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  2. J. CHAPPELL, M.D., P.C.
Sponsor portfolio

J. CHAPPELL, M.D., P.C.

EIN 27-4547459-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$752K assets
Welfare
0
Participants
10
4450 CALIBRE XING, #1208 - ACWORTH, GA 30101240-351-9517
Plans on this EIN
2 filings
#002CashBalance-$438K - 5 part#001401k-$314K - 5 part

Retirement portfolio analytics

2 plans aggregated / $752K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • M.D., P.C. 401(K) (#001)42%
Total $752KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • M.D., P.C. 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. CHAPPELL, M.D., P.C. CASH BALANCE PLAN

CashBalance

Assets$438K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

J. CHAPPELL, M.D., P.C. 401(K) PLAN

401k

Assets$314K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. CHAPPELL, M.D., P.C. CASH BALANCE PLANCashBalance$438K52024
001J. CHAPPELL, M.D., P.C. 401(K) PLAN401k$314K52025
Retirement plans
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