How big is Lewis Tree Service Inc.'s plan?

Lewis Tree Service Inc.'s plan reported $1.7M in assets and 18 participants for 2023.

Original filing (PDF)20240809170132NAL0011480480001

Lewis Tree Service Inc.

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

Form 5500-SF

FILING_RECEIVED

Lewis Tree Service Inc. - 401(k)

401(k) retirement plan · Lewis Tree Service Inc.'s Lewis Tree Service Inc. - 401(k) held $1.7M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Mariela Lopez-Garcia signed Lewis Tree Service Inc.'s 2023 Form 5500 as plan administrator.

Mariela Lopez-Garcia — 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

Lewis Tree Service Inc.'s EIN is 77-0491103.

EIN 77-0491103

Plan number 001

Plan year 2023

ACK ID 20240809170132NAL0011480480001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Lewis Tree Service Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score