Civic Intelligence

Caruso Insurance Services Inc.

Plan context: Caruso Insurance Services Inc. 401(K) Plan

EIN 95-4865672 • Corona, CA • 11 filings • 1 plans

650 E. Parkridge AveSuite 105Corona, CA 92879
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$1,310,200

2025 Contributions

$167,534

Historical Graphs

Total Assets Over Time

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

$1,310,200$655,100$0201520202025YearValue
$1,310,200Latest year 2025

Participants Over Time

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

1050201520202025YearValue
10Latest 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
2025110$1,310,200$167,534$16,753iApproximate average salary by contribution assumption: employee only about $418,835 at 4% or $279,223 at 6%; with 50% employer match about $279,223 at 4% or $186,149 at 6%; with 100% employer match about $209,418 at 4% or $139,612 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-10$1,310,200$167,534$16,753iApproximate average salary by contribution assumption: employee only about $418,835 at 4% or $279,223 at 6%; with 50% employer match about $279,223 at 4% or $186,149 at 6%; with 100% employer match about $209,418 at 4% or $139,612 at 6%.
2024110$1,006,657$86,880$8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-10$1,006,657$86,880$8,688iApproximate average salary by contribution assumption: employee only about $217,200 at 4% or $144,800 at 6%; with 50% employer match about $144,800 at 4% or $96,533 at 6%; with 100% employer match about $108,600 at 4% or $72,400 at 6%.
202319$835,998$93,903$10,434iApproximate average salary by contribution assumption: employee only about $260,842 at 4% or $173,894 at 6%; with 50% employer match about $173,894 at 4% or $115,930 at 6%; with 100% employer match about $130,421 at 4% or $86,947 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-9$835,998$93,903$10,434iApproximate average salary by contribution assumption: employee only about $260,842 at 4% or $173,894 at 6%; with 50% employer match about $173,894 at 4% or $115,930 at 6%; with 100% employer match about $130,421 at 4% or $86,947 at 6%.
202219$670,617$315,768$35,085iApproximate average salary by contribution assumption: employee only about $877,133 at 4% or $584,756 at 6%; with 50% employer match about $584,756 at 4% or $389,837 at 6%; with 100% employer match about $438,567 at 4% or $292,378 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-9$670,617$315,768$35,085iApproximate average salary by contribution assumption: employee only about $877,133 at 4% or $584,756 at 6%; with 50% employer match about $584,756 at 4% or $389,837 at 6%; with 100% employer match about $438,567 at 4% or $292,378 at 6%.
202117$428,795$49,413$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$428,795$49,413$7,059iApproximate average salary by contribution assumption: employee only about $176,475 at 4% or $117,650 at 6%; with 50% employer match about $117,650 at 4% or $78,433 at 6%; with 100% employer match about $88,238 at 4% or $58,825 at 6%.
202017$337,192$51,425$7,346iApproximate average salary by contribution assumption: employee only about $183,661 at 4% or $122,440 at 6%; with 50% employer match about $122,440 at 4% or $81,627 at 6%; with 100% employer match about $91,830 at 4% or $61,220 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$337,192$51,425$7,346iApproximate average salary by contribution assumption: employee only about $183,661 at 4% or $122,440 at 6%; with 50% employer match about $122,440 at 4% or $81,627 at 6%; with 100% employer match about $91,830 at 4% or $61,220 at 6%.
201917$283,733$54,021$7,717iApproximate average salary by contribution assumption: employee only about $192,932 at 4% or $128,621 at 6%; with 50% employer match about $128,621 at 4% or $85,748 at 6%; with 100% employer match about $96,466 at 4% or $64,311 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$283,733$54,021$7,717iApproximate average salary by contribution assumption: employee only about $192,932 at 4% or $128,621 at 6%; with 50% employer match about $128,621 at 4% or $85,748 at 6%; with 100% employer match about $96,466 at 4% or $64,311 at 6%.
201817$188,211$51,701$7,386iApproximate average salary by contribution assumption: employee only about $184,646 at 4% or $123,098 at 6%; with 50% employer match about $123,098 at 4% or $82,065 at 6%; with 100% employer match about $92,323 at 4% or $61,549 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$188,211$51,701$7,386iApproximate average salary by contribution assumption: employee only about $184,646 at 4% or $123,098 at 6%; with 50% employer match about $123,098 at 4% or $82,065 at 6%; with 100% employer match about $92,323 at 4% or $61,549 at 6%.
201717$153,125$49,305$7,044iApproximate average salary by contribution assumption: employee only about $176,089 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,696 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$153,125$49,305$7,044iApproximate average salary by contribution assumption: employee only about $176,089 at 4% or $117,393 at 6%; with 50% employer match about $117,393 at 4% or $78,262 at 6%; with 100% employer match about $88,045 at 4% or $58,696 at 6%.
201617$86,650$47,542$6,792iApproximate average salary by contribution assumption: employee only about $169,793 at 4% or $113,195 at 6%; with 50% employer match about $113,195 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,598 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-7$86,650$47,542$6,792iApproximate average salary by contribution assumption: employee only about $169,793 at 4% or $113,195 at 6%; with 50% employer match about $113,195 at 4% or $75,463 at 6%; with 100% employer match about $84,896 at 4% or $56,598 at 6%.
201519$57,919$59,883$6,654iApproximate average salary by contribution assumption: employee only about $166,342 at 4% or $110,894 at 6%; with 50% employer match about $110,894 at 4% or $73,930 at 6%; with 100% employer match about $83,171 at 4% or $55,447 at 6%.
Caruso Insurance Services Inc. 401(K) Plan-9$57,919$59,883$6,654iApproximate average salary by contribution assumption: employee only about $166,342 at 4% or $110,894 at 6%; with 50% employer match about $110,894 at 4% or $73,930 at 6%; with 100% employer match about $83,171 at 4% or $55,447 at 6%.