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DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN 401k Plan overview

Plan NameDANIEL J. CARUSO, M.D., P.A. 401(K) PLAN
Plan identification number 001

DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DANIEL J. CARUSO, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. CARUSO, M.D., P.A.
Employer identification number (EIN):800626861
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROCIO CARUSO2024-08-12
0012022-01-01ROCIO CARUSO2023-09-18
0012021-01-01ROCIO CARUSO2022-05-19
0012020-01-01ROCIO CARUSO2021-05-11
0012019-01-01ROCIO CARUSO2020-09-14
0012018-01-01ROCIO CARUSO2019-10-05
0012017-01-01ROCIO CARUSO2018-07-07
0012016-01-01ROCIO CARUSO2017-08-22
0012013-01-01ROCIO CARUSO2014-10-07
0012012-01-01DANIEL CARUSO2013-09-23

Plan Statistics for DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN

401k plan membership statisitcs for DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN

Measure Date Value
2025: DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-1813
Total number of particpants at end of year2025-08-1813
Number of Participants With Account Balances2025-08-1813
2024: DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-1213
Total number of particpants at end of year2024-08-1213
Number of Participants With Account Balances2024-08-1213

Financial Data on DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN

Measure Date Value
2025 : DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-180
Total liabilities as of the beginning of the plan year2025-08-180
Total expenses incurred by plan in this plan year2025-08-1811126
Net assets as of the end of the plan year2025-08-182831305
Total assets as of the beginning of the plan year2025-08-182335984
Value of plan covered by a fidelity bond2025-08-18235000
Participant contributions to plan in this plan year2025-08-1868984
Other income to plan in this plan year2025-08-18402689
Plan net income in this plan year2025-08-18495321
Net assets as of the end of the plan year2025-08-182831305
Net assets as of the beginning of the plan year2025-08-182335984
Employer contributions to plan in this plan year2025-08-1834774
Fees paid to broker by Benefit Provider2025-08-186321
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-18815
2024 : DANIEL J. CARUSO, M.D., P.A. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-120
Total liabilities as of the beginning of the plan year2024-08-120
Total expenses incurred by plan in this plan year2024-08-1253019
Net assets as of the end of the plan year2024-08-122335984
Total assets as of the beginning of the plan year2024-08-121802788
Value of plan covered by a fidelity bond2024-08-12235000
Participant contributions to plan in this plan year2024-08-1267499
Other expenses paid from plan in this plan year2024-08-1225277
Other income to plan in this plan year2024-08-12472377
Plan net income in this plan year2024-08-12533196
Net assets as of the end of the plan year2024-08-122335984
Net assets as of the beginning of the plan year2024-08-121802788
Employer contributions to plan in this plan year2024-08-1246339
Fees paid to broker by Benefit Provider2024-08-1210070

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