401k Plan data: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN plan

JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN
Plan identification number	002

JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN S. CHAPMAN & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: JOHN S. CHAPMAN & ASSOCIATES, LLC

Employer identification number (EIN): 341863710

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JASON ALBIN 2024-07-19
002 2022-01-01 JASON ALBIN 2023-10-11
002 2018-01-01 JOHN CHAPMAN 2019-07-11
002 2017-01-01 JOHN CHAPMAN 2018-10-15
002 2016-01-01 JOHN CHAPMAN 2017-10-10
002 2015-01-01 JOHN CHAPMAN 2016-10-05
002 2015-01-01 JOHN CHAPMAN 2017-10-10
002 2014-01-01 JOHN CHAPMAN 2015-10-14
002 2013-01-01 JOHN CHAPMAN 2014-10-14
002 2012-01-01 JOHN CHAPMAN 2013-10-15
002 2011-01-01 JOHN CHAPMAN 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JASON ALBIN	2024-07-19
002	2022-01-01	JASON ALBIN	2023-10-11
002	2018-01-01	JOHN CHAPMAN	2019-07-11
002	2017-01-01	JOHN CHAPMAN	2018-10-15
002	2016-01-01	JOHN CHAPMAN	2017-10-10
002	2015-01-01	JOHN CHAPMAN	2016-10-05
002	2015-01-01	JOHN CHAPMAN	2017-10-10
002	2014-01-01	JOHN CHAPMAN	2015-10-14
002	2013-01-01	JOHN CHAPMAN	2014-10-14
002	2012-01-01	JOHN CHAPMAN	2013-10-15
002	2011-01-01	JOHN CHAPMAN	2012-10-11

Plan Statistics for JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

Measure Date Value
2022: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 0
Acturial value of plan assets 2022-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 0
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 0
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 0
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 500,700
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 482,492
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 380,908
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 380,908
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 380,908
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 482,492
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2018: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-01-31 1,352,153
Acturial value of plan assets 2018-01-31 1,352,153
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 0
Number of terminated vested participants 2018-01-31 3
Fundng target for terminated vested participants 2018-01-31 3,615
Active participant vested funding target 2018-01-31 1,348,538
Number of active participants 2018-01-31 2
Total funding liabilities for active participants 2018-01-31 1,348,538
Total participant count 2018-01-31 5
Total funding target for all participants 2018-01-31 1,352,153
Balance at beginning of prior year after applicable adjustments 2018-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 167,116
Carryover balanced portion elected for use to offset prior years funding requirement 2018-01-31 0
Prefunding balanced used to offset prior years funding requirement 2018-01-31 124,484
Amount remaining of carryover balance 2018-01-31 0
Amount remaining of prefunding balance 2018-01-31 42,632
Present value of excess contributions 2018-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-01-31 46,200
Balance of carryovers at beginning of current year 2018-01-31 0
Balance of prefunding at beginning of current year 2018-01-31 0
Total employer contributions 2018-01-31 0
Total employee contributions 2018-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 0
Liquidity shortfalls end of Q1 2018-01-31 0
Liquidity shortfalls end of Q2 2018-01-31 0
Liquidity shortfalls end of Q3 2018-01-31 0
Liquidity shortfalls end of Q4 2018-01-31 0
Unpaid minimum required contributions for all prior years 2018-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-01-31 0
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 0
Net shortfall amortization installment of oustanding balance 2018-01-31 0
Waiver amortization installment 2018-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 0
Additional cash requirement 2018-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for all years 2018-01-31 0
2017: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,306,989
Acturial value of plan assets 2017-12-31 1,306,989
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 2,160
Active participant vested funding target 2017-12-31 1,145,170
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,145,170
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,147,330
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 123,125
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 123,125
Present value of excess contributions 2017-12-31 33,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 33,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 33,956
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 167,116
Total employer contributions 2017-12-31 54,444
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 52,835
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 176,255
Net shortfall amortization installment of oustanding balance 2017-12-31 16,481
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 184,041
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 131,206
Additional cash requirement 2017-12-31 52,835
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 52,835
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 974,664
Acturial value of plan assets 2016-12-31 974,664
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 1,916
Active participant vested funding target 2016-12-31 943,233
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 943,233
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 945,149
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 36,372
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 36,372
Present value of excess contributions 2016-12-31 87,553
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 87,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 87,553
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 123,125
Total employer contributions 2016-12-31 208,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 195,014
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 143,518
Net shortfall amortization installment of oustanding balance 2016-12-31 89,081
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 161,058
Additional cash requirement 2016-12-31 161,058
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 195,014
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	0
Acturial value of plan assets	2022-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	0
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	0
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	0
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	500,700
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	482,492
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	380,908
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	380,908
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	380,908
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	482,492
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2018: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-01-31	1,352,153
Acturial value of plan assets	2018-01-31	1,352,153
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	0
Number of terminated vested participants	2018-01-31	3
Fundng target for terminated vested participants	2018-01-31	3,615
Active participant vested funding target	2018-01-31	1,348,538
Number of active participants	2018-01-31	2
Total funding liabilities for active participants	2018-01-31	1,348,538
Total participant count	2018-01-31	5
Total funding target for all participants	2018-01-31	1,352,153
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	167,116
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	124,484
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	42,632
Present value of excess contributions	2018-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	46,200
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	0
Total employer contributions	2018-01-31	0
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	0
Liquidity shortfalls end of Q1	2018-01-31	0
Liquidity shortfalls end of Q2	2018-01-31	0
Liquidity shortfalls end of Q3	2018-01-31	0
Liquidity shortfalls end of Q4	2018-01-31	0
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	0
Net shortfall amortization installment of oustanding balance	2018-01-31	0
Waiver amortization installment	2018-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	0
Additional cash requirement	2018-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for all years	2018-01-31	0
2017: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,306,989
Acturial value of plan assets	2017-12-31	1,306,989
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	2,160
Active participant vested funding target	2017-12-31	1,145,170
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,145,170
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,147,330
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	123,125
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	123,125
Present value of excess contributions	2017-12-31	33,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	33,956
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	33,956
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	167,116
Total employer contributions	2017-12-31	54,444
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	52,835
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	176,255
Net shortfall amortization installment of oustanding balance	2017-12-31	16,481
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	184,041
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	131,206
Additional cash requirement	2017-12-31	52,835
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	52,835
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHN S. CHAPMAN & ASSOCIATES, LLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	974,664
Acturial value of plan assets	2016-12-31	974,664
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	1,916
Active participant vested funding target	2016-12-31	943,233
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	943,233
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	945,149
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	36,372
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	36,372
Present value of excess contributions	2016-12-31	87,553
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	87,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	87,553
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	123,125
Total employer contributions	2016-12-31	208,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	195,014
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	143,518
Net shortfall amortization installment of oustanding balance	2016-12-31	89,081
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	161,058
Additional cash requirement	2016-12-31	161,058
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	195,014
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	JOHN S. CHAPMAN & ASSOCIATES, LLC
Employer identification number (EIN):	341863710
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers