2023 Form 5500 filing — Caruso Homes Employee 401(K) Plan
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 20241001120728NAL0006692577001) for Caruso Homes Employee 401(K) Plan, reported by Caruso Homes, Inc. under EIN 52-1447426 and plan number 002. It reports 179 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.8MReported net assets$3,836,741
Participants179
Provider compensation$4.3K2 Schedule C row(s)$4,250
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001120728NAL0006692577001
- Plan sponsor
- Caruso Homes, Inc.
- EIN
- 52-1447426
- Plan number
- 002
- Location
- Crofton, MD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,836,741
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,836,741
- Employer contributions
- $81,305
- Participant contributions
- $635,916
- Total income / additions
- $1,289,807
- Benefits paid
- $377,146
- Administrative expenses
- $4,288
- Total expenses
- $399,407
- Net increase / (decrease)
- $890,400
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $4,250 | $0 |
| Columbia Funds | NONE | $0 | $0 |