Civic Intelligence

Rugo & Carosi LLC

Plan context: Rugo & Carosi LLC Defined Benefit Pension Plan and Trust

EIN 54-1864476 • Lorton, VA • 23 filings • 3 plans

7953 Angleton CTLorton, VA 22079-1012
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,297,880

2024 Contributions

$185,746

Historical Graphs

Total Assets Over Time

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

$1,495,745$747,873$0199920142024YearValue
$1,297,880Latest year 2024

Participants Over Time

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

1470199920132024YearValue
14Latest 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
2024114$1,297,880$185,746$13,268iApproximate average salary by contribution assumption: employee only about $331,689 at 4% or $221,126 at 6%; with 50% employer match about $221,126 at 4% or $147,417 at 6%; with 100% employer match about $165,845 at 4% or $110,563 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-14$1,297,880$185,746$13,268iApproximate average salary by contribution assumption: employee only about $331,689 at 4% or $221,126 at 6%; with 50% employer match about $221,126 at 4% or $147,417 at 6%; with 100% employer match about $165,845 at 4% or $110,563 at 6%.
2023112$1,495,745$177,698$14,808iApproximate average salary by contribution assumption: employee only about $370,204 at 4% or $246,803 at 6%; with 50% employer match about $246,803 at 4% or $164,535 at 6%; with 100% employer match about $185,102 at 4% or $123,401 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-12$1,495,745$177,698$14,808iApproximate average salary by contribution assumption: employee only about $370,204 at 4% or $246,803 at 6%; with 50% employer match about $246,803 at 4% or $164,535 at 6%; with 100% employer match about $185,102 at 4% or $123,401 at 6%.
2022112$1,265,917$148,340$12,362iApproximate average salary by contribution assumption: employee only about $309,042 at 4% or $206,028 at 6%; with 50% employer match about $206,028 at 4% or $137,352 at 6%; with 100% employer match about $154,521 at 4% or $103,014 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-12$1,265,917$148,340$12,362iApproximate average salary by contribution assumption: employee only about $309,042 at 4% or $206,028 at 6%; with 50% employer match about $206,028 at 4% or $137,352 at 6%; with 100% employer match about $154,521 at 4% or $103,014 at 6%.
2021110$1,331,135$116,151$11,615iApproximate average salary by contribution assumption: employee only about $290,378 at 4% or $193,585 at 6%; with 50% employer match about $193,585 at 4% or $129,057 at 6%; with 100% employer match about $145,189 at 4% or $96,793 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-10$1,331,135$116,151$11,615iApproximate average salary by contribution assumption: employee only about $290,378 at 4% or $193,585 at 6%; with 50% employer match about $193,585 at 4% or $129,057 at 6%; with 100% employer match about $145,189 at 4% or $96,793 at 6%.
2020110$1,108,166$92,628$9,263iApproximate average salary by contribution assumption: employee only about $231,570 at 4% or $154,380 at 6%; with 50% employer match about $154,380 at 4% or $102,920 at 6%; with 100% employer match about $115,785 at 4% or $77,190 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-10$1,108,166$92,628$9,263iApproximate average salary by contribution assumption: employee only about $231,570 at 4% or $154,380 at 6%; with 50% employer match about $154,380 at 4% or $102,920 at 6%; with 100% employer match about $115,785 at 4% or $77,190 at 6%.
201918$928,050$85,390$10,674iApproximate average salary by contribution assumption: employee only about $266,844 at 4% or $177,896 at 6%; with 50% employer match about $177,896 at 4% or $118,597 at 6%; with 100% employer match about $133,422 at 4% or $88,948 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-8$928,050$85,390$10,674iApproximate average salary by contribution assumption: employee only about $266,844 at 4% or $177,896 at 6%; with 50% employer match about $177,896 at 4% or $118,597 at 6%; with 100% employer match about $133,422 at 4% or $88,948 at 6%.
2018110$737,424$72,355$7,236iApproximate average salary by contribution assumption: employee only about $180,888 at 4% or $120,592 at 6%; with 50% employer match about $120,592 at 4% or $80,394 at 6%; with 100% employer match about $90,444 at 4% or $60,296 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-10$737,424$72,355$7,236iApproximate average salary by contribution assumption: employee only about $180,888 at 4% or $120,592 at 6%; with 50% employer match about $120,592 at 4% or $80,394 at 6%; with 100% employer match about $90,444 at 4% or $60,296 at 6%.
