Civic Intelligence

Caruso Orthodontics PC.

Plan context: Caruso Orthodontics PC. 401(K) Profit Sharing Plan

EIN 26-3895772 • Herkimer, NY • 16 filings • 1 plans

338 East State StreetHerkimer, NY 13350
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$2,297,552

2024 Contributions

$142,879

Historical Graphs

Total Assets Over Time

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

$2,297,552$1,148,776$0200920172024YearValue
$2,297,552Latest year 2024

Participants Over Time

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

22110200920172024YearValue
21Latest year 2024

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
2024121$2,297,552$142,879$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-21$2,297,552$142,879$6,804iApproximate average salary by contribution assumption: employee only about $170,094 at 4% or $113,396 at 6%; with 50% employer match about $113,396 at 4% or $75,597 at 6%; with 100% employer match about $85,047 at 4% or $56,698 at 6%.
2023121$1,902,172$130,503$6,214iApproximate average salary by contribution assumption: employee only about $155,361 at 4% or $103,574 at 6%; with 50% employer match about $103,574 at 4% or $69,049 at 6%; with 100% employer match about $77,680 at 4% or $51,787 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-21$1,902,172$130,503$6,214iApproximate average salary by contribution assumption: employee only about $155,361 at 4% or $103,574 at 6%; with 50% employer match about $103,574 at 4% or $69,049 at 6%; with 100% employer match about $77,680 at 4% or $51,787 at 6%.
2022122$1,533,820$124,766$5,671iApproximate average salary by contribution assumption: employee only about $141,780 at 4% or $94,520 at 6%; with 50% employer match about $94,520 at 4% or $63,013 at 6%; with 100% employer match about $70,890 at 4% or $47,260 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-22$1,533,820$124,766$5,671iApproximate average salary by contribution assumption: employee only about $141,780 at 4% or $94,520 at 6%; with 50% employer match about $94,520 at 4% or $63,013 at 6%; with 100% employer match about $70,890 at 4% or $47,260 at 6%.
2021122$1,752,049$180,021$8,183iApproximate average salary by contribution assumption: employee only about $204,569 at 4% or $136,380 at 6%; with 50% employer match about $136,380 at 4% or $90,920 at 6%; with 100% employer match about $102,285 at 4% or $68,190 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-22$1,752,049$180,021$8,183iApproximate average salary by contribution assumption: employee only about $204,569 at 4% or $136,380 at 6%; with 50% employer match about $136,380 at 4% or $90,920 at 6%; with 100% employer match about $102,285 at 4% or $68,190 at 6%.
2020111$1,364,873$119,926$10,902iApproximate average salary by contribution assumption: employee only about $272,559 at 4% or $181,706 at 6%; with 50% employer match about $181,706 at 4% or $121,137 at 6%; with 100% employer match about $136,280 at 4% or $90,853 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-11$1,364,873$119,926$10,902iApproximate average salary by contribution assumption: employee only about $272,559 at 4% or $181,706 at 6%; with 50% employer match about $181,706 at 4% or $121,137 at 6%; with 100% employer match about $136,280 at 4% or $90,853 at 6%.
2019111$1,086,925$98,790$8,981iApproximate average salary by contribution assumption: employee only about $224,523 at 4% or $149,682 at 6%; with 50% employer match about $149,682 at 4% or $99,788 at 6%; with 100% employer match about $112,261 at 4% or $74,841 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-11$1,086,925$98,790$8,981iApproximate average salary by contribution assumption: employee only about $224,523 at 4% or $149,682 at 6%; with 50% employer match about $149,682 at 4% or $99,788 at 6%; with 100% employer match about $112,261 at 4% or $74,841 at 6%.
2018110$778,461$55,823$5,582iApproximate average salary by contribution assumption: employee only about $139,558 at 4% or $93,038 at 6%; with 50% employer match about $93,038 at 4% or $62,026 at 6%; with 100% employer match about $69,779 at 4% or $46,519 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-10$778,461$55,823$5,582iApproximate average salary by contribution assumption: employee only about $139,558 at 4% or $93,038 at 6%; with 50% employer match about $93,038 at 4% or $62,026 at 6%; with 100% employer match about $69,779 at 4% or $46,519 at 6%.
2017110$756,819$45,893$4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,488 at 6%; with 50% employer match about $76,488 at 4% or $50,992 at 6%; with 100% employer match about $57,366 at 4% or $38,244 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-10$756,819$45,893$4,589iApproximate average salary by contribution assumption: employee only about $114,733 at 4% or $76,488 at 6%; with 50% employer match about $76,488 at 4% or $50,992 at 6%; with 100% employer match about $57,366 at 4% or $38,244 at 6%.
2016110$584,902$55,602$5,560iApproximate average salary by contribution assumption: employee only about $139,005 at 4% or $92,670 at 6%; with 50% employer match about $92,670 at 4% or $61,780 at 6%; with 100% employer match about $69,503 at 4% or $46,335 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-10$584,902$55,602$5,560iApproximate average salary by contribution assumption: employee only about $139,005 at 4% or $92,670 at 6%; with 50% employer match about $92,670 at 4% or $61,780 at 6%; with 100% employer match about $69,503 at 4% or $46,335 at 6%.
2015111$499,492$59,666$5,424iApproximate average salary by contribution assumption: employee only about $135,605 at 4% or $90,403 at 6%; with 50% employer match about $90,403 at 4% or $60,269 at 6%; with 100% employer match about $67,802 at 4% or $45,202 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-11$499,492$59,666$5,424iApproximate average salary by contribution assumption: employee only about $135,605 at 4% or $90,403 at 6%; with 50% employer match about $90,403 at 4% or $60,269 at 6%; with 100% employer match about $67,802 at 4% or $45,202 at 6%.
2014110$441,306$55,775$5,578iApproximate average salary by contribution assumption: employee only about $139,438 at 4% or $92,958 at 6%; with 50% employer match about $92,958 at 4% or $61,972 at 6%; with 100% employer match about $69,719 at 4% or $46,479 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-10$441,306$55,775$5,578iApproximate average salary by contribution assumption: employee only about $139,438 at 4% or $92,958 at 6%; with 50% employer match about $92,958 at 4% or $61,972 at 6%; with 100% employer match about $69,719 at 4% or $46,479 at 6%.
2013110$373,346$50,032$5,003iApproximate average salary by contribution assumption: employee only about $125,080 at 4% or $83,387 at 6%; with 50% employer match about $83,387 at 4% or $55,591 at 6%; with 100% employer match about $62,540 at 4% or $41,693 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-10$373,346$50,032$5,003iApproximate average salary by contribution assumption: employee only about $125,080 at 4% or $83,387 at 6%; with 50% employer match about $83,387 at 4% or $55,591 at 6%; with 100% employer match about $62,540 at 4% or $41,693 at 6%.
201219$254,722$152,399$16,933iApproximate average salary by contribution assumption: employee only about $423,331 at 4% or $282,220 at 6%; with 50% employer match about $282,220 at 4% or $188,147 at 6%; with 100% employer match about $211,665 at 4% or $141,110 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-9$254,722$152,399$16,933iApproximate average salary by contribution assumption: employee only about $423,331 at 4% or $282,220 at 6%; with 50% employer match about $282,220 at 4% or $188,147 at 6%; with 100% employer match about $211,665 at 4% or $141,110 at 6%.
201117$70,097$17,753$2,536iApproximate average salary by contribution assumption: employee only about $63,404 at 4% or $42,269 at 6%; with 50% employer match about $42,269 at 4% or $28,179 at 6%; with 100% employer match about $31,702 at 4% or $21,135 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-7$70,097$17,753$2,536iApproximate average salary by contribution assumption: employee only about $63,404 at 4% or $42,269 at 6%; with 50% employer match about $42,269 at 4% or $28,179 at 6%; with 100% employer match about $31,702 at 4% or $21,135 at 6%.
201018$80,176$71,887$8,986iApproximate average salary by contribution assumption: employee only about $224,647 at 4% or $149,765 at 6%; with 50% employer match about $149,765 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-8$80,176$71,887$8,986iApproximate average salary by contribution assumption: employee only about $224,647 at 4% or $149,765 at 6%; with 50% employer match about $149,765 at 4% or $99,843 at 6%; with 100% employer match about $112,323 at 4% or $74,882 at 6%.
200916$3,847$3,806$634iApproximate average salary by contribution assumption: employee only about $15,858 at 4% or $10,572 at 6%; with 50% employer match about $10,572 at 4% or $7,048 at 6%; with 100% employer match about $7,929 at 4% or $5,286 at 6%.
Caruso Orthodontics PC. 401(K) Profit Sharing Plan-6$3,847$3,806$634iApproximate average salary by contribution assumption: employee only about $15,858 at 4% or $10,572 at 6%; with 50% employer match about $10,572 at 4% or $7,048 at 6%; with 100% employer match about $7,929 at 4% or $5,286 at 6%.