Edward A Chapin Dds Money Purchase Plan — Form 5500 plan (Edward A Chapin Dds Money Purchase Plan)
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 Money Purchase Plan is a benefit plan reported by Edward A Chapin Dds Money Purchase Plan under EIN 77-0079877 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $2,118,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edward A Chapin Dds Money Purchase Plan
- EIN
- 77-0079877
- Plan number
- 002
- Plan type
- 2
- Location
- Simi Valley, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240702135048NAL0010511554001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,118,082
- Net assets (EOY)
- $2,118,082
- Net assets (BOY)
- $1,905,627
Income & contributions
- Employer contributions
- $54,272
- Total income / additions
- $255,527
Expenses & distributions
- Administrative expenses
- $2,759
- Total expenses
- $2,759
- Net increase / (decrease)
- $252,768
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.