J.D. Chapman Agency Inc.
Plan context: J.D. Chapman Agency Inc. 401K Plan
EIN 16-1011738 • Macedon, NY • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$4,359,212
2024 Contributions
$128,370
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $4,359,212 | $128,370 | $8,023iApproximate average salary by contribution assumption: employee only about $200,578 at 4% or $133,719 at 6%; with 50% employer match about $133,719 at 4% or $89,146 at 6%; with 100% employer match about $100,289 at 4% or $66,859 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 16 | $4,359,212 | $128,370 | $8,023iApproximate average salary by contribution assumption: employee only about $200,578 at 4% or $133,719 at 6%; with 50% employer match about $133,719 at 4% or $89,146 at 6%; with 100% employer match about $100,289 at 4% or $66,859 at 6%. |
| 2023 | 1 | 16 | $3,776,184 | $162,736 | $10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 16 | $3,776,184 | $162,736 | $10,171iApproximate average salary by contribution assumption: employee only about $254,275 at 4% or $169,517 at 6%; with 50% employer match about $169,517 at 4% or $113,011 at 6%; with 100% employer match about $127,138 at 4% or $84,758 at 6%. |
| 2022 | 1 | 17 | $3,181,577 | $147,035 | $8,649iApproximate average salary by contribution assumption: employee only about $216,228 at 4% or $144,152 at 6%; with 50% employer match about $144,152 at 4% or $96,101 at 6%; with 100% employer match about $108,114 at 4% or $72,076 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $3,181,577 | $147,035 | $8,649iApproximate average salary by contribution assumption: employee only about $216,228 at 4% or $144,152 at 6%; with 50% employer match about $144,152 at 4% or $96,101 at 6%; with 100% employer match about $108,114 at 4% or $72,076 at 6%. |
| 2021 | 1 | 17 | $2,877,906 | $145,547 | $8,562iApproximate average salary by contribution assumption: employee only about $214,040 at 4% or $142,693 at 6%; with 50% employer match about $142,693 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,347 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $2,877,906 | $145,547 | $8,562iApproximate average salary by contribution assumption: employee only about $214,040 at 4% or $142,693 at 6%; with 50% employer match about $142,693 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,347 at 6%. |
| 2020 | 1 | 17 | $3,432,051 | $135,515 | $7,971iApproximate average salary by contribution assumption: employee only about $199,287 at 4% or $132,858 at 6%; with 50% employer match about $132,858 at 4% or $88,572 at 6%; with 100% employer match about $99,643 at 4% or $66,429 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $3,432,051 | $135,515 | $7,971iApproximate average salary by contribution assumption: employee only about $199,287 at 4% or $132,858 at 6%; with 50% employer match about $132,858 at 4% or $88,572 at 6%; with 100% employer match about $99,643 at 4% or $66,429 at 6%. |
| 2019 | 1 | 17 | $2,471,288 | $88,086 | $5,182iApproximate average salary by contribution assumption: employee only about $129,538 at 4% or $86,359 at 6%; with 50% employer match about $86,359 at 4% or $57,573 at 6%; with 100% employer match about $64,769 at 4% or $43,179 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $2,471,288 | $88,086 | $5,182iApproximate average salary by contribution assumption: employee only about $129,538 at 4% or $86,359 at 6%; with 50% employer match about $86,359 at 4% or $57,573 at 6%; with 100% employer match about $64,769 at 4% or $43,179 at 6%. |
| 2018 | 1 | 18 | $2,280,592 | $132,462 | $7,359iApproximate average salary by contribution assumption: employee only about $183,975 at 4% or $122,650 at 6%; with 50% employer match about $122,650 at 4% or $81,767 at 6%; with 100% employer match about $91,988 at 4% or $61,325 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 18 | $2,280,592 | $132,462 | $7,359iApproximate average salary by contribution assumption: employee only about $183,975 at 4% or $122,650 at 6%; with 50% employer match about $122,650 at 4% or $81,767 at 6%; with 100% employer match about $91,988 at 4% or $61,325 at 6%. |
| 2017 | 1 | 21 | $2,029,534 | $172,206 | $8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,671 at 6%; with 50% employer match about $136,671 at 4% or $91,114 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 21 | $2,029,534 | $172,206 | $8,200iApproximate average salary by contribution assumption: employee only about $205,007 at 4% or $136,671 at 6%; with 50% employer match about $136,671 at 4% or $91,114 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%. |
| 2016 | 1 | 20 | $1,780,109 | $142,388 | $7,119iApproximate average salary by contribution assumption: employee only about $177,985 at 4% or $118,657 at 6%; with 50% employer match about $118,657 at 4% or $79,104 at 6%; with 100% employer match about $88,993 at 4% or $59,328 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 20 | $1,780,109 | $142,388 | $7,119iApproximate average salary by contribution assumption: employee only about $177,985 at 4% or $118,657 at 6%; with 50% employer match about $118,657 at 4% or $79,104 at 6%; with 100% employer match about $88,993 at 4% or $59,328 at 6%. |
| 2015 | 1 | 19 | $1,459,797 | $100,526 | $5,291iApproximate average salary by contribution assumption: employee only about $132,271 at 4% or $88,181 at 6%; with 50% employer match about $88,181 at 4% or $58,787 at 6%; with 100% employer match about $66,136 at 4% or $44,090 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 19 | $1,459,797 | $100,526 | $5,291iApproximate average salary by contribution assumption: employee only about $132,271 at 4% or $88,181 at 6%; with 50% employer match about $88,181 at 4% or $58,787 at 6%; with 100% employer match about $66,136 at 4% or $44,090 at 6%. |
