Civic Intelligence

Lord Tree Experts LLC

Plan context: Lord Tree Experts LLC 401(K) Plan

EIN 82-4558031 • Roxbury, CT • 5 filings • 1 plans

293 Southbury RdRoxbury, CT 06783
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$21,801

2025 Contributions

$9,131

Historical Graphs

Total Assets Over Time

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

$21,801$10,901$0202120242025YearValue
$21,801Latest year 2025

Participants Over Time

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

630202120242025YearValue
5Latest 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
202515$21,801$9,131$1,826iApproximate average salary by contribution assumption: employee only about $45,655 at 4% or $30,437 at 6%; with 50% employer match about $30,437 at 4% or $20,291 at 6%; with 100% employer match about $22,828 at 4% or $15,218 at 6%.
Lord Tree Experts LLC 401(K) Plan-5$21,801$9,131$1,826iApproximate average salary by contribution assumption: employee only about $45,655 at 4% or $30,437 at 6%; with 50% employer match about $30,437 at 4% or $20,291 at 6%; with 100% employer match about $22,828 at 4% or $15,218 at 6%.
202416$11,858$12,076$2,013iApproximate average salary by contribution assumption: employee only about $50,317 at 4% or $33,544 at 6%; with 50% employer match about $33,544 at 4% or $22,363 at 6%; with 100% employer match about $25,158 at 4% or $16,772 at 6%.
Lord Tree Experts LLC 401(K) Plan-6$11,858$12,076$2,013iApproximate average salary by contribution assumption: employee only about $50,317 at 4% or $33,544 at 6%; with 50% employer match about $33,544 at 4% or $22,363 at 6%; with 100% employer match about $25,158 at 4% or $16,772 at 6%.
202313$2,782$2,605$868iApproximate average salary by contribution assumption: employee only about $21,708 at 4% or $14,472 at 6%; with 50% employer match about $14,472 at 4% or $9,648 at 6%; with 100% employer match about $10,854 at 4% or $7,236 at 6%.
Lord Tree Experts LLC 401(K) Plan-3$2,782$2,605$868iApproximate average salary by contribution assumption: employee only about $21,708 at 4% or $14,472 at 6%; with 50% employer match about $14,472 at 4% or $9,648 at 6%; with 100% employer match about $10,854 at 4% or $7,236 at 6%.
202210$0$4,926-
Lord Tree Experts LLC 401(K) Plan-0$0$4,926-
202111$1,474$2,512$2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%.
Lord Tree Experts LLC 401(K) Plan-1$1,474$2,512$2,512iApproximate average salary by contribution assumption: employee only about $62,800 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,933 at 6%.