Civic Intelligence
Filing

C. David Chapman, D.D.S. Self Employed Money Purchase Pension Plan

C. David Chapman, D.D.S. • EIN 56-1117684 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Flat

6 → 6

0 • 0.00%

Assets

Up

$318,091 → $388,222

$70,131 • 22.05%

Investment Management Fee

-

Admin expenses - • Total expenses $1

Filing Details

Context
Net investment result
$70,131

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201410$0$0-
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-0$0--
201315$2,629,197$48,807$9,761iApproximate average salary by contribution assumption: employee only about $244,035 at 4% or $162,690 at 6%; with 50% employer match about $162,690 at 4% or $108,460 at 6%; with 100% employer match about $122,018 at 4% or $81,345 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$2,629,197$48,807$9,761iApproximate average salary by contribution assumption: employee only about $244,035 at 4% or $162,690 at 6%; with 50% employer match about $162,690 at 4% or $108,460 at 6%; with 100% employer match about $122,018 at 4% or $81,345 at 6%.
201215$2,475,674$68,234$13,647iApproximate average salary by contribution assumption: employee only about $341,170 at 4% or $227,447 at 6%; with 50% employer match about $227,447 at 4% or $151,631 at 6%; with 100% employer match about $170,585 at 4% or $113,723 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$2,475,674$68,234$13,647iApproximate average salary by contribution assumption: employee only about $341,170 at 4% or $227,447 at 6%; with 50% employer match about $227,447 at 4% or $151,631 at 6%; with 100% employer match about $170,585 at 4% or $113,723 at 6%.
201115$2,274,129$65,998$13,200iApproximate average salary by contribution assumption: employee only about $329,990 at 4% or $219,993 at 6%; with 50% employer match about $219,993 at 4% or $146,662 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$2,274,129$65,998$13,200iApproximate average salary by contribution assumption: employee only about $329,990 at 4% or $219,993 at 6%; with 50% employer match about $219,993 at 4% or $146,662 at 6%; with 100% employer match about $164,995 at 4% or $109,997 at 6%.
201016$2,249,878$66,306$11,051iApproximate average salary by contribution assumption: employee only about $276,275 at 4% or $184,183 at 6%; with 50% employer match about $184,183 at 4% or $122,789 at 6%; with 100% employer match about $138,138 at 4% or $92,092 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$2,249,878$66,306$11,051iApproximate average salary by contribution assumption: employee only about $276,275 at 4% or $184,183 at 6%; with 50% employer match about $184,183 at 4% or $122,789 at 6%; with 100% employer match about $138,138 at 4% or $92,092 at 6%.
200916$1,986,829$62,938$10,490iApproximate average salary by contribution assumption: employee only about $262,242 at 4% or $174,828 at 6%; with 50% employer match about $174,828 at 4% or $116,552 at 6%; with 100% employer match about $131,121 at 4% or $87,414 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,986,829$62,938$10,490iApproximate average salary by contribution assumption: employee only about $262,242 at 4% or $174,828 at 6%; with 50% employer match about $174,828 at 4% or $116,552 at 6%; with 100% employer match about $131,121 at 4% or $87,414 at 6%.
200816$1,723,109$55,503$9,251iApproximate average salary by contribution assumption: employee only about $231,263 at 4% or $154,175 at 6%; with 50% employer match about $154,175 at 4% or $102,783 at 6%; with 100% employer match about $115,631 at 4% or $77,088 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,723,109$55,503$9,251iApproximate average salary by contribution assumption: employee only about $231,263 at 4% or $154,175 at 6%; with 50% employer match about $154,175 at 4% or $102,783 at 6%; with 100% employer match about $115,631 at 4% or $77,088 at 6%.
200715$1,954,167$61,585$12,317iApproximate average salary by contribution assumption: employee only about $307,925 at 4% or $205,283 at 6%; with 50% employer match about $205,283 at 4% or $136,856 at 6%; with 100% employer match about $153,963 at 4% or $102,642 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$1,954,167$61,585$12,317iApproximate average salary by contribution assumption: employee only about $307,925 at 4% or $205,283 at 6%; with 50% employer match about $205,283 at 4% or $136,856 at 6%; with 100% employer match about $153,963 at 4% or $102,642 at 6%.
200615$1,828,656$54,023$10,805iApproximate average salary by contribution assumption: employee only about $270,115 at 4% or $180,077 at 6%; with 50% employer match about $180,077 at 4% or $120,051 at 6%; with 100% employer match about $135,058 at 4% or $90,038 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$1,828,656$54,023$10,805iApproximate average salary by contribution assumption: employee only about $270,115 at 4% or $180,077 at 6%; with 50% employer match about $180,077 at 4% or $120,051 at 6%; with 100% employer match about $135,058 at 4% or $90,038 at 6%.
200516$1,627,526$51,609$8,602iApproximate average salary by contribution assumption: employee only about $215,038 at 4% or $143,358 at 6%; with 50% employer match about $143,358 at 4% or $95,572 at 6%; with 100% employer match about $107,519 at 4% or $71,679 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,627,526$51,609$8,602iApproximate average salary by contribution assumption: employee only about $215,038 at 4% or $143,358 at 6%; with 50% employer match about $143,358 at 4% or $95,572 at 6%; with 100% employer match about $107,519 at 4% or $71,679 at 6%.
