F. A. BARTLETT TREE EXPERT CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS
| Measure | Date | Value |
|---|
| 2023 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,961,952 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,191,315 |
| Total income from all sources (including contributions) | 2023-12-31 | $21,208,946 |
| Total of all expenses incurred | 2023-12-31 | $20,902,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $19,861,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $21,208,946 |
| Value of total assets at end of year | 2023-12-31 | $334,979 |
| Value of total assets at beginning of year | 2023-12-31 | $257,866 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,041,426 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $6,885,658 |
| Total non interest bearing cash at end of year | 2023-12-31 | $334,979 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $257,866 |
| 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 | $306,476 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $-1,626,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $-1,933,449 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $1,075,941 |
| 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 | $14,323,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $18,785,103 |
| Contract administrator fees | 2023-12-31 | $1,041,426 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $1,961,952 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $2,191,315 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 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 | WEAVER AND TIDWELL, LLP |
| Accountancy firm EIN | 2023-12-31 | 750786316 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $1,961,952 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $2,191,315 |
| Total income from all sources (including contributions) | 2023-01-01 | $21,208,946 |
| Total of all expenses incurred | 2023-01-01 | $20,902,470 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $19,861,044 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $21,208,946 |
| Value of total assets at end of year | 2023-01-01 | $334,979 |
| Value of total assets at beginning of year | 2023-01-01 | $257,866 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,041,426 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $6,885,658 |
| Total non interest bearing cash at end of year | 2023-01-01 | $334,979 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $257,866 |
| 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 | $306,476 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $-1,626,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $-1,933,449 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $1,075,941 |
| 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 | $14,323,288 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $18,785,103 |
| Contract administrator fees | 2023-01-01 | $1,041,426 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $1,961,952 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $2,191,315 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 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 | WEAVER AND TIDWELL, LLP |
| Accountancy firm EIN | 2023-01-01 | 750786316 |
| 2022 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,191,315 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,189,824 |
| Total income from all sources (including contributions) | 2022-12-31 | $17,253,710 |
| Total of all expenses incurred | 2022-12-31 | $18,422,698 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $17,443,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,253,710 |
| Value of total assets at end of year | 2022-12-31 | $257,866 |
| Value of total assets at beginning of year | 2022-12-31 | $425,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $979,089 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $6,326,810 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $43,461 |
| Total non interest bearing cash at end of year | 2022-12-31 | $257,866 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $381,902 |
| 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 | $-1,168,988 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $-1,933,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $-764,461 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $747,486 |
| 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 | $10,926,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $16,696,123 |
| Contract administrator fees | 2022-12-31 | $979,089 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $2,191,315 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,189,824 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 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 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2022-12-31 | 131578842 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $2,191,315 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $1,189,824 |
| Total income from all sources (including contributions) | 2022-01-01 | $17,253,710 |
| Total of all expenses incurred | 2022-01-01 | $18,422,698 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $17,443,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $17,253,710 |
| Value of total assets at end of year | 2022-01-01 | $257,866 |
| Value of total assets at beginning of year | 2022-01-01 | $425,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $979,089 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $6,326,810 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $43,461 |
| Total non interest bearing cash at end of year | 2022-01-01 | $257,866 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $381,902 |
| 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 | $-1,168,988 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $-1,933,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $-764,461 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $747,486 |
| 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 | $10,926,900 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $16,696,123 |
| Contract administrator fees | 2022-01-01 | $979,089 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $2,191,315 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $1,189,824 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 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 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2022-01-01 | 131578842 |
| 2021 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,189,824 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $814,863 |
| Total income from all sources (including contributions) | 2021-12-31 | $15,769,879 |
| Total of all expenses incurred | 2021-12-31 | $15,882,133 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $15,059,335 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,769,879 |
| Value of total assets at end of year | 2021-12-31 | $425,363 |
| Value of total assets at beginning of year | 2021-12-31 | $162,656 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $822,798 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $5,531,570 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $43,461 |
| Total non interest bearing cash at end of year | 2021-12-31 | $381,902 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $162,656 |
| 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 | $-112,254 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $-764,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-652,207 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $669,685 |
| 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 | $10,238,309 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $14,389,650 |
| Contract administrator fees | 2021-12-31 | $822,798 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,189,824 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $814,863 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2021-12-31 | 131578842 |
| 2020 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $814,863 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $732,565 |
| Total income from all sources (including contributions) | 2020-12-31 | $12,715,907 |
| Total of all expenses incurred | 2020-12-31 | $12,917,436 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $12,130,352 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,715,907 |
| Value of total assets at end of year | 2020-12-31 | $162,656 |
| Value of total assets at beginning of year | 2020-12-31 | $281,887 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $787,084 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $5,345,945 |
| Total non interest bearing cash at end of year | 2020-12-31 | $162,656 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $281,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-201,529 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $-652,207 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-450,678 |