2017110$1,032,836$71,233$7,123iApproximate average salary by contribution assumption: employee only about $178,083 at 4% or $118,722 at 6%; with 50% employer match about $118,722 at 4% or $79,148 at 6%; with 100% employer match about $89,041 at 4% or $59,361 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-10$1,032,836$71,233$7,123iApproximate average salary by contribution assumption: employee only about $178,083 at 4% or $118,722 at 6%; with 50% employer match about $118,722 at 4% or $79,148 at 6%; with 100% employer match about $89,041 at 4% or $59,361 at 6%.
2016110$841,561$63,176$6,318iApproximate average salary by contribution assumption: employee only about $157,940 at 4% or $105,293 at 6%; with 50% employer match about $105,293 at 4% or $70,196 at 6%; with 100% employer match about $78,970 at 4% or $52,647 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-10$841,561$63,176$6,318iApproximate average salary by contribution assumption: employee only about $157,940 at 4% or $105,293 at 6%; with 50% employer match about $105,293 at 4% or $70,196 at 6%; with 100% employer match about $78,970 at 4% or $52,647 at 6%.
2015111$729,627$52,197$4,745iApproximate average salary by contribution assumption: employee only about $118,630 at 4% or $79,086 at 6%; with 50% employer match about $79,086 at 4% or $52,724 at 6%; with 100% employer match about $59,315 at 4% or $39,543 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-11$729,627$52,197$4,745iApproximate average salary by contribution assumption: employee only about $118,630 at 4% or $79,086 at 6%; with 50% employer match about $79,086 at 4% or $52,724 at 6%; with 100% employer match about $59,315 at 4% or $39,543 at 6%.
201417$800,577$54,625$7,804iApproximate average salary by contribution assumption: employee only about $195,089 at 4% or $130,060 at 6%; with 50% employer match about $130,060 at 4% or $86,706 at 6%; with 100% employer match about $97,545 at 4% or $65,030 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-7$800,577$54,625$7,804iApproximate average salary by contribution assumption: employee only about $195,089 at 4% or $130,060 at 6%; with 50% employer match about $130,060 at 4% or $86,706 at 6%; with 100% employer match about $97,545 at 4% or $65,030 at 6%.
201317$771,424$60,812$8,687iApproximate average salary by contribution assumption: employee only about $217,186 at 4% or $144,790 at 6%; with 50% employer match about $144,790 at 4% or $96,527 at 6%; with 100% employer match about $108,593 at 4% or $72,395 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-7$771,424$60,812$8,687iApproximate average salary by contribution assumption: employee only about $217,186 at 4% or $144,790 at 6%; with 50% employer match about $144,790 at 4% or $96,527 at 6%; with 100% employer match about $108,593 at 4% or $72,395 at 6%.
201217$613,854$75,443$10,778iApproximate average salary by contribution assumption: employee only about $269,439 at 4% or $179,626 at 6%; with 50% employer match about $179,626 at 4% or $119,751 at 6%; with 100% employer match about $134,720 at 4% or $89,813 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-7$613,854$75,443$10,778iApproximate average salary by contribution assumption: employee only about $269,439 at 4% or $179,626 at 6%; with 50% employer match about $179,626 at 4% or $119,751 at 6%; with 100% employer match about $134,720 at 4% or $89,813 at 6%.
201118$541,686$86,759$10,845iApproximate average salary by contribution assumption: employee only about $271,122 at 4% or $180,748 at 6%; with 50% employer match about $180,748 at 4% or $120,499 at 6%; with 100% employer match about $135,561 at 4% or $90,374 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-8$541,686$86,759$10,845iApproximate average salary by contribution assumption: employee only about $271,122 at 4% or $180,748 at 6%; with 50% employer match about $180,748 at 4% or $120,499 at 6%; with 100% employer match about $135,561 at 4% or $90,374 at 6%.
