Original filing (PDF)20250805104903NAL0004413522001

STEVEN F. CHAPMAN

Name: STEVEN F. CHAPMAN — STEVEN F. CHAPMAN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STEVEN F. CHAPMAN

Form 5500-SF

FILING_RECEIVED

STEVEN F. CHAPMAN PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN F. CHAPMAN.

Plan sponsor

Name

STEVEN F. CHAPMAN

EIN

26-2617621

Address

21300 VICTORY BOULEVARD, SUITE 420 · WOODLAND HILLS, CA · 913672532

Phone

(800) 845-2969

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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