Civic Intelligence

Barrett Tree Service East Inc.

Plan context: BTSE 401(K) PLAN

EIN 26-0743647 • Medford, MA • 6 filings • 2 plans

340 Middlesex Ave.Medford, MA 02155
Current Snapshot

Latest Year

2025

2025 Participants

59

2025 Assets

$1,825,658

2025 Contributions

$431,904

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,825,658$912,829$0202220242025YearValue
$1,825,658Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

59300202220242025YearValue
59Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025159$1,825,658$431,904$7,320iApproximate average salary by contribution assumption: employee only about $183,010 at 4% or $122,007 at 6%; with 50% employer match about $122,007 at 4% or $81,338 at 6%; with 100% employer match about $91,505 at 4% or $61,003 at 6%.
BTSE 401(K) PLAN-59$1,825,658$431,904$7,320iApproximate average salary by contribution assumption: employee only about $183,010 at 4% or $122,007 at 6%; with 50% employer match about $122,007 at 4% or $81,338 at 6%; with 100% employer match about $91,505 at 4% or $61,003 at 6%.
2024251$1,731,498$577,507$11,324iApproximate average salary by contribution assumption: employee only about $283,092 at 4% or $188,728 at 6%; with 50% employer match about $188,728 at 4% or $125,819 at 6%; with 100% employer match about $141,546 at 4% or $94,364 at 6%.
BTSE 401(K) PLAN-51$1,170,235$327,507$6,422iApproximate average salary by contribution assumption: employee only about $160,543 at 4% or $107,028 at 6%; with 50% employer match about $107,028 at 4% or $71,352 at 6%; with 100% employer match about $80,271 at 4% or $53,514 at 6%.
Btse Employee Stock Ownership Plan-43$561,263$250,000$5,814iApproximate average salary by contribution assumption: employee only about $145,349 at 4% or $96,899 at 6%; with 50% employer match about $96,899 at 4% or $64,599 at 6%; with 100% employer match about $72,674 at 4% or $48,450 at 6%.
2023250$1,017,248$809,104$16,182iApproximate average salary by contribution assumption: employee only about $404,552 at 4% or $269,701 at 6%; with 50% employer match about $269,701 at 4% or $179,801 at 6%; with 100% employer match about $202,276 at 4% or $134,851 at 6%.
BTSE 401(K) PLAN-50$764,149$689,104$13,782iApproximate average salary by contribution assumption: employee only about $344,552 at 4% or $229,701 at 6%; with 50% employer match about $229,701 at 4% or $153,134 at 6%; with 100% employer match about $172,276 at 4% or $114,851 at 6%.
Btse Employee Stock Ownership Plan-47$253,099$120,000$2,553iApproximate average salary by contribution assumption: employee only about $63,830 at 4% or $42,553 at 6%; with 50% employer match about $42,553 at 4% or $28,369 at 6%; with 100% employer match about $31,915 at 4% or $21,277 at 6%.
2022149$99,359$99,359$2,028iApproximate average salary by contribution assumption: employee only about $50,693 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,530 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.
Btse Employee Stock Ownership Plan-49$99,359$99,359$2,028iApproximate average salary by contribution assumption: employee only about $50,693 at 4% or $33,796 at 6%; with 50% employer match about $33,796 at 4% or $22,530 at 6%; with 100% employer match about $25,347 at 4% or $16,898 at 6%.