2023 Form 5500 filing — Caruso Management Company 401(K) Retirement Savings Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241219202710NAL0004794289001) for Caruso Management Company 401(K) Retirement Savings Plan And Trust, reported by Caruso Management Company, Ltd. under EIN 95-4339434 and plan number 001. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241219202710NAL0004794289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caruso Management Company, Ltd.
- EIN
- 95-4339434
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,559,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,559,321
- Employer contributions
- $426,385
- Participant contributions
- $1,390,466
- Total income / additions
- $6,350,520
- Benefits paid
- $1,023,432
- Administrative expenses
- $76,317
- Total expenses
- $1,099,749
- Net increase / (decrease)
- $5,250,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $38,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,369 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,947 | $0 |