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JAMES E. CHAPMAN, CPA, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES E. CHAPMAN, CPA, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES E. CHAPMAN, CPA, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

JAMES E. CHAPMAN, CPA, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. CHAPMAN, CPA, INC.
Employer identification number (EIN):341322539
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. CHAPMAN, CPA, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES E CHAPMAN2023-03-08 JAMES E CHAPMAN2023-03-08
0012021-01-01JAMES CHAPMAN2022-02-07 JAMES CHAPMAN2022-02-07
0012020-01-01JAMES CHAPMAN2021-02-15 JAMES CHAPMAN2021-02-15
0012019-01-01JAMES CHAPMAN2020-03-11 JAMES CHAPMAN2020-03-11
0012018-01-01JAMES CHAPMAN2019-03-12 JAMES CHAPMAN2019-03-12
0012017-01-01J E CHAPMAN2018-05-10 J E CHAPMAN2018-05-10
0012016-01-01JAMES E CHAPMAN2017-03-02 JAMES E CHAPMAN2017-03-02
0012015-01-01JAMES CHAPMAN2016-04-05 JAMES CHAPMAN2016-04-05
0012014-01-01JAMES CHAPMAN2015-04-13 JAMES CHAPMAN2015-04-13
0012013-01-01JAMES CHAPMAN2014-05-15 JAMES CHAPMAN2014-05-15
0012012-01-01CHAPMAN JAMES2013-03-15 CHAPMAN JAMES2013-03-15
0012011-01-01JAMES CHAPMAN2012-03-22 JAMES CHAPMAN2012-03-22
0012010-01-01JAMES E CHAPMAN2011-07-05 JAMES E CHAPMAN2011-07-05

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