Edward A Chapin Dds Profit Sharing — Form 5500 plan (Edward A Chapin Dds Profit Sharing)

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, Edward A Chapin Dds Profit Sharing is a benefit plan reported by Edward A Chapin Dds Profit Sharing under EIN 77-0079877 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $1,977,900 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$1,977,900
Participants5Covered participants reported
Assets / participant$395.6KComputed: assets ÷ participants$395,580 (computed)
Provider compensationNone reported
Plan sponsor
Edward A Chapin Dds Profit Sharing
EIN
77-0079877
Plan number
001
Plan type
2
Location
Simi Valley, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235I20240702134801NAL0010497090001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$72.9K
Total expenses$651
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,977,900
Net assets (EOY)
$1,977,900
Net assets (BOY)
$1,905,627

Income & contributions

Total income / additions
$72,924

Expenses & distributions

Administrative expenses
$651
Total expenses
$651
Net increase / (decrease)
$72,273
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages