Retirement plan

CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN

Name: CHAPMAN FOUNDATIONS MANAGEMENT, LLC - CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: CHAPMAN FOUNDATIONS MANAGEMENT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN, CHAPMAN FOUNDATIONS MANAGEMENT, LLC

CHAPMAN FOUNDATIONS MANAGEMENT, LLCEIN 20-0587080Plan #001PY 2017

6100 S. YALE, SUITE 1816 - TULSA, OK 74136918-496-7882chapmantrusts.orgLinkedIn1-10 employeesstaffing and recruiting

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$6.2M

+15.7% from 2016

Total participants

+33.3% from 2016

Average account balance

$1,541,270

-13.3% from 2016

Annual return

13.51%

+3.88 pp from 2016

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$12.24M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$3.1M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$197K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4088

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,541,270

$152,460+910.9%

$118,746+1198.0%

$147,586+944.3%

Participation rate

100.0%

82.3%+17.7pp

78.3%+21.7pp

82.8%+17.2pp

Annual return

13.51%

17.41%-3.9pp

24.54%-11.0pp

578.59%-565.1pp

Employer contribution / active EE

$28,594

$5,046+466.7%

$4,193+582.0%

$4,876+486.4%

Participant deferral / active EE

$6,212-100.0%

$5,332-100.0%

$5,439-100.0%

Admin fee / account holder

$16,953-100.0%

$10,720-100.0%

$10,886-100.0%

CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion