CARMICHAEL FINANCIAL LLC
Plan context: CARMICHAEL FINANCIAL LLC 401K PLAN
EIN 27-3954248 • Logan, UT • 10 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$821,997
2025 Contributions
$84,232
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $821,997 | $84,232 | $12,033iApproximate average salary by contribution assumption: employee only about $300,829 at 4% or $200,552 at 6%; with 50% employer match about $200,552 at 4% or $133,702 at 6%; with 100% employer match about $150,414 at 4% or $100,276 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 7 | $821,997 | $84,232 | $12,033iApproximate average salary by contribution assumption: employee only about $300,829 at 4% or $200,552 at 6%; with 50% employer match about $200,552 at 4% or $133,702 at 6%; with 100% employer match about $150,414 at 4% or $100,276 at 6%. |
| 2024 | 1 | 7 | $626,738 | $111,011 | $15,859iApproximate average salary by contribution assumption: employee only about $396,468 at 4% or $264,312 at 6%; with 50% employer match about $264,312 at 4% or $176,208 at 6%; with 100% employer match about $198,234 at 4% or $132,156 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 7 | $626,738 | $111,011 | $15,859iApproximate average salary by contribution assumption: employee only about $396,468 at 4% or $264,312 at 6%; with 50% employer match about $264,312 at 4% or $176,208 at 6%; with 100% employer match about $198,234 at 4% or $132,156 at 6%. |
| 2023 | 1 | 5 | $513,561 | $119,066 | $23,813iApproximate average salary by contribution assumption: employee only about $595,330 at 4% or $396,887 at 6%; with 50% employer match about $396,887 at 4% or $264,591 at 6%; with 100% employer match about $297,665 at 4% or $198,443 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 5 | $513,561 | $119,066 | $23,813iApproximate average salary by contribution assumption: employee only about $595,330 at 4% or $396,887 at 6%; with 50% employer match about $396,887 at 4% or $264,591 at 6%; with 100% employer match about $297,665 at 4% or $198,443 at 6%. |
| 2022 | 1 | 6 | $582,331 | $113,252 | $18,875iApproximate average salary by contribution assumption: employee only about $471,883 at 4% or $314,589 at 6%; with 50% employer match about $314,589 at 4% or $209,726 at 6%; with 100% employer match about $235,942 at 4% or $157,294 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 6 | $582,331 | $113,252 | $18,875iApproximate average salary by contribution assumption: employee only about $471,883 at 4% or $314,589 at 6%; with 50% employer match about $314,589 at 4% or $209,726 at 6%; with 100% employer match about $235,942 at 4% or $157,294 at 6%. |
| 2021 | 1 | 6 | $561,821 | $102,615 | $17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 6 | $561,821 | $102,615 | $17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%. |
| 2020 | 1 | 5 | $378,101 | $75,216 | $15,043iApproximate average salary by contribution assumption: employee only about $376,080 at 4% or $250,720 at 6%; with 50% employer match about $250,720 at 4% or $167,147 at 6%; with 100% employer match about $188,040 at 4% or $125,360 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 5 | $378,101 | $75,216 | $15,043iApproximate average salary by contribution assumption: employee only about $376,080 at 4% or $250,720 at 6%; with 50% employer match about $250,720 at 4% or $167,147 at 6%; with 100% employer match about $188,040 at 4% or $125,360 at 6%. |
| 2019 | 1 | 4 | $213,275 | $57,440 | $14,360iApproximate average salary by contribution assumption: employee only about $359,000 at 4% or $239,333 at 6%; with 50% employer match about $239,333 at 4% or $159,556 at 6%; with 100% employer match about $179,500 at 4% or $119,667 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 4 | $213,275 | $57,440 | $14,360iApproximate average salary by contribution assumption: employee only about $359,000 at 4% or $239,333 at 6%; with 50% employer match about $239,333 at 4% or $159,556 at 6%; with 100% employer match about $179,500 at 4% or $119,667 at 6%. |
| 2018 | 1 | 4 | $121,386 | $60,930 | $15,233iApproximate average salary by contribution assumption: employee only about $380,813 at 4% or $253,875 at 6%; with 50% employer match about $253,875 at 4% or $169,250 at 6%; with 100% employer match about $190,406 at 4% or $126,938 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 4 | $121,386 | $60,930 | $15,233iApproximate average salary by contribution assumption: employee only about $380,813 at 4% or $253,875 at 6%; with 50% employer match about $253,875 at 4% or $169,250 at 6%; with 100% employer match about $190,406 at 4% or $126,938 at 6%. |
| 2017 | 1 | 3 | $73,750 | $32,014 | $10,671iApproximate average salary by contribution assumption: employee only about $266,783 at 4% or $177,856 at 6%; with 50% employer match about $177,856 at 4% or $118,570 at 6%; with 100% employer match about $133,392 at 4% or $88,928 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 3 | $73,750 | $32,014 | $10,671iApproximate average salary by contribution assumption: employee only about $266,783 at 4% or $177,856 at 6%; with 50% employer match about $177,856 at 4% or $118,570 at 6%; with 100% employer match about $133,392 at 4% or $88,928 at 6%. |
| 2016 | 1 | 3 | $32,282 | $30,898 | $10,299iApproximate average salary by contribution assumption: employee only about $257,483 at 4% or $171,656 at 6%; with 50% employer match about $171,656 at 4% or $114,437 at 6%; with 100% employer match about $128,742 at 4% or $85,828 at 6%. |
| CARMICHAEL FINANCIAL LLC 401K PLAN | - | 3 | $32,282 | $30,898 | $10,299iApproximate average salary by contribution assumption: employee only about $257,483 at 4% or $171,656 at 6%; with 50% employer match about $171,656 at 4% or $114,437 at 6%; with 100% employer match about $128,742 at 4% or $85,828 at 6%. |