· 2022–2024 · DOL EFAST2

KATE Carmichael LPC PLLC — ATX Counseling 401(k), Form 5500 (2025)

Original filing (PDF)20260501221200NAL0001685985095

KATE Carmichael LPC PLLC

Form 5500-SF

FILING_RECEIVED

ATX Counseling 401(k) Plan

401(k) retirement plan · KATE Carmichael LPC PLLC's ATX Counseling 401(k) Plan held $14K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

6

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

40

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATE CARMICHAEL LPC PLLC.

Plan sponsor

Name

KATE CARMICHAEL LPC PLLC

EIN

47-2858157all filings

Address

3906 N LAMAR BLVD · AUSTIN, TX · 78756

Phone

(512) 537-2752

Industry

Health Care & Social Assistance

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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