Lewis Tree Service, Inc.

Form 5500

LEWIS TREE SERVICE, INC.

300 Lucius Gordon Drive, West Henrietta, Ny 14586 (585) 436-3208 EIN:16-1004851 Plan Admin:Michael O'connor

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameGROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. Plan #503 Participants BOY/EOY1,338 / 0 Assets BOY/EOY$0 / $0	2023	GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. - Plan #503	1,338 / 0	$0 / $0
2022	Plan NameLEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY5,722 / 5,086 Assets BOY/EOY$366,834,655 / $384,275,596	2022	LEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	5,722 / 5,086	$366,834,655 / $384,275,596
2022	Plan NameTHE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN Plan #002 Participants BOY/EOY4,169 / 3,758 Assets BOY/EOY$61,128,563 / $53,375,889	2022	THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN - Plan #002	4,169 / 3,758	$61,128,563 / $53,375,889
2022	Plan NameGROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. Plan #503 Participants BOY/EOY1,387 / 0 Assets BOY/EOY$0 / $0	2022	GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. - Plan #503	1,387 / 0	$0 / $0
2021	Plan NameLEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY5,425 / 4,939 Assets BOY/EOY$322,003,193 / $366,834,655	2021	LEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	5,425 / 4,939	$322,003,193 / $366,834,655
2021	Plan NameTHE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN Plan #002 Participants BOY/EOY4,235 / 3,987 Assets BOY/EOY$51,919,215 / $61,128,563	2021	THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN - Plan #002	4,235 / 3,987	$51,919,215 / $61,128,563
2021	Plan NameGROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. Plan #503 Participants BOY/EOY1,605 / 0 Assets BOY/EOY$0 / $0	2021	GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. - Plan #503	1,605 / 0	$0 / $0
2020	Plan NameLEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY5,389 / 4,858 Assets BOY/EOY$289,429,936 / $322,003,193	2020	LEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	5,389 / 4,858	$289,429,936 / $322,003,193
2020	Plan NameTHE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN Plan #002 Participants BOY/EOY4,505 / 4,190 Assets BOY/EOY$44,542,333 / $51,919,215	2020	THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN - Plan #002	4,505 / 4,190	$44,542,333 / $51,919,215
2020	Plan NameGROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. Plan #503 Participants BOY/EOY1,698 / 0 Assets BOY/EOY$0 / $0	2020	GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. - Plan #503	1,698 / 0	$0 / $0
2019	Plan NameLEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN Plan #004 Participants BOY/EOY5,164 / 4,804 Assets BOY/EOY$214,931,347 / $289,429,936	2019	LEWIS TREE SERVICE EMPLOYEE STOCK OWNERSHIP PLAN - Plan #004	5,164 / 4,804	$214,931,347 / $289,429,936
2019	Plan NameTHE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN Plan #002 Participants BOY/EOY4,746 / 4,226 Assets BOY/EOY$33,378,364 / $44,542,333	2019	THE LEWIS TREE SERVICE SAVE MONEY AND REDUCE TAXES (SMART) PLAN - Plan #002	4,746 / 4,226	$33,378,364 / $44,542,333
2019	Plan NameGROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. Plan #503 Participants BOY/EOY1,596 / 0 Assets BOY/EOY$0 / $0	2019	GROUP WELFARE BENEFITS PLAN FOR EMPLOYEES OF LEWIS TREE SERVICE, INC. - Plan #503	1,596 / 0	$0 / $0