Civic Intelligence

A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group

Plan context: A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN

EIN 95-3501756 • Palm Desert, CA • 33 filings • 12 plans

73211 Fred Waring Dr #100Palm Desert, CA 92260
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$9,836,050

2024 Contributions

$111,343

Historical Graphs

Total Assets Over Time

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

$9,836,050$4,918,025$0200220162024YearValue
$9,836,050Latest year 2024

Participants Over Time

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

1680200020152024YearValue
10Latest 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
2024210$9,836,050$111,343$11,134iApproximate average salary by contribution assumption: employee only about $278,358 at 4% or $185,572 at 6%; with 50% employer match about $185,572 at 4% or $123,714 at 6%; with 100% employer match about $139,179 at 4% or $92,786 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-10$7,856,156$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-10$1,979,894$111,343$11,134iApproximate average salary by contribution assumption: employee only about $278,358 at 4% or $185,572 at 6%; with 50% employer match about $185,572 at 4% or $123,714 at 6%; with 100% employer match about $139,179 at 4% or $92,786 at 6%.
2023216$7,302,820$118,045$7,378iApproximate average salary by contribution assumption: employee only about $184,445 at 4% or $122,964 at 6%; with 50% employer match about $122,964 at 4% or $81,976 at 6%; with 100% employer match about $92,223 at 4% or $61,482 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-16$5,557,209$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-10$1,745,611$118,045$11,805iApproximate average salary by contribution assumption: employee only about $295,113 at 4% or $196,742 at 6%; with 50% employer match about $196,742 at 4% or $131,161 at 6%; with 100% employer match about $147,556 at 4% or $98,371 at 6%.
2022216$5,295,032$393,619$24,601iApproximate average salary by contribution assumption: employee only about $615,030 at 4% or $410,020 at 6%; with 50% employer match about $410,020 at 4% or $273,347 at 6%; with 100% employer match about $307,515 at 4% or $205,010 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-16$3,909,551$300,000$18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-12$1,385,481$93,619$7,802iApproximate average salary by contribution assumption: employee only about $195,040 at 4% or $130,026 at 6%; with 50% employer match about $130,026 at 4% or $86,684 at 6%; with 100% employer match about $97,520 at 4% or $65,013 at 6%.
2021215$6,819,001$388,689$25,913iApproximate average salary by contribution assumption: employee only about $647,815 at 4% or $431,877 at 6%; with 50% employer match about $431,877 at 4% or $287,918 at 6%; with 100% employer match about $323,908 at 4% or $215,938 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-15$5,043,052$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-11$1,775,949$88,689$8,063iApproximate average salary by contribution assumption: employee only about $201,566 at 4% or $134,377 at 6%; with 50% employer match about $134,377 at 4% or $89,585 at 6%; with 100% employer match about $100,783 at 4% or $67,189 at 6%.
2020214$5,448,624$386,935$27,638iApproximate average salary by contribution assumption: employee only about $690,955 at 4% or $460,637 at 6%; with 50% employer match about $460,637 at 4% or $307,091 at 6%; with 100% employer match about $345,478 at 4% or $230,318 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-14$3,942,728$300,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-13$1,505,896$86,935$6,687iApproximate average salary by contribution assumption: employee only about $167,183 at 4% or $111,455 at 6%; with 50% employer match about $111,455 at 4% or $74,303 at 6%; with 100% employer match about $83,591 at 4% or $55,728 at 6%.
