How big is B&J Tree Service, Inc.'s plan?

B&J Tree Service, Inc.'s plan reported $3.4M in assets and 25 participants for 2023.

Original filing (PDF)20250429094837NAL0000238003001

B&J Tree Service, Inc.

Name: B&J Tree Service, Inc. — B&J Tree Service, Inc., Form 5500 (2023)
Creator: B&J Tree Service, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

B&J Tree Service, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · B&J Tree Service, Inc.'s B&J Tree Service, Inc. Defined Benefit Pension Plan held $3.4M in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Michelle Castleman signed B&J Tree Service, Inc.'s 2023 Form 5500 as plan administrator.

Michelle Castleman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

B&J Tree Service, Inc.'s EIN is 39-1373035.

EIN 39-1373035

Plan number 002

Plan year 2023

ACK ID 20250429094837NAL0000238003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for B&J Tree Service, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

B&J Tree Service, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B&J TREE SERVICE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score