2023 Form 5500 filing — Edward A Chapin Dds Money Purchase Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240702135048NAL0010511554001) for Edward A Chapin Dds Money Purchase Plan, reported by Edward A Chapin Dds Money Purchase Plan under EIN 77-0079877 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,118,082
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240702135048NAL0010511554001
Plan sponsor
Edward A Chapin Dds Money Purchase Plan
EIN
77-0079877
Plan number
002
Location
Simi Valley, CA
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.1M total assets
Net assets$2.1MLiabilities
Money in vs. money out
Total income / additions$255.5K
Total expenses$2.8K
Benefits paid / distributionsNot reported
Contributions
Employer$54.3K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,118,082
Net assets (EOY)
$2,118,082
Employer contributions
$54,272
Total income / additions
$255,527
Administrative expenses
$2,759
Total expenses
$2,759
Net increase / (decrease)
$252,768

Related Form 5500 pages