John Lucas Tree Expert Company
Plan context: John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust
EIN 01-0110890 • 50 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
313
2024 Assets
$16,579,491
2024 Contributions
$1,392,037
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 313 | $16,579,491 | $1,392,037 | $4,447iApproximate average salary by contribution assumption: employee only about $111,185 at 4% or $74,123 at 6%; with 50% employer match about $74,123 at 4% or $49,416 at 6%; with 100% employer match about $55,593 at 4% or $37,062 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 313 | $16,579,491 | $1,392,037 | $4,447iApproximate average salary by contribution assumption: employee only about $111,185 at 4% or $74,123 at 6%; with 50% employer match about $74,123 at 4% or $49,416 at 6%; with 100% employer match about $55,593 at 4% or $37,062 at 6%. |
| 2023 | 2 | 304 | $14,904,925 | $1,360,818 | $4,476iApproximate average salary by contribution assumption: employee only about $111,909 at 4% or $74,606 at 6%; with 50% employer match about $74,606 at 4% or $49,738 at 6%; with 100% employer match about $55,955 at 4% or $37,303 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 304 | $14,904,925 | $1,360,818 | $4,476iApproximate average salary by contribution assumption: employee only about $111,909 at 4% or $74,606 at 6%; with 50% employer match about $74,606 at 4% or $49,738 at 6%; with 100% employer match about $55,955 at 4% or $37,303 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 261 | - | - | - |
| 2022 | 2 | 312 | $12,181,472 | $1,378,633 | $4,419iApproximate average salary by contribution assumption: employee only about $110,467 at 4% or $73,645 at 6%; with 50% employer match about $73,645 at 4% or $49,097 at 6%; with 100% employer match about $55,234 at 4% or $36,822 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 312 | $12,181,472 | $1,378,633 | $4,419iApproximate average salary by contribution assumption: employee only about $110,467 at 4% or $73,645 at 6%; with 50% employer match about $73,645 at 4% or $49,097 at 6%; with 100% employer match about $55,234 at 4% or $36,822 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 266 | - | - | - |
| 2021 | 2 | 239 | $13,415,833 | $931,963 | $3,899iApproximate average salary by contribution assumption: employee only about $97,486 at 4% or $64,990 at 6%; with 50% employer match about $64,990 at 4% or $43,327 at 6%; with 100% employer match about $48,743 at 4% or $32,495 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 233 | $13,415,833 | $931,963 | $4,000iApproximate average salary by contribution assumption: employee only about $99,996 at 4% or $66,664 at 6%; with 50% employer match about $66,664 at 4% or $44,443 at 6%; with 100% employer match about $49,998 at 4% or $33,332 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 239 | - | - | - |
| 2020 | 2 | 260 | $11,522,214 | $865,742 | $3,330iApproximate average salary by contribution assumption: employee only about $83,244 at 4% or $55,496 at 6%; with 50% employer match about $55,496 at 4% or $36,998 at 6%; with 100% employer match about $41,622 at 4% or $27,748 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 260 | $11,522,214 | $865,742 | $3,330iApproximate average salary by contribution assumption: employee only about $83,244 at 4% or $55,496 at 6%; with 50% employer match about $55,496 at 4% or $36,998 at 6%; with 100% employer match about $41,622 at 4% or $27,748 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 205 | - | - | - |
| 2019 | 5 | 264 | $10,839,422 | $818,714 | $3,101iApproximate average salary by contribution assumption: employee only about $77,530 at 4% or $51,686 at 6%; with 50% employer match about $51,686 at 4% or $34,458 at 6%; with 100% employer match about $38,765 at 4% or $25,843 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 264 | $10,839,422 | $818,714 | $3,101iApproximate average salary by contribution assumption: employee only about $77,530 at 4% or $51,686 at 6%; with 50% employer match about $51,686 at 4% or $34,458 at 6%; with 100% employer match about $38,765 at 4% or $25,843 at 6%. |
| LUCAS TREE HEALTH PLAN | - | 0 | - | - | - |
| LUCAS TREE LTD PLAN | - | 0 | - | - | - |
