2023 Form 5500 filing — Chapman & Prime 401(K) Profit Sharing 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 20241007162220NAL0027959792001) for Chapman & Prime 401(K) Profit Sharing Plan, reported by Chapman Health Care Center, Inc under EIN 20-0402304 and plan number 001. It reports 712 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007162220NAL0027959792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chapman Health Care Center, Inc
- EIN
- 20-0402304
- Plan number
- 001
- Location
- Alexander City, AL
- Participants
- 712
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,176,465
- Total liabilities (EOY)
- $2,829
- Net assets (EOY)
- $4,173,636
- Employer contributions
- $76,063
- Participant contributions
- $328,722
- Total income / additions
- $952,589
- Benefits paid
- $237,110
- Administrative expenses
- $72,295
- Total expenses
- $312,234
- Net increase / (decrease)
- $640,355
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,620 | $0 |
| Nylife Securities | OTHER SERVICES | $0 | $17,979 |
| Orenda Retirment LLC | CONTRACT ADMINISTRATOR | $3,675 | $5,401 |
| Orenda Retirment LLC | CONTRACT ADMINISTRATOR | $2,325 | $6,730 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,128 | $0 |
| Nylife Securities | OTHER SERVICES | $0 | $5,208 |