201018$468,318$102,998$12,875iApproximate average salary by contribution assumption: employee only about $321,869 at 4% or $214,579 at 6%; with 50% employer match about $214,579 at 4% or $143,053 at 6%; with 100% employer match about $160,934 at 4% or $107,290 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-8$468,318$102,998$12,875iApproximate average salary by contribution assumption: employee only about $321,869 at 4% or $214,579 at 6%; with 50% employer match about $214,579 at 4% or $143,053 at 6%; with 100% employer match about $160,934 at 4% or $107,290 at 6%.
200918$394,012$54,645$6,831iApproximate average salary by contribution assumption: employee only about $170,766 at 4% or $113,844 at 6%; with 50% employer match about $113,844 at 4% or $75,896 at 6%; with 100% employer match about $85,383 at 4% or $56,922 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-8$394,012$54,645$6,831iApproximate average salary by contribution assumption: employee only about $170,766 at 4% or $113,844 at 6%; with 50% employer match about $113,844 at 4% or $75,896 at 6%; with 100% employer match about $85,383 at 4% or $56,922 at 6%.
200817$277,143$81,411$11,630iApproximate average salary by contribution assumption: employee only about $290,754 at 4% or $193,836 at 6%; with 50% employer match about $193,836 at 4% or $129,224 at 6%; with 100% employer match about $145,377 at 4% or $96,918 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-7$277,143$81,411$11,630iApproximate average salary by contribution assumption: employee only about $290,754 at 4% or $193,836 at 6%; with 50% employer match about $193,836 at 4% or $129,224 at 6%; with 100% employer match about $145,377 at 4% or $96,918 at 6%.
200718$0$0-
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-8---
200616$223,588$66,775$11,129iApproximate average salary by contribution assumption: employee only about $278,229 at 4% or $185,486 at 6%; with 50% employer match about $185,486 at 4% or $123,657 at 6%; with 100% employer match about $139,115 at 4% or $92,743 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-6$223,588$66,775$11,129iApproximate average salary by contribution assumption: employee only about $278,229 at 4% or $185,486 at 6%; with 50% employer match about $185,486 at 4% or $123,657 at 6%; with 100% employer match about $139,115 at 4% or $92,743 at 6%.
200516$137,262$62,349$10,392iApproximate average salary by contribution assumption: employee only about $259,788 at 4% or $173,192 at 6%; with 50% employer match about $173,192 at 4% or $115,461 at 6%; with 100% employer match about $129,894 at 4% or $86,596 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-6$137,262$62,349$10,392iApproximate average salary by contribution assumption: employee only about $259,788 at 4% or $173,192 at 6%; with 50% employer match about $173,192 at 4% or $115,461 at 6%; with 100% employer match about $129,894 at 4% or $86,596 at 6%.
200416$66,449$61,794$10,299iApproximate average salary by contribution assumption: employee only about $257,475 at 4% or $171,650 at 6%; with 50% employer match about $171,650 at 4% or $114,433 at 6%; with 100% employer match about $128,738 at 4% or $85,825 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-6$66,449$61,794$10,299iApproximate average salary by contribution assumption: employee only about $257,475 at 4% or $171,650 at 6%; with 50% employer match about $171,650 at 4% or $114,433 at 6%; with 100% employer match about $128,738 at 4% or $85,825 at 6%.
200012$296,801$106,751$53,376iApproximate average salary by contribution assumption: employee only about $1,334,388 at 4% or $889,592 at 6%; with 50% employer match about $889,592 at 4% or $593,061 at 6%; with 100% employer match about $667,194 at 4% or $444,796 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-2$296,801$106,751$53,376iApproximate average salary by contribution assumption: employee only about $1,334,388 at 4% or $889,592 at 6%; with 50% employer match about $889,592 at 4% or $593,061 at 6%; with 100% employer match about $667,194 at 4% or $444,796 at 6%.
199912$185,503$84,322$42,161iApproximate average salary by contribution assumption: employee only about $1,054,025 at 4% or $702,683 at 6%; with 50% employer match about $702,683 at 4% or $468,456 at 6%; with 100% employer match about $527,013 at 4% or $351,342 at 6%.
Rugo & Carosi LLC Defined Benefit Pension Plan and Trust-2$185,503$84,322$42,161iApproximate average salary by contribution assumption: employee only about $1,054,025 at 4% or $702,683 at 6%; with 50% employer match about $702,683 at 4% or $468,456 at 6%; with 100% employer match about $527,013 at 4% or $351,342 at 6%.