Caruso Management Company 401(K) Retirement Savings Plan And Trust — Form 5500 plan (Caruso Management Company, Ltd.)
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 Management Company 401(K) Retirement Savings Plan And Trust is a benefit plan reported by Caruso Management Company, Ltd. under EIN 95-4339434 and plan number 001. The latest loaded filing year is 2023. The filing reports 254 participants and $25,559,321 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caruso Management Company, Ltd.
- EIN
- 95-4339434
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 254
- End-of-year plan assets
- $25,559,321
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 254 | H, C | 20241219202710NAL0004794289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,559,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,559,321
- Net assets (BOY)
- $20,308,550
Income & contributions
- Employer contributions
- $426,385
- Participant contributions
- $1,390,466
- Total contributions
- $2,325,123
- Total income / additions
- $6,350,520
Expenses & distributions
- Benefits paid
- $1,023,432
- Administrative expenses
- $76,317
- Total expenses
- $1,099,749
- Net increase / (decrease)
- $5,250,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shuster Advisory Group LLC | INVESTMENT ADVISOR | $38,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $20,369 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,947 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caruso Management Company, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Shuster Advisory Group LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation