WILLIAM CARUSO & PARTNERS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-25 | 5 |
| Total number of particpants at end of year | 2025-06-25 | 5 |
| Number of Participants With Account Balances | 2025-06-25 | 4 |
| 2022: WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-03 | 12 |
| Total number of particpants at end of year | 2022-05-03 | 11 |
| Number of Participants With Account Balances | 2022-05-03 | 11 |
| 2020: WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 12 |
| Number of participants with account balances | 2020-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-25 | 19985 |
| Net assets as of the end of the plan year | 2025-06-25 | 1260262 |
| Total assets as of the beginning of the plan year | 2025-06-25 | 1013779 |
| Value of plan covered by a fidelity bond | 2025-06-25 | 200000 |
| Participant contributions to plan in this plan year | 2025-06-25 | 59669 |
| Value of participant loans at end of plan year | 2025-06-25 | 69973 |
| Other expenses paid from plan in this plan year | 2025-06-25 | 0 |
| Other contributions to plan in this plan year | 2025-06-25 | 0 |
| Other income to plan in this plan year | 2025-06-25 | 178402 |
| Plan net income in this plan year | 2025-06-25 | 246483 |
| Net assets as of the end of the plan year | 2025-06-25 | 1260262 |
| Net assets as of the beginning of the plan year | 2025-06-25 | 1013779 |
| Employer contributions to plan in this plan year | 2025-06-25 | 28397 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-25 | 10060 |
| 2022 : WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-03 | 981882 |
| Net assets as of the end of the plan year | 2022-05-03 | 931347 |
| Total assets as of the beginning of the plan year | 2022-05-03 | 1721626 |
| Value of plan covered by a fidelity bond | 2022-05-03 | 200000 |
| Participant contributions to plan in this plan year | 2022-05-03 | 46065 |
| Value of participant loans at end of plan year | 2022-05-03 | 57908 |
| Other expenses paid from plan in this plan year | 2022-05-03 | 0 |
| Other contributions to plan in this plan year | 2022-05-03 | 0 |
| Other income to plan in this plan year | 2022-05-03 | 124006 |
| Plan net income in this plan year | 2022-05-03 | -790279 |
| Net assets as of the end of the plan year | 2022-05-03 | 931347 |
| Net assets as of the beginning of the plan year | 2022-05-03 | 1721626 |
| Employer contributions to plan in this plan year | 2022-05-03 | 21532 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-03 | 9537 |
| 2020 : WILLIAM CARUSO & PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $281,141 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $36,256 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $36,046 |
| Total plan assets at end of year | 2020-12-31 | $1,721,626 |
| Total plan assets at beginning of year | 2020-12-31 | $1,476,741 |
| Value of fidelity bond covering the plan | 2020-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $33,842 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $229,425 |
| Net income (gross income less expenses) | 2020-12-31 | $244,885 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,721,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,476,741 |
| Assets. Value of participant loans | 2020-12-31 | $77,024 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $17,874 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $210 |