2019214$3,989,069$388,784$27,770iApproximate average salary by contribution assumption: employee only about $694,257 at 4% or $462,838 at 6%; with 50% employer match about $462,838 at 4% or $308,559 at 6%; with 100% employer match about $347,129 at 4% or $231,419 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-14$2,890,428$300,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-14$1,098,641$88,784$6,342iApproximate average salary by contribution assumption: employee only about $158,543 at 4% or $105,695 at 6%; with 50% employer match about $105,695 at 4% or $70,463 at 6%; with 100% employer match about $79,271 at 4% or $52,848 at 6%.
2018213$2,809,850$455,167$35,013iApproximate average salary by contribution assumption: employee only about $875,321 at 4% or $583,547 at 6%; with 50% employer match about $583,547 at 4% or $389,032 at 6%; with 100% employer match about $437,661 at 4% or $291,774 at 6%.
A. GREGORY CARUSO, M.D. INC. DEFINED BENEFIT PENSION PLAN-13$2,018,197$376,000$28,923iApproximate average salary by contribution assumption: employee only about $723,077 at 4% or $482,051 at 6%; with 50% employer match about $482,051 at 4% or $321,368 at 6%; with 100% employer match about $361,538 at 4% or $241,026 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-13$791,653$79,167$6,090iApproximate average salary by contribution assumption: employee only about $152,244 at 4% or $101,496 at 6%; with 50% employer match about $101,496 at 4% or $67,664 at 6%; with 100% employer match about $76,122 at 4% or $50,748 at 6%.
2017212$2,693,143$515,243$42,937iApproximate average salary by contribution assumption: employee only about $1,073,423 at 4% or $715,615 at 6%; with 50% employer match about $715,615 at 4% or $477,077 at 6%; with 100% employer match about $536,711 at 4% or $357,808 at 6%.
A. GREGORY CARUSO, M.D., INC. DEFINED BENEFIT PENSION PLAN-12$1,925,091$450,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-10$768,052$65,243$6,524iApproximate average salary by contribution assumption: employee only about $163,108 at 4% or $108,738 at 6%; with 50% employer match about $108,738 at 4% or $72,492 at 6%; with 100% employer match about $81,554 at 4% or $54,369 at 6%.
2016212$1,876,067$531,992$44,333iApproximate average salary by contribution assumption: employee only about $1,108,317 at 4% or $738,878 at 6%; with 50% employer match about $738,878 at 4% or $492,585 at 6%; with 100% employer match about $554,158 at 4% or $369,439 at 6%.
A. GREGORY CARUSO, M.D., INC. DBA SUNLIFE MEDICAL GROUP DEFINED BENEFIT PENSION PLAN-12$1,291,634$450,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-12$584,433$81,992$6,833iApproximate average salary by contribution assumption: employee only about $170,817 at 4% or $113,878 at 6%; with 50% employer match about $113,878 at 4% or $75,919 at 6%; with 100% employer match about $85,408 at 4% or $56,939 at 6%.
2015211$1,335,187$479,529$43,594iApproximate average salary by contribution assumption: employee only about $1,089,839 at 4% or $726,559 at 6%; with 50% employer match about $726,559 at 4% or $484,373 at 6%; with 100% employer match about $544,919 at 4% or $363,280 at 6%.
A. GREGORY CARUSO, M.D., INC. DBA SUNLIFE MEDICAL GROUP DEFINED BENEFIT PENSION PLAN-11$876,621$417,507$37,955iApproximate average salary by contribution assumption: employee only about $948,880 at 4% or $632,586 at 6%; with 50% employer match about $632,586 at 4% or $421,724 at 6%; with 100% employer match about $474,440 at 4% or $316,293 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-10$458,566$62,022$6,202iApproximate average salary by contribution assumption: employee only about $155,055 at 4% or $103,370 at 6%; with 50% employer match about $103,370 at 4% or $68,913 at 6%; with 100% employer match about $77,528 at 4% or $51,685 at 6%.
2014213$994,222$422,536$32,503iApproximate average salary by contribution assumption: employee only about $812,569 at 4% or $541,713 at 6%; with 50% employer match about $541,713 at 4% or $361,142 at 6%; with 100% employer match about $406,285 at 4% or $270,856 at 6%.
A. GREGORY CARUSO, M.D., INC. DBA SUNLIFE MEDICAL GROUP DEFINED BENEFIT PENSION PLAN-10$502,979$353,974$35,397iApproximate average salary by contribution assumption: employee only about $884,935 at 4% or $589,957 at 6%; with 50% employer match about $589,957 at 4% or $393,304 at 6%; with 100% employer match about $442,468 at 4% or $294,978 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-13$491,243$68,562$5,274iApproximate average salary by contribution assumption: employee only about $131,850 at 4% or $87,900 at 6%; with 50% employer match about $87,900 at 4% or $58,600 at 6%; with 100% employer match about $65,925 at 4% or $43,950 at 6%.
