Civic Intelligence

Caruso Pt

Plan context: Caruso Pt 401(K) Profit Sharing Plan

EIN 84-2390311 • New Hartford, NY • 6 filings • 1 plans

3917 Oneida StreetNew Hartford, NY 13413
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$336,090

2025 Contributions

$83,011

Historical Graphs

Total Assets Over Time

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

$336,090$168,045$0202020232025YearValue
$336,090Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$336,090$83,011$20,753iApproximate average salary by contribution assumption: employee only about $518,819 at 4% or $345,879 at 6%; with 50% employer match about $345,879 at 4% or $230,586 at 6%; with 100% employer match about $259,409 at 4% or $172,940 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-4$336,090$83,011$20,753iApproximate average salary by contribution assumption: employee only about $518,819 at 4% or $345,879 at 6%; with 50% employer match about $345,879 at 4% or $230,586 at 6%; with 100% employer match about $259,409 at 4% or $172,940 at 6%.
202413$223,162$46,156$15,385iApproximate average salary by contribution assumption: employee only about $384,633 at 4% or $256,422 at 6%; with 50% employer match about $256,422 at 4% or $170,948 at 6%; with 100% employer match about $192,317 at 4% or $128,211 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-3$223,162$46,156$15,385iApproximate average salary by contribution assumption: employee only about $384,633 at 4% or $256,422 at 6%; with 50% employer match about $256,422 at 4% or $170,948 at 6%; with 100% employer match about $192,317 at 4% or $128,211 at 6%.
202312$157,623$38,919$19,460iApproximate average salary by contribution assumption: employee only about $486,488 at 4% or $324,325 at 6%; with 50% employer match about $324,325 at 4% or $216,217 at 6%; with 100% employer match about $243,244 at 4% or $162,163 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-2$157,623$38,919$19,460iApproximate average salary by contribution assumption: employee only about $486,488 at 4% or $324,325 at 6%; with 50% employer match about $324,325 at 4% or $216,217 at 6%; with 100% employer match about $243,244 at 4% or $162,163 at 6%.
202212$104,969$37,356$18,678iApproximate average salary by contribution assumption: employee only about $466,950 at 4% or $311,300 at 6%; with 50% employer match about $311,300 at 4% or $207,533 at 6%; with 100% employer match about $233,475 at 4% or $155,650 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-2$104,969$37,356$18,678iApproximate average salary by contribution assumption: employee only about $466,950 at 4% or $311,300 at 6%; with 50% employer match about $311,300 at 4% or $207,533 at 6%; with 100% employer match about $233,475 at 4% or $155,650 at 6%.
202112$73,033$35,450$17,725iApproximate average salary by contribution assumption: employee only about $443,125 at 4% or $295,417 at 6%; with 50% employer match about $295,417 at 4% or $196,944 at 6%; with 100% employer match about $221,563 at 4% or $147,708 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-2$73,033$35,450$17,725iApproximate average salary by contribution assumption: employee only about $443,125 at 4% or $295,417 at 6%; with 50% employer match about $295,417 at 4% or $196,944 at 6%; with 100% employer match about $221,563 at 4% or $147,708 at 6%.
202012$35,070$35,070$17,535iApproximate average salary by contribution assumption: employee only about $438,375 at 4% or $292,250 at 6%; with 50% employer match about $292,250 at 4% or $194,833 at 6%; with 100% employer match about $219,188 at 4% or $146,125 at 6%.
Caruso Pt 401(K) Profit Sharing Plan-2$35,070$35,070$17,535iApproximate average salary by contribution assumption: employee only about $438,375 at 4% or $292,250 at 6%; with 50% employer match about $292,250 at 4% or $194,833 at 6%; with 100% employer match about $219,188 at 4% or $146,125 at 6%.