,757
Total of all expenses incurred	2013-12-31	$160,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$124,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$191,645
Value of total assets at end of year	2013-12-31	$1,373,413
Value of total assets at beginning of year	2013-12-31	$1,194,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$36,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$4,357
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Administrative expenses (other) incurred	2013-12-31	$29,148
Liabilities. Value of operating payables at end of year	2013-12-31	$10,251
Liabilities. Value of operating payables at beginning of year	2013-12-31	$9,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$178,086
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,363,162
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,185,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$2,715
Value of interest in master investment trust accounts at end of year	2013-12-31	$1,323,640
Value of interest in master investment trust accounts at beginning of year	2013-12-31	$1,086,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$191,645
Employer contributions (assets) at end of year	2013-12-31	$49,773
Employer contributions (assets) at beginning of year	2013-12-31	$108,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$124,451
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2013-12-31	431947695
2012 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$17,100
Total income from all sources (including contributions)	2012-12-31	$427,223
Total of all expenses incurred	2012-12-31	$463,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$376,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$299,789
Value of total assets at end of year	2012-12-31	$1,194,544
Value of total assets at beginning of year	2012-12-31	$1,238,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$86,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$29,879
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Administrative expenses (other) incurred	2012-12-31	$49,945
Liabilities. Value of operating payables at end of year	2012-12-31	$9,468
Liabilities. Value of operating payables at beginning of year	2012-12-31	$17,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-35,916
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,185,076
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,220,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$6,949
Value of interest in master investment trust accounts at end of year	2012-12-31	$1,086,281
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$1,134,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$299,789
Employer contributions (assets) at end of year	2012-12-31	$108,263
Employer contributions (assets) at beginning of year	2012-12-31	$104,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$376,366
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN	2012-12-31	431947695
2011 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$17,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$52,138
Total income from all sources (including contributions)	2011-12-31	$226,186
Total of all expenses incurred	2011-12-31	$255,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$116,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$290,448
Value of total assets at end of year	2011-12-31	$1,238,092
Value of total assets at beginning of year	2011-12-31	$1,302,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$138,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$72,693
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Administrative expenses (other) incurred	2011-12-31	$52,534
Liabilities. Value of operating payables at end of year	2011-12-31	$17,100
Liabilities. Value of operating payables at beginning of year	2011-12-31	$52,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-29,266
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,220,992
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,250,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$13,345
Value of interest in master investment trust accounts at end of year	2011-12-31	$1,134,058
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$1,170,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$290,448
Employer contributions (assets) at end of year	2011-12-31	$104,034
Employer contributions (assets) at beginning of year	2011-12-31	$131,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$116,880
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : DAVEY TREE SURGERY COMPANY PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$52,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$43,421
Total income from all sources (including contributions)	2010-12-31	$402,239
Total of all expenses incurred	2010-12-31	$227,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$27,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$344,857
Value of total assets at end of year	2010-12-31	$1,302,396
Value of total assets at beginning of year	2010-12-31	$1,118,671
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$199,364
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$49,256
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Administrative expenses (other) incurred	2010-12-31	$50,821
Liabilities. Value of operating payables at end of year	2010-12-31	$52,138
Liabilities. Value of operating payables at beginning of year	2010-12-31	$43,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$175,008
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,250,258
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,075,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in master investment trust accounts at end of year	2010-12-31	$1,170,539
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$905,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$344,857
Employer contributions (assets) at end of year	2010-12-31	$131,857
Employer contributions (assets) at beginning of year	2010-12-31	$212,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$27,867
Contract administrator fees	2010-12-31	$99,287
Did the plan have assets held for investment	2010-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2010-12-31	366055558

Form 5500 Responses for DAVEY TREE SURGERY COMPANY PENSION PLAN

2016: DAVEY TREE SURGERY COMPANY PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DAVEY TREE SURGERY COMPANY PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVEY TREE SURGERY COMPANY PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVEY TREE SURGERY COMPANY PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DAVEY TREE SURGERY COMPANY PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DAVEY TREE SURGERY COMPANY PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DAVEY TREE SURGERY COMPANY PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DAVEY TREE SURGERY COMPANY
Employer identification number (EIN):	941693162
NAIC Classification:	561730
NAIC Description:	Landscaping Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1969-05-07
Company Identification Number:	383813
Legal Registered Office Address:	1300 EAST NINTH STREET - CLEVELAND United States of America (USA) 44114