How big is Chapman and Associates, P.C.'s plan?

Chapman and Associates, P.C.'s plan reported $3.4M in assets and 38 participants for 2024.

Original filing (PDF)20251015113442NAL0004726785001

Chapman and Associates, P.C.

Name: Chapman and Associates, P.C. — Chapman and, Form 5500 (2024)
Creator: Chapman and Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chapman and Associates 401(k) Plan

401(k) retirement plan · Chapman and Associates, P.C.'s Chapman and Associates 401(k) Plan held $3.4M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Chapman and Associates, P.C.'s EIN is 38-3638417.

EIN 38-3638417

Plan number 001

Plan year 2024

ACK ID 20251015113442NAL0004726785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chapman and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chapman and Associates, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAPMAN AND ASSOCIATES, P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off