Plan5500

Caruso Homes Employee 401(K) Plan — Form 5500 plan (Caruso Homes, Inc.)

Plain-English plan 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, Caruso Homes Employee 401(K) Plan is a benefit plan reported by Caruso Homes, Inc. under EIN 52-1447426 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $3,836,741 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caruso Homes, Inc.
EIN
52-1447426
Plan number
002
Plan type
2
Location
Crofton, MD
Latest filing year
2023
Participants
179
End-of-year plan assets
$3,836,741

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023179H, C20241001120728NAL0006692577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,836,741
Total liabilities (EOY)
$0
Net assets (EOY)
$3,836,741
Net assets (BOY)
$2,946,341

Income & contributions

Employer contributions
$81,305
Participant contributions
$635,916
Total contributions
$738,451
Total income / additions
$1,289,807

Expenses & distributions

Benefits paid
$377,146
Administrative expenses
$4,288
Total expenses
$399,407
Net increase / (decrease)
$890,400

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T. Rowe Price Rps, Inc.NONE$4,250$02023
Columbia FundsNONE$0$02023

Related Form 5500 pages