401(k)
2022 plan-year 401(k) DOL Form 5500

A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

A PLUS TREE INCORPORATED

This 401(k) plan holds $4M in total assets and serves 136 participants as of 2022. It is sponsored by A PLUS TREE INCORPORATED in California. The plan reported a net loss of $63K for the year.

Total Assets (2023)
$4M
Participants
136
State
Industry
Administrative & Support Services

What the Filing Says About A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) retirement plan sponsored by A PLUS TREE INCORPORATED, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 136 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 262565675, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $4M at year-end — a decline of 1.5%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-63,337 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$-63,337
Plan Type401(k)
Employer EIN262565675
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
As of the 2022 Form 5500 filing, A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST holds $4M in total assets with 136 participants. It is sponsored by A PLUS TREE INCORPORATED.
What type of plan is A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is a 401(k) plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 262565675.
Who sponsors the A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST is sponsored by A PLUS TREE INCORPORATED, located in California. The sponsor's EIN is 262565675 and the plan operates in the Administrative & Support Services industry.
How did A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST perform in 2022?
A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST declined by 1.5% during 2022, moving from $4M to $4M in total assets. Net income was $-63,337.
Where can I find official filings for A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST?
Official Form 5500 filings for A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262565675 or plan name at efast.dol.gov.
How does A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST compare to other plans?
You can compare A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 262565675.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.