How many benefit plans does Caruso Homes, Inc. report on Form 5500?

Caruso Homes, Inc. (EIN 52-1447426) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Caruso Homes, Inc.?

The Employer Identification Number (EIN) reported for Caruso Homes, Inc. is 52-1447426.

What is the latest Form 5500 filing year for Caruso Homes, Inc.?

The latest loaded Form 5500 filing year for Caruso Homes, Inc. is 2023.

Caruso Homes, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc. (EIN 52-1447426) is a plan sponsor located in Crofton, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 52-1447426
Location: Crofton, MD
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $3,836,741
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $3,836,741

Contributions & income

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

Expenses & distributions

Benefits paid / distributions: $377,146
Total expenses: $399,407
Net increase / (decrease): $890,400

Coverage

Total reported participants: 310
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Caruso Homes, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Caruso Homes Employee 401(K) Plan	002	179	$3,836,741	2023
Caruso Homes Health And Welfare Benefit Plan	501	131	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Caruso Homes, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Caruso Homes Employee 401(K) Plan	179	H, C	20241001120728NAL0006692577001
2023	Caruso Homes Health And Welfare Benefit Plan	131	—	20250709091220NAL0012600914001