2013213$493,030$234,556$18,043iApproximate average salary by contribution assumption: employee only about $451,069 at 4% or $300,713 at 6%; with 50% employer match about $300,713 at 4% or $200,475 at 6%; with 100% employer match about $225,535 at 4% or $150,356 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-13$360,530$102,056$7,850iApproximate average salary by contribution assumption: employee only about $196,262 at 4% or $130,841 at 6%; with 50% employer match about $130,841 at 4% or $87,227 at 6%; with 100% employer match about $98,131 at 4% or $65,421 at 6%.
A. GREGORY CARUSO, M.D., INC. DBA SUNLIFE MEDICAL GROUP DEFINED BENEFIT PENSION PLAN-9$132,500$132,500$14,722iApproximate average salary by contribution assumption: employee only about $368,056 at 4% or $245,370 at 6%; with 50% employer match about $245,370 at 4% or $163,580 at 6%; with 100% employer match about $184,028 at 4% or $122,685 at 6%.
2012111$222,225$80,083$7,280iApproximate average salary by contribution assumption: employee only about $182,007 at 4% or $121,338 at 6%; with 50% employer match about $121,338 at 4% or $80,892 at 6%; with 100% employer match about $91,003 at 4% or $60,669 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-11$222,225$80,083$7,280iApproximate average salary by contribution assumption: employee only about $182,007 at 4% or $121,338 at 6%; with 50% employer match about $121,338 at 4% or $80,892 at 6%; with 100% employer match about $91,003 at 4% or $60,669 at 6%.
2011110$124,678$73,012$7,301iApproximate average salary by contribution assumption: employee only about $182,530 at 4% or $121,687 at 6%; with 50% employer match about $121,687 at 4% or $81,124 at 6%; with 100% employer match about $91,265 at 4% or $60,843 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-10$124,678$73,012$7,301iApproximate average salary by contribution assumption: employee only about $182,530 at 4% or $121,687 at 6%; with 50% employer match about $121,687 at 4% or $81,124 at 6%; with 100% employer match about $91,265 at 4% or $60,843 at 6%.
201017$60,915$36,960$5,280iApproximate average salary by contribution assumption: employee only about $132,000 at 4% or $88,000 at 6%; with 50% employer match about $88,000 at 4% or $58,667 at 6%; with 100% employer match about $66,000 at 4% or $44,000 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-7$60,915$36,960$5,280iApproximate average salary by contribution assumption: employee only about $132,000 at 4% or $88,000 at 6%; with 50% employer match about $88,000 at 4% or $58,667 at 6%; with 100% employer match about $66,000 at 4% or $44,000 at 6%.
200917$17,435$17,428$2,490iApproximate average salary by contribution assumption: employee only about $62,243 at 4% or $41,495 at 6%; with 50% employer match about $41,495 at 4% or $27,663 at 6%; with 100% employer match about $31,121 at 4% or $20,748 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-7$17,435$17,428$2,490iApproximate average salary by contribution assumption: employee only about $62,243 at 4% or $41,495 at 6%; with 50% employer match about $41,495 at 4% or $27,663 at 6%; with 100% employer match about $31,121 at 4% or $20,748 at 6%.
200410$0$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-0---
200310$0$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-0---
200212$141,032$1$1iApproximate average salary by contribution assumption: employee only about $13 at 4% or $8 at 6%; with 50% employer match about $8 at 4% or $6 at 6%; with 100% employer match about $6 at 4% or $4 at 6%.
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-2$141,032$1$1iApproximate average salary by contribution assumption: employee only about $13 at 4% or $8 at 6%; with 50% employer match about $8 at 4% or $6 at 6%; with 100% employer match about $6 at 4% or $4 at 6%.
200116$0$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-6---
200016$0$0-
A. Gregory Caruso, M.D. Inc. 401(K) Profit Sharing Plan-6---