The Don Chapin Co., Inc. 401(K) Plan — Form 5500 plan (The Don Chapin Co., Inc.)

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, The Don Chapin Co., Inc. 401(K) Plan is a benefit plan reported by The Don Chapin Co., Inc. under EIN 94-2587223 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $33,062,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Don Chapin Co., Inc.
EIN
94-2587223
Plan number
001
Plan type
2
Location
Salinas, CA
Latest filing year
2023
Participants
294
End-of-year plan assets
$33,062,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023294H, C20241015172814NAL0029254545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,062,751
Total liabilities (EOY)
$0
Net assets (EOY)
$33,062,751
Net assets (BOY)
$28,988,259

Income & contributions

Employer contributions
$2,050,667
Participant contributions
$813,614
Total contributions
$2,969,872
Total income / additions
$6,628,157

Expenses & distributions

Benefits paid
$2,437,157
Administrative expenses
$73,700
Total expenses
$2,553,665
Net increase / (decrease)
$4,074,492

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCSERVICE PROVIDER$0$34,9352023
Morgan Stanley Smith Barney LLCBROKER/DEALER$0$17,4802023
Economic Group Pension ServicesTPA$0$14,5482023

Related Form 5500 pages