· 2022–2024 · DOL EFAST2

CARMACK CAPITAL MANAGEMENT LLC — CARMACK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250403083934NAL0016625616001

CARMACK CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

CARMACK CAPITAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

Plan health score

Top-tier plan health

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

81

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 CARMACK CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

CARMACK CAPITAL MANAGEMENT LLC

EIN

88-1345647all filings

Address

4213 NE TREMONT CIR · LEES SUMMIT, MO · 640641689

Phone

(816) 916-6898

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

RBN&C, LLC 401(K) PLAN & TRUST

$138K · 1 participants

TOLLEY FINANCIAL GROUP, LLC

TOLLEY FINANCIAL GROUP 401(K) PLAN

$139K · 2 participants

ORSINGER INVESTMENT GROUP, INC

ORSINGER INVESTMENT GROUP, INC 401(K) P/S PLAN

$136K · 4 participants

ST. CROIX FAMILY DENTISTRY, S.C.

ST. CROIX FAMILY DENTISTRY, S.C. CASH BALANCE PLAN

$139K · 14 participants

SPECTRUM WEALTH ADVISORS

SPECTRUM WEALTH ADVISORS SAFE HARBOR PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.