200416$1,536,355$50,041$8,340iApproximate average salary by contribution assumption: employee only about $208,504 at 4% or $139,003 at 6%; with 50% employer match about $139,003 at 4% or $92,669 at 6%; with 100% employer match about $104,252 at 4% or $69,501 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,536,355$50,041$8,340iApproximate average salary by contribution assumption: employee only about $208,504 at 4% or $139,003 at 6%; with 50% employer match about $139,003 at 4% or $92,669 at 6%; with 100% employer match about $104,252 at 4% or $69,501 at 6%.
200316$1,404,092$48,776$8,129iApproximate average salary by contribution assumption: employee only about $203,233 at 4% or $135,489 at 6%; with 50% employer match about $135,489 at 4% or $90,326 at 6%; with 100% employer match about $101,617 at 4% or $67,744 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,404,092$48,776$8,129iApproximate average salary by contribution assumption: employee only about $203,233 at 4% or $135,489 at 6%; with 50% employer match about $135,489 at 4% or $90,326 at 6%; with 100% employer match about $101,617 at 4% or $67,744 at 6%.
200215$1,180,307$43,868$8,774iApproximate average salary by contribution assumption: employee only about $219,340 at 4% or $146,227 at 6%; with 50% employer match about $146,227 at 4% or $97,484 at 6%; with 100% employer match about $109,670 at 4% or $73,113 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$1,180,307$43,868$8,774iApproximate average salary by contribution assumption: employee only about $219,340 at 4% or $146,227 at 6%; with 50% employer match about $146,227 at 4% or $97,484 at 6%; with 100% employer match about $109,670 at 4% or $73,113 at 6%.
200115$1,231,777$47,689$9,538iApproximate average salary by contribution assumption: employee only about $238,445 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,976 at 6%; with 100% employer match about $119,222 at 4% or $79,482 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-5$1,231,777$47,689$9,538iApproximate average salary by contribution assumption: employee only about $238,445 at 4% or $158,963 at 6%; with 50% employer match about $158,963 at 4% or $105,976 at 6%; with 100% employer match about $119,222 at 4% or $79,482 at 6%.
200026$1,255,726$41,383$6,897iApproximate average salary by contribution assumption: employee only about $172,429 at 4% or $114,953 at 6%; with 50% employer match about $114,953 at 4% or $76,635 at 6%; with 100% employer match about $86,215 at 4% or $57,476 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$1,255,726$25,885$4,314iApproximate average salary by contribution assumption: employee only about $107,854 at 4% or $71,903 at 6%; with 50% employer match about $71,903 at 4% or $47,935 at 6%; with 100% employer match about $53,927 at 4% or $35,951 at 6%.
C. David Chapman, D.D.S. Self Employed Money Purchase Pension Plan-0-$15,498-
199926$1,279,454$43,696$7,283iApproximate average salary by contribution assumption: employee only about $182,067 at 4% or $121,378 at 6%; with 50% employer match about $121,378 at 4% or $80,919 at 6%; with 100% employer match about $91,033 at 4% or $60,689 at 6%.
C. David Chapman, D.D.S. Self Employed Profit Sharing Plan-6$891,232$18,336$3,056iApproximate average salary by contribution assumption: employee only about $76,400 at 4% or $50,933 at 6%; with 50% employer match about $50,933 at 4% or $33,956 at 6%; with 100% employer match about $38,200 at 4% or $25,467 at 6%.
C. David Chapman, D.D.S. Self Employed Money Purchase Pension PlanCurrent6$388,222$25,360$4,227iApproximate average salary by contribution assumption: employee only about $105,667 at 4% or $70,444 at 6%; with 50% employer match about $70,444 at 4% or $46,963 at 6%; with 100% employer match about $52,833 at 4% or $35,222 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$388,222$70,131 change

Balance Sheet

Beginning and end of plan year.

Total assets$318,091$388,222Increase +$70,131 (22.05%)
Total liabilities$0$0No change $0
Net assets$318,091$388,222Increase +$70,131 (22.05%)

Contributions

Employer contributions$25,360
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$70,132
Total expenses$1
Net income$70,131
Source fields
Schedule I source fields
Filing Id
56037068228551
Schedule I EIN
56-1117684
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$318,091
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$318,091
Small plan total assets at end of year
$388,222
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$388,222
Small plan employer contributions
$25,360
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$44,772
Small plan total income
$70,132
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1
Small plan total expenses
$1
Small plan net income or loss
$70,131
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$75,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
56037068228551
Schedule R EIN
56-1117684
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$25,360
Pension Employer Contribution Paid Amount
$25,360
Pension Funding Deficiency Amount
$0