Chapman Partnership Employee Savings Plan — Form 5500 plan (Chapman Partnership)
Plain-English plan 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 Employee Savings Plan is a benefit plan reported by Chapman Partnership under EIN 65-0425069 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $4,583,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman Partnership
- EIN
- 65-0425069
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $4,583,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240913084414NAL0021157106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,583,520
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,583,520
- Net assets (BOY)
- $4,490,853
Income & contributions
- Employer contributions
- $179,966
- Participant contributions
- $225,684
- Total contributions
- $419,025
- Total income / additions
- $1,016,360
Expenses & distributions
- Benefits paid
- $905,369
- Administrative expenses
- $18,324
- Total expenses
- $923,693
- Net increase / (decrease)
- $92,667
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Fin. Advisers | RIA | $12,422 | $0 | 2023 |
| Triad Hybrid Solutions | RIA | $2,483 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,220 | $0 | 2023 |