Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEWIS P. CHAPMAN, D.M.D AND WILL H. CHAPMAN, D.M.D., P.C.
EIN 63-0756890Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
34
1550 EAST TRINITY BLVD - MONTGOMERY, AL 36106334-272-9447
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
LEWIS P. CHAPMAN, DMD AND WILL H. CHAPMAN, DMD PC 401K PROFIT SHARING PLAN
401k
Assets$9.9M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
LEWIS P CHAPMAN, DMD AND WILL H CHAPMAN, DMD, PC CASH BALANCE PLAN
CashBalance
Assets$407K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | LEWIS P. CHAPMAN, DMD AND WILL H. CHAPMAN, DMD PC 401K PROFIT SHARING PLAN | 401k | $9.9M | 24 | 2024 | |
| 005 | LEWIS P CHAPMAN, DMD AND WILL H CHAPMAN, DMD, PC CASH BALANCE PLAN | CashBalance | $407K | 10 | 2024 |
Retirement plans