| 2014 | 1 | 17 | $1,486,922 | $74,645 | $4,391iApproximate average salary by contribution assumption: employee only about $109,772 at 4% or $73,181 at 6%; with 50% employer match about $73,181 at 4% or $48,788 at 6%; with 100% employer match about $54,886 at 4% or $36,591 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $1,486,922 | $74,645 | $4,391iApproximate average salary by contribution assumption: employee only about $109,772 at 4% or $73,181 at 6%; with 50% employer match about $73,181 at 4% or $48,788 at 6%; with 100% employer match about $54,886 at 4% or $36,591 at 6%. |
| 2013 | 1 | 17 | $2,370,471 | $88,605 | $5,212iApproximate average salary by contribution assumption: employee only about $130,301 at 4% or $86,868 at 6%; with 50% employer match about $86,868 at 4% or $57,912 at 6%; with 100% employer match about $65,151 at 4% or $43,434 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 17 | $2,370,471 | $88,605 | $5,212iApproximate average salary by contribution assumption: employee only about $130,301 at 4% or $86,868 at 6%; with 50% employer match about $86,868 at 4% or $57,912 at 6%; with 100% employer match about $65,151 at 4% or $43,434 at 6%. |
| 2012 | 1 | 15 | $1,917,626 | $98,912 | $6,594iApproximate average salary by contribution assumption: employee only about $164,853 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,427 at 4% or $54,951 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 15 | $1,917,626 | $98,912 | $6,594iApproximate average salary by contribution assumption: employee only about $164,853 at 4% or $109,902 at 6%; with 50% employer match about $109,902 at 4% or $73,268 at 6%; with 100% employer match about $82,427 at 4% or $54,951 at 6%. |
| 2011 | 1 | 14 | $1,570,900 | $80,565 | $5,755iApproximate average salary by contribution assumption: employee only about $143,866 at 4% or $95,911 at 6%; with 50% employer match about $95,911 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 14 | $1,570,900 | $80,565 | $5,755iApproximate average salary by contribution assumption: employee only about $143,866 at 4% or $95,911 at 6%; with 50% employer match about $95,911 at 4% or $63,940 at 6%; with 100% employer match about $71,933 at 4% or $47,955 at 6%. |
| 2010 | 1 | 14 | $1,475,659 | $122,965 | $8,783iApproximate average salary by contribution assumption: employee only about $219,580 at 4% or $146,387 at 6%; with 50% employer match about $146,387 at 4% or $97,591 at 6%; with 100% employer match about $109,790 at 4% or $73,193 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 14 | $1,475,659 | $122,965 | $8,783iApproximate average salary by contribution assumption: employee only about $219,580 at 4% or $146,387 at 6%; with 50% employer match about $146,387 at 4% or $97,591 at 6%; with 100% employer match about $109,790 at 4% or $73,193 at 6%. |
| 2009 | 1 | 16 | $1,097,875 | $90,200 | $5,638iApproximate average salary by contribution assumption: employee only about $140,938 at 4% or $93,958 at 6%; with 50% employer match about $93,958 at 4% or $62,639 at 6%; with 100% employer match about $70,469 at 4% or $46,979 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 16 | $1,097,875 | $90,200 | $5,638iApproximate average salary by contribution assumption: employee only about $140,938 at 4% or $93,958 at 6%; with 50% employer match about $93,958 at 4% or $62,639 at 6%; with 100% employer match about $70,469 at 4% or $46,979 at 6%. |
| 2008 | 1 | 12 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 12 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 13 | - | - | - |
| 2006 | 1 | 23 | $2,955,123 | $201,913 | $8,779iApproximate average salary by contribution assumption: employee only about $219,471 at 4% or $146,314 at 6%; with 50% employer match about $146,314 at 4% or $97,543 at 6%; with 100% employer match about $109,735 at 4% or $73,157 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 23 | $2,955,123 | $201,913 | $8,779iApproximate average salary by contribution assumption: employee only about $219,471 at 4% or $146,314 at 6%; with 50% employer match about $146,314 at 4% or $97,543 at 6%; with 100% employer match about $109,735 at 4% or $73,157 at 6%. |
| 2005 | 1 | 22 | $2,336,824 | $151,472 | $6,885iApproximate average salary by contribution assumption: employee only about $172,127 at 4% or $114,752 at 6%; with 50% employer match about $114,752 at 4% or $76,501 at 6%; with 100% employer match about $86,064 at 4% or $57,376 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 22 | $2,336,824 | $151,472 | $6,885iApproximate average salary by contribution assumption: employee only about $172,127 at 4% or $114,752 at 6%; with 50% employer match about $114,752 at 4% or $76,501 at 6%; with 100% employer match about $86,064 at 4% or $57,376 at 6%. |
| 2003 | 1 | 21 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 21 | - | - | - |
| 2002 | 1 | 21 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 21 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 18 | - | - | - |
| 2000 | 1 | 22 | $0 | $0 | - |
| J.D. Chapman Agency Inc. 401K Plan | - | 22 | - | - | - |
| 1999 | 1 | 23 | $1,940,847 | $101,715 | $4,422iApproximate average salary by contribution assumption: employee only about $110,560 at 4% or $73,707 at 6%; with 50% employer match about $73,707 at 4% or $49,138 at 6%; with 100% employer match about $55,280 at 4% or $36,853 at 6%. |
| J.D. Chapman Agency Inc. 401K Plan | - | 23 | $1,940,847 | $101,715 | $4,422iApproximate average salary by contribution assumption: employee only about $110,560 at 4% or $73,707 at 6%; with 50% employer match about $73,707 at 4% or $49,138 at 6%; with 100% employer match about $55,280 at 4% or $36,853 at 6%. |