| Plan Name | DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID E. CARMICHAEL, LLC |
| Employer identification number (EIN): | 930634083 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
Additional information about DAVID E. CARMICHAEL, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2003-11-21 |
| Company Identification Number: | 18512392 |
| Legal Registered Office Address: |
777 HIGH ST STE 150 EUGENE United States of America (USA) 97401 |
More information about DAVID E. CARMICHAEL, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2016-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2015-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2014-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2013-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2012-01-01 | DAVID E. CARMICHAEL | |||
| 001 | 2011-01-01 | DAVID E CARMICHAEL | |||
| 001 | 2010-01-01 | DAVID E CARMICHAEL | |||
| 001 | 2009-01-01 | DAVID E CARMICHAEL |
| Measure | Date | Value |
|---|---|---|
| 2023 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $469 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $25 |
| Total plan assets at end of year | 2023-12-31 | $3,244 |
| Total plan assets at beginning of year | 2023-12-31 | $2,800 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $25 |
| Other income received | 2023-12-31 | $469 |
| Net income (gross income less expenses) | 2023-12-31 | $444 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,800 |
| 2022 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-12-31 | $429 |
| Total plan assets at end of year | 2022-12-31 | $2,800 |
| Total plan assets at beginning of year | 2022-12-31 | $2,371 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
| Other income received | 2022-12-31 | $429 |
| Net income (gross income less expenses) | 2022-12-31 | $429 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,800 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,371 |
| 2021 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-12-31 | $5,176 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,180 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,180 |
| Total plan assets at end of year | 2021-12-31 | $2,371 |
| Total plan assets at beginning of year | 2021-12-31 | $2,375 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
| Other income received | 2021-12-31 | $5,176 |
| Net income (gross income less expenses) | 2021-12-31 | $-4 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,375 |
| 2020 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-12-31 | $82,190 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,554,304 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $4,554,100 |
| Total plan assets at end of year | 2020-12-31 | $2,375 |
| Total plan assets at beginning of year | 2020-12-31 | $4,474,489 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
| Other income received | 2020-12-31 | $82,190 |
| Net income (gross income less expenses) | 2020-12-31 | $-4,472,114 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,474,489 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $204 |
| 2019 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $932,594 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $126,588 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $126,000 |
| Total plan assets at end of year | 2019-12-31 | $4,474,489 |
| Total plan assets at beginning of year | 2019-12-31 | $3,668,483 |
| Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
| Other income received | 2019-12-31 | $932,594 |
| Net income (gross income less expenses) | 2019-12-31 | $806,006 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,474,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,668,483 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $588 |
| 2018 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $-10,726 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $160 |
| Total plan assets at end of year | 2018-12-31 | $3,668,483 |
| Total plan assets at beginning of year | 2018-12-31 | $3,679,369 |
| Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
| Other income received | 2018-12-31 | $-10,726 |
| Net income (gross income less expenses) | 2018-12-31 | $-10,886 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,668,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,679,369 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $160 |
| 2017 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-12-31 | $639,041 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $173 |
| Total plan assets at end of year | 2017-12-31 | $3,679,369 |
| Total plan assets at beginning of year | 2017-12-31 | $3,040,501 |
| Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
| Other income received | 2017-12-31 | $639,041 |
| Net income (gross income less expenses) | 2017-12-31 | $638,868 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,679,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,040,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $173 |
| 2016 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-12-31 | $380,260 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $128 |
| Total plan assets at end of year | 2016-12-31 | $3,040,501 |
| Total plan assets at beginning of year | 2016-12-31 | $2,660,369 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Other income received | 2016-12-31 | $380,260 |
| Net income (gross income less expenses) | 2016-12-31 | $380,132 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,040,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,660,369 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $128 |
| 2015 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2015 401k financial data | ||
| Total income from all sources | 2015-12-31 | $10,974 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $260 |
| Total plan assets at end of year | 2015-12-31 | $2,660,369 |
| Total plan assets at beginning of year | 2015-12-31 | $2,649,655 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $260 |
| Other income received | 2015-12-31 | $10,974 |
| Net income (gross income less expenses) | 2015-12-31 | $10,714 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,660,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,649,655 |
| 2014 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $242,523 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $372 |
| Total plan assets at end of year | 2014-12-31 | $2,649,655 |
| Total plan assets at beginning of year | 2014-12-31 | $2,407,504 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $372 |
| Other income received | 2014-12-31 | $242,523 |
| Net income (gross income less expenses) | 2014-12-31 | $242,151 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,649,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,407,504 |
| 2013 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $448,621 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $320 |
| Total plan assets at end of year | 2013-12-31 | $2,407,504 |
| Total plan assets at beginning of year | 2013-12-31 | $1,959,203 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $320 |
| Other income received | 2013-12-31 | $448,621 |
| Net income (gross income less expenses) | 2013-12-31 | $448,301 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,407,504 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,959,203 |
| 2012 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2012 401k financial data | ||
| Total income from all sources | 2012-12-31 | $177,472 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $423 |
| Total plan assets at end of year | 2012-12-31 | $1,959,203 |
| Total plan assets at beginning of year | 2012-12-31 | $1,782,154 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $423 |
| Other income received | 2012-12-31 | $177,472 |
| Net income (gross income less expenses) | 2012-12-31 | $177,049 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,959,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,782,154 |
| 2011 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-12-31 | $72,451 |
| Total plan assets at end of year | 2011-12-31 | $1,782,154 |
| Total plan assets at beginning of year | 2011-12-31 | $1,709,703 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Other income received | 2011-12-31 | $72,451 |
| Net income (gross income less expenses) | 2011-12-31 | $72,451 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,782,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,709,703 |
| 2010 : DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $163,334 |
| Total plan assets at end of year | 2010-12-31 | $1,709,703 |
| Total plan assets at beginning of year | 2010-12-31 | $1,546,369 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Other income received | 2010-12-31 | $163,334 |
| Net income (gross income less expenses) | 2010-12-31 | $163,334 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,709,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,546,369 |
| 2023: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID E. CARMICHAEL, LLC PROFIT SHARING PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |