Civic Intelligence

Caruso Turley Scott Inc.

Plan context: Caruso Turley Scott Inc. 401K Plan

EIN 86-0361978 • Tempe, AZ • 30 filings • 4 plans

1215 W. Rio Salado Pkwy Ste 200Tempe, AZ 85281
Current Snapshot

Latest Year

2023

2023 Participants

82

2023 Assets

$13,127,008

2023 Contributions

$932,352

Historical Graphs

Total Assets Over Time

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

$14,275,583$7,137,792$0199920142023YearValue
$13,127,008Latest year 2023

Participants Over Time

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

97490199920122023YearValue
82Latest year 2023

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
2023182$13,127,008$932,352$11,370iApproximate average salary by contribution assumption: employee only about $284,254 at 4% or $189,502 at 6%; with 50% employer match about $189,502 at 4% or $126,335 at 6%; with 100% employer match about $142,127 at 4% or $94,751 at 6%.
Caruso Turley Scott Inc. 401K Plan-82$13,127,008$932,352$11,370iApproximate average salary by contribution assumption: employee only about $284,254 at 4% or $189,502 at 6%; with 50% employer match about $189,502 at 4% or $126,335 at 6%; with 100% employer match about $142,127 at 4% or $94,751 at 6%.
2022188$13,127,008$932,352$10,595iApproximate average salary by contribution assumption: employee only about $264,873 at 4% or $176,582 at 6%; with 50% employer match about $176,582 at 4% or $117,721 at 6%; with 100% employer match about $132,436 at 4% or $88,291 at 6%.
Caruso Turley Scott Inc. 401K Plan-88$13,127,008$932,352$10,595iApproximate average salary by contribution assumption: employee only about $264,873 at 4% or $176,582 at 6%; with 50% employer match about $176,582 at 4% or $117,721 at 6%; with 100% employer match about $132,436 at 4% or $88,291 at 6%.
2021193$11,982,960$976,780$10,503iApproximate average salary by contribution assumption: employee only about $262,575 at 4% or $175,050 at 6%; with 50% employer match about $175,050 at 4% or $116,700 at 6%; with 100% employer match about $131,288 at 4% or $87,525 at 6%.
Caruso Turley Scott Inc. 401K Plan-93$11,982,960$976,780$10,503iApproximate average salary by contribution assumption: employee only about $262,575 at 4% or $175,050 at 6%; with 50% employer match about $175,050 at 4% or $116,700 at 6%; with 100% employer match about $131,288 at 4% or $87,525 at 6%.
2020196$14,275,583$727,046$7,573iApproximate average salary by contribution assumption: employee only about $189,335 at 4% or $126,223 at 6%; with 50% employer match about $126,223 at 4% or $84,149 at 6%; with 100% employer match about $94,667 at 4% or $63,112 at 6%.
Caruso Turley Scott Inc. 401K Plan-96$14,275,583$727,046$7,573iApproximate average salary by contribution assumption: employee only about $189,335 at 4% or $126,223 at 6%; with 50% employer match about $126,223 at 4% or $84,149 at 6%; with 100% employer match about $94,667 at 4% or $63,112 at 6%.
2019197$11,533,278$918,356$9,468iApproximate average salary by contribution assumption: employee only about $236,690 at 4% or $157,793 at 6%; with 50% employer match about $157,793 at 4% or $105,195 at 6%; with 100% employer match about $118,345 at 4% or $78,897 at 6%.
Caruso Turley Scott Inc. 401K Plan-97$11,533,278$918,356$9,468iApproximate average salary by contribution assumption: employee only about $236,690 at 4% or $157,793 at 6%; with 50% employer match about $157,793 at 4% or $105,195 at 6%; with 100% employer match about $118,345 at 4% or $78,897 at 6%.
2018185$9,449,858$711,810$8,374iApproximate average salary by contribution assumption: employee only about $209,356 at 4% or $139,571 at 6%; with 50% employer match about $139,571 at 4% or $93,047 at 6%; with 100% employer match about $104,678 at 4% or $69,785 at 6%.
Caruso Turley Scott Inc. 401K Plan-85$9,449,858$711,810$8,374iApproximate average salary by contribution assumption: employee only about $209,356 at 4% or $139,571 at 6%; with 50% employer match about $139,571 at 4% or $93,047 at 6%; with 100% employer match about $104,678 at 4% or $69,785 at 6%.
2017183$11,446,170$709,401$8,547iApproximate average salary by contribution assumption: employee only about $213,675 at 4% or $142,450 at 6%; with 50% employer match about $142,450 at 4% or $94,967 at 6%; with 100% employer match about $106,838 at 4% or $71,225 at 6%.
Caruso Turley Scott Inc. 401K Plan-83$11,446,170$709,401$8,547iApproximate average salary by contribution assumption: employee only about $213,675 at 4% or $142,450 at 6%; with 50% employer match about $142,450 at 4% or $94,967 at 6%; with 100% employer match about $106,838 at 4% or $71,225 at 6%.
2016193$9,795,399$643,455$6,919iApproximate average salary by contribution assumption: employee only about $172,972 at 4% or $115,315 at 6%; with 50% employer match about $115,315 at 4% or $76,876 at 6%; with 100% employer match about $86,486 at 4% or $57,657 at 6%.
Caruso Turley Scott Inc. 401K Plan-93$9,795,399$643,455$6,919iApproximate average salary by contribution assumption: employee only about $172,972 at 4% or $115,315 at 6%; with 50% employer match about $115,315 at 4% or $76,876 at 6%; with 100% employer match about $86,486 at 4% or $57,657 at 6%.
2015192$8,196,453$575,312$6,253iApproximate average salary by contribution assumption: employee only about $156,335 at 4% or $104,223 at 6%; with 50% employer match about $104,223 at 4% or $69,482 at 6%; with 100% employer match about $78,167 at 4% or $52,112 at 6%.
Caruso Turley Scott Inc. 401K Plan-92$8,196,453$575,312$6,253iApproximate average salary by contribution assumption: employee only about $156,335 at 4% or $104,223 at 6%; with 50% employer match about $104,223 at 4% or $69,482 at 6%; with 100% employer match about $78,167 at 4% or $52,112 at 6%.
2014181$7,047,575$547,346$6,757iApproximate average salary by contribution assumption: employee only about $168,934 at 4% or $112,623 at 6%; with 50% employer match about $112,623 at 4% or $75,082 at 6%; with 100% employer match about $84,467 at 4% or $56,311 at 6%.
Caruso Turley Scott Inc. 401K Plan-81$7,047,575$547,346$6,757iApproximate average salary by contribution assumption: employee only about $168,934 at 4% or $112,623 at 6%; with 50% employer match about $112,623 at 4% or $75,082 at 6%; with 100% employer match about $84,467 at 4% or $56,311 at 6%.
2013184$6,952,238$299,402$3,564iApproximate average salary by contribution assumption: employee only about $89,108 at 4% or $59,405 at 6%; with 50% employer match about $59,405 at 4% or $39,603 at 6%; with 100% employer match about $44,554 at 4% or $29,703 at 6%.
Caruso Turley Scott Inc. 401K Plan-84$6,952,238$299,402$3,564iApproximate average salary by contribution assumption: employee only about $89,108 at 4% or $59,405 at 6%; with 50% employer match about $59,405 at 4% or $39,603 at 6%; with 100% employer match about $44,554 at 4% or $29,703 at 6%.
2012172$6,216,345$286,803$3,983iApproximate average salary by contribution assumption: employee only about $99,584 at 4% or $66,390 at 6%; with 50% employer match about $66,390 at 4% or $44,260 at 6%; with 100% employer match about $49,792 at 4% or $33,195 at 6%.
Caruso Turley Scott Inc. 401K Plan-72$6,216,345$286,803$3,983iApproximate average salary by contribution assumption: employee only about $99,584 at 4% or $66,390 at 6%; with 50% employer match about $66,390 at 4% or $44,260 at 6%; with 100% employer match about $49,792 at 4% or $33,195 at 6%.
2011172$5,183,980$198,543$2,758iApproximate average salary by contribution assumption: employee only about $68,939 at 4% or $45,959 at 6%; with 50% employer match about $45,959 at 4% or $30,639 at 6%; with 100% employer match about $34,469 at 4% or $22,980 at 6%.
Caruso Turley Scott Inc. 401K Plan-72$5,183,980$198,543$2,758iApproximate average salary by contribution assumption: employee only about $68,939 at 4% or $45,959 at 6%; with 50% employer match about $45,959 at 4% or $30,639 at 6%; with 100% employer match about $34,469 at 4% or $22,980 at 6%.
2010161$4,262,186$142,730$2,340iApproximate average salary by contribution assumption: employee only about $58,496 at 4% or $38,997 at 6%; with 50% employer match about $38,997 at 4% or $25,998 at 6%; with 100% employer match about $29,248 at 4% or $19,499 at 6%.
Caruso Turley Scott Inc. 401K Plan-61$4,262,186$142,730$2,340iApproximate average salary by contribution assumption: employee only about $58,496 at 4% or $38,997 at 6%; with 50% employer match about $38,997 at 4% or $25,998 at 6%; with 100% employer match about $29,248 at 4% or $19,499 at 6%.
2009167$4,662,696$148,039$2,210iApproximate average salary by contribution assumption: employee only about $55,238 at 4% or $36,826 at 6%; with 50% employer match about $36,826 at 4% or $24,550 at 6%; with 100% employer match about $27,619 at 4% or $18,413 at 6%.
Caruso Turley Scott Inc. 401K Plan-67$4,662,696$148,039$2,210iApproximate average salary by contribution assumption: employee only about $55,238 at 4% or $36,826 at 6%; with 50% employer match about $36,826 at 4% or $24,550 at 6%; with 100% employer match about $27,619 at 4% or $18,413 at 6%.
200810$0$0-
Caruso Turley Scott Inc. 401K Plan-0---
2007180$0$0-
Caruso Turley Scott Inc. 401K Plan-80---
2006194$6,244,777$729,334$7,759iApproximate average salary by contribution assumption: employee only about $193,972 at 4% or $129,315 at 6%; with 50% employer match about $129,315 at 4% or $86,210 at 6%; with 100% employer match about $96,986 at 4% or $64,657 at 6%.
Caruso Turley Scott Inc. 401K Plan-94$6,244,777$729,334$7,759iApproximate average salary by contribution assumption: employee only about $193,972 at 4% or $129,315 at 6%; with 50% employer match about $129,315 at 4% or $86,210 at 6%; with 100% employer match about $96,986 at 4% or $64,657 at 6%.
2005171$4,799,725$525,206$7,397iApproximate average salary by contribution assumption: employee only about $184,932 at 4% or $123,288 at 6%; with 50% employer match about $123,288 at 4% or $82,192 at 6%; with 100% employer match about $92,466 at 4% or $61,644 at 6%.
Caruso Turley Scott Inc. 401K Plan-71$4,799,725$525,206$7,397iApproximate average salary by contribution assumption: employee only about $184,932 at 4% or $123,288 at 6%; with 50% employer match about $123,288 at 4% or $82,192 at 6%; with 100% employer match about $92,466 at 4% or $61,644 at 6%.
2004252$4,445,667$566,786$10,900iApproximate average salary by contribution assumption: employee only about $272,493 at 4% or $181,662 at 6%; with 50% employer match about $181,662 at 4% or $121,108 at 6%; with 100% employer match about $136,247 at 4% or $90,831 at 6%.
Caruso Turley Scott Inc. 401K Plan-52$4,445,667$512,786$9,861iApproximate average salary by contribution assumption: employee only about $246,532 at 4% or $164,354 at 6%; with 50% employer match about $164,354 at 4% or $109,570 at 6%; with 100% employer match about $123,266 at 4% or $82,177 at 6%.
Caruso Turley Scott Inc. Defined Benefit Pension Plan-0-$54,000-
2003255$0$0-
Caruso Turley Scott Inc. Defined Benefit Pension Plan-18---
Caruso Turley Scott Inc. 401K Plan-55---
2002253$0$0-
Caruso Turley Scott Inc. 401K Plan-53---
Caruso Turley Scott Inc. Defined Benefit Pension Plan-19---
2001256$0$0-
Caruso Turley Scott Inc. Defined Benefit Pension Plan-19---
Caruso Turley Scott Inc. 401K Plan-56---
2000258$0$0-
Caruso Turley Scott Inc. 401K Plan-58---
Caruso Turley Scott Inc. Defined Benefit Pension Plan-25---
1999153$2,752,835$377,468$7,122iApproximate average salary by contribution assumption: employee only about $178,051 at 4% or $118,701 at 6%; with 50% employer match about $118,701 at 4% or $79,134 at 6%; with 100% employer match about $89,025 at 4% or $59,350 at 6%.
Caruso Turley Scott Inc. 401K Plan-53$2,752,835$377,468$7,122iApproximate average salary by contribution assumption: employee only about $178,051 at 4% or $118,701 at 6%; with 50% employer match about $118,701 at 4% or $79,134 at 6%; with 100% employer match about $89,025 at 4% or $59,350 at 6%.