Paul M Chapman Cpa LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Paul M Chapman Cpa LLC
  • Sponsor EIN: 870702622
  • Sponsor Address: 11050 ROE AVE STE 210, OVERLAND PARK, KS, 66211
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$2.0M$46,382$41,200
20233$1.7M$58,078$48,200
20223$1.4M$51,974$45,200

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