| JOHN LUCAS TREE EXPERT CO. | - | 0 | - | - | - |
| Lucas Tree Health and Welfare Benefit Plan | - | 211 | - | - | - |
| 2018 | 2 | 352 | $9,169,006 | $781,073 | $2,219iApproximate average salary by contribution assumption: employee only about $55,474 at 4% or $36,983 at 6%; with 50% employer match about $36,983 at 4% or $24,655 at 6%; with 100% employer match about $27,737 at 4% or $18,491 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 290 | $9,169,006 | $781,073 | $2,693iApproximate average salary by contribution assumption: employee only about $67,334 at 4% or $44,889 at 6%; with 50% employer match about $44,889 at 4% or $29,926 at 6%; with 100% employer match about $33,667 at 4% or $22,445 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 352 | - | - | - |
| 2017 | 2 | 369 | $9,271,637 | $704,591 | $1,909iApproximate average salary by contribution assumption: employee only about $47,737 at 4% or $31,824 at 6%; with 50% employer match about $31,824 at 4% or $21,216 at 6%; with 100% employer match about $23,868 at 4% or $15,912 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 284 | $9,271,637 | $704,591 | $2,481iApproximate average salary by contribution assumption: employee only about $62,024 at 4% or $41,349 at 6%; with 50% employer match about $41,349 at 4% or $27,566 at 6%; with 100% employer match about $31,012 at 4% or $20,675 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 369 | - | - | - |
| 2016 | 2 | 281 | $7,742,363 | $604,200 | $2,150iApproximate average salary by contribution assumption: employee only about $53,754 at 4% or $35,836 at 6%; with 50% employer match about $35,836 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 281 | $7,742,363 | $604,200 | $2,150iApproximate average salary by contribution assumption: employee only about $53,754 at 4% or $35,836 at 6%; with 50% employer match about $35,836 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 236 | - | - | - |
| 2015 | 2 | 279 | $6,886,787 | $578,294 | $2,073iApproximate average salary by contribution assumption: employee only about $51,818 at 4% or $34,546 at 6%; with 50% employer match about $34,546 at 4% or $23,030 at 6%; with 100% employer match about $25,909 at 4% or $17,273 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 279 | $6,886,787 | $578,294 | $2,073iApproximate average salary by contribution assumption: employee only about $51,818 at 4% or $34,546 at 6%; with 50% employer match about $34,546 at 4% or $23,030 at 6%; with 100% employer match about $25,909 at 4% or $17,273 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 251 | - | - | - |
| 2014 | 2 | 258 | $6,621,795 | $512,327 | $1,986iApproximate average salary by contribution assumption: employee only about $49,644 at 4% or $33,096 at 6%; with 50% employer match about $33,096 at 4% or $22,064 at 6%; with 100% employer match about $24,822 at 4% or $16,548 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 258 | $6,621,795 | $512,327 | $1,986iApproximate average salary by contribution assumption: employee only about $49,644 at 4% or $33,096 at 6%; with 50% employer match about $33,096 at 4% or $22,064 at 6%; with 100% employer match about $24,822 at 4% or $16,548 at 6%. |
| Lucas Tree Health and Welfare Benefit Plan | - | 185 | - | - | - |
| 2013 | 4 | 241 | $6,672,634 | $501,209 | $2,080iApproximate average salary by contribution assumption: employee only about $51,993 at 4% or $34,662 at 6%; with 50% employer match about $34,662 at 4% or $23,108 at 6%; with 100% employer match about $25,996 at 4% or $17,331 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 241 | $6,672,634 | $501,209 | $2,080iApproximate average salary by contribution assumption: employee only about $51,993 at 4% or $34,662 at 6%; with 50% employer match about $34,662 at 4% or $23,108 at 6%; with 100% employer match about $25,996 at 4% or $17,331 at 6%. |
| LUCAS TREE LTD PLAN | - | 143 | - | - | - |
| LUCAS TREE HEALTH PLAN | - | 139 | - | - | - |
| LUCAS TREE DENTAL PLAN | - | 139 | - | - | - |
