Civic Intelligence

Dan Chapman & Associates LLC

Plan context: Dan Chapman & Associates LLC Cash Balance Plan

EIN 26-4781784 • Conyers, GA • 20 filings • 2 plans

P.O. Box 1343Conyers, GA 30012-1343
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,255,530

2024 Contributions

$106,448

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,255,530$1,127,765$0201520202024YearValue
$2,255,530Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1050201520202024YearValue
10Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024210$2,255,530$106,448$10,645iApproximate average salary by contribution assumption: employee only about $266,120 at 4% or $177,413 at 6%; with 50% employer match about $177,413 at 4% or $118,276 at 6%; with 100% employer match about $133,060 at 4% or $88,707 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-10$1,670,323$58,996$5,900iApproximate average salary by contribution assumption: employee only about $147,490 at 4% or $98,327 at 6%; with 50% employer match about $98,327 at 4% or $65,551 at 6%; with 100% employer match about $73,745 at 4% or $49,163 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-9$585,207$47,452$5,272iApproximate average salary by contribution assumption: employee only about $131,811 at 4% or $87,874 at 6%; with 50% employer match about $87,874 at 4% or $58,583 at 6%; with 100% employer match about $65,906 at 4% or $43,937 at 6%.
2023210$1,962,967$93,987$9,399iApproximate average salary by contribution assumption: employee only about $234,968 at 4% or $156,645 at 6%; with 50% employer match about $156,645 at 4% or $104,430 at 6%; with 100% employer match about $117,484 at 4% or $78,323 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-10$1,479,642$38,376$3,838iApproximate average salary by contribution assumption: employee only about $95,940 at 4% or $63,960 at 6%; with 50% employer match about $63,960 at 4% or $42,640 at 6%; with 100% employer match about $47,970 at 4% or $31,980 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-9$483,325$55,611$6,179iApproximate average salary by contribution assumption: employee only about $154,475 at 4% or $102,983 at 6%; with 50% employer match about $102,983 at 4% or $68,656 at 6%; with 100% employer match about $77,238 at 4% or $51,492 at 6%.
2022210$1,676,850$211,993$21,199iApproximate average salary by contribution assumption: employee only about $529,983 at 4% or $353,322 at 6%; with 50% employer match about $353,322 at 4% or $235,548 at 6%; with 100% employer match about $264,991 at 4% or $176,661 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-10$1,267,083$163,775$16,378iApproximate average salary by contribution assumption: employee only about $409,438 at 4% or $272,958 at 6%; with 50% employer match about $272,958 at 4% or $181,972 at 6%; with 100% employer match about $204,719 at 4% or $136,479 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-10$409,767$48,218$4,822iApproximate average salary by contribution assumption: employee only about $120,545 at 4% or $80,363 at 6%; with 50% employer match about $80,363 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%.
202129$1,644,784$208,000$23,111iApproximate average salary by contribution assumption: employee only about $577,778 at 4% or $385,185 at 6%; with 50% employer match about $385,185 at 4% or $256,790 at 6%; with 100% employer match about $288,889 at 4% or $192,593 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-9$1,233,782$150,219$16,691iApproximate average salary by contribution assumption: employee only about $417,275 at 4% or $278,183 at 6%; with 50% employer match about $278,183 at 4% or $185,456 at 6%; with 100% employer match about $208,638 at 4% or $139,092 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-9$411,002$57,781$6,420iApproximate average salary by contribution assumption: employee only about $160,503 at 4% or $107,002 at 6%; with 50% employer match about $107,002 at 4% or $71,335 at 6%; with 100% employer match about $80,251 at 4% or $53,501 at 6%.
202028$1,216,340$104,669$13,084iApproximate average salary by contribution assumption: employee only about $327,091 at 4% or $218,060 at 6%; with 50% employer match about $218,060 at 4% or $145,374 at 6%; with 100% employer match about $163,545 at 4% or $109,030 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$904,485$38,139$4,767iApproximate average salary by contribution assumption: employee only about $119,184 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,971 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$311,855$66,530$8,316iApproximate average salary by contribution assumption: employee only about $207,906 at 4% or $138,604 at 6%; with 50% employer match about $138,604 at 4% or $92,403 at 6%; with 100% employer match about $103,953 at 4% or $69,302 at 6%.
201928$1,030,506$147,083$18,385iApproximate average salary by contribution assumption: employee only about $459,634 at 4% or $306,423 at 6%; with 50% employer match about $306,423 at 4% or $204,282 at 6%; with 100% employer match about $229,817 at 4% or $153,211 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$769,744$86,337$10,792iApproximate average salary by contribution assumption: employee only about $269,803 at 4% or $179,869 at 6%; with 50% employer match about $179,869 at 4% or $119,913 at 6%; with 100% employer match about $134,902 at 4% or $89,934 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$260,762$60,746$7,593iApproximate average salary by contribution assumption: employee only about $189,831 at 4% or $126,554 at 6%; with 50% employer match about $126,554 at 4% or $84,369 at 6%; with 100% employer match about $94,916 at 4% or $63,277 at 6%.
201828$789,626$153,055$19,132iApproximate average salary by contribution assumption: employee only about $478,297 at 4% or $318,865 at 6%; with 50% employer match about $318,865 at 4% or $212,576 at 6%; with 100% employer match about $239,148 at 4% or $159,432 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$603,885$103,516$12,940iApproximate average salary by contribution assumption: employee only about $323,488 at 4% or $215,658 at 6%; with 50% employer match about $215,658 at 4% or $143,772 at 6%; with 100% employer match about $161,744 at 4% or $107,829 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$185,741$49,539$6,192iApproximate average salary by contribution assumption: employee only about $154,809 at 4% or $103,206 at 6%; with 50% employer match about $103,206 at 4% or $68,804 at 6%; with 100% employer match about $77,405 at 4% or $51,603 at 6%.
201728$693,397$234,368$29,296iApproximate average salary by contribution assumption: employee only about $732,400 at 4% or $488,267 at 6%; with 50% employer match about $488,267 at 4% or $325,511 at 6%; with 100% employer match about $366,200 at 4% or $244,133 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$546,227$179,234$22,404iApproximate average salary by contribution assumption: employee only about $560,106 at 4% or $373,404 at 6%; with 50% employer match about $373,404 at 4% or $248,936 at 6%; with 100% employer match about $280,053 at 4% or $186,702 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$147,170$55,134$6,892iApproximate average salary by contribution assumption: employee only about $172,294 at 4% or $114,863 at 6%; with 50% employer match about $114,863 at 4% or $76,575 at 6%; with 100% employer match about $86,147 at 4% or $57,431 at 6%.
201628$418,502$229,737$28,717iApproximate average salary by contribution assumption: employee only about $717,928 at 4% or $478,619 at 6%; with 50% employer match about $478,619 at 4% or $319,079 at 6%; with 100% employer match about $358,964 at 4% or $239,309 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$332,608$184,320$23,040iApproximate average salary by contribution assumption: employee only about $576,000 at 4% or $384,000 at 6%; with 50% employer match about $384,000 at 4% or $256,000 at 6%; with 100% employer match about $288,000 at 4% or $192,000 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$85,894$45,417$5,677iApproximate average salary by contribution assumption: employee only about $141,928 at 4% or $94,619 at 6%; with 50% employer match about $94,619 at 4% or $63,079 at 6%; with 100% employer match about $70,964 at 4% or $47,309 at 6%.
201528$182,271$182,271$22,784iApproximate average salary by contribution assumption: employee only about $569,597 at 4% or $379,731 at 6%; with 50% employer match about $379,731 at 4% or $253,154 at 6%; with 100% employer match about $284,798 at 4% or $189,866 at 6%.
Dan Chapman & Associates LLC Cash Balance Plan-8$143,592$143,592$17,949iApproximate average salary by contribution assumption: employee only about $448,725 at 4% or $299,150 at 6%; with 50% employer match about $299,150 at 4% or $199,433 at 6%; with 100% employer match about $224,363 at 4% or $149,575 at 6%.
DAN CHAPMAN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN-8$38,679$38,679$4,835iApproximate average salary by contribution assumption: employee only about $120,872 at 4% or $80,581 at 6%; with 50% employer match about $80,581 at 4% or $53,721 at 6%; with 100% employer match about $60,436 at 4% or $40,291 at 6%.