| 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 |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $632,742 |
| 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 | $7,369,962 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,497,610 |
| Contract administrator fees | 2020-12-31 | $787,084 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $814,863 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $732,565 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 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 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2020-12-31 | 131578842 |
| 2019 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $732,565 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $732,565 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $575,252 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $575,252 |
| Total income from all sources (including contributions) | 2019-12-31 | $11,456,902 |
| Total income from all sources (including contributions) | 2019-12-31 | $11,456,902 |
| Total of all expenses incurred | 2019-12-31 | $11,680,346 |
| Total of all expenses incurred | 2019-12-31 | $11,680,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,922,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,922,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,456,902 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,456,902 |
| Value of total assets at end of year | 2019-12-31 | $281,887 |
| Value of total assets at end of year | 2019-12-31 | $281,887 |
| Value of total assets at beginning of year | 2019-12-31 | $348,018 |
| Value of total assets at beginning of year | 2019-12-31 | $348,018 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $757,776 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $757,776 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $5,390,272 |
| Contributions received from participants | 2019-12-31 | $5,390,272 |
| Total non interest bearing cash at end of year | 2019-12-31 | $281,887 |
| Total non interest bearing cash at end of year | 2019-12-31 | $281,887 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $348,018 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $348,018 |
| 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 |
| 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 | $-223,444 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-450,678 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $-450,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-227,234 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-227,234 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $608,776 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $608,776 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| 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 |
| 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 |
| 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 | $6,066,630 |
| Contributions received in cash from employer | 2019-12-31 | $6,066,630 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,313,794 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,313,794 |
| Contract administrator fees | 2019-12-31 | $757,776 |
| Contract administrator fees | 2019-12-31 | $757,776 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $732,565 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $575,252 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | 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 | 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 |
| 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 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm name | 2019-12-31 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| Accountancy firm EIN | 2019-12-31 | 131578842 |
| 2018 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $575,252 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $517,770 |
| Total income from all sources (including contributions) | 2018-12-31 | $11,155,726 |
| Total of all expenses incurred | 2018-12-31 | $11,224,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,521,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $11,155,726 |
| Value of total assets at end of year | 2018-12-31 | $348,018 |
| Value of total assets at beginning of year | 2018-12-31 | $359,215 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $702,519 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $5,008,917 |
| Total non interest bearing cash at end of year | 2018-12-31 | $348,018 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $359,215 |
| 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 | $-68,679 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $-227,234 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-158,555 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $544,198 |
| 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 | $6,146,809 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,977,688 |
| Contract administrator fees | 2018-12-31 | $702,519 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $575,252 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $517,770 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BUCHBINDER TUNICK & CO, LLP |
| Accountancy firm EIN | 2018-12-31 | 131578842 |
| 2017 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $517,770 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $880,340 |
| Total income from all sources (including contributions) | 2017-12-31 | $10,013,435 |
| Total of all expenses incurred | 2017-12-31 | $9,658,401 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,009,437 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,013,435 |
| Value of total assets at end of year | 2017-12-31 | $359,215 |
| Value of total assets at beginning of year | 2017-12-31 | $366,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $648,964 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $4,657,017 |
| Total non interest bearing cash at end of year | 2017-12-31 | $359,215 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $366,751 |
| 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 | $355,034 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-158,555 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-513,589 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $557,077 |
| 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 | $5,356,418 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,452,360 |
| Contract administrator fees | 2017-12-31 | $648,964 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $517,770 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $880,340 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2017-12-31 | 133447681 |
| 2016 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $880,340 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,627,997 |
| Total income from all sources (including contributions) | 2016-12-31 | $11,226,049 |
| Total of all expenses incurred | 2016-12-31 | $9,431,187 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,843,001 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,112,682 |
| Value of total assets at end of year | 2016-12-31 | $366,751 |
| Value of total assets at beginning of year | 2016-12-31 | $319,546 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $588,186 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $4,164,212 |
| Other income not declared elsewhere | 2016-12-31 | $113,367 |
| Total non interest bearing cash at end of year | 2016-12-31 | $366,751 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $319,546 |
| 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 | $1,794,862 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-513,589 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-2,308,451 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $510,033 |
| 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 | $6,948,470 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,332,968 |
| Contract administrator fees | 2016-12-31 | $588,186 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $880,340 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,627,997 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2016-12-31 | 133447681 |
| 2015 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,627,997 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,049,360 |
| Total income from all sources (including contributions) | 2015-12-31 | $8,866,588 |
| Total of all expenses incurred | 2015-12-31 | $9,536,500 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,005,647 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $8,866,588 |
| Value of total assets at end of year | 2015-12-31 | $319,546 |
