How big is Robert W. Chapman & Co.'s plan?

Robert W. Chapman & Co.'s plan reported $15.1M in assets and 24 participants for 2023.

Original filing (PDF)20250401095510NAL0006891585001

Robert W. Chapman & Co.

Name: Robert W. Chapman & Co. — 401(k) Plan for Robert W., Form 5500 (2023)
Creator: Robert W. Chapman & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) Plan for Robert W. Chapman & Co.

401(k) retirement plan · Robert W. Chapman & Co.'s 401(k) Plan for Robert W. Chapman & Co. held $15.1M in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

People on this filing

Clay Krebs signed Robert W. Chapman & Co.'s 2023 Form 5500 as plan administrator.

Clay Krebs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert W. Chapman & Co.'s EIN is 56-0694287.

EIN 56-0694287

Plan number 002

Plan year 2023

ACK ID 20250401095510NAL0006891585001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert W. Chapman & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert W. Chapman & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT W. CHAPMAN & CO..

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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