Civic Intelligence

Mj Caruso & Associates Inc.

Plan context: M. J. Caruso & Associates 401K Plan

EIN 23-2867218 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

6

2008 Assets

$1,156,716

2008 Contributions

$29,914

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,156,716$578,358$0199920032007YearValue
$1,156,716Latest year 2007

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840199920032007YearValue
6Latest year 2007

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200810$0$0-
M. J. Caruso & Associates 401K Plan-0---
200716$1,156,716$0-
M. J. Caruso & Associates 401K Plan-6$1,156,716--
200615$1,130,264$0-
M. J. Caruso & Associates 401K Plan-5$1,130,264--
200516$1,069,688$29,914$4,986iApproximate average salary by contribution assumption: employee only about $124,642 at 4% or $83,094 at 6%; with 50% employer match about $83,094 at 4% or $55,396 at 6%; with 100% employer match about $62,321 at 4% or $41,547 at 6%.
M. J. Caruso & Associates 401K Plan-6$1,069,688$29,914$4,986iApproximate average salary by contribution assumption: employee only about $124,642 at 4% or $83,094 at 6%; with 50% employer match about $83,094 at 4% or $55,396 at 6%; with 100% employer match about $62,321 at 4% or $41,547 at 6%.
200418$970,134$92,323$11,540iApproximate average salary by contribution assumption: employee only about $288,509 at 4% or $192,340 at 6%; with 50% employer match about $192,340 at 4% or $128,226 at 6%; with 100% employer match about $144,255 at 4% or $96,170 at 6%.
M. J. Caruso & Associates 401K Plan-8$970,134$92,323$11,540iApproximate average salary by contribution assumption: employee only about $288,509 at 4% or $192,340 at 6%; with 50% employer match about $192,340 at 4% or $128,226 at 6%; with 100% employer match about $144,255 at 4% or $96,170 at 6%.
200316$767,667$88,227$14,705iApproximate average salary by contribution assumption: employee only about $367,613 at 4% or $245,075 at 6%; with 50% employer match about $245,075 at 4% or $163,383 at 6%; with 100% employer match about $183,806 at 4% or $122,538 at 6%.
M. J. Caruso & Associates 401K Plan-6$767,667$88,227$14,705iApproximate average salary by contribution assumption: employee only about $367,613 at 4% or $245,075 at 6%; with 50% employer match about $245,075 at 4% or $163,383 at 6%; with 100% employer match about $183,806 at 4% or $122,538 at 6%.
200216$554,146$74,495$12,416iApproximate average salary by contribution assumption: employee only about $310,396 at 4% or $206,931 at 6%; with 50% employer match about $206,931 at 4% or $137,954 at 6%; with 100% employer match about $155,198 at 4% or $103,465 at 6%.
M. J. Caruso & Associates 401K Plan-6$554,146$74,495$12,416iApproximate average salary by contribution assumption: employee only about $310,396 at 4% or $206,931 at 6%; with 50% employer match about $206,931 at 4% or $137,954 at 6%; with 100% employer match about $155,198 at 4% or $103,465 at 6%.
200116$527,732$62,504$10,417iApproximate average salary by contribution assumption: employee only about $260,433 at 4% or $173,622 at 6%; with 50% employer match about $173,622 at 4% or $115,748 at 6%; with 100% employer match about $130,217 at 4% or $86,811 at 6%.
M. J. Caruso & Associates 401K Plan-6$527,732$62,504$10,417iApproximate average salary by contribution assumption: employee only about $260,433 at 4% or $173,622 at 6%; with 50% employer match about $173,622 at 4% or $115,748 at 6%; with 100% employer match about $130,217 at 4% or $86,811 at 6%.
200015$486,096$51,701$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
M. J. Caruso & Associates 401K Plan-5$486,096$51,701$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
199914$485,408$44,531$11,133iApproximate average salary by contribution assumption: employee only about $278,319 at 4% or $185,546 at 6%; with 50% employer match about $185,546 at 4% or $123,697 at 6%; with 100% employer match about $139,159 at 4% or $92,773 at 6%.
M. J. Caruso & Associates 401K Plan-4$485,408$44,531$11,133iApproximate average salary by contribution assumption: employee only about $278,319 at 4% or $185,546 at 6%; with 50% employer match about $185,546 at 4% or $123,697 at 6%; with 100% employer match about $139,159 at 4% or $92,773 at 6%.