Chapman & Prime 401(K) Profit Sharing Plan — Form 5500 plan (Chapman Healthcare Center, 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, Chapman & Prime 401(K) Profit Sharing Plan is a benefit plan reported by Chapman Healthcare Center, Inc under EIN 20-0402304 and plan number 001. The latest loaded filing year is 2023. The filing reports 621 participants and $3,452,166 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chapman Healthcare Center, Inc
- EIN
- 20-0402304
- Plan number
- 001
- Plan type
- 2
- Location
- Alexander City, AL
- Latest filing year
- 2023
- Participants
- 621
- End-of-year plan assets
- $3,452,166
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 621 | H, C | 20240613150725NAL0049288544001 |
| 2023 | 712 | H, C | 20241007162220NAL0027959792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,176,465
- Total liabilities (EOY)
- $2,829
- Net assets (EOY)
- $4,173,636
- Net assets (BOY)
- $3,533,281
Income & contributions
- Employer contributions
- $76,063
- Participant contributions
- $328,722
- Total contributions
- $408,887
- Total income / additions
- $952,589
Expenses & distributions
- Benefits paid
- $237,110
- Administrative expenses
- $72,295
- Total expenses
- $312,234
- Net increase / (decrease)
- $640,355
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,620 | $0 | 2023 |
| Nylife Securities | OTHER SERVICES | $0 | $17,979 | 2023 |
| Orenda Retirment LLC | CONTRACT ADMINISTRATOR | $3,675 | $5,401 | 2023 |
| Orenda Retirment LLC | CONTRACT ADMINISTRATOR | $2,325 | $6,730 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,128 | $0 | 2023 |
| Nylife Securities | OTHER SERVICES | $0 | $5,208 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chapman Healthcare Center, Inc
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Alexander City, AL
- Principal Life Insurance Company — Schedule C compensation
- Nylife Securities — Schedule C compensation
- Orenda Retirment LLC — Schedule C compensation