Expert Tree Service
Plan context: Expert Tree Service 401K Profit Sharing Plan & Trust
EIN 68-0105718 • Orinda, CA • 11 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
3
2020 Assets
$96,242
2020 Contributions
$10,104
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 3 | $96,242 | $0 | - |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 3 | $96,242 | $0 | - |
| 2009 | 1 | 5 | $123,088 | $10,104 | $2,021iApproximate average salary by contribution assumption: employee only about $50,520 at 4% or $33,680 at 6%; with 50% employer match about $33,680 at 4% or $22,453 at 6%; with 100% employer match about $25,260 at 4% or $16,840 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 5 | $123,088 | $10,104 | $2,021iApproximate average salary by contribution assumption: employee only about $50,520 at 4% or $33,680 at 6%; with 50% employer match about $33,680 at 4% or $22,453 at 6%; with 100% employer match about $25,260 at 4% or $16,840 at 6%. |
| 2008 | 1 | 4 | $87,701 | $9,936 | $2,484iApproximate average salary by contribution assumption: employee only about $62,100 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 4 | $87,701 | $9,936 | $2,484iApproximate average salary by contribution assumption: employee only about $62,100 at 4% or $41,400 at 6%; with 50% employer match about $41,400 at 4% or $27,600 at 6%; with 100% employer match about $31,050 at 4% or $20,700 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2005 | 1 | 7 | $101,134 | $12,986 | $1,855iApproximate average salary by contribution assumption: employee only about $46,379 at 4% or $30,919 at 6%; with 50% employer match about $30,919 at 4% or $20,613 at 6%; with 100% employer match about $23,189 at 4% or $15,460 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 7 | $101,134 | $12,986 | $1,855iApproximate average salary by contribution assumption: employee only about $46,379 at 4% or $30,919 at 6%; with 50% employer match about $30,919 at 4% or $20,613 at 6%; with 100% employer match about $23,189 at 4% or $15,460 at 6%. |
| 2004 | 1 | 6 | $81,859 | $12,901 | $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%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 6 | $81,859 | $12,901 | $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%. |
| 2003 | 1 | 5 | $63,283 | $12,552 | $2,510iApproximate average salary by contribution assumption: employee only about $62,760 at 4% or $41,840 at 6%; with 50% employer match about $41,840 at 4% or $27,893 at 6%; with 100% employer match about $31,380 at 4% or $20,920 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 5 | $63,283 | $12,552 | $2,510iApproximate average salary by contribution assumption: employee only about $62,760 at 4% or $41,840 at 6%; with 50% employer match about $41,840 at 4% or $27,893 at 6%; with 100% employer match about $31,380 at 4% or $20,920 at 6%. |
| 2002 | 1 | 4 | $38,503 | $16,624 | $4,156iApproximate average salary by contribution assumption: employee only about $103,900 at 4% or $69,267 at 6%; with 50% employer match about $69,267 at 4% or $46,178 at 6%; with 100% employer match about $51,950 at 4% or $34,633 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 4 | $38,503 | $16,624 | $4,156iApproximate average salary by contribution assumption: employee only about $103,900 at 4% or $69,267 at 6%; with 50% employer match about $69,267 at 4% or $46,178 at 6%; with 100% employer match about $51,950 at 4% or $34,633 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 1999 | 1 | 3 | $6,214 | $5,809 | $1,936iApproximate average salary by contribution assumption: employee only about $48,408 at 4% or $32,272 at 6%; with 50% employer match about $32,272 at 4% or $21,515 at 6%; with 100% employer match about $24,204 at 4% or $16,136 at 6%. |
| Expert Tree Service 401K Profit Sharing Plan & Trust | - | 3 | $6,214 | $5,809 | $1,936iApproximate average salary by contribution assumption: employee only about $48,408 at 4% or $32,272 at 6%; with 50% employer match about $32,272 at 4% or $21,515 at 6%; with 100% employer match about $24,204 at 4% or $16,136 at 6%. |