How big is Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.'s plan?

Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.'s plan reported $9.9M in assets and 11 participants for 2024.

Original filing (PDF)20250715150233NAL0002340625001

Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.

Name: Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C. — Form 5500 Plan 004 (2024)
Creator: Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lewis P. Chapman, DMD and WILL H. Chapman, DMD PC 401(k) Profit Sharing Plan

401(k) retirement plan · Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.'s Lewis P. Chapman, DMD and WILL H. Chapman, DMD PC 401(k) Profit Sharing Plan held $9.9M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.'s EIN is 63-0756890.

EIN 63-0756890

Plan number 004

Plan year 2024

ACK ID 20250715150233NAL0002340625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis P. Chapman, D.M.D and WILL H. Chapman, D.M.D., P.C.'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 LEWIS P. CHAPMAN, D.M.D AND WILL H. CHAPMAN, D.M.D., P.C..

Finding similar companies…

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

LEWIS P. CHAPMAN, D.M.D AND WILL H. CHAPMAN, D.M.D., P.C.

EIN

all filings

Address

1550 EAST TRINITY BLVD · MONTGOMERY, AL · 36106

Phone

(334) 272-9447

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator