Civic Intelligence

Robert W. Chapman & Company

Plan context: Robert W. Chapman & Company Employee Stock Ownership Plan

EIN 56-0694287 • Charlotte, NC • 48 filings • 3 plans

1338 Hundred Oaks Drive Ste DPO Box 240748Charlotte, NC 28217
Current Snapshot

Latest Year

2023

2023 Participants

26

2023 Assets

$34,286,832

2023 Contributions

$1,538,671

Historical Graphs

Total Assets Over Time

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

$34,286,832$17,143,416$0199920142023YearValue
$34,286,832Latest year 2023

Participants Over Time

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

32160199920112023YearValue
26Latest year 2023

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
2023226$34,286,832$1,538,671$59,180iApproximate average salary by contribution assumption: employee only about $1,479,491 at 4% or $986,328 at 6%; with 50% employer match about $986,328 at 4% or $657,552 at 6%; with 100% employer match about $739,746 at 4% or $493,164 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-24$19,205,042$780,643$32,527iApproximate average salary by contribution assumption: employee only about $813,170 at 4% or $542,113 at 6%; with 50% employer match about $542,113 at 4% or $361,409 at 6%; with 100% employer match about $406,585 at 4% or $271,057 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-26$15,081,790$758,028$29,155iApproximate average salary by contribution assumption: employee only about $728,873 at 4% or $485,915 at 6%; with 50% employer match about $485,915 at 4% or $323,944 at 6%; with 100% employer match about $364,437 at 4% or $242,958 at 6%.
2022228$31,928,170$1,394,560$49,806iApproximate average salary by contribution assumption: employee only about $1,245,143 at 4% or $830,095 at 6%; with 50% employer match about $830,095 at 4% or $553,397 at 6%; with 100% employer match about $622,571 at 4% or $415,048 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-27$19,182,492$700,000$25,926iApproximate average salary by contribution assumption: employee only about $648,148 at 4% or $432,099 at 6%; with 50% employer match about $432,099 at 4% or $288,066 at 6%; with 100% employer match about $324,074 at 4% or $216,049 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-28$12,745,678$694,560$24,806iApproximate average salary by contribution assumption: employee only about $620,143 at 4% or $413,429 at 6%; with 50% employer match about $413,429 at 4% or $275,619 at 6%; with 100% employer match about $310,071 at 4% or $206,714 at 6%.
2021228$27,936,581$1,620,189$57,864iApproximate average salary by contribution assumption: employee only about $1,446,597 at 4% or $964,398 at 6%; with 50% employer match about $964,398 at 4% or $642,932 at 6%; with 100% employer match about $723,299 at 4% or $482,199 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-28$14,459,562$700,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-28$13,477,019$920,189$32,864iApproximate average salary by contribution assumption: employee only about $821,597 at 4% or $547,732 at 6%; with 50% employer match about $547,732 at 4% or $365,154 at 6%; with 100% employer match about $410,799 at 4% or $273,866 at 6%.
2020229$26,370,639$1,664,896$57,410iApproximate average salary by contribution assumption: employee only about $1,435,255 at 4% or $956,837 at 6%; with 50% employer match about $956,837 at 4% or $637,891 at 6%; with 100% employer match about $717,628 at 4% or $478,418 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-28$15,183,016$1,264,896$45,175iApproximate average salary by contribution assumption: employee only about $1,129,371 at 4% or $752,914 at 6%; with 50% employer match about $752,914 at 4% or $501,943 at 6%; with 100% employer match about $564,686 at 4% or $376,457 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-29$11,187,623$400,000$13,793iApproximate average salary by contribution assumption: employee only about $344,828 at 4% or $229,885 at 6%; with 50% employer match about $229,885 at 4% or $153,257 at 6%; with 100% employer match about $172,414 at 4% or $114,943 at 6%.
2019232$22,822,563$920,761$28,774iApproximate average salary by contribution assumption: employee only about $719,345 at 4% or $479,563 at 6%; with 50% employer match about $479,563 at 4% or $319,709 at 6%; with 100% employer match about $359,672 at 4% or $239,782 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-30$12,685,383$520,761$17,359iApproximate average salary by contribution assumption: employee only about $433,968 at 4% or $289,312 at 6%; with 50% employer match about $289,312 at 4% or $192,874 at 6%; with 100% employer match about $216,984 at 4% or $144,656 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-32$10,137,180$400,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2018232$19,286,410$1,140,787$35,650iApproximate average salary by contribution assumption: employee only about $891,240 at 4% or $594,160 at 6%; with 50% employer match about $594,160 at 4% or $396,107 at 6%; with 100% employer match about $445,620 at 4% or $297,080 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-30$11,111,476$740,787$24,693iApproximate average salary by contribution assumption: employee only about $617,323 at 4% or $411,548 at 6%; with 50% employer match about $411,548 at 4% or $274,366 at 6%; with 100% employer match about $308,661 at 4% or $205,774 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-32$8,174,934$400,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2017230$16,573,411$1,651,612$55,054iApproximate average salary by contribution assumption: employee only about $1,376,343 at 4% or $917,562 at 6%; with 50% employer match about $917,562 at 4% or $611,708 at 6%; with 100% employer match about $688,172 at 4% or $458,781 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-29$9,276,557$1,301,612$44,883iApproximate average salary by contribution assumption: employee only about $1,122,079 at 4% or $748,053 at 6%; with 50% employer match about $748,053 at 4% or $498,702 at 6%; with 100% employer match about $561,040 at 4% or $374,026 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-30$7,296,854$350,000$11,667iApproximate average salary by contribution assumption: employee only about $291,667 at 4% or $194,444 at 6%; with 50% employer match about $194,444 at 4% or $129,630 at 6%; with 100% employer match about $145,833 at 4% or $97,222 at 6%.
2016229$16,200,142$945,121$32,590iApproximate average salary by contribution assumption: employee only about $814,759 at 4% or $543,173 at 6%; with 50% employer match about $543,173 at 4% or $362,115 at 6%; with 100% employer match about $407,380 at 4% or $271,586 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-29$8,886,897$620,121$21,383iApproximate average salary by contribution assumption: employee only about $534,587 at 4% or $356,391 at 6%; with 50% employer match about $356,391 at 4% or $237,594 at 6%; with 100% employer match about $267,294 at 4% or $178,196 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-26$7,313,245$325,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2015229$12,862,441$820,745$28,302iApproximate average salary by contribution assumption: employee only about $707,539 at 4% or $471,693 at 6%; with 50% employer match about $471,693 at 4% or $314,462 at 6%; with 100% employer match about $353,769 at 4% or $235,846 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-29$7,136,855$495,745$17,095iApproximate average salary by contribution assumption: employee only about $427,366 at 4% or $284,911 at 6%; with 50% employer match about $284,911 at 4% or $189,941 at 6%; with 100% employer match about $213,683 at 4% or $142,455 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-27$5,725,586$325,000$12,037iApproximate average salary by contribution assumption: employee only about $300,926 at 4% or $200,617 at 6%; with 50% employer match about $200,617 at 4% or $133,745 at 6%; with 100% employer match about $150,463 at 4% or $100,309 at 6%.
2014231$12,064,920$772,017$24,904iApproximate average salary by contribution assumption: employee only about $622,594 at 4% or $415,063 at 6%; with 50% employer match about $415,063 at 4% or $276,709 at 6%; with 100% employer match about $311,297 at 4% or $207,531 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-31$6,550,056$497,017$16,033iApproximate average salary by contribution assumption: employee only about $400,820 at 4% or $267,213 at 6%; with 50% employer match about $267,213 at 4% or $178,142 at 6%; with 100% employer match about $200,410 at 4% or $133,607 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-28$5,514,864$275,000$9,821iApproximate average salary by contribution assumption: employee only about $245,536 at 4% or $163,690 at 6%; with 50% employer match about $163,690 at 4% or $109,127 at 6%; with 100% employer match about $122,768 at 4% or $81,845 at 6%.
2013231$10,982,625$692,493$22,338iApproximate average salary by contribution assumption: employee only about $558,462 at 4% or $372,308 at 6%; with 50% employer match about $372,308 at 4% or $248,205 at 6%; with 100% employer match about $279,231 at 4% or $186,154 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-31$6,323,009$492,493$15,887iApproximate average salary by contribution assumption: employee only about $397,172 at 4% or $264,781 at 6%; with 50% employer match about $264,781 at 4% or $176,521 at 6%; with 100% employer match about $198,586 at 4% or $132,391 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-29$4,659,616$200,000$6,897iApproximate average salary by contribution assumption: employee only about $172,414 at 4% or $114,943 at 6%; with 50% employer match about $114,943 at 4% or $76,628 at 6%; with 100% employer match about $86,207 at 4% or $57,471 at 6%.
2012229$9,740,131$1,289,486$44,465iApproximate average salary by contribution assumption: employee only about $1,111,626 at 4% or $741,084 at 6%; with 50% employer match about $741,084 at 4% or $494,056 at 6%; with 100% employer match about $555,813 at 4% or $370,542 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-29$5,567,043$1,089,486$37,568iApproximate average salary by contribution assumption: employee only about $939,212 at 4% or $626,141 at 6%; with 50% employer match about $626,141 at 4% or $417,428 at 6%; with 100% employer match about $469,606 at 4% or $313,071 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-28$4,173,088$200,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2011230$8,451,986$789,104$26,303iApproximate average salary by contribution assumption: employee only about $657,587 at 4% or $438,391 at 6%; with 50% employer match about $438,391 at 4% or $292,261 at 6%; with 100% employer match about $328,793 at 4% or $219,196 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-28$4,712,857$275,000$9,821iApproximate average salary by contribution assumption: employee only about $245,536 at 4% or $163,690 at 6%; with 50% employer match about $163,690 at 4% or $109,127 at 6%; with 100% employer match about $122,768 at 4% or $81,845 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-30$3,739,129$514,104$17,137iApproximate average salary by contribution assumption: employee only about $428,420 at 4% or $285,613 at 6%; with 50% employer match about $285,613 at 4% or $190,409 at 6%; with 100% employer match about $214,210 at 4% or $142,807 at 6%.
2010231$7,182,661$565,272$18,235iApproximate average salary by contribution assumption: employee only about $455,865 at 4% or $303,910 at 6%; with 50% employer match about $303,910 at 4% or $202,606 at 6%; with 100% employer match about $227,932 at 4% or $151,955 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-30$4,009,624$275,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-31$3,173,037$290,272$9,364iApproximate average salary by contribution assumption: employee only about $234,090 at 4% or $156,060 at 6%; with 50% employer match about $156,060 at 4% or $104,040 at 6%; with 100% employer match about $117,045 at 4% or $78,030 at 6%.
2009232$6,905,847$385,449$12,045iApproximate average salary by contribution assumption: employee only about $301,132 at 4% or $200,755 at 6%; with 50% employer match about $200,755 at 4% or $133,836 at 6%; with 100% employer match about $150,566 at 4% or $100,377 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-31$4,010,128--
401(K) PLAN FOR ROBERT W. CHAPMAN & CO.-32$2,895,719$385,449$12,045iApproximate average salary by contribution assumption: employee only about $301,132 at 4% or $200,755 at 6%; with 50% employer match about $200,755 at 4% or $133,836 at 6%; with 100% employer match about $150,566 at 4% or $100,377 at 6%.
2008131$0$0-
401K PLAN FOR ROBERT W. CHAPMAN & CO.-31---
2007231$0$0-
401K PLAN FOR ROBERT W. CHAPMAN & CO.-30---
Robert W. Chapman & Company Employee Stock Ownership Plan-31---
2006230$5,389,363$803,477$26,783iApproximate average salary by contribution assumption: employee only about $669,564 at 4% or $446,376 at 6%; with 50% employer match about $446,376 at 4% or $297,584 at 6%; with 100% employer match about $334,782 at 4% or $223,188 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-30$3,537,898$275,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
401K PLAN FOR ROBERT W. CHAPMAN & CO.-29$1,851,465$528,477$18,223iApproximate average salary by contribution assumption: employee only about $455,584 at 4% or $303,722 at 6%; with 50% employer match about $303,722 at 4% or $202,482 at 6%; with 100% employer match about $227,792 at 4% or $151,861 at 6%.
2005230$4,467,360$607,750$20,258iApproximate average salary by contribution assumption: employee only about $506,458 at 4% or $337,639 at 6%; with 50% employer match about $337,639 at 4% or $225,093 at 6%; with 100% employer match about $253,229 at 4% or $168,819 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-30$3,232,248$275,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
401K PLAN FOR ROBERT W. CHAPMAN & CO.-30$1,235,112$332,750$11,092iApproximate average salary by contribution assumption: employee only about $277,292 at 4% or $184,861 at 6%; with 50% employer match about $184,861 at 4% or $123,241 at 6%; with 100% employer match about $138,646 at 4% or $92,431 at 6%.
2004229$3,817,411$551,051$19,002iApproximate average salary by contribution assumption: employee only about $475,044 at 4% or $316,696 at 6%; with 50% employer match about $316,696 at 4% or $211,131 at 6%; with 100% employer match about $237,522 at 4% or $158,348 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-29$3,030,257$275,000$9,483iApproximate average salary by contribution assumption: employee only about $237,069 at 4% or $158,046 at 6%; with 50% employer match about $158,046 at 4% or $105,364 at 6%; with 100% employer match about $118,534 at 4% or $79,023 at 6%.
401K PLAN FOR ROBERT W. CHAPMAN & CO.-29$787,154$276,051$9,519iApproximate average salary by contribution assumption: employee only about $237,975 at 4% or $158,650 at 6%; with 50% employer match about $158,650 at 4% or $105,767 at 6%; with 100% employer match about $118,988 at 4% or $79,325 at 6%.
2003229$0$0-
401K PLAN FOR ROBERT W. CHAPMAN & CO.-29---
Robert W. Chapman & Company Employee Stock Ownership Plan-25---
2002225$0$0-
401K PLAN FOR ROBERT W. CHAPMAN & CO.-24---
Robert W. Chapman & Company Employee Stock Ownership Plan-25---
2001230$265,477$51,254$1,708iApproximate average salary by contribution assumption: employee only about $42,712 at 4% or $28,474 at 6%; with 50% employer match about $28,474 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,237 at 6%.
401K PLAN FOR ROBERT W. CHAPMAN & CO.-29$265,477$51,254$1,767iApproximate average salary by contribution assumption: employee only about $44,184 at 4% or $29,456 at 6%; with 50% employer match about $29,456 at 4% or $19,638 at 6%; with 100% employer match about $22,092 at 4% or $14,728 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-30---
2000227$0$0-
401K PLAN FOR ROBERT W. CHAPMAN & CO.-27---
Robert W. Chapman & Company Employee Stock Ownership Plan-26---
1999123$3,834,982$180,000$7,826iApproximate average salary by contribution assumption: employee only about $195,652 at 4% or $130,435 at 6%; with 50% employer match about $130,435 at 4% or $86,957 at 6%; with 100% employer match about $97,826 at 4% or $65,217 at 6%.
Robert W. Chapman & Company Employee Stock Ownership Plan-23$3,834,982$180,000$7,826iApproximate average salary by contribution assumption: employee only about $195,652 at 4% or $130,435 at 6%; with 50% employer match about $130,435 at 4% or $86,957 at 6%; with 100% employer match about $97,826 at 4% or $65,217 at 6%.