DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
DAVID CHAPMAN AGENCY, INC.
This Money Purchase plan holds N/A in total assets and serves 26 participants as of 2023. It is sponsored by DAVID CHAPMAN AGENCY, INC. in Michigan.
What the Filing Says About DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN
DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN is a Money Purchase retirement plan sponsored by DAVID CHAPMAN AGENCY, INC., headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 26 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 382102548, and the plan has been effective since 1979-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 382102548 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (DAVID CHAPMAN AGENCY, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | N/A |
| 2023 | 1 | 26 | N/A |
| 2024 | 1 | 26 | N/A |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- MICHIGAN REGIONAL COUNCIL OF CARPENTERS' ANNUITY FUND $500M · 17,454
- MILLWRIGHTS' LOCAL 1102 SUPPLEMENTAL PENSION FUND $306M · 2,267
- OPERATING ENGINEERS' LOCAL 324, DEFINED CONTRIBUTION PENSION PLAN $237M · 7,464
- P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN $226M · 1,081
- IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND $130M · 1,209
Related Data
Guides
Frequently Asked Questions
How much money is in the DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN? ▼
What type of plan is DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN? ▼
Who sponsors the DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN? ▼
How did DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN perform in 2023? ▼
Where can I find official filings for DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN? ▼
How does DAVID CHAPMAN AGENCY MONEY PURCHASE PLAN compare to other plans? ▼
Explore PlainRetire
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 382102548.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.