| 2012 | 3 | 259 | $5,559,680 | $528,458 | $2,040iApproximate average salary by contribution assumption: employee only about $51,009 at 4% or $34,006 at 6%; with 50% employer match about $34,006 at 4% or $22,671 at 6%; with 100% employer match about $25,505 at 4% or $17,003 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 240 | $5,559,680 | $528,458 | $2,202iApproximate average salary by contribution assumption: employee only about $55,048 at 4% or $36,698 at 6%; with 50% employer match about $36,698 at 4% or $24,466 at 6%; with 100% employer match about $27,524 at 4% or $18,349 at 6%. |
| LUCAS TREE HEALTH PLAN | - | 138 | - | - | - |
| LUCAS TREE LTD PLAN | - | 259 | - | - | - |
| 2011 | 3 | 278 | $4,555,857 | $478,484 | $1,721iApproximate average salary by contribution assumption: employee only about $43,029 at 4% or $28,686 at 6%; with 50% employer match about $28,686 at 4% or $19,124 at 6%; with 100% employer match about $21,515 at 4% or $14,343 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 278 | $4,555,857 | $478,484 | $1,721iApproximate average salary by contribution assumption: employee only about $43,029 at 4% or $28,686 at 6%; with 50% employer match about $28,686 at 4% or $19,124 at 6%; with 100% employer match about $21,515 at 4% or $14,343 at 6%. |
| LUCAS TREE HEALTH PLAN | - | 133 | - | - | - |
| LUCAS TREE LTD PLAN | - | 254 | - | - | - |
| 2010 | 3 | 267 | $4,456,624 | $449,926 | $1,685iApproximate average salary by contribution assumption: employee only about $42,128 at 4% or $28,085 at 6%; with 50% employer match about $28,085 at 4% or $18,724 at 6%; with 100% employer match about $21,064 at 4% or $14,043 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 267 | $4,456,624 | $449,926 | $1,685iApproximate average salary by contribution assumption: employee only about $42,128 at 4% or $28,085 at 6%; with 50% employer match about $28,085 at 4% or $18,724 at 6%; with 100% employer match about $21,064 at 4% or $14,043 at 6%. |
| LUCAS TREE LTD PLAN | - | 146 | - | - | - |
| LUCAS TREE HEALTH PLAN | - | 132 | - | - | - |
| 2009 | 1 | 267 | $4,027,132 | $428,416 | $1,605iApproximate average salary by contribution assumption: employee only about $40,114 at 4% or $26,743 at 6%; with 50% employer match about $26,743 at 4% or $17,828 at 6%; with 100% employer match about $20,057 at 4% or $13,371 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 267 | $4,027,132 | $428,416 | $1,605iApproximate average salary by contribution assumption: employee only about $40,114 at 4% or $26,743 at 6%; with 50% employer match about $26,743 at 4% or $17,828 at 6%; with 100% employer match about $20,057 at 4% or $13,371 at 6%. |
| 2008 | 1 | 242 | $2,994,357 | $408,454 | $1,688iApproximate average salary by contribution assumption: employee only about $42,196 at 4% or $28,130 at 6%; with 50% employer match about $28,130 at 4% or $18,754 at 6%; with 100% employer match about $21,098 at 4% or $14,065 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 242 | $2,994,357 | $408,454 | $1,688iApproximate average salary by contribution assumption: employee only about $42,196 at 4% or $28,130 at 6%; with 50% employer match about $28,130 at 4% or $18,754 at 6%; with 100% employer match about $21,098 at 4% or $14,065 at 6%. |
| 2007 | 1 | 261 | $3,875,007 | $382,372 | $1,465iApproximate average salary by contribution assumption: employee only about $36,626 at 4% or $24,417 at 6%; with 50% employer match about $24,417 at 4% or $16,278 at 6%; with 100% employer match about $18,313 at 4% or $12,209 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 261 | $3,875,007 | $382,372 | $1,465iApproximate average salary by contribution assumption: employee only about $36,626 at 4% or $24,417 at 6%; with 50% employer match about $24,417 at 4% or $16,278 at 6%; with 100% employer match about $18,313 at 4% or $12,209 at 6%. |
| 2006 | 1 | 252 | $3,752,849 | $421,292 | $1,672iApproximate average salary by contribution assumption: employee only about $41,795 at 4% or $27,863 at 6%; with 50% employer match about $27,863 at 4% or $18,575 at 6%; with 100% employer match about $20,897 at 4% or $13,932 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 252 | $3,752,849 | $421,292 | $1,672iApproximate average salary by contribution assumption: employee only about $41,795 at 4% or $27,863 at 6%; with 50% employer match about $27,863 at 4% or $18,575 at 6%; with 100% employer match about $20,897 at 4% or $13,932 at 6%. |
