Plan5500

Carmichael Clark, P.S. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Carmichael Clark, P.S. (EIN 91-1230326) is a plan sponsor located in Bellingham, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-1230326
Location
Bellingham, WA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Carmichael Clark, P.S.

  • 1 loaded plans hold $2.2M in reported assets.
  • The largest, Carmichael Clark Ps 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 22 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.2MSummed across loaded plans$2,239,374
Total reported assets$2.2M$2,239,374
Total reported participants22
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2.2M total assets
Net assets$2.2MLiabilities—
Contributions & income
Employer contributions$47.2K
Participant contributions$90K
Total income / additions$655.3K
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)-$675.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Carmichael Clark Ps 401(K) Profit Sharing Plan And Trust
Participants per plan22Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Carmichael Clark Ps 401(K) Profit Sharing Plan And Trust$2.2M
    Plan #001 · 22 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Carmichael Clark, P.S.. Open one for its full reported snapshot.

  1. 2023
    Carmichael Clark Ps 401(K) Profit Sharing Plan And Trust22 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Carmichael Clark, P.S. report on Form 5500?
Carmichael Clark, P.S. (EIN 91-1230326) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Carmichael Clark, P.S.?
The Employer Identification Number (EIN) reported for Carmichael Clark, P.S. is 91-1230326.
What is the latest Form 5500 filing year for Carmichael Clark, P.S.?
The latest loaded Form 5500 filing year for Carmichael Clark, P.S. is 2023.

Related Form 5500 pages