401k Plan data: PAUL M CHAPMAN CPA LLC 401K PLAN plan

PAUL M CHAPMAN CPA LLC 401K PLAN 401k Plan overview

Plan Name	PAUL M CHAPMAN CPA LLC 401K PLAN
Plan identification number	001

PAUL M CHAPMAN CPA LLC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PAUL M CHAPMAN CPA LLC has sponsored the creation of one or more 401k plans.

Company Name: PAUL M CHAPMAN CPA LLC

Employer identification number (EIN): 870702622

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL M CHAPMAN CPA LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 PAUL M CHAPMAN 2019-10-15
001 2017-01-01 PAUL M CHAPMAN
001 2016-01-01 PAUL M CHAPMAN
001 2016-01-01 PAUL M CHAPMAN CPA LLC 2017-10-16
001 2015-01-01 PAUL M CHAPMAN
001 2014-01-01 PAUL M CHAPMAN
001 2013-01-01 PAUL M CHAPMAN
001 2012-01-01 PAUL M CHAPMAN
001 2011-01-01 PAUL M CHAPMAN
001 2009-01-01 PAUL M CHAPMAN

Plan Statistics for PAUL M CHAPMAN CPA LLC 401K PLAN

401k plan membership statisitcs for PAUL M CHAPMAN CPA LLC 401K PLAN

Measure Date Value
2023: PAUL M CHAPMAN CPA LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: PAUL M CHAPMAN CPA LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PAUL M CHAPMAN CPA LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PAUL M CHAPMAN CPA LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PAUL M CHAPMAN CPA LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PAUL M CHAPMAN CPA LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PAUL M CHAPMAN CPA LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: PAUL M CHAPMAN CPA LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Total of all active and inactive participants 2016-01-01 4
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
2015: PAUL M CHAPMAN CPA LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: PAUL M CHAPMAN CPA LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: PAUL M CHAPMAN CPA LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: PAUL M CHAPMAN CPA LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: PAUL M CHAPMAN CPA LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Total of all active and inactive participants 2011-01-01 4
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
2009: PAUL M CHAPMAN CPA LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2023: PAUL M CHAPMAN CPA LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: PAUL M CHAPMAN CPA LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PAUL M CHAPMAN CPA LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PAUL M CHAPMAN CPA LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PAUL M CHAPMAN CPA LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PAUL M CHAPMAN CPA LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PAUL M CHAPMAN CPA LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: PAUL M CHAPMAN CPA LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Total of all active and inactive participants	2016-01-01	4
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
2015: PAUL M CHAPMAN CPA LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: PAUL M CHAPMAN CPA LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: PAUL M CHAPMAN CPA LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: PAUL M CHAPMAN CPA LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: PAUL M CHAPMAN CPA LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Total of all active and inactive participants	2011-01-01	4
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
2009: PAUL M CHAPMAN CPA LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on PAUL M CHAPMAN CPA LLC 401K PLAN

Measure	Date	Value
2023 : PAUL M CHAPMAN CPA LLC 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$390,207
Expenses. Total of all expenses incurred	2023-12-31	$66,200
Benefits paid (including direct rollovers)	2023-12-31	$66,200
Total plan assets at end of year	2023-12-31	$1,674,896
Total plan assets at beginning of year	2023-12-31	$1,350,889
Value of fidelity bond covering the plan	2023-12-31	$300,000
Total contributions received or receivable from participants	2023-12-31	$48,200
Other income received	2023-12-31	$283,929
Net income (gross income less expenses)	2023-12-31	$324,007
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,674,896
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,350,889
Total contributions received or receivable from employer(s)	2023-12-31	$58,078
2022 : PAUL M CHAPMAN CPA LLC 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-238,272
Expenses. Total of all expenses incurred	2022-12-31	$391,630
Benefits paid (including direct rollovers)	2022-12-31	$391,630
Total plan assets at end of year	2022-12-31	$1,350,889
Total plan assets at beginning of year	2022-12-31	$1,980,791
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$45,200
Other income received	2022-12-31	$-335,446
Net income (gross income less expenses)	2022-12-31	$-629,902
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,350,889
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,980,791
Total contributions received or receivable from employer(s)	2022-12-31	$51,974
2021 : PAUL M CHAPMAN CPA LLC 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$428,296
Expenses. Total of all expenses incurred	2021-12-31	$1,024,028
Benefits paid (including direct rollovers)	2021-12-31	$1,024,028
Total plan assets at end of year	2021-12-31	$1,980,791
Total plan assets at beginning of year	2021-12-31	$2,576,523
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$42,900
Other income received	2021-12-31	$329,746
Net income (gross income less expenses)	2021-12-31	$-595,732
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,980,791
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,576,523
Total contributions received or receivable from employer(s)	2021-12-31	$55,650
2020 : PAUL M CHAPMAN CPA LLC 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$428,796
Total plan assets at end of year	2020-12-31	$2,576,523
Total plan assets at beginning of year	2020-12-31	$2,147,727
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$43,600
Other income received	2020-12-31	$332,542
Net income (gross income less expenses)	2020-12-31	$428,796
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,576,523
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,147,727
Total contributions received or receivable from employer(s)	2020-12-31	$52,654
2019 : PAUL M CHAPMAN CPA LLC 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$533,775
Expenses. Total of all expenses incurred	2019-12-31	$39,900
Benefits paid (including direct rollovers)	2019-12-31	$39,900
Total plan assets at end of year	2019-12-31	$2,147,727
Total plan assets at beginning of year	2019-12-31	$1,653,852
Value of fidelity bond covering the plan	2019-12-31	$220,000
Total contributions received or receivable from participants	2019-12-31	$61,570
Other income received	2019-12-31	$401,258
Net income (gross income less expenses)	2019-12-31	$493,875
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,147,727
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,653,852
Total contributions received or receivable from employer(s)	2019-12-31	$70,947
2018 : PAUL M CHAPMAN CPA LLC 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-21,417
Expenses. Total of all expenses incurred	2018-12-31	$40,800
Benefits paid (including direct rollovers)	2018-12-31	$40,800
Total plan assets at end of year	2018-12-31	$1,653,852
Total plan assets at beginning of year	2018-12-31	$1,716,069
Value of fidelity bond covering the plan	2018-12-31	$180,000
Total contributions received or receivable from participants	2018-12-31	$58,360
Other income received	2018-12-31	$-122,393
Net income (gross income less expenses)	2018-12-31	$-62,217
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,653,852
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,716,069
Total contributions received or receivable from employer(s)	2018-12-31	$42,616
2017 : PAUL M CHAPMAN CPA LLC 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$362,408
Expenses. Total of all expenses incurred	2017-12-31	$32,719
Benefits paid (including direct rollovers)	2017-12-31	$32,719
Total plan assets at end of year	2017-12-31	$1,716,069
Total plan assets at beginning of year	2017-12-31	$1,386,380
Value of fidelity bond covering the plan	2017-12-31	$180,000
Total contributions received or receivable from participants	2017-12-31	$52,550
Other income received	2017-12-31	$257,947
Net income (gross income less expenses)	2017-12-31	$329,689
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,716,069
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,386,380
Total contributions received or receivable from employer(s)	2017-12-31	$51,911
2016 : PAUL M CHAPMAN CPA LLC 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$217,153
Expenses. Total of all expenses incurred	2016-12-31	$27,945
Benefits paid (including direct rollovers)	2016-12-31	$27,945
Total plan assets at end of year	2016-12-31	$1,386,380
Total plan assets at beginning of year	2016-12-31	$1,197,172
Value of fidelity bond covering the plan	2016-12-31	$140,000
Total contributions received or receivable from participants	2016-12-31	$52,550
Other income received	2016-12-31	$109,828
Net income (gross income less expenses)	2016-12-31	$189,208
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,386,380
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,197,172
