Retirement plan

CHAPMAN PRODUCTS CO., INC.

Name: CHAPMAN PRODUCTS CO., INC. - CHAPMAN PRODUCTS CO., INC. (2020) Form 5500
Creator: CHAPMAN PRODUCTS CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHAPMAN PRODUCTS CO., INC., CHAPMAN PRODUCTS CO., INC.

CHAPMAN PRODUCTS CO., INC.EIN 56-2135100Plan #001PY 2020

22 HOWARD CREEK DR - FOUNTAIN INN, SC 296441318864-862-6282LinkedIn1-10 employeeschemicals

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.9M

+24.8% from 2019

Total participants

-6.7% from 2019

Average account balance

$117,150

+29.8% from 2019

Annual return

16.67%

-6.45 pp from 2019

Benchmarks

See 8,252 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,252 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.15M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$243K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+11.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2035

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 codes2E2F2G2J3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$145 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.094%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$117,150

$118,708-1.3%

$98,920+18.4%

$158,982-26.3%

Participation rate

84.2%

77.8%+6.4pp

76.0%+8.2pp

82.0%+2.2pp

Annual return

16.67%

372.49%-355.8pp

196.47%-179.8pp

302.99%-286.3pp

Employer contribution / active EE

$6,491

$3,334+94.7%

$2,689+141.3%

$4,763+36.3%

Participant deferral / active EE

$3,662

$5,089-28.0%

$4,245-13.7%

$5,983-38.8%

Admin fee / account holder

$110

$10,134-98.9%

$6,643-98.3%

$11,252-99.0%

CHAPMAN PRODUCTS CO., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CHAPMAN PRODUCTS CO., INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion