Chapman Partnership — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chapman Partnership (EIN 65-0425069) is a plan sponsor located in Miami, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
65-0425069
Location
Miami, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,583,520
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,583,520

Contributions & income

Employer contributions
$179,966
Participant contributions
$225,684
Total income / additions
$1,016,360

Expenses & distributions

Benefits paid / distributions
$905,369
Total expenses
$923,693
Net increase / (decrease)
$92,667

Coverage

Total reported participants
292
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Chapman Partnership plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Chapman Partnership Employee Savings Plan001166$4,583,5202023
Chapman Partnership Employee Benefit Plan501126not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Chapman Partnership
YearPlanParticipantsSchedulesFiling
2023Chapman Partnership Employee Benefit Plan12620240610083615NAL0047196736001
2023Chapman Partnership Employee Savings Plan166H, C20240913084414NAL0021157106001

Related Form 5500 pages