| Value of total assets at beginning of year | 2015-12-31 | $410,821 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $530,853 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $3,778,349 |
| Total non interest bearing cash at end of year | 2015-12-31 | $319,546 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $410,821 |
| 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 | $-669,912 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-2,308,451 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-1,638,539 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $457,226 |
| 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 | $5,088,239 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $8,548,421 |
| Contract administrator fees | 2015-12-31 | $530,853 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,627,997 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,049,360 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2015-12-31 | 133447681 |
| 2014 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,049,360 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,080,538 |
| Total income from all sources (including contributions) | 2014-12-31 | $7,840,691 |
| Total of all expenses incurred | 2014-12-31 | $8,739,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $8,226,691 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $7,840,691 |
| Value of total assets at end of year | 2014-12-31 | $410,821 |
| Value of total assets at beginning of year | 2014-12-31 | $340,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $512,700 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| 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 |
| Contributions received from participants | 2014-12-31 | $3,582,487 |
| Total non interest bearing cash at end of year | 2014-12-31 | $410,821 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $340,699 |
| 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 | $-898,700 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-1,638,539 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-739,839 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $425,624 |
| 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 | $4,258,204 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,801,067 |
| Contract administrator fees | 2014-12-31 | $512,700 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,049,360 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,080,538 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2014-12-31 | 133447681 |
| 2013 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,080,538 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $657,172 |
| Total income from all sources (including contributions) | 2013-12-31 | $7,675,204 |
| Total of all expenses incurred | 2013-12-31 | $7,959,871 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,471,997 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,675,204 |
| Value of total assets at end of year | 2013-12-31 | $340,699 |
| Value of total assets at beginning of year | 2013-12-31 | $202,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $487,874 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $3,374,018 |
| Total non interest bearing cash at end of year | 2013-12-31 | $340,699 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $202,000 |
| 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 | $-284,667 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-739,839 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-455,172 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $507,437 |
| 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 | $4,301,186 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,964,560 |
| Contract administrator fees | 2013-12-31 | $487,874 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,080,538 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $657,172 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2013-12-31 | 133447681 |
| 2012 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $657,172 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $910,627 |
| Total income from all sources (including contributions) | 2012-12-31 | $8,100,621 |
| Total of all expenses incurred | 2012-12-31 | $7,847,166 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $7,402,673 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,100,621 |
| Value of total assets at end of year | 2012-12-31 | $202,000 |
| Value of total assets at beginning of year | 2012-12-31 | $202,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $444,493 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| 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 |
| Contributions received from participants | 2012-12-31 | $3,068,511 |
| Total non interest bearing cash at end of year | 2012-12-31 | $202,000 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $32,876 |
| 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 | $253,455 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-455,172 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-708,627 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $418,946 |
| 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 | $5,032,110 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $169,124 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,983,727 |
| Contract administrator fees | 2012-12-31 | $444,493 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $657,172 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $910,627 |
| Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | LILLING & COMPANY LLP |
| Accountancy firm EIN | 2012-12-31 | 133447681 |
| 2011 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $910,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $144,630 |
| Total income from all sources (including contributions) | 2011-12-31 | $6,982,593 |
| Total of all expenses incurred | 2011-12-31 | $7,748,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,310,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,982,593 |
| Value of total assets at end of year | 2011-12-31 | $202,000 |
| Value of total assets at beginning of year | 2011-12-31 | $202,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $438,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| 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 |
| Contributions received from participants | 2011-12-31 | $2,883,713 |
| Administrative expenses (other) incurred | 2011-12-31 | $438,387 |
| Total non interest bearing cash at end of year | 2011-12-31 | $32,876 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $102,964 |
| 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 | $-765,997 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-708,627 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $57,370 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $388,527 |
| 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 | $4,098,880 |
| Employer contributions (assets) at end of year | 2011-12-31 | $169,124 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $99,036 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,921,676 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $910,627 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $144,630 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | LLING & COMPANY LLP |
| Accountancy firm EIN | 2011-12-31 | 133447681 |
| 2010 : F.A. BARTLETT TREE EXPERT CO. HEALTH BENEFITS 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $144,630 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $111,230 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,961,538 |
| Total of all expenses incurred | 2010-12-31 | $5,967,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,468,816 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,961,538 |
| Value of total assets at end of year | 2010-12-31 | $202,000 |
| Value of total assets at beginning of year | 2010-12-31 | $175,000 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $499,122 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $2,770,036 |
| Total non interest bearing cash at end of year | 2010-12-31 | $102,964 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $175,000 |
| 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 | $-6,400 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $57,370 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $63,770 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $358,098 |
| 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 | $3,191,502 |
| Employer contributions (assets) at end of year | 2010-12-31 | $99,036 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,110,718 |
| Contract administrator fees | 2010-12-31 | $499,122 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $144,630 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $111,230 |
| 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MAIER MARKEY & JUSTIC LLP |
| Accountancy firm EIN | 2010-12-31 | 133539062 |