| 2005 | 1 | 196 | $3,195,793 | $229,312 | $1,170iApproximate average salary by contribution assumption: employee only about $29,249 at 4% or $19,499 at 6%; with 50% employer match about $19,499 at 4% or $13,000 at 6%; with 100% employer match about $14,624 at 4% or $9,750 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 196 | $3,195,793 | $229,312 | $1,170iApproximate average salary by contribution assumption: employee only about $29,249 at 4% or $19,499 at 6%; with 50% employer match about $19,499 at 4% or $13,000 at 6%; with 100% employer match about $14,624 at 4% or $9,750 at 6%. |
| 2004 | 1 | 166 | $3,058,679 | $208,888 | $1,258iApproximate average salary by contribution assumption: employee only about $31,459 at 4% or $20,973 at 6%; with 50% employer match about $20,973 at 4% or $13,982 at 6%; with 100% employer match about $15,730 at 4% or $10,486 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 166 | $3,058,679 | $208,888 | $1,258iApproximate average salary by contribution assumption: employee only about $31,459 at 4% or $20,973 at 6%; with 50% employer match about $20,973 at 4% or $13,982 at 6%; with 100% employer match about $15,730 at 4% or $10,486 at 6%. |
| 2003 | 1 | 167 | $2,650,227 | $177,832 | $1,065iApproximate average salary by contribution assumption: employee only about $26,622 at 4% or $17,748 at 6%; with 50% employer match about $17,748 at 4% or $11,832 at 6%; with 100% employer match about $13,311 at 4% or $8,874 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 167 | $2,650,227 | $177,832 | $1,065iApproximate average salary by contribution assumption: employee only about $26,622 at 4% or $17,748 at 6%; with 50% employer match about $17,748 at 4% or $11,832 at 6%; with 100% employer match about $13,311 at 4% or $8,874 at 6%. |
| 2002 | 1 | 180 | $2,159,282 | $289,255 | $1,607iApproximate average salary by contribution assumption: employee only about $40,174 at 4% or $26,783 at 6%; with 50% employer match about $26,783 at 4% or $17,855 at 6%; with 100% employer match about $20,087 at 4% or $13,391 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 180 | $2,159,282 | $289,255 | $1,607iApproximate average salary by contribution assumption: employee only about $40,174 at 4% or $26,783 at 6%; with 50% employer match about $26,783 at 4% or $17,855 at 6%; with 100% employer match about $20,087 at 4% or $13,391 at 6%. |
| 2001 | 1 | 190 | $2,670,893 | $280,656 | $1,477iApproximate average salary by contribution assumption: employee only about $36,928 at 4% or $24,619 at 6%; with 50% employer match about $24,619 at 4% or $16,413 at 6%; with 100% employer match about $18,464 at 4% or $12,309 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 190 | $2,670,893 | $280,656 | $1,477iApproximate average salary by contribution assumption: employee only about $36,928 at 4% or $24,619 at 6%; with 50% employer match about $24,619 at 4% or $16,413 at 6%; with 100% employer match about $18,464 at 4% or $12,309 at 6%. |
| 2000 | 3 | 183 | $2,961,952 | $270,397 | $1,478iApproximate average salary by contribution assumption: employee only about $36,939 at 4% or $24,626 at 6%; with 50% employer match about $24,626 at 4% or $16,418 at 6%; with 100% employer match about $18,470 at 4% or $12,313 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 183 | $2,961,952 | $270,397 | $1,478iApproximate average salary by contribution assumption: employee only about $36,939 at 4% or $24,626 at 6%; with 50% employer match about $24,626 at 4% or $16,418 at 6%; with 100% employer match about $18,470 at 4% or $12,313 at 6%. |
| JOHN LUCAS TREE EXPERT CO. | - | 118 | - | - | - |
| JOHN LUCAS TREE EXPERT CO | - | 157 | - | - | - |
| 1999 | 1 | 197 | $3,307,696 | $261,298 | $1,326iApproximate average salary by contribution assumption: employee only about $33,160 at 4% or $22,106 at 6%; with 50% employer match about $22,106 at 4% or $14,738 at 6%; with 100% employer match about $16,580 at 4% or $11,053 at 6%. |
| John Lucas Tree Expert Company 401K Profit Sharing Plan and Trust | - | 197 | $3,307,696 | $261,298 | $1,326iApproximate average salary by contribution assumption: employee only about $33,160 at 4% or $22,106 at 6%; with 50% employer match about $22,106 at 4% or $14,738 at 6%; with 100% employer match about $16,580 at 4% or $11,053 at 6%. |