Retirement plan

CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN

Name: CHAPMAN FOUNDATIONS MANAGEMENT, LLC - CHAPMAN FOUNDATIONS MANAGEMENT, LLC PROFIT SHARING PLAN (2018) 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 2018

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)

$5.9M

-4.0% from 2017

Total participants

0.0% from 2017

Average account balance

$1,479,054

-4.0% from 2017

Annual return

-5.98%

-19.49 pp from 2017

Benchmarks

See 1,803 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort1,803 peers

Snapshot2018

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

$1,479,054

$147,167+905.0%

$111,392+1227.8%

$135,379+992.5%

Participation rate

100.0%

84.0%+16.0pp

78.9%+21.1pp

82.6%+17.4pp

Annual return

-5.98%

-4.44%-1.5pp

-2.06%-3.9pp

519.79%-525.8pp

Employer contribution / active EE

$29,939

$5,204+475.3%

$4,328+591.8%

$4,779+526.5%

Participant deferral / active EE

$6,565-100.0%

$5,567-100.0%

$5,609-100.0%

Admin fee / account holder

$20,270-100.0%

$12,266-100.0%

$10,828-100.0%

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