Civic Intelligence

Lawrence Caruso, P.A.

Plan context: Lawrence Caruso, P.A. 401(K) Profit Sharing Plan

EIN 59-3540934 • Marco Island, FL • 23 filings • 3 plans

909 South Barfield DrMarco Island, FL 34145
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,149,917

2024 Contributions

$111,000

Historical Graphs

Total Assets Over Time

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

$2,149,917$1,074,959$0200220142024YearValue
$2,149,917Latest year 2024

Participants Over Time

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

630200220132024YearValue
4Latest 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
202414$2,149,917$111,000$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$2,149,917$111,000$27,750iApproximate average salary by contribution assumption: employee only about $693,750 at 4% or $462,500 at 6%; with 50% employer match about $462,500 at 4% or $308,333 at 6%; with 100% employer match about $346,875 at 4% or $231,250 at 6%.
202314$1,547,254$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,547,254$135,000$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
202214$1,034,372$129,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,034,372$129,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
202114$1,267,103$129,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,267,103$129,000$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
202014$1,623,466$108,250$27,063iApproximate average salary by contribution assumption: employee only about $676,563 at 4% or $451,042 at 6%; with 50% employer match about $451,042 at 4% or $300,694 at 6%; with 100% employer match about $338,281 at 4% or $225,521 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,623,466$108,250$27,063iApproximate average salary by contribution assumption: employee only about $676,563 at 4% or $451,042 at 6%; with 50% employer match about $451,042 at 4% or $300,694 at 6%; with 100% employer match about $338,281 at 4% or $225,521 at 6%.
201914$1,514,836$87,500$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,514,836$87,500$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
201814$1,388,440$105,250$26,313iApproximate average salary by contribution assumption: employee only about $657,813 at 4% or $438,542 at 6%; with 50% employer match about $438,542 at 4% or $292,361 at 6%; with 100% employer match about $328,906 at 4% or $219,271 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,388,440$105,250$26,313iApproximate average salary by contribution assumption: employee only about $657,813 at 4% or $438,542 at 6%; with 50% employer match about $438,542 at 4% or $292,361 at 6%; with 100% employer match about $328,906 at 4% or $219,271 at 6%.
201714$1,180,399$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-4$1,180,399$120,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201615$1,112,131$57,365$11,473iApproximate average salary by contribution assumption: employee only about $286,825 at 4% or $191,217 at 6%; with 50% employer match about $191,217 at 4% or $127,478 at 6%; with 100% employer match about $143,413 at 4% or $95,608 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$1,112,131$57,365$11,473iApproximate average salary by contribution assumption: employee only about $286,825 at 4% or $191,217 at 6%; with 50% employer match about $191,217 at 4% or $127,478 at 6%; with 100% employer match about $143,413 at 4% or $95,608 at 6%.
201515$1,054,442$33,640$6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$1,054,442$33,640$6,728iApproximate average salary by contribution assumption: employee only about $168,200 at 4% or $112,133 at 6%; with 50% employer match about $112,133 at 4% or $74,756 at 6%; with 100% employer match about $84,100 at 4% or $56,067 at 6%.
201415$920,641$41,887$8,377iApproximate average salary by contribution assumption: employee only about $209,435 at 4% or $139,623 at 6%; with 50% employer match about $139,623 at 4% or $93,082 at 6%; with 100% employer match about $104,718 at 4% or $69,812 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$920,641$41,887$8,377iApproximate average salary by contribution assumption: employee only about $209,435 at 4% or $139,623 at 6%; with 50% employer match about $139,623 at 4% or $93,082 at 6%; with 100% employer match about $104,718 at 4% or $69,812 at 6%.
201315$806,481$31,666$6,333iApproximate average salary by contribution assumption: employee only about $158,330 at 4% or $105,553 at 6%; with 50% employer match about $105,553 at 4% or $70,369 at 6%; with 100% employer match about $79,165 at 4% or $52,777 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$806,481$31,666$6,333iApproximate average salary by contribution assumption: employee only about $158,330 at 4% or $105,553 at 6%; with 50% employer match about $105,553 at 4% or $70,369 at 6%; with 100% employer match about $79,165 at 4% or $52,777 at 6%.
201215$780,325$31,542$6,308iApproximate average salary by contribution assumption: employee only about $157,710 at 4% or $105,140 at 6%; with 50% employer match about $105,140 at 4% or $70,093 at 6%; with 100% employer match about $78,855 at 4% or $52,570 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$780,325$31,542$6,308iApproximate average salary by contribution assumption: employee only about $157,710 at 4% or $105,140 at 6%; with 50% employer match about $105,140 at 4% or $70,093 at 6%; with 100% employer match about $78,855 at 4% or $52,570 at 6%.
201115$769,154$31,076$6,215iApproximate average salary by contribution assumption: employee only about $155,380 at 4% or $103,587 at 6%; with 50% employer match about $103,587 at 4% or $69,058 at 6%; with 100% employer match about $77,690 at 4% or $51,793 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$769,154$31,076$6,215iApproximate average salary by contribution assumption: employee only about $155,380 at 4% or $103,587 at 6%; with 50% employer match about $103,587 at 4% or $69,058 at 6%; with 100% employer match about $77,690 at 4% or $51,793 at 6%.
201015$782,715$31,074$6,215iApproximate average salary by contribution assumption: employee only about $155,370 at 4% or $103,580 at 6%; with 50% employer match about $103,580 at 4% or $69,053 at 6%; with 100% employer match about $77,685 at 4% or $51,790 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$782,715$31,074$6,215iApproximate average salary by contribution assumption: employee only about $155,370 at 4% or $103,580 at 6%; with 50% employer match about $103,580 at 4% or $69,053 at 6%; with 100% employer match about $77,685 at 4% or $51,790 at 6%.
200915$960,094$38,738$7,748iApproximate average salary by contribution assumption: employee only about $193,690 at 4% or $129,127 at 6%; with 50% employer match about $129,127 at 4% or $86,084 at 6%; with 100% employer match about $96,845 at 4% or $64,563 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-5$960,094$38,738$7,748iApproximate average salary by contribution assumption: employee only about $193,690 at 4% or $129,127 at 6%; with 50% employer match about $129,127 at 4% or $86,084 at 6%; with 100% employer match about $96,845 at 4% or $64,563 at 6%.
200816$1,206,375$43,904$7,317iApproximate average salary by contribution assumption: employee only about $182,933 at 4% or $121,956 at 6%; with 50% employer match about $121,956 at 4% or $81,304 at 6%; with 100% employer match about $91,467 at 4% or $60,978 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-6$1,206,375$43,904$7,317iApproximate average salary by contribution assumption: employee only about $182,933 at 4% or $121,956 at 6%; with 50% employer match about $121,956 at 4% or $81,304 at 6%; with 100% employer match about $91,467 at 4% or $60,978 at 6%.
200716$0$0-
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-6---
200616$1,064,960$105,624$17,604iApproximate average salary by contribution assumption: employee only about $440,100 at 4% or $293,400 at 6%; with 50% employer match about $293,400 at 4% or $195,600 at 6%; with 100% employer match about $220,050 at 4% or $146,700 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-6$1,064,960$105,624$17,604iApproximate average salary by contribution assumption: employee only about $440,100 at 4% or $293,400 at 6%; with 50% employer match about $293,400 at 4% or $195,600 at 6%; with 100% employer match about $220,050 at 4% or $146,700 at 6%.
200516$949,046$102,045$17,008iApproximate average salary by contribution assumption: employee only about $425,188 at 4% or $283,458 at 6%; with 50% employer match about $283,458 at 4% or $188,972 at 6%; with 100% employer match about $212,594 at 4% or $141,729 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-6$949,046$102,045$17,008iApproximate average salary by contribution assumption: employee only about $425,188 at 4% or $283,458 at 6%; with 50% employer match about $283,458 at 4% or $188,972 at 6%; with 100% employer match about $212,594 at 4% or $141,729 at 6%.
200416$833,193$94,169$15,695iApproximate average salary by contribution assumption: employee only about $392,371 at 4% or $261,581 at 6%; with 50% employer match about $261,581 at 4% or $174,387 at 6%; with 100% employer match about $196,185 at 4% or $130,790 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-6$833,193$94,169$15,695iApproximate average salary by contribution assumption: employee only about $392,371 at 4% or $261,581 at 6%; with 50% employer match about $261,581 at 4% or $174,387 at 6%; with 100% employer match about $196,185 at 4% or $130,790 at 6%.
200312$705,389$47,034$23,517iApproximate average salary by contribution assumption: employee only about $587,925 at 4% or $391,950 at 6%; with 50% employer match about $391,950 at 4% or $261,300 at 6%; with 100% employer match about $293,963 at 4% or $195,975 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-2$705,389$47,034$23,517iApproximate average salary by contribution assumption: employee only about $587,925 at 4% or $391,950 at 6%; with 50% employer match about $391,950 at 4% or $261,300 at 6%; with 100% employer match about $293,963 at 4% or $195,975 at 6%.
200212$650,787$45,356$22,678iApproximate average salary by contribution assumption: employee only about $566,950 at 4% or $377,967 at 6%; with 50% employer match about $377,967 at 4% or $251,978 at 6%; with 100% employer match about $283,475 at 4% or $188,983 at 6%.
Lawrence Caruso, P.A. 401(K) Profit Sharing Plan-2$650,787$45,356$22,678iApproximate average salary by contribution assumption: employee only about $566,950 at 4% or $377,967 at 6%; with 50% employer match about $377,967 at 4% or $251,978 at 6%; with 100% employer match about $283,475 at 4% or $188,983 at 6%.