Total contributions received or receivable from employer(s)	2016-12-31	$54,775
2015 : PAUL M CHAPMAN CPA LLC 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$124,242
Expenses. Total of all expenses incurred	2015-12-31	$25,474
Benefits paid (including direct rollovers)	2015-12-31	$25,474
Total plan assets at end of year	2015-12-31	$1,197,172
Total plan assets at beginning of year	2015-12-31	$1,098,404
Value of fidelity bond covering the plan	2015-12-31	$140,000
Total contributions received or receivable from participants	2015-12-31	$51,250
Other income received	2015-12-31	$242
Net income (gross income less expenses)	2015-12-31	$98,768
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,197,172
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,098,404
Total contributions received or receivable from employer(s)	2015-12-31	$72,750
2014 : PAUL M CHAPMAN CPA LLC 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$185,737
Expenses. Total of all expenses incurred	2014-12-31	$21,444
Benefits paid (including direct rollovers)	2014-12-31	$21,444
Total plan assets at end of year	2014-12-31	$1,098,404
Total plan assets at beginning of year	2014-12-31	$934,111
Value of fidelity bond covering the plan	2014-12-31	$120,000
Total contributions received or receivable from participants	2014-12-31	$48,470
Other income received	2014-12-31	$73,547
Net income (gross income less expenses)	2014-12-31	$164,293
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,098,404
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$934,111
Total contributions received or receivable from employer(s)	2014-12-31	$63,720
2013 : PAUL M CHAPMAN CPA LLC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$270,692
Expenses. Total of all expenses incurred	2013-12-31	$15,391
Benefits paid (including direct rollovers)	2013-12-31	$15,391
Total plan assets at end of year	2013-12-31	$934,111
Total plan assets at beginning of year	2013-12-31	$678,810
Value of fidelity bond covering the plan	2013-12-31	$120,000
Total contributions received or receivable from participants	2013-12-31	$47,300
Other income received	2013-12-31	$171,592
Net income (gross income less expenses)	2013-12-31	$255,301
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$934,111
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$678,810
Total contributions received or receivable from employer(s)	2013-12-31	$51,800
2012 : PAUL M CHAPMAN CPA LLC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$158,085
Expenses. Total of all expenses incurred	2012-12-31	$31,242
Benefits paid (including direct rollovers)	2012-12-31	$31,242
Total plan assets at end of year	2012-12-31	$678,810
Total plan assets at beginning of year	2012-12-31	$551,967
Value of fidelity bond covering the plan	2012-12-31	$80,000
Total contributions received or receivable from participants	2012-12-31	$46,300
Other income received	2012-12-31	$80,085
Net income (gross income less expenses)	2012-12-31	$126,843
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$678,810
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$551,967
Total contributions received or receivable from employer(s)	2012-12-31	$31,700
2011 : PAUL M CHAPMAN CPA LLC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$68,190
Expenses. Total of all expenses incurred	2011-12-31	$10,341
Benefits paid (including direct rollovers)	2011-12-31	$10,341
Total plan assets at end of year	2011-12-31	$551,967
Total plan assets at beginning of year	2011-12-31	$494,118
Value of fidelity bond covering the plan	2011-12-31	$80,000
Total contributions received or receivable from participants	2011-12-31	$47,300
Other income received	2011-12-31	$-12,010
Net income (gross income less expenses)	2011-12-31	$57,849
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$551,967
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$494,118
Total contributions received or receivable from employer(s)	2011-12-31	$32,900
2010 : PAUL M CHAPMAN CPA LLC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$129,779
Total plan assets at end of year	2010-12-31	$494,118
Total plan assets at beginning of year	2010-12-31	$364,339
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$45,300
Other income received	2010-12-31	$38,779
Net income (gross income less expenses)	2010-12-31	$129,779
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$494,118
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$364,339
Total contributions received or receivable from employer(s)	2010-12-31	$45,700

Form 5500 Responses for PAUL M CHAPMAN CPA LLC 401K PLAN

2023: PAUL M CHAPMAN CPA LLC 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: PAUL M CHAPMAN CPA LLC 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PAUL M CHAPMAN CPA LLC 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PAUL M CHAPMAN CPA LLC 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PAUL M CHAPMAN CPA LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PAUL M CHAPMAN CPA LLC 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PAUL M CHAPMAN CPA LLC 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PAUL M CHAPMAN CPA LLC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PAUL M CHAPMAN CPA LLC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PAUL M CHAPMAN CPA LLC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PAUL M CHAPMAN CPA LLC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAUL M CHAPMAN CPA LLC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAUL M CHAPMAN CPA LLC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PAUL M CHAPMAN CPA LLC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PAUL M CHAPMAN CPA LLC
Employer identification number (EIN):	870702622
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants