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| Plan Name | J. D. CHAPMAN AGENCY, INC. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | J. D. CHAPMAN AGENCY, INC. |
| Employer identification number (EIN): | 161011738 |
| NAIC Classification: | 524210 |
| NAIC Description: | Insurance Agencies and Brokerages |
Additional information about J. D. CHAPMAN AGENCY, INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1973-04-11 |
| Company Identification Number: | 258727 |
| Legal Registered Office Address: |
66 MAIN STREET Wayne MACEDON United States of America (USA) 14502 |
More information about J. D. CHAPMAN AGENCY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2022-07-01 | BRUCE CHAPMAN | 2024-04-12 | ||
| 003 | 2021-07-01 | BRUCE CHAPMAN | 2023-04-03 | ||
| 003 | 2020-07-01 | BRUCE CHAPMAN | 2022-03-15 | ||
| 003 | 2019-07-01 | BRUCE CHAPMAN | 2021-04-11 | ||
| 003 | 2018-07-01 | BRUCE CHAPMAN | 2020-04-08 | ||
| 003 | 2017-07-01 | BRUCE CHAPMAN | 2019-01-25 | ||
| 003 | 2016-07-01 | BRUCE CHAPMAN | 2018-04-11 | ||
| 003 | 2015-07-01 | BRUCE CHAPMAN | 2016-09-21 | BRUCE CHAPMAN | 2016-09-21 |
| 003 | 2014-07-01 | BRUCE CHAPMAN | 2016-04-15 | ||
| 003 | 2013-07-01 | WILLIAM BOWERMAN | 2015-04-07 | ||
| 003 | 2012-07-01 | WILLIAM BOWERMAN | 2014-04-10 | ||
| 003 | 2011-07-01 | WILLIAM BOWERMAN | 2013-03-28 | ||
| 003 | 2010-07-01 | WILLIAM BOWERMAN | 2011-11-30 |
| Measure | Date | Value |
|---|---|---|
| 2025 : J. D. CHAPMAN AGENCY, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-02 | 126542 |
| Net assets as of the end of the plan year | 2025-04-02 | 3776184 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 3181577 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 80878 |
| Value of participant loans at end of plan year | 2025-04-02 | 6667 |
| Other income to plan in this plan year | 2025-04-02 | 558413 |
| Plan net income in this plan year | 2025-04-02 | 594607 |
| Net assets as of the end of the plan year | 2025-04-02 | 3776184 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 3181577 |
| Employer contributions to plan in this plan year | 2025-04-02 | 81858 |
| Fees paid to broker by Benefit Provider | 2025-04-02 | 13